Business Development Manager - Charlotte, NC

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