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Financial Advisor Business Development Jobs (NOW HIRING)

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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 ...

TruOak Financial Partners

Financial Advisor

Atlanta, GA · Hybrid

$123K/yr

Most financial advisor posts sound the same. They talk about upside opportunity, training, income ... Comfortable with business development, networking, and client acquisition * Motivated by income ...

Fnbcorp

Associate Financial Advisor

Greensburg, PA · On-site

Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position Overview: The AFA could be partnered with a Financial Advisor(s) or work independently. This ...

Fnbcorp

Associate Financial Advisor

Uniontown, PA

Associate Financial Advisor Business Unit: WM - FNIS Reports to: Senior Financial Advisor Position Overview: The AFA could be partnered with a Financial Advisor(s) or work independently. This ...

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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 Jul 11, 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.

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.
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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
Melville Associate Financial Advisor

Melville Associate Financial Advisor

Voya Financial Advisors

Melville, NY

Other

Medical, Life, Retirement

Re-posted 5 days ago

Voya Financial rating

7.8

Company rating: 7.8 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

97th of 148 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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