Financial Advisor - Business Development

MBC Talent Connections; Charlotte (NC); Hybrid; USD 90,000 - 110,000; Full time

Job summary

A specialized financial advisory firm seeks a Financial Advisor - Business Development to expand and manage a high-net-worth client portfolio. This role offers substantial growth opportunities with an advisor-first structure emphasizing client relationships and business development. Candidates should possess 1–3 years of experience, active financial licenses, and a proven track record of revenue generation and client relationships. Compensation includes a competitive base salary with incentives and equity participation within 6–12 months.

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.

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.

Skills

Strong communication skills

Business-building mindset

Job description

Charlotte, North Carolina, United States

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