Advisor Group
Advisor Group

60 Advisor Group Business Development Associate Jobs Hiring Near You

VP, Business Development

Scottsdale, AZ · On-site

$100K - $125K/yr

We're seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development ...

SVP, Business Development

Scottsdale, AZ · On-site

$160K - $185K/yr

Current Employees and Contractors Apply Here Osaic Careers Business Development, Advisor Acquisition Opportunity SVP, Business Development Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 ...

Osaic's Advisor Support team provides high-quality support to financial professionals by responding ... Bachelor's degree in business, Finance or related field * Prior Experience or Exposure Including:

... Business Planning & Tax Planning strategies. The person in this role should be adept at identifying ... advisors to present to their clients. * Identify developments that impact financial planning and ...

Advisor Security Analyst II

Scottsdale, AZ · On-site

$80K - $100K/yr

... business impact. * Escalate critical threats to senior analysts or IR teams with complete technical ... advisors in understanding and complying with Osaic security requirements and industry-regulated ...

Manager, Growth Initiatives

Scottsdale, AZ · On-site

$100K - $125K/yr

Current Employees and Contractors Apply Here Osaic Careers Business Development Opportunity in ... Lead and coordinate efforts to promote Osaic's client and advisor lending solutions across ...

Branch Office Examiner

Scottsdale, AZ · On-site

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Branch Office Examiner

La Vista, NE · Hybrid

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

... support advisor growth and retention goals * Develops and maintains excellent relationships with colleagues across business units and with external partners Education Requirements: * Bachelor ...

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

Branch Office Examiner

Oakdale, MN · Hybrid

$65K - $75K/yr

This position is responsible for administering Branch Exams to Financial Advisors affiliated with ... Knowledge of the retail brokerage business, fee based advisory business and common investment ...

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Advisor Group Jobs Information

What are the key skills and qualifications needed to thrive as a Business Development Associate, and why are they important?

To thrive as a Business Development Associate, you need strong analytical abilities, sales acumen, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms like Salesforce, market research tools, and Microsoft Office Suite is typically required. Exceptional communication, relationship-building, and negotiation skills help you stand out in this client-facing role. These skills are vital for identifying opportunities, building partnerships, and driving company growth.

How does a Business Development Associate typically collaborate with sales and marketing teams?

Business Development Associates often work closely with both sales and marketing teams to identify and pursue new business opportunities. They may coordinate with marketing to develop targeted campaigns or gather insights on market trends, and partner with sales to qualify leads and support the sales pipeline. Regular meetings and cross-departmental projects are common, ensuring alignment of goals and strategies. This collaborative approach helps maximize outreach efforts and ensures potential clients receive consistent communication throughout their journey.

What does a Business Development Associate do?

A Business Development Associate is responsible for identifying new business opportunities, building relationships with potential clients, and supporting the growth strategies of an organization. They conduct market research, help develop proposals, and assist in negotiating deals. Their role often involves collaborating with sales and marketing teams to generate leads and expand the company's customer base. Business Development Associates play a key part in driving revenue and ensuring long-term business success.

What is the difference between Business Development Associate vs Sales Representative?

AspectBusiness Development AssociateSales Representative
Primary FocusIdentifying new business opportunities and building strategic partnershipsClosing sales and meeting sales targets
Required SkillsMarket research, networking, communicationPersuasion, product knowledge, negotiation
Work EnvironmentStrategic planning, client outreach, collaborationCustomer interaction, sales pitches, negotiations
Common Industry UsageBusiness development teams, startups, B2B companiesRetail, B2C companies, direct sales roles

While both roles involve client interaction and revenue generation, a Business Development Associate focuses on creating new opportunities and strategic growth, whereas a Sales Representative primarily aims to close deals and meet sales quotas. Understanding these differences helps in choosing the right career path or job search focus.

What are the most popular categories at Advisor Group?
Infographic showing various Business Development Associate job openings at Advisor Group in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 80% Physical, 19% Hybrid, and 1% Remote job distribution.
VP, Business Development

VP, Business Development

Advisor Group

Scottsdale, AZ • On-site

$100K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago


Job description

Current Employees and Contractors Apply Here
Osaic Careers
Business Development Opportunity in Financial Services
VP Business Development
Location(s):
We are seeking candidates who are located on the West Coast. Candidates who are located in WA, OR, CA, NV, AZ, UT, CO, and TX and highly preferred.
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.
Role Type: Full time
Salary: $100,000 - $125,000 per year + sales incentive compensation, paid quarterly.
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary:
At Osaic, our Business Development team plays the integral role of driving organic growth for the company. We're seeking a qualified VP of Business Development to help us increase the number of our new financial advisor affiliations and meet and exceed our recruitment goals. The VP of Business Development will have a strong understanding of the sales process, excelling at building relationships and closing deals. The ideal candidate will possess a strong competitive spirit, the ability to showcase our wealth management solutions in a compelling way and be a quick learner with strong negotiating skills.
Responsibilities:
  • Represent Osaic and our Wealth Management Firms, starting with a deep understanding of our Wealth Management suite of solutions, and following with research and observation to see how the solutions meet the needs of potential financial advisors/enterprises.
  • Meet quarterly and annual sales goals through the successful implementation of consultative selling tactics.
  • Nurture new leads and build relationships with qualified Financial Advisors and Enterprises and actively manage a sales pipeline through execution of the sales process.
  • Develop and implement a territory action plan through territory analysis, prospect research, and goal setting.
  • Daily, conduct research and prospecting activities, set discovery meetings, run home office visits and other virtual presentations, work with internal team members to oversee due diligence actions, negotiate deals, and close new business.
  • Use a mixture of consultative selling skills and company and industry knowledge to become a trusted advisor to prospects and answer questions.
  • Actively develop relationships with product sponsors, wholesalers, and other centers of influence to expand your pool of prospects.
  • Work across the Osaic to develop relationships with internal stakeholders and partners to drive efficient and effective processes and a five-star prospect experience.
  • Actively use Salesforce to track activities, manage leads, develop new opportunities, and build strong pipelines.
  • Work closely with Business Development team members and management to foster peer-to-peer best practice sharing and coaching.
  • Other duties as assigned

Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:
  • Minimum 10+ years of experience in the financial services industry
  • Track record of successful sales/recruiting in the financial industry
  • Ability to influence high-level decision makers
  • Thorough knowledge of wealth management products and operations
  • Strong understanding of the financial services industry
  • Sales and marketing experience with financial and analytical acumen
  • Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM's; ability to learn and demonstrate proprietary systems
  • Strong focus on customer service
  • Ability to stay organized and balance and prioritize multiple priorities
  • Strong public speaking skills
  • Ability to work across teams to achieve goals
  • Strong oral and written communication skills
  • Decision-making, particularly in a high-growth and risk-charged environment
  • Ability to travel up to 25% of the time.

Preferred Requirements:
  • FINRA Series 7, 24, and 65 /66 preferred
  • Life/Health insurance license
  • Project management skills

#LI-Remote
Current Employees and Contractors Apply Here

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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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