Financial Advisor Business Development
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
Role: Financial Advisor Growth & Client Strategy
Work Setup: Hybrid / Remote
Compensation: Up to $100K base incentives equity track
The Opportunity
Join a rapidly expanding financial services platform built for advisors who want scale support and ownership. This role blends client advisory business development and long-term leadership potential within a collaborative high-performance environment designed to help you grow faster and serve more complex clients.
What Youll Do
- Expand and manage a high-net-worth client portfolio
- Provide advanced financial planning portfolio reviews and investment guidance
- Partner with internal specialists to win and service sophisticated relationships
- Contribute to growth strategy and market expansion initiatives
- Position yourself to lead or launch a branch in a growth market
What You Bring
- 13 years as a licensed Financial Advisor
- Active Series 7 & 66
- $250K trailing 12-month revenue
- $25MM AUM
- At least 10 HNW client relationships ($1MM households)
- 10 completed financial plans in the last year
- Strong communication skills and a business-building mindset
Compensation & Advancement
- Base salary plus performance-driven upside
- Equity participation opportunity within 612 months
- Full operational and administrative support
- Shift to production model in years 12
- Defined 35 year growth path with 1525% annual targets
- Additional rewards tied to branch leadership and revenue milestones
What Makes This Different
- Advisor-first structure with shared success
- Clear path to ownership
- Team resources for complex cases
- Freedom to focus on client growth not back-office tasks
Key Skills
- Business Intelligence
- Children Activity
- Business Analysis
- Corporate Sales
- ABB
- Corporate Development
