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Financial Advisor - Business Development

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: MBC Talent Connections
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 USD Yearly USD 100000.00 YEAR
Job Description & How to Apply Below

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
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