Financial Advisor - Business Development

MBC Talent Connections
Charlotte, NC
Job Description
Join a rapidly expanding financial services platform as a Financial Advisor – Growth & Client Strategy, blending client advisory, business development, and leadership potential within a collaborative environment.

Requirements

  • 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

Benefits

  • 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
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