Financial Advisor - Business Development

MBC Talent Connections; Austin (TX); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Equity participation

Operational support

Job summary

MBC Talent Connections is seeking a Financial Advisor - Business Development in Austin, TX. This hybrid/remote role blends client advisory, business development, and leadership potential within a high-performance team focused on growth, complex clients, and ownership opportunities.

You will manage a high-net-worth portfolio, provide advanced financial planning, and partner with specialists to win sophisticated relationships.

Qualifications

• 1–3 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

Responsibilities

• 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
• Adapt to a hybrid/remote operating model to serve clients efficiently

Skills

High-net-worth client management

Communication skills

Business development mindset

Leadership potential

Tools

Series 7 & 66 licenses

Job description

About the job Financial Advisor - Business Development

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 You'll 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

• 1–3 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 6–12 months
• Full operational and administrative support
• Shift to production model in years 1–2
• Defined 3–5 year growth path with 15–25% 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