Financial Advisor
Raleigh, NC · On-site
$50K - $140K/yr
... Business mindset with a strong drive to succeed and grow a personal business • Strong ... a financial advisor or financial consultant, as well interest in the financial industry and ...
Financial Advisor
Raleigh, NC · On-site
$50K - $140K/yr
... Business mindset with a strong drive to succeed and grow a personal business • Strong ... a financial advisor or financial consultant, as well interest in the financial industry and ...
Financial Advisor
Radnor, PA · On-site +1
$75K - $125K/yr
As a Financial Advisor , you'll access planning solutions, investment strategies, and resources to ... Experienced advisors can expand their business with enhanced resources, infrastructure, and ...
Financial Advisor
Radnor, PA · On-site +1
$75K - $125K/yr
As a Financial Advisor , you'll access planning solutions, investment strategies, and resources to ... Experienced advisors can expand their business with enhanced resources, infrastructure, and ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP ® , CPA) * FINRA ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP ® , CPA) * FINRA ...
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Financial Advisor
Hauppauge, NY · On-site
$70K - $85K/yr
... business development initiatives · Build long-term client relationships in a high-retention environment · Progress toward assuming Senior Financial Advisor responsibilities upon CFP ® completion ...
Quick apply
Be Seen First
Financial Advisor
Hauppauge, NY · On-site
$70K - $85K/yr
... business development initiatives · Build long-term client relationships in a high-retention environment · Progress toward assuming Senior Financial Advisor responsibilities upon CFP ® completion ...
Financial Advisor
Red Bank, NJ · On-site
$95K - $250K/yr
We are looking for someone with a proven success record advising long-term clients, with superb ... in business administration, finance, or related field is required • Superior customer service ...
Financial Advisor
Red Bank, NJ · On-site
$95K - $250K/yr
We are looking for someone with a proven success record advising long-term clients, with superb ... in business administration, finance, or related field is required • Superior customer service ...
Bachelor's degree in finance, business administration, or a related business field. * Experience in a financial advisor or related position. * Series 66 or Series 65 licensure. * General computer ...
Bachelor's degree in finance, business administration, or a related business field. * Experience in a financial advisor or related position. * Series 66 or Series 65 licensure. * General computer ...
Bachelor's degree in finance, business administration, or a related business field. * Experience in a financial advisor or related position. * Series 66 or Series 65 licensure. * General computer ...
Bachelor's degree in finance, business administration, or a related business field. * Experience in a financial advisor or related position. * Series 66 or Series 65 licensure. * General computer ...
Bachelor's degree in finance, business administration, or a related business field. * Experience in a financial advisor or related position. * Series 66 or Series 65 licensure. * General computer ...
Bachelor's degree in finance, business administration, or a related business field. * Experience in a financial advisor or related position. * Series 66 or Series 65 licensure. * General computer ...
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP, CPA) * FINRA ...
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP, CPA) * FINRA ...
Financial Advisor
Dallas, TX · On-site
$45K - $75K/yr
Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL ... The ability to service an existing book of business upon hire * The ability to build a strong ...
Financial Advisor
Dallas, TX · On-site
$45K - $75K/yr
Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL ... The ability to service an existing book of business upon hire * The ability to build a strong ...
Financial Advisor - Associate
Des Moines, IA · On-site
$80K - $105K/yr
... business, finance, or related field required • Familiarity with Microsoft Office/Google Suite/CRM tools is helpful • FINRA Series 7 & 63/66 is a plus (not required to apply)
Financial Advisor - Associate
Des Moines, IA · On-site
$80K - $105K/yr
... business, finance, or related field required • Familiarity with Microsoft Office/Google Suite/CRM tools is helpful • FINRA Series 7 & 63/66 is a plus (not required to apply)
Financial Advisor
Deer Park, NY · On-site
$100K - $150K/yr
The expected pay range for this Financial Advisor position is $100,000 to $150,000 annually. This ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Deer Park, NY · On-site
$100K - $150K/yr
The expected pay range for this Financial Advisor position is $100,000 to $150,000 annually. This ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
$79K - $127K/yr
The expected pay range for this Financial Advisor position is $79,000 to $127,000 annually. This ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
$79K - $127K/yr
The expected pay range for this Financial Advisor position is $79,000 to $127,000 annually. This ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Charleston, WV · On-site
$100K - $150K/yr
Our Charleston office in West Virginia is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Charleston, WV · On-site
$100K - $150K/yr
Our Charleston office in West Virginia is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Miami, FL · On-site
$79K - $127K/yr
OurMiami office in Florida is looking for a Financial Advisor working as part of an advisory team ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Miami, FL · On-site
$79K - $127K/yr
OurMiami office in Florida is looking for a Financial Advisor working as part of an advisory team ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
$100K - $150K/yr
Our Long Island office in New York is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
$100K - $150K/yr
Our Long Island office in New York is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Charleston, WV · On-site
$100K - $150K/yr
OurCharleston office in West Virginia is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Charleston, WV · On-site
$100K - $150K/yr
OurCharleston office in West Virginia is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Little Silver, NJ · On-site
$100K - $150K/yr
OurLittle Silver office in New Jersey is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
Little Silver, NJ · On-site
$100K - $150K/yr
OurLittle Silver office in New Jersey is looking for a Financial Advisor working as part of an ... Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ...
Financial Advisor
La Jolla, CA · On-site
$50K - $150K/yr
... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... Own your book of business - build something for yourself, not your company. Supported Independence ...
Quick apply
Financial Advisor
La Jolla, CA · On-site
$50K - $150K/yr
... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... Own your book of business - build something for yourself, not your company. Supported Independence ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP ® , CPA) * FINRA ...
Financial Advisor
Memphis, TN · On-site
As a financial advisor with Independent Bank, your responsibilities will include marketing your ... BA or BS in Business/Finance; advanced degree/designation a plus (e.g., MBA, CFP ® , CPA) * FINRA ...
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 Jun 15, 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:
$50K - $140K/yr
Full-time
Posted 23 days ago
Job description
Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
Job duties include, but are not limited to:
• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
If you are someone who has:
• The mindset of a capitalist and the heart of an altruist
• High energy, a strong work ethic, and a positive, optimistic approach
• A passion for helping people and a strong sense of mission
• Confidence, resilience, humility, and total commitment to your work
• Integrity and trustworthiness in everything you do
• The desire to create your own success while making a meaningful impact in your community
Requirements:
• Active Life Producer License in your state of residence
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• A required Bachelor's degree in business administration, finance, or similarly related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
Job duties include, but are not limited to:
• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
If you are someone who has:
• The mindset of a capitalist and the heart of an altruist
• High energy, a strong work ethic, and a positive, optimistic approach
• A passion for helping people and a strong sense of mission
• Confidence, resilience, humility, and total commitment to your work
• Integrity and trustworthiness in everything you do
• The desire to create your own success while making a meaningful impact in your community
Requirements:
• Active Life Producer License in your state of residence
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• A required Bachelor's degree in business administration, finance, or similarly related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients