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Financial Advisor Business Development Jobs (NOW HIRING)

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

Fargo, ND

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 ...

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 ...

Dentist Advisors

Financial Advisor

Holladay, UT

Lead business development initiatives and collaborate with the marketing team for lead generation ... Bachelor's degree * 3+ years of financial advisor experience * Financial securities license

Thrivent Financial

Financial Advisor

Sioux City, IA

$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 ...

Sourced.

VP, Advisor Solutions

Atlanta, GA · On-site

$150K - $175K/yr

... our independent financial advisor client. This role focuses on delivering proactive practice ... Deliver proactive counsel on business development, operational efficiency, technology, and ...

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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.
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

Experienced Financial Advisor

Wisepath Group

Short Hills, NJ • On-site, Remote

Full-time

Medical, Life, Retirement

Re-posted yesterday

Job description

Experienced Financial Advisor
Build the Business You've Always Envisioned
Remote / Hybrid Opportunities Available
You've Built a Career. Now Build a Legacy.
The most successful financial advisors eventually want more than production.
They want greater autonomy.
They want enterprise value.
They want leadership opportunities.
They want a succession strategy.
They want a platform that supports growth instead of limiting it.
At One Legacy Financial Group, we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence.
Backed by the strength and stability of OneAmerica Financial, One Legacy offers the opportunity to grow your practice, expand your impact, and build a lasting legacy.
Why Experienced Advisors Join One Legacy
Many successful advisors make a change because they are looking for:
• Greater autonomy and flexibility
• A stronger platform for growth
• Marketing and business development support
• Leadership and team-building opportunities
• Long-term enterprise value
• Succession planning support
• A collaborative and entrepreneurial culture
• Access to proven systems and resources
Why One Legacy Is Different
At One Legacy, we believe advisors are more than producers.
They are business builders, leaders, mentors, and trusted professionals.
Our platform is designed to help advisors:
  • Grow their practice
  • Strengthen client relationships
  • Build referral networks
  • Develop centers of influence
  • Expand their professional impact
  • Create long-term business value
Compensation & Growth Philosophy
We believe advisors should be rewarded for the value they create.
Opportunities Include:
  • Uncapped earning potential
  • Performance-based compensation
  • Residual income opportunities
  • Bonus and recognition programs
  • Leadership advancement opportunities
  • Long-term business growth

Our focus is helping advisors build stronger businesses, deeper client relationships, and sustainable success.
Build a Business-Not Just a Book of Clients
At One Legacy, advisors are encouraged to:
  • Build referral partnerships
  • Develop community influence
  • Create enterprise value
  • Mentor future advisors
  • Build and lead teams
  • Establish a professional legacy

Whether your vision is growing an independent practice or leading a larger organization, we provide the support and resources to help you get there.
Leadership & Succession Opportunities
Many advisors spend years building successful practices but receive little support when it comes to long-term continuity.
At One Legacy, we help advisors think beyond next year's production goals.
Opportunities Include:
  • Team development
  • Leadership succession
  • Practice continuity planning
  • Mentorship opportunities
  • Business transition strategies
  • Multi-generational practice growth
What You'll Do
Client Relationship Management
  • Develop and maintain long-term client relationships
  • Conduct comprehensive financial reviews
  • Deliver personalized planning strategies
  • Help clients pursue retirement, protection, and wealth accumulation goals
Business Development
  • Expand referral relationships
  • Develop centers of influence
  • Strengthen community presence
  • Participate in networking and business development activities
Leadership Development
  • Mentor developing advisors
  • Collaborate with experienced professionals
  • Participate in advanced leadership training
  • Contribute to long-term organizational growth
Benefits & Advisor Support
Health & Financial Benefits
  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k)
Professional Support
  • Paid Office Expense Support
  • Marketing Support
  • Business Development Resources
  • Continuing Education Opportunities
  • Advanced Planning Resources
Growth & Recognition
  • Leadership Development Programs
  • Recognition Programs
  • Bonus Opportunities
  • Incentive Opportunities
  • Professional Mentorship
Who Thrives at One Legacy?
Our most successful advisors are:
  • Entrepreneurial
  • Relationship-Focused
  • Growth-Oriented
  • Community-Minded
  • Self-Motivated
  • Coachable
  • Leadership-Driven
  • Passionate About Helping Others
Career Path
At One Legacy Financial Group, we believe in creating opportunities for long-term growth and leadership.
Experienced Financial Advisor
↓
Senior Financial Advisor
↓
Managing Partner
↓
Regional Leadership
↓
Executive Leadership Opportunities
About One Legacy Financial Group
One Legacy Financial Group helps individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.
Backed by OneAmerica Financial, we combine entrepreneurial opportunity with the resources and stability of a respected financial institution.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply