Financial Advisor - Business Development

MBC Talent Connections; Louisville (KY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Equity track

Incentives

Hybrid/Remote work

Administrative support

Job summary

MBC Talent Connections in Louisville, KY is seeking a Financial Advisor for Growth & Client Strategy to expand a high-net-worth portfolio and deliver advanced planning. This role blends client advisory, business development, and leadership potential, with support to scale, ownership opportunities, and a path to branch leadership in growth markets.

You will work in a hybrid/remote setup with base compensation up to $100K plus incentives and an equity track, backed by a collaborative,

Qualifications

• 1-3 years as a licensed Financial Advisor.
• Active Series 7 & 66 licenses.
• >$250K trailing 12-month revenue and $25MM+ AUM.
• At least 10 high-net-worth client relationships, $1M+ 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

Licensed Financial Advisor

Series 7 & 66

High-net-worth client relations

Financial planning

Business development

Job description

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 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