Business Development Advisor Mission Woods, KS | Hybrid
An established and growing wealth management firm is seeking a
Business Development Advisor to join a high-performing, collaborative team focused on serving affluent professionals and business owners.
This is a salary based opportunity. If you're currently at a larger firm where you feel like a number-or lack a clear path to meaningful growth-this role offers a more entrepreneurial environment with the infrastructure to support your success.
What You'll Do- Build and grow relationships with high-income professionals and business owners
- Drive new business through consistent outreach, networking, and referrals
- Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
- Lead conversations around investment strategies, retirement planning, and entity-level planning
- Maintain a high level of activity:
- ~20 client/prospect meetings per week
- Follow a proven activity model
- Partner with team members to deliver a high-quality, relationship-driven client experience
- Stay disciplined and organized in managing pipeline, follow-ups, and client systems
What Makes This Opportunity Different- Team-Based, Not Siloed: You'll collaborate with experienced advisors and have access to mentorship and shared ideas-without sacrificing your independence
- No Product Pressure: Focus on holistic planning-no rigid minimums, just goal-oriented planning that serves the client
- Entrepreneurial Environment: Your activity and initiative directly drive your success-no corporate ceiling
- Operational Leverage That Accelerates Growth: Once you earn the client's "yes," our established operations team steps in immediately-handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business
What Success Looks Like- Consistent activity leading to steady AUM growth
- Strong ability to build trust and convert opportunities into long-term relationships
- High level of accountability, organization, and follow-through
- Active participation in a team environment while building your individual practice
What We're Looking For- 5-7+ years of experience in wealth management or financial advising
- Proven track record of business development and client acquisition
- Ability to speak to annual AUM growth and new assets brought in
- Strong investment knowledge (more critical than insurance experience)
- Experience working with affluent clients, business owners, or professionals
- Highly motivated, activity-driven, and organized
- Desire to grow within a team environment that still rewards individual ownership
Licensing- SIE, Series 7, and Series 63 (required or ability to obtain)
Ideal Candidate Profile- Coming from a larger firm and looking for more control, visibility, and impact
- Wants to be part of a team culture, but still build something of their own
- Values relationships, trust, and long-term client success
- Coachable, driven, and excited about growth
