Administrative Skills, Business Development, Communication Skills, Customer Relations, Financial Planning, Financial Services, High Net Worth, Leadership, Microsoft Windows System Internals/Programming, Operational Support, Series 7, Team Player
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
Up to $100,000 base + performance-based incentives + equity opportunities.
- Full administrative and operational support no need to manage the book alone
- Transition to a production-based model after year 12
- Transparent 35-year growth trajectory with 1525% annual targets
- Additional incentives for launching a branch office tied to revenue milestones