Development Advisor

Overview

About the Role:

We’re seeking a proactive, entrepreneurial Growth & Business Development Advisor to fuel firm expansion by recruiting talented advisors and attracting clients, while also building their own advisory practice over time. This role blends front-end pipeline creation with client engagement and personal advisory responsibilities — ideal for someone who thrives on connection, coaching, and scaling a business. This is not a traditional sales role — success is measured by team growth, advisor productivity, and client acquisition, not just individual production.

• Growth & Recruiting
  :
  Generate, qualify, and nurture leads for prospective financial advisors. Conduct exploratory conversations and candidate assessments. Partner with leadership to onboard and support new advisors in their first 12-24 months. Build relationships with centers of influence (COIs) to expand recruiting channels. Develop and refine recruiting messaging and outreach processes.
• Client Development
  :
  Identify, engage, and qualify prospective clients through network, events, outreach, and referrals. Conduct discovery meetings to understand financial goals and surface planning needs. Collaborate with senior advisors to design and present financial planning recommendations. Support exceptional client onboarding and engagement.
• Advisory Services
  :
  With advisor licensing, deliver holistic financial planning based on client goals and firm methodology. Educate clients on financial planning, investment strategies, risk management, and long-term wealth goals. Maintain planning relationships as needed while growing the broader advisor team.
• Team Enablement
  :
  Mentor and coach newly recruited advisors on best practices for business development and client service. Share playbooks, scripts, and systems that elevate team performance. Help scale repeatable processes for advisor onboarding, training, and retention.

• A relationship-first professional with a passion for helping people and solving problems.
• Entrepreneurial and driven — you’re energized by building systems and teams, not just transactions.
• A communicator with strong interpersonal presence and authentic influence.
• Comfortable with a growth mindset — continuous learning, experimenting, iterating.
• Already licensed (or eager to obtain licenses) including Life, Health, and FINRA Series credentials.

• Experience in relationship-driven business development, recruiting, sales, or advisory work
• Strong ability to initiate conversations and build long-term trust
• Demonstrated long-term decision-making (not purely transactional)
• Comfortable operating in ambiguous, build-as-you-go environments
• High integrity and sound judgment in sensitive conversations
• Willingness to obtain required licenses (Life & Health, FINRA Series as applicable)

• Experience in financial services, wealth management, or insurance
• Experience mentoring, coaching, or developing others
• Track record of building or growing something over time (business, team, community)
• Experience supporting career-changers or underrepresented talent
• Interest in growing into team leadership or growth roles

This role is intentionally designed to support multiple long-term paths, based on strengths, interests, and impact. Over time, individuals in this role may grow into:
Financial Advisor — building and owning a personal advisory practice;
Team Builder / Talent Lead — recruiting, onboarding, and developing advisors;
Growth or Business Development Leader — owning front-end pipeline and growth strategy;
Team or Firm Leadership — leading advisors, mentoring leaders, and shaping culture. Progression is guided by where you create the most leverage, the people and outcomes you help develop, and alignment with firm needs and long-term strategy. Advancement is not one-size-fits-all and is not limited to a single track.