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Business Financial Advisor Jobs (NOW HIRING)

Wealth Enhancement Group, LLC

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

Position Overview Our Salem office is looking for a Financial Advisor to work as part of an ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 65 (RIA Only) * 4+ years of experience ...

Thrivent Financial

Financial Advisor

Williston, ND · On-site

$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 ...

Ameriprise Financial

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 ...

Wilson Bank & Trust

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 ...

Wilsonbank

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 ...

Vista Wealth Solutions

Financial Advisor

Horsham, PA · On-site

$220K/yr (+ commission)

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 ...

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 ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/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 ...

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:

Goldbook-Financial

Financial Advisor

Los Angeles, CA · On-site

$51K - $320K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

Goldbook-Financial

Financial Advisor

Scottsdale, AZ · On-site

$51K - $320K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

Wilson Bank & Trust

Financial Advisor

Chattanooga, TN · On-site

JR1000112It'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 If you're looking for ...

Wilsonbank

Financial Advisor

Chattanooga, 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 Chattanooga, TN If you're ...

Wilson Bank & Trust

Financial Advisor

Chattanooga, 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 Chattanooga, TN If you're ...

GoldBook Financial

Financial Advisor

Scottsdale, AZ · On-site

$50K - $150K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

Goldbook-Financial

Financial Advisor

San Diego, CA · On-site

$51K - $320K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

GoldBook Financial

Financial Advisor

La Jolla, CA · On-site

$50K - $150K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

Wilsonbank

Financial Advisor

Nashville, 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 Nashville, TN If you're ...

GoldBook Financial

Financial Advisor

Los Angeles, CA · On-site

$50K - $150K/yr

At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you. We believe the strongest advisor-client ...

Wilson Bank & Trust

Financial Advisor

Nashville, 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 Nashville, TN If you're ...

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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.

Financial Advisor

Salem, OR • On-site

Wealth Enhancement Group, LLC
See more jobs at Wealth Enhancement Group, LLCexternal

$100K - $130K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services.

Position Overview

Our Salem office is looking for a Financial Advisor to work as part of an advisory team to help clients achieve their financial goals.

Base salary $100,000–$130,000, exclusive of commissions, bonuses, and equity participation.

Primary Job Functions
  • Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
  • Facilitate the financial planning process
  • Discover a prospect or client’s values, goals and objectives
  • Understand their current financial situation
  • Engage them in the financial planning process
  • Prepare and conduct annual reviews, including both planning and investment topics
  • Source and close prospective clients
  • Proactively follow up with clients who have not implemented financial plan
  • Close leads provided by various WEG channels (Marketing, CRP, etc.)
  • Create opportunities within your network
  • Drive referrals from existing clients
  • Manage client relationships and client service as needed
  • Assist the Financial Advisor during client meetings and with follow‑up
  • Take meeting notes and promptly enter into the CRM
  • Present financial advice or plan to client with the Financial Advisor
  • Meet with client to obtain additional planning information or to clarify/confirm information provided
  • Analyze client’s current investments and insurance policies
  • Place trades and manage account transactions
  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client‑facing technology
  • Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing
Education & Qualifications
  • 4‑year degree (business, finance, economics preferred)
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 65 (RIA Only)
  • 4+ years of experience within the wealth management industry
  • Ability to source and convert prospects to clients and provide high‑level planning‑oriented service
  • Excellent analytical, organizational, and communication skills (oral and written)
  • Ability to manage multiple projects simultaneously
  • Engagement in WEG, broader community, and active participation in the financial planning community
Benefits
  • Training and professional development
  • Medical, dental and vision coverage (available to full‑time employees and their families)
  • Health Savings Account (HSA) with employer contribution
  • Flexible Spending Account (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short‑term and long‑term disability coverage; workers compensation – employer paid
  • 401(k) with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre‑determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)
EEO Statement

We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

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