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Business Financial Advisor Jobs (NOW HIRING)

Moors & Cabot Inc

Financial Advisor

Phoenix, AZ · On-site

Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a ... Standard business hours at Moors & Cabot are Monday - Friday 8:30 AM to 5:00 PM EST. Moors & Cabot ...

Moors & Cabot Inc

Financial Advisor

Winter Park, FL · On-site

Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a ... Utilize marketing and established business plans to increase book of business * Plan networking ...

Moors & Cabot Inc

Financial Advisor

Naples, FL · On-site

Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a ... Utilize marketing and established business plans to increase book of business * Plan networking ...

Moors & Cabot Inc

Financial Advisor

Sarasota, FL · On-site

Role Description The Financial Advisor is an experienced member of the Moors & Cabot team with a ... Utilize marketing and established business plans to increase book of business * Plan networking ...

Wealth Enhancement Group

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 ...

Independent Bank

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 ...

INDEPENDENT BANK

Financial Advisor

Memphis, TN

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 ...

Wealth Enhancement Group

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 ...

Wealth Enhancement Group

Financial Advisor

Miami, FL

$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 ...

LPL Financial Holdings, Inc.

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 ...

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

The Financial Advisor will have a deep understanding of investment markets and an ability for ... This is a sales role, that will help drive and close new business, while servicing existing client ...

Independent Bank

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 ...

Wealth Enhancement Group

Financial Advisor

Houston, TX · On-site

Our West Houston, TX office 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 ...

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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.
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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

Bentonville, AR • On-site

Cetera Financial Group
Finance and Insurance • 1 - 5K employees
Learn more about Cetera Financial Groupexternal

Other

Posted 17 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.


There may be multiple openings across various locations, depending on the needs of each bank or credit union. If you are interested in exploring these opportunities, please submit your application today. Our team will review and connect with you to discuss roles that align with your experience and career goals.


First National Bank of Fort Smith

Financial Advisor:


Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? First National Bank of Fort Smith is looking for motivated and capable individuals to fill the role of a Financial Advisor.


With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.


What you will do:

The Financial Advisor position is responsible for meeting with current and potential bank customers to help determine the best way to serve those customers’ investment planning goals. Get more out of your career with a company that invests in YOUR success.


The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:


• Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances

• Advising the customer regarding the advantages, risks, and disadvantages of different products

• Developing internal referral resources to identify customers

• Identifying external prospects and expanding new client relationships

• Identifying cross-sell opportunities, including opportunities to refer customers to other lines of bank representatives through proper customer profiling and needs-based selling

• Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales

• Maintaining all necessary licenses and registrations as required

• Successfully completing all mandatory training in a timely manner

• Maintaining superior and courteous service to promote products and expand customer relationships

• Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism


What you will have:

• FINRA Series 7, 63 (Required)

• State Life & Health Insurance License of state where applying

• Strong sales, marketing, and business development skills

• 2+ years of experience in finance, insurance and/or banking

• High School Diploma or equivalent




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