Financial Advisor - Business Development

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

Benefits offered by this job

Medical coverage

401(k) with employer match

Unlimited PTO

Hybrid work flexibility

Partner-track growth

Job summary

Boutique Recruiting seeks a Financial Advisor - Business Development in Houston, TX to win new clients and strengthen Centers of Influence relationships, delivering a platinum-level experience to existing clients.

The role offers mentorship from CFPs/CFA, a technology-forward environment, and hybrid flexibility with Mondays on-site. A clear path toward partnership exists for advisors who bring in the right clients and assets.

Qualifications

• At least 5–10+ years in financial services or insurance brokerage sales and business development.
• Ability to attract clients with net worth of $10–250 million or income of $500k+.
• Experience with CRM systems, especially Salesforce or Orion.
• Proven ability to build trust and close new relationships.

Responsibilities

• Pursue new client and Center of Influence relationships through networking and referrals.
• Build and maintain strong client relationships and help clients meet financial goals.
• Advise on a broad range of financial products including life insurance and retirement plans.
• Stay current on industry trends, market conditions, and regulatory changes.
• Collaborate with Wealth Managers to deliver team-based client experience.

Skills

Relationship building

Client communication

Business development

Mentorship

Education

Bachelor's degree

Tools

Salesforce

Orion

Excel

Job description

Position Title: Financial Advisor - Business Development

This role centers on winning new clients and building lasting relationships with Centers of Influence, while delivering a platinum-level experience to existing clients. The Advisor serves as the primary relationship holder, sets the overall plan vision, and owns each relationship over the long term. Strong support systems and dedicated support staff allow the Advisor to concentrate on business development. The team is surrounded by deep expertise, including ten CFP professionals and one CFA, and the firm offers exceptional mentorship.

The firm is technology-forward and provides private fund exposure, including a newly launched opportunity fund, along with a distinctive private and public life insurance offering. The culture is collaborative and respectful, with shared team lunches and genuine celebration of one another's success. The work-life balance is strong, with hybrid flexibility. Advisors who bring in the right clients and assets have a clear path toward partnership.

Salary Range: $145,000 - $180,000 Base/ Year + Bonus

Financial Advisor - Business Development Responsibilities

• Pursue new client and Center of Influence relationships through networking, referrals, and community involvement
• Build and maintain strong client relationships through regular communication, helping clients meet and exceed their financial goals
• Identify planning issues and opportunities, and review them with clients and their other advisors
• Advise on a broad range of financial products and services, including life insurance, annuities, retirement plans, and tax planning strategies
• Stay current on industry trends, market conditions, and regulatory changes to provide accurate, timely advice
• Maintain a thorough understanding of the markets, the economy, and the firm's investment philosophy and models
• Collaborate with Wealth Managers and other team members to deliver the firm's team-based client experience, communicating client needs clearly to support advisors during periods of high client volume
• Communicate complex strategies clearly to clients, professionals, and team members as a subject matter expert
• Mentor and develop interested team members where appropriate
• Comply with the firm's written supervisory procedures and applicable state and federal regulations

Financial Advisor - Business Development Requirements

• Series 65, or a combination of Series 7 and Series 66
• Bachelor's degree
• 5-10+ years of experience in financial services or insurance brokerage sales and business development, with the ability to attract clients with net worth of $10-250 million or annual income of at least $500,000
• CRM experience, ideally Salesforce or Orion
• Strong technical aptitude, including the ability to build prospect presentations, and proficiency in Excel
• Working knowledge of life insurance terminology, asset management, and risk management
• Ability to pass a clean broker check
• Exceptional client communication skills, the ability to build trust and rapport, and a consistent drive for business development
• Ability to work collaboratively and respectfully within a team
• On-site presence required on Mondays, with hybrid flexibility on other days
• CFP, CFA, or MBA is preferred
• Life and Health General Lines license is preferred
• Experience with the EOS Model, Process, and Toolbox is preferred
• Continued business education, workshops, and seminars is preferred

Benefits

• Employer-paid individual medical coverage, with dental and vision insurance
• 401(k) retirement plan with employer match
• Unlimited paid time off and company holidays
• Hybrid work flexibility
• Partner-track growth opportunity for advisors who bring in the right clients and assets