Financial Advisor Business Developer

3 days ago

Charlotte, North Carolina, United States MBC Talent Connections Full time $1,000,000 - $1,200,000 per year

Job Title: Financial Advisor Business Developer Location: Open Employment Type: Full-Time Compensation: Up to $100,000 base + performance-based incentives + equity opportunities About the Opportunity: Our client is a high-growth, forward-thinking financial services firm focused on empowering advisors and clients through innovation, collaboration, and long-term partnership. They are actively seeking experienced and growth-oriented financial advisors who are ready to scale their impact with a dynamic team and shared success model. Position Overview: Were seeking a driven and experienced Financial Advisor Business Developer to join our clients expanding team. This role is ideal for someone with an entrepreneurial mindset, a proven book of business, and a passion for delivering exceptional service to high-net-worth clientsall while collaborating within a high-performance team. This is more than a traditional advisory role. Youll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships. Key Responsibilities:Build and manage your personal book of business, with a focus on high-net-worth (HNW) clients Deliver comprehensive financial planning, portfolio analysis, and strategic investment recommendations Collaborate with internal teams to close complex deals and provide exceptional client service Represent the firms values, growth strategy, and team-based client model Participate in strategic growth planning Work toward leading or establishing a branch office in a high-growth market Qualifications:13 years of experience as a licensed financial advisor Series 7 and 66 licenses required $250K+ in trailing 12-month revenue Minimum 10 HNW clients (>$1MM in household advisory relationships) 10+ financial plans completed in the past 12 months $25MM+ in current total Assets Under Management (AUM) Strong understanding of industry trends and desire to grow within an equity-sharing model Clear, confident communication skills and a passion for wealth management Compensation & Growth Path:Competitive base salary + performance incentives Equity ownership opportunity after 612 months Full administrative and operational supportno need to manage the book alone Transition to a production-based model after year 12 Transparent 35 year growth trajectory with 1525% annual targets Additional incentives for launching a branch office tied to revenue milestones Why Join Our Client:Team-based culture with shared success and deep resources Clear and attainable path to equity and firm ownership Innovative, advisor-first environment where your impact is recognized Operational freedom so you can focus on growth and strategy Up to $100,000 base + performance-based incentives + equity opportunities.Full administrative and operational support no need to manage the book aloneTransition to a production-based model after year 12Transparent 35-year growth trajectory with 1525% annual targetsAdditional incentives for launching a branch office tied to revenue milestones

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