Financial Advisor Business Developer
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Title: Financial Advisor Business Developer
Location: Open
Employment Type: Full-Time
Compensation: Up to $100000 base performance-based incentives equity opportunities
About the Opportunity:
Our client is a high-growth forward-thinking financial services firm focused on empowering advisors and clients through innovation collaboration and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model.
Position Overview:
Were seeking a driven and experienced Financial Advisor Business Developer to join our clients expanding team. This role is ideal for someone with an entrepreneurial mindset a proven book of business and a passion for delivering exceptional service to high-net-worth clientsall while collaborating within a high-performance team.
This is more than a traditional advisory role. Youll benefit from operational support equity opportunities and access to senior-level resources to help you land and manage complex relationships.
Key Responsibilities:
- Build and manage your personal book of business with a focus on high-net-worth (HNW) clients
- Deliver comprehensive financial planning portfolio analysis and strategic investment recommendations
- Collaborate with internal teams to close complex deals and provide exceptional client service
- Represent the firms values growth strategy and team-based client model
- Participate in strategic growth planning
- Work toward leading or establishing a branch office in a high-growth market
Qualifications:
- 13 years of experience as a licensed financial advisor
- Series 7 and 66 licenses required
- $250K in trailing 12-month revenue
- Minimum 10 HNW clients (>$1MM in household advisory relationships)
- 10 financial plans completed in the past 12 months
- $25MM in current total Assets Under Management (AUM)
- Strong understanding of industry trends and desire to grow within an equity-sharing model
- Clear confident communication skills and a passion for wealth management
Compensation & Growth Path:
- Competitive base salary performance incentives
- Equity ownership opportunity after 612 months
- Full administrative and operational supportno need to manage the book alone
- Transition to a production-based model after year 12
- Transparent 35 year growth trajectory with 1525% annual targets
- Additional incentives for launching a branch office tied to revenue milestones
Why Join Our Client:
- Team-based culture with shared success and deep resources
- Clear and attainable path to equity and firm ownership
- Innovative advisor-first environment where your impact is recognized
- Operational freedom so you can focus on growth and strategy
Up to $100000 base performance-based incentives equity opportunities.
- Full administrative and operational support no need to manage the book alone
- Transition to a production-based model after year 12
- Transparent 35-year growth trajectory with 1525% annual targets
- Additional incentives for launching a branch office tied to revenue milestones
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
