Business Development Manager - Dallas, TX

About the job Business Development Manager - Dallas, 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 :

$1MM in household advisory relationships)

Compensation & Growth Path :

Why Join Our Client :