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Financial Advisor Business Development Jobs in Indiana

W3Global Inc.

Financial Advisor

Fort Wayne, IN · On-site

$100K - $120K/yr

Job Summary We are seeking an experienced Financial Advisor to join our team. The successful ... Participate in business development and growth initiatives Requirements * Bachelor's degree in ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

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Showing results 1-20

All JobsFinancial Advisor Business Development JobsFinancial Advisor Business Development Jobs in Indiana

Financial Advisor Business Development information

See Indiana salary details

$34.3K

$97.2K

$137K

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

As of Jul 11, 2026, the average yearly pay for financial advisor business development in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, and strong sales skills. Achieving this level often requires experience, certifications like the CFP or CFA, and the ability to build long-term client relationships. Income varies widely based on location, firm size, and individual performance.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or income can be sufficient to seek professional advice, especially if the goal is wealth management or investment planning. Many advisors work with clients who have varying asset levels, and some may require minimum investments or fees, so it’s important to confirm specific advisor requirements and services offered.

What do business development advisors do?

Business development advisors in financial services identify and pursue new client opportunities, build relationships, and promote financial products or services. They analyze market trends, develop strategies to expand the client base, and often use tools like CRM software to manage prospects and contacts.

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.

Is being a BDM a stressful job?

A Business Development Manager (BDM) role can be stressful due to targets, client management, and the need to generate new business. The job often involves high-pressure situations, meeting sales quotas, and maintaining client relationships, which can contribute to stress levels. However, stress varies based on individual skills, work environment, and support systems.
What are popular job titles related to Financial Advisor Business Development jobs in Indiana? For Financial Advisor Business Development jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Business Development jobs in Indiana look for? The top searched job categories for Financial Advisor Business Development jobs in Indiana are:
Financial Advisor Business Development jobs near you
Financial Advisor

Financial Advisor

W3Global Inc.

Fort Wayne, IN • On-site

$100K - $120K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Summary

We are seeking an experienced Financial Advisor to join our team. The successful candidate will provide experienced financial guidance to high-net-worth individuals, families, and businesses, helping them achieve their financial goals. The Financial Advisor will be responsible for developing and implementing comprehensive investment plans, managing client relationships, and identifying new business opportunities.

Key Responsibilities

  • Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives

  • Serve as the 'Servicing Advisor' on existing practice clients, as needed

  • Build, update and implement comprehensive investment plans, including investment, tax and estate planning strategies, and retirement planning for new and existing clients

  • Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management

  • Collaborate with other financial professionals, such as attorneys and accountants, to provide integrated financial solutions

  • Identify and pursue new business opportunities, including networking and marketing efforts

  • Stay up to date on industry trends, regulatory changes, and market developments

  • Mentor and support junior financial advisors in their professional development

  • Participate in business development and growth initiatives

Requirements

  • Bachelor's degree in finance, accounting, or related field

  • Professional certifications, such as CFP or CIMA

  • Hold an active Series 7, Series 66 securities registrations and both Life & Health Insurance Licenses

  • Minimum 5-7 years of experience in investment planning and wealth management

  • Track record of success in developing and maintaining client relationships

  • Strong analytical, communication, and interpersonal skills

  • Ability to work independently and as part of a team

  • Strong knowledge of investment planning software and technology

Preferred Qualifications

  • An existing book of business of transferable client business, strongly preferred

  • Additional professional certifications, such as CAIA, CPA, CFA

  • Experience working with high-net-worth clients

  • Familiarity with investment planning software, such as eMoney

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs