Financial Advisor: Growth, Equity & Ownership (Hybrid/Remote)

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

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.