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Financial Advisor Business Development Jobs (NOW HIRING)

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 ...

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 ...

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

Role - Senior Financial Advisor (Wealth Management) Location - Foster City, CA Work Type ... Incentives tied to new assets, referrals, and business development participation (unlimited upside ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

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 ...

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 ...

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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 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.

Associate Financial Advisor

Kestra Financial Independent Advisor

Hartford, CT • On-site

$48K/yr

Full-time

Posted 13 days ago

Job description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

       Minimum 3-5 years of experience in financial advising

       Life, Health and Accident  License - State of CT

       FINRA Series 7 and FINRA 66 License

       Well organized with the ability to manage time effectively with multiple priorities

       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

       Clean record with SEC and FINRA

Skills

    • Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
    • Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
    • Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
    • Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout

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