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Financial Advisor Business Development Jobs (NOW HIRING)

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Business Development * Proactively follow up with clients who have not yet implemented their ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Business Development * Proactively follow up with clients who have not yet implemented their ...

ECG Resources

Financial Advisor

Delray Beach, FL

WEALTH MANAGEMENT EXECUTIVE SEARCH Financial Advisor OVERVIEW This firm is a well-established ... Business Development * Proactively follow up with clients who have not yet implemented their ...

Boutique Recruiting

Financial Advisor

San Antonio, TX · On-site

Financial Advisor This role seeks a motivated financial advisor eager to establish a successful ... Build new client relationships through networking, referrals, and strategic business development ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Support business development through referrals and networking * Collaborate with internal ...

Thrivent Financial

Financial Advisor

Stevens Point, WI

$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 ...

Boutique Recruiting

Financial Advisor

Olympia, WA · On-site

$70K - $100K/yr

The role combines relationship management, fiduciary investment guidance and business development ... Financial Advisor Responsibilities: * Partner with the retiring advisor to ensure a smooth ...

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Showing results 21-40

All JobsFinancial Advisor Business Development Jobs

Financial Advisor Business Development information

See salary details

$36K

$102.1K

$144K

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

As of Aug 9, 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?

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?

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.
More about Financial Advisor Business Development jobs
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:
What job categories do people searching Financial Advisor Business Development jobs look for? The top searched job categories for Financial Advisor Business Development jobs are:
Financial Advisor Business Development jobs near you
Infographic showing various Financial Advisor Business Development job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Melville Associate Financial Advisor

Voya Financial Advisors

Melville, NY

Full-time

Medical, Life, Retirement

Re-posted 5 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

83rd of 150 rated financial services

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market.

This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Advisor role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations Series 6 and Series 63 (7 & 66 preferred)
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge
At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable
  • Competitive base salary + commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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