Centralized Financial Advisor
Phoenix, AZ · On-site
Business Development: Generate new wealth management opportunities through consistent outbound ... Financial Advisors when appropriate. Client Relationship Management & Share of Wallet Growth:
Centralized Financial Advisor
Phoenix, AZ · On-site
Business Development: Generate new wealth management opportunities through consistent outbound ... Financial Advisors when appropriate. Client Relationship Management & Share of Wallet Growth:
Financial Advisor
Tampa, FL · On-site
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 ...
Financial Advisor
Tampa, FL · On-site
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 ...
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 ...
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 ...
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Advisor Location: Franklin ...
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Advisor Location: Franklin ...
Financial Advisor
Los Angeles, CA · On-site
$66K - $70K/yr
... book of business and embark on a long-term career as an Ameriprise Financial advisor. We will ... provide tools and support to help you obtain your required licenses/credentials, and we'll cover ...
Financial Advisor
Los Angeles, CA · On-site
$66K - $70K/yr
... book of business and embark on a long-term career as an Ameriprise Financial advisor. We will ... provide tools and support to help you obtain your required licenses/credentials, and we'll cover ...
Financial Advisor
Plano, TX · On-site
... book of business and embark on a long-term career as an Ameriprise Financial advisor. We will ... provide tools and support to help you obtain your required licenses/credentials, and we'll cover ...
Financial Advisor
Plano, TX · On-site
... book of business and embark on a long-term career as an Ameriprise Financial advisor. We will ... provide tools and support to help you obtain your required licenses/credentials, and we'll cover ...
Financial Advisor
Downers Grove, IL · On-site
$45K - $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 ...
Financial Advisor
Downers Grove, IL · On-site
$45K - $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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
Financial Advisor
Tampa, FL · On-site
... 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 ...
Financial Advisor
Tampa, FL · On-site
... 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 ...
Financial Advisor
Brentwood, TN · On-site
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Advisor Location: Franklin ...
Financial Advisor
Brentwood, TN · On-site
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Advisor Location: Franklin ...
Financial Advisor
Middleton, MA · On-site
$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 ...
Financial Advisor
Middleton, MA · On-site
$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 ...
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:
Quick apply
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:
Financial Advisor
Horsham, PA · On-site
$220K/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 ...
Quick apply
Financial Advisor
Horsham, PA · On-site
$220K/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 ...
Financial Advisor
Chicago, IL · On-site
$45K - $60K/yr
... book of business and embark on a long-term career as an Ameriprise Financial advisor. We will ... provide tools and support to help you obtain your required licenses/credentials, and we'll cover ...
Financial Advisor
Chicago, IL · On-site
$45K - $60K/yr
... book of business and embark on a long-term career as an Ameriprise Financial advisor. We will ... provide tools and support to help you obtain your required licenses/credentials, and we'll cover ...
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 ...
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 ...
Financial Advisor
$165K/yr
As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Get the support of specialists from every facet of the organization-such as business development ...
Financial Advisor
$165K/yr
As a Thrivent Financial advisor, you'll: * Build a financial practice guiding Christians on their ... Get the support of specialists from every facet of the organization-such as business development ...
Financial Advisor
Los Angeles, CA · On-site
$66K - $70K/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 ...
Financial Advisor
Los Angeles, CA · On-site
$66K - $70K/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 ...
Financial Advisor
New York, NY · On-site
$55K - $66K/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 ...
Financial Advisor
New York, NY · On-site
$55K - $66K/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 ...
Financial Advisor
Vienna, VA · On-site
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 ...
Financial Advisor
Vienna, VA · On-site
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 ...
Financial Advisor
$45K - $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 ...
Financial Advisor
$45K - $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 ...
Business Financial Advisor information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do business financial advisor jobs pay per year?
As of Aug 16, 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?
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:
Full-time
Re-posted 8 days ago
Desert Financial Credit Union rating
7.5
Based on 13 frontline employees who took The Breakroom Quiz
Job description
The Centralized Financial Advisor is responsible for driving new wealth management opportunities through proactive, planning-based client engagement in a remote, phone-based environment. Operating from a centralized office setting, this role serves as a key growth engine for the advisory platform, uncovering client needs, deepening relationships, and connecting clients to Financial Advisors when appropriate.
Through virtual, discovery-driven conversations, the Centralized Financial Advisor identifies opportunities across investment, retirement, and protection strategies, positioning holistic advice as the foundation for long-term relationships. In parallel, the role manages a targeted portfolio of clients below advisory minimums, nurturing relationships and expanding share of wallet over time.
What you will do here:
Engage clients and prospects through proactive, phone-first and digital interactions to deliver discovery-based, planning-led conversations. Identify financial goals, uncover unmet and potentially complex needs based on discovery outcomes, and position holistic advice across investment, retirement, and protection strategies. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions. Build trust through ongoing engagement while driving outcomes aligned to long-term client success.
Business Development: Generate new wealth management opportunities through consistent outbound outreach, referral follow-up, and campaign participation. Create and advance a robust pipeline of qualified advisory opportunities by translating client needs into actionable next steps and connecting clients to Financial Advisors when appropriate.
Client Relationship Management & Share of Wallet Growth: Maintain and develop a defined group of clients through regular check-ins, education, and financial guidance. Identify opportunities to consolidate assets, expand solutions, and deepen engagement, progressing clients along the advisory continuum toward full-service advisor relationships.
Operations and Compliance: Maintain accurate and timely documentation of client interactions, opportunity status, and pipeline activity within CRM systems. Ensure all client engagement and business practices align with regulatory standards, broker/dealer requirements, and organizational policies.
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
BA in Business, Finance or equivalent combination or education and experience preferred.
2+ years of Financial industry experience required.
2+ years of Client Service/Support experience required.
1+ years of limited sales, phone sales and service experience required.
Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required.
Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.
Proven sales skills in insurance or related field exceeding sales quotas/goals required.
Ability to develop and maintain relationships via phone with clients, internal and external members required.
Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required.
Microsoft Access, Microsoft Excel and Microsoft Word required.
Series 7 - General Securities Representative Qualification required.
Series 66 or both Series 63 & Series 65 required.
AZ Life/Health Insurance required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Through virtual, discovery-driven conversations, the Centralized Financial Advisor identifies opportunities across investment, retirement, and protection strategies, positioning holistic advice as the foundation for long-term relationships. In parallel, the role manages a targeted portfolio of clients below advisory minimums, nurturing relationships and expanding share of wallet over time.
What you will do here:
Engage clients and prospects through proactive, phone-first and digital interactions to deliver discovery-based, planning-led conversations. Identify financial goals, uncover unmet and potentially complex needs based on discovery outcomes, and position holistic advice across investment, retirement, and protection strategies. Leverage strong judgment to recognize when advanced or complex planning is required and partner with/ refer clients to a Branch Financial Advisor to ensure comprehensive solutions. Build trust through ongoing engagement while driving outcomes aligned to long-term client success.
Business Development: Generate new wealth management opportunities through consistent outbound outreach, referral follow-up, and campaign participation. Create and advance a robust pipeline of qualified advisory opportunities by translating client needs into actionable next steps and connecting clients to Financial Advisors when appropriate.
Client Relationship Management & Share of Wallet Growth: Maintain and develop a defined group of clients through regular check-ins, education, and financial guidance. Identify opportunities to consolidate assets, expand solutions, and deepen engagement, progressing clients along the advisory continuum toward full-service advisor relationships.
Operations and Compliance: Maintain accurate and timely documentation of client interactions, opportunity status, and pipeline activity within CRM systems. Ensure all client engagement and business practices align with regulatory standards, broker/dealer requirements, and organizational policies.
Perform other job-related duties as assigned.
What you will need:
High School Diploma or GED required.
BA in Business, Finance or equivalent combination or education and experience preferred.
2+ years of Financial industry experience required.
2+ years of Client Service/Support experience required.
1+ years of limited sales, phone sales and service experience required.
Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required.
Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required.
Proven sales skills in insurance or related field exceeding sales quotas/goals required.
Ability to develop and maintain relationships via phone with clients, internal and external members required.
Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required.
Microsoft Access, Microsoft Excel and Microsoft Word required.
Series 7 - General Securities Representative Qualification required.
Series 66 or both Series 63 & Series 65 required.
AZ Life/Health Insurance required.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
What Desert Financial Credit Union employees say
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Benefits
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About Desert Financial Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Phoenix, AZ, US
Year founded
1939