Financial Advisor - Business Development

MBC Talent Connections
Louisville, KY
Job Description
Join a rapidly expanding financial services platform as a Financial Advisor - Business Development, blending client advisory, business development, and leadership potential in a collaborative environment.

Requirements

  • 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
  • At least 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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