5-7+ years in wealth management or financial advising
Proven business development and client acquisition record
Strong investment knowledge, particularly over insurance expertise
Experience with affluent clients and business owners
Highly motivated and organized individual
Ability to work in a team while maintaining individual ownership
Responsibilities
Build and develop relationships with affluent professionals and business owners
Drive new business through proactive outreach and networking
Manage and take ownership of client relationships over time
Lead discussions on investment strategies and retirement planning
Maintain high client engagement with ~20 meetings weekly
Collaborate with team members to enhance client experience
Stay disciplined in managing client pipeline and systems
Benefits
Team-based environment fostering collaboration without isolation
Focus on holistic client planning without rigid product pressure
Entrepreneurial atmosphere allowing for personal initiative and success
Operational support to simplify client onboarding and relationships
Access to mentorship and shared strategies from experienced advisors
Full Job Description
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
