Role OverviewJoin a rapidly expanding financial services platform as a Financial Advisor – Growth & Client Strategy. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment.
What You Will Do
Expand and manage a high-net-worth client portfolio, provide advanced financial planning, portfolio reviews, and investment guidance, and contribute to growth strategy and market expansion initiatives.
Why It Might Be a Fit
This role requires 1–3 years as a licensed Financial Advisor, active Series 7 & 66, $250K+ trailing 12-month revenue, $25MM+ AUM, and strong communication skills and a business-building mindset.
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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