Business Development Manager - Austin, TX

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