ZipRecruiter

Log In

1

Financial Advisor Business Development Jobs (NOW HIRING)

NestEgg Advisors

Be Seen First

Financial Advisor

Hauppauge, NY · On-site

$70K - $85K/yr

... business development initiatives · Build long-term client relationships in a high-retention environment · Progress toward assuming Senior Financial Advisor responsibilities upon CFP ® completion ...

Fnbcorp

Associate Financial Advisor

Pittsburgh, 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 ...

next page

Showing results 1-20

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 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.
Senior Financial Advisor

Senior Financial Advisor

Leah Yosef International

Hayward, CA • Hybrid

$300K/yr

Other

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

Job description

Senior Financial Advisor

San Francisco Bay Area

4B+ AUM Independent RIA

Overview

Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area.


Highlights

  • Focus on advising clients rather than prospecting, supported by a dedicated business development team
  • Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
  • Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning
  • Flexible hybrid schedule with approximately 50% in-office attendance
  • Compensation
  • Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation
  • Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation


Requirements

  • Experience serving high-net-worth individuals and families
  • Strong financial planning and relationship management skills


1821

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

View All Leah Yosef International Jobs

Apply