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Financial Advisor Business Development Jobs (NOW HIRING)

SEI

Business Development Director

Oaks, PA · On-site

SEI's Wealth Advisor business is growing the Client Team to continue to accelerate business growth ... Bachelor's degree in Business, Finance, Economics or in a related field. * Advanced degree or ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

Lead Advisors are expected to meet production goals, participate in business development activities ... Provide holistic financial planning, investment management, and risk analysis. * Develop new ...

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Financial Advisor Business Development information

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$36K

$102.1K

$144K

How much do financial advisor business development jobs pay per year?

As of Jun 17, 2026, the average yearly pay for financial advisor business development 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 some common challenges financial advisors face when building their client base, and how can these be overcome?

Financial advisors in business development often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining a consistent pipeline of prospects. Overcoming these hurdles typically involves developing strong interpersonal skills, leveraging referrals, and utilizing digital marketing and networking strategies. Many successful advisors also partner with experienced mentors or join established firms to access resources and support while building their own book of business.

What is a Financial Advisor Business Development role?

A Financial Advisor Business Development role focuses on growing a financial advisory firm's client base and revenue. Professionals in this position identify new business opportunities, build relationships with potential clients, and develop strategies to expand the firm's market presence. They often collaborate with marketing teams and use networking, referrals, and outreach to attract new clients. The role combines sales, relationship management, and financial knowledge to drive business growth. Success in this position requires strong communication skills, persistence, and a deep understanding of financial products and services.

What is the difference between Financial Advisor Business Development vs Financial Advisor?

AspectFinancial Advisor Business DevelopmentFinancial Advisor
Primary FocusGenerating new client leads and expanding business opportunitiesManaging client portfolios and providing financial advice
Required CredentialsSeries 7, 63/65 licenses, CFP often preferredSeries 7, 63/65 licenses, CFP often required
Work EnvironmentBusiness development teams, sales-focused settingsClient offices, financial planning environments
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, banks, independent practices

While both roles require similar licenses and industry knowledge, Financial Advisor Business Development primarily focuses on acquiring new clients and expanding the firm's market presence. In contrast, Financial Advisors concentrate on managing existing client portfolios and providing personalized financial planning. Understanding these differences helps clarify career paths and job expectations within the financial services industry.

What are the key skills and qualifications needed to thrive as a Financial Advisor Business Development, and why are they important?

To thrive as a Financial Advisor Business Development professional, you need strong financial acumen, sales expertise, and a relevant degree—often supported by FINRA Series 7 and 66 or similar certifications. Proficiency in CRM software, financial planning tools, and portfolio analysis systems is typically required. Exceptional interpersonal, networking, and communication skills help build lasting client relationships and expand business opportunities. These skills are essential for acquiring and retaining clients, driving revenue growth, and ensuring trusted financial guidance.
What cities are hiring for Financial Advisor Business Development jobs? Cities with the most Financial Advisor Business Development job openings:
What states have the most Financial Advisor Business Development jobs? States with the most job openings for Financial Advisor Business Development jobs include:
Financial Advisor Business Development jobs near you
Infographic showing various Financial Advisor Business Development job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 8% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - Business Development

MBC Talent Connections

Austin, TX • Hybrid

$100K/yr

Full-time

Posted 15 days ago

Job description

Role: Financial Advisor – Growth & Client Strategy

Work Setup: Hybrid / Remote
Compensation: Up to $100K base + incentives + equity track

The Opportunity

Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients.

What You'll Do
  • Expand and manage a high-net-worth client portfolio
  • Provide advanced financial planning, portfolio reviews, and investment guidance
  • Partner with internal specialists to win and service sophisticated relationships
  • Contribute to growth strategy and market expansion initiatives
  • Position yourself to lead or launch a branch in a growth market
What You Bring
  • 1–3 years as a licensed Financial Advisor
  • Active Series 7 & 66
  • $250K+ trailing 12-month revenue
  • $25MM+ AUM
  • At least 10 HNW client relationships ($1MM+ households)
  • 10+ completed financial plans in the last year
  • Strong communication skills and a business-building mindset
Compensation & Advancement
  • Base salary plus performance-driven upside
  • Equity participation opportunity within 6–12 months
  • Full operational and administrative support
  • Shift to production model in years 1–2
  • Defined 3–5 year growth path with 15–25% annual targets
  • Additional rewards tied to branch leadership and revenue milestones
What Makes This Different
  • Advisor-first structure with shared success
  • Clear path to ownership
  • Team resources for complex cases
  • Freedom to focus on client growth, not back-office tasks