ZipRecruiter

Log In

1

Business Financial Advisor Jobs (NOW HIRING)

Vista Wealth Solutions

Financial Advisor

Horsham, PA · On-site +1

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 ...

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

Associate's degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr (+ commission)

Associate's degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Miami, FL · On-site

$50K - $100K/yr (+ commission)

Associate's degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Business Development * Proactively follow up with clients who have not yet implemented their ...

ECG Resources

Financial Advisor

Delray Beach, FL · On-site

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Business Development * Proactively follow up with clients who have not yet implemented their ...

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 ...

ECG Resources

Financial Advisor

Delray Beach, FL · On-site

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Business Development * Proactively follow up with clients who have not yet implemented their ...

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 ...

Wealth Enhancement Group, LLC

Financial Advisor

Oregon, WI · On-site

$90K - $110K/yr

Financial Advisor - Clackamas Office We are seeking a Financial Advisor to join our advisory team ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...

Fifth Avenue Financial

Financial Advisor

Manhattan, NY · On-site

The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth Avenue ... Our advisors are empowered to operate as business builders, trusted consultants, and long-term ...

The bank of elk river

Financial Advisor

Elk River, MN · On-site

$60K - $80K/yr

... Financial Advisor to support the expanding needs of our customers. This role offers the opportunity ... We build trust: Since 1885, trust has been the foundation of our business. Our unwavering ...

Thrivent Financial

Financial Advisor

Stevens Point, WI

$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 ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner 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 Sep 13, 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 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 key skills and qualifications needed to thrive as a business financial advisor?

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 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 are popular job titles related to Business Financial Advisor jobs?

For Business Financial Advisor jobs, the most frequently searched job titles are:

Business Financial Advisor jobs near you
Infographic showing various Business Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Associate Financial Advisor

Hartford, CT • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$48K/yr

Full-time

Re-posted 9 days ago

Job description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

·       Minimum 3-5 years of experience in financial advising

·       Life, Health and Accident  License – State of CT

·       FINRA Series 7 and FINRA 66 License

·       Well organized with the ability to manage time effectively with multiple priorities

·       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

·       Clean record with SEC and FINRA

Skills

    • Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
    • Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
    • Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
    • Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout