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Business Financial Advisor Jobs (NOW HIRING)

Vista Wealth Solutions

Financial Advisor

Horsham, PA · On-site +1

$75K - $120K/yr

Qualifications • 2+ years of experience in banking, sales/business, financial advisor, wealth ... manager, or related role. • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

Develop new business through networking, referrals, and marketing initiatives. * Conduct client meetings to deliver tailored financial recommendations. * Collaborate with internal teams to ensure ...

GTE Financial

Financial Advisor

Tampa, FL · On-site

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Leverage expertise in personal and business financial planning, guiding members through complex ...

GTE Financial

Financial Advisor

Tampa, FL · On-site

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Leverage expertise in personal and business financial planning, guiding members through complex ...

GTE Financial

Financial Advisor

Tampa, FL

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Leverage expertise in personal and business financial planning, guiding members through complex ...

Vista Wealth Solutions

Financial Advisor

Horsham, PA

$75K - $120K/yr

As a Financial Advisor, you'll have access to resources, investment strategies, and planning ... Identify and pursue new business opportunities to expand the client base and grow your practice.

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC

$50K - $140K/yr

A required Bachelor's degree in business administration, finance, or similarly related field ... Our advisors are empowered to build meaningful relationships, provide personalized guidance, and ...

Ameriprise Financial

Financial Advisor

Middleton, MA

$48K - $60K/yr

Build a book of business as a stand-alone Ameriprise Financial advisor. If desired, explore teaming ... opportunities with seasoned financial advisors as you achieve program standards and advance in your ...

Ameriprise Financial

Financial Advisor

Middleton, MA · On-site

$48K - $60K/yr

... advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 ... business and institutional clients. We are a longstanding leader in financial planning and advice ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

Small team environment - collaborate & learn directly with business leadership * All holidays that close the stock market are paid vacation days Financial Advisor Duties and Responsibilities:

Thrivent Financial

Financial Advisor

Sioux City, IA

$165K/yr

As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... Get the support of specialists from every facet of the organization-such as business development ...

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All JobsBusiness Financial Advisor Jobs

Business Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do business financial advisor jobs pay per year?

As of Jun 12, 2026, the average yearly pay for business financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Business Financial Advisor, and why are they important?

To thrive as a Business Financial Advisor, you need a solid understanding of financial analysis, investment strategies, and business acumen, typically supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as CFP or CFA is highly advantageous. Excellent interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly set top advisors apart. These skills and qualifications are crucial for building trust, providing effective guidance, and helping clients achieve their financial goals.

What is a Business Financial Advisor?

A Business Financial Advisor is a professional who helps companies manage their finances, plan for growth, and make informed investment decisions. They analyze financial statements, assess risk, and provide guidance on budgeting, taxes, and business strategies. Their goal is to help businesses optimize their financial health and achieve both short-term and long-term objectives. Business Financial Advisors may work independently or as part of a firm, and their services are valuable to businesses of all sizes.

What are the main challenges Business Financial Advisors face when working with diverse client portfolios?

Business Financial Advisors often manage portfolios for clients across various industries, each with unique financial goals and risk profiles. One key challenge is staying updated on changing market conditions and regulatory requirements that can impact client strategies. Advisors must also tailor their recommendations to the specific needs of each client, requiring strong analytical skills and adaptability. Effective communication and relationship-building are essential to ensure clients understand and trust the proposed financial plans.
More about Business Financial Advisor jobs
What states have the most Business Financial Advisor jobs? States with the most job openings for Business Financial Advisor jobs include:
What job categories do people searching Business Financial Advisor jobs look for? The top searched job categories for Business Financial Advisor jobs are:
Business Financial Advisor jobs near you
Infographic showing various Business Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Small Business Financial Advisor - Brooklyn Chamber

Small Business Financial Advisor - Brooklyn Chamber

Brooklyn Chamber of Commerce

Brooklyn, NY

$75K - $80K/yr

Full-time

Medical, Dental, Retirement

Posted 7 days ago

Job description

Job Title: Small Business Financial Readiness Advisor

Location: 253 36th Street, Unit 17 - Suite 4-C58, Brooklyn, NY 11232

Work Arrangement: In-Office - 40 hours per week/ occasional field work, and meetings with small businesses

Position Overview:

The Brooklyn Chamber of Commerce is a borough-wide membership and economic development organization dedicated to helping businesses through promotion, support, advocacy, and its convening authority. Brooklyn Chamber and its affiliate organizations - Brooklyn Alliance and Brooklyn Alliance Capital - provide direct business services, technical assistance, and support programs to help businesses grow. We serve as the foremost resource for doing business in the borough and as a leader in advancing public policy that ensures a vibrant Brooklyn economy.

The Small Business Financial Readiness Advisor supports entrepreneurs and small business owners across Brooklyn in strengthening their financial health, improving their access to capital, and building long-term sustainability for their business. This role serves as a bridge between small business owners and the financial resources, lending partners, and funding opportunities they need. The Advisor will also provide hands-on coaching and financial assessments to help clients become capital ready. This role sits within the Brooklyn Alliance Capital.

Key Responsibilities

  • Provide one-on-one financial coaching to small business owners, including budgeting, cash flow management, and financial planning
  • Assess if small businesses are financial ready for loans, grants, and investment opportunities
  • Assist small businesses in preparing financial documents (profit & loss statements, balance sheets, cash flow projections)
  • Conduct workshops and training sessions on financial literacy and business finance topics to small business owners and staff
  • Guide small business owners to improve credit worthiness and understanding lending requirements
  • Connect small business owners with financial institutions, CDFIs, and grant programs
  • Collaborate with local partners, other chambers of commerce, and community-based organizations in Brooklyn
  • Stay updated on funding opportunities, regulations, and economic trends affecting small businesses

Qualifications

  • Bachelor’s degree in finance, Business Administration, Accounting, or related field (or equivalent experience)
  • 2-5 years of experience in small business advising, financial coaching, or lending
  • Strong organizational and data tracking skills
  • Ability to simplify complex financial concepts for non-financial audiences; knowledge of loan programs and financial products helpful
  • Familiarity with NYC small business ecosystem is required
  • Experience in developing and executing financial workshops for small businesses is required
  • Experience in reviewing small business financial statements and lending processes is required
  • Fluency in Spanish, Mandarin, or other common languages in Brooklyn is preferred

Compensation

  • Salary: $75,000 - $80,000
  • Benefits include: Health Insurance, Dental Insurance, Paid Vacation, Paid Sick Leave, 401(k), Vision Insurance

How to Apply

To apply, please send your resume and cover letter to Hafida Rasool at hrasool@brooklynchamber.com

Please note: applications without cover letters will not be considered. Only candidates under consideration will be contacted.

Brooklyn Chamber of Commerce provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.