About this opportunity
MBC Talent Connections lists this Financial Advisor - Business Development opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor - Business Development
Charlotte, North Carolina, United States
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
Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.