FINANCIAL ADVISOR - BUSINESS DEVELOPMENT

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