Financial Advisor - Business Development

Boutique Recruiting; Houston (TX); Hybrid; USD 145,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with match

Unlimited PTO

Paid holidays

Hybrid flexibility

Job summary

Boutique Recruiting seeks a Financial Advisor with a business development mindset to cultivate new client relationships and expand a network of influential centers of influence. The role combines relationship management with sophisticated wealth strategies for high-net-worth clients in a technology-forward environment.

The ideal candidate has 5–10+ years in financial services, with Series 65 or 7/66 licenses, and a Bachelor’s degree. Hybrid work and client-focused growth are central to this role.

Qualifications

• 5–10+ years in financial services or related business development.
• “High-net-worth” client experience preferred.
• “Relationship-driven” and trust-building proven.
• “Strong communication of complex strategies” required.
• Active licenses per requirements.

Responsibilities

• Develop new client and Center of Influence relationships.
• Build trusted relationships with high-net-worth clients.
• Identify opportunities and craft sophisticated solutions.
• Advise on investments, insurance, retirement planning, and tax planning.
• Stay informed on markets and regulatory developments.
• Partner with Wealth Managers for a coordinated client experience.
• Communicate complex concepts clearly to clients and partners.

Skills

Relationship development

Business development

Client communication

Financial services knowledge

CRM usage

Presentation skills

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Orion

Job description

Position Title: Financial Advisor – Business Development

Build meaningful relationships, bring sophisticated wealth strategies to high-net-worth clients, and grow your career alongside a deeply experienced advisory team. We are seeking an accomplished Financial Advisor with a strong business development mindset to cultivate new client relationships, expand a network of Centers of Influence, and provide an exceptional experience to existing clients. This role combines relationship development, financial strategy, and long-term client management within a highly collaborative, technology-forward environment.

The ideal candidate is a polished, relationship-driven financial professional who knows how to earn trust, generate new business, and communicate sophisticated financial strategies clearly. You will thrive here if you are ambitious without ego, highly collaborative, and motivated by both client impact and long-term growth.

Salary Range: $145,000 - $180,000 / Year, DOE

Responsibilities

• Develop new client and Center of Influence relationships through networking, referrals, and community involvement
• Build and maintain trusted relationships with high-net-worth clients through consistent, proactive communication
• Identify financial planning opportunities and collaborate with clients and their advisors to develop sophisticated solutions
• Advise clients across investment management, life insurance, annuities, retirement planning, tax planning and risk management strategies
• Maintain a strong understanding of financial markets, economic conditions, regulatory developments and investment strategies
• Partner closely with Wealth Managers and internal specialists to deliver a coordinated, team-based client experience
• Clearly communicate complex financial concepts and strategies to clients, professional partners, and internal team members

Requirements

• 5–10+ years of experience in financial services, insurance brokerage sales, or business development
• Proven ability and drive to develop relationships with high-net-worth and ultra-high-net-worth clients
• Bachelor’s degree required
• Active Series 65 or combination of Series 7 and Series 66 licenses
• Strong knowledge of life insurance terminology, asset management, and risk management
• CRM experience required, ideally with Salesforce or Orion
• Strong technical aptitude with the ability to create polished presentations and effectively use technology throughout the sales and client relationship process
• Exceptional communication, relationship-building, and business development skills
• Ability to successfully complete required broker and background checks

Preferred Qualifications

• CFP, CFA or MBA
• Life and Health General Lines license or willingness to obtain one
• Experience working within the EOS model and processes

Benefits

• Medical, dental, and vision insurance
• 401(k) with a safe harbor match
• Unlimited PTO
• Paid holidays
• Hybrid flexibility with the ability to work remotely several days per week depending on client meetings and business needs