About this position
Job Title: Financial Advisor & Business Development Manager
Location: Remote/U.S. (Priority in Austin, Dallas, Charlotte, Greensboro, or Louisville)
Employment Type: Full-Time
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.
We're seeking a driven and experienced Financial Advisor & Business Developer to join our client's 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 clients all while collaborating within a high-performance team.
This is more than a traditional advisory role. You'll benefit from operational support, equity opportunities, and access to senior-level resources to help you land and manage complex relationships.
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 firm's 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 :
- 1-3 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 6-12 months
- Full administrative and operational support; no need to manage the book alone
- Transition to a production-based model after years 1-2
- Transparent 3-5 year growth trajectory with 15-25% 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
Location and commute
Long Beach, CA .
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3100209366.