Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, lead generation, and client onboarding. The role emphasizes business development and client acquisition rather than financial analysis or investment research. Advisors collaborate with financial planning and portfolio management teams, learn financial concepts and regulations, and earn performance-based compensation tied to client acquisition and retention.

Acquire and onboard new financial planning clients through networking, referrals, social media, community involvement, presentations, and persistent follow-up. Build and manage a prospect pipeline, develop client relationships, communicate financial solutions, and collaborate with planning and portfolio management teams. Compensation is performance-based and focused on client acquisition and retention rather than financial analysis or investment research.