Business Development

Business Development Finance Jobs

188 jobs found

Today

Financial Advisor — Independent Opportunity

Coast Wealth Management Group Myrtle Beach, SC

Myrtle Beach, SC

Today

$50k - $500k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Independent, fee-based Financial Advisor role with client planning and ongoing investment management in Myrtle Beach, SC.

Responsibilities

Build and maintain relationships with clients and prospective clients.
Run discovery meetings to understand client goals, financial circumstances, and retirement priorities.
Develop and deliver financial planning and investment recommendations.
Assist clients with retirement income strategy evaluation, account consolidation, and continued investment management.
Participate in seminars, workshops, community events, and other business development activities.
Follow up with prospects consistently and guide them through the decision-making and onboarding process.
Perform ongoing client reviews and provide proactive communication.
Maintain accurate CRM records and adhere to firm policies and applicable compliance requirements.
Collaborate with advisors, marketing, and operations staff to support a strong client experience.

Requirements

Currently hold a Series 65, or both a Series 7 and Series 66.
Ability to meet applicable investment adviser registration requirements.
Strong communication, relationship-building, and follow-through skills.
Entrepreneurial mindset with willingness to actively develop business.
Commitment to acting in clients’ best interests.
Ability to serve clients in the Myrtle Beach and Grand Strand area.

Technologies

Advyzon CRM
Financial planning tools
Scheduling systems
Schwab Advisor Services
Altruist

Benefits

401(k) matching

What We Offer

Competitive compensation: attractive advisor payout structure with recurring revenue potential and room to grow.
Ownership of your book from day one: build lasting client relationships with a stake in the business.
Independent opportunity: own your practice with support from an established Registered Investment Adviser firm.
Turnkey marketing systems: established seminar and workshop programs, digital marketing, prospect follow-up systems, and client communication tools.
Modern technology stack: Advyzon CRM, financial planning tools, and scheduling systems to support an efficient client experience.
Custodial access: work with Schwab Advisor Services and Altruist.
Operational and marketing support: support for onboarding, managing relationships, and growing your practice.
Retirement account match: matching opportunity to support your own long-term financial goals.
Travel opportunities: opportunities tied to professional development, industry events, and firm growth.
Optional insurance opportunities: access to life insurance and annuity business through an affiliated insurance agency.
Direct access to firm leadership: work with a team where ideas and contributions can influence how the firm grows.

Preferred Qualifications

Experience in financial advising, investment management, or retirement planning.
An existing client book or established professional network.
Experience conducting client meetings, educational workshops, or seminars.
Familiarity with CRM and financial planning software.
Active life insurance license is a plus (not required). Advisors offering life insurance or annuities need appropriate licensing and appointments.

Pay

$50,000.00 - $500,000.00 per year

Work Location

Onsite (In person)
Myrtle Beach, SC (Grand Strand area)

How to Apply

Apply through Indeed with your résumé and a brief introduction.
Include your current securities and advisory licenses.
Include your financial services experience.
Indicate whether you have an existing client book.
Explain what interests you about joining Coast Wealth Management Group.

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Today

Financial Analyst Senior - Distribution & Sales

USAA San Antonio, TX

San Antonio, TX

Today

$103k - $198k/yr Full time Senior Analytical Skills Analytics

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Job Description

Hybrid work in a supportive environment. You will be part of a team that values sound financial judgment, ongoing learning, and structured career development. USAA provides comprehensive medical, dental, and vision coverage, retirement programs, paid time off including paid holidays and volunteer hours, and support benefits such as parental benefits and adoption assistance.

In this role, you will solve complex business problems through forecasting, planning, and financial modeling across key areas including income, profitability, liquidity, capital, leverage, asset and liability management, and operating expenses. You will also mentor teammates on advanced financial processes while ensuring work aligns with regulatory and compliance requirements.

What You’ll Do

Lead team or process delivery for financial forecasts and plans for a business area or function, including overseeing implementation and model improvement initiatives.
Prepare and guide complex financial reports, analysis, and cost benefit analysis to support internal and external management decision-making.
Interpret complex financial information and provide recommendations to business leaders while implementing solutions tied to financial and operational opportunities.
Support business goals by delivering value-added decision support for customers and business partners across the organization.
Own product-related assignments including product pricing, product profitability, and ad-hoc analysis.
Partner with senior management and company leadership to promote innovation and productivity and support USAA’s mission.
Apply advanced knowledge of the business, its products and processes, serving as a resource for escalated issues.
Ensure risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What You’ll Need

Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field; OR 4 years of relevant education and/or experience.
6 years of experience conducting complex financial or accounting analysis and delivering actionable insights to stakeholders; OR an advanced degree in a related field with progress toward a CPA or CFA designation plus 4 years of financial or accounting analysis or related work experience.
Experience using financial and accounting technologies.
Ability to communicate key financial and accounting concepts.
Finance or accounting experience in a financial services environment.
Strong experience with Microsoft Office Excel for significant financial data analysis.
Experience producing financial reports and recommendations based on data.
Working knowledge of GAAP.
Experience applying and adhering to financial regulations and compliance.

Tools & Technologies

Microsoft Office Excel
SQL
Tableau
Snowflake
VSCode

Benefits

Comprehensive medical, dental and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program with paid holidays plus 16 paid volunteer hours
Various wellness programs
Career path planning and continuing education

Work Location & Flexibility

Hybrid role requiring presence in the office 4 days per week.
Location options include San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL.
Relocation assistance is not available for this position.

Compensation

Salary range: USD 103,450 - 197,730 per year.
Pay is determined within the range based on experience and market data; actual salary may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

Additional Information

USAA does not provide visa sponsorship for this role. Please do not apply if you will need immigration support now or in the future (for example, H-1B, TN, STEM OPT Training Plans).
Applications are accepted on an ongoing basis; the posting remains open until the position is filled.
Interested candidates are encouraged to apply the same day they view the posting.

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2d ago

Business Development Manager - Corporate and Finance

Dinsmore & Shohl LLP Columbus, OH

Columbus, OH

2d ago

Full time Manager Marketing Account Management

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Job Description

Dinsmore & Shohl LLP is seeking a Business Development Manager to support the Corporate and Finance departments. In this onsite role in Columbus, OH, you will help attorneys and practice teams translate priorities into organized business development activity, while shaping strategy and aligning execution across internal partners.

The position emphasizes building growth plans from the ground up, coordinating pitches and proposals, and equipping teams with research, messaging, and coaching to strengthen relationships and pursue new opportunities.

Key Responsibilities

Collaborate with practice group and department leaders to develop actionable business development strategy aligned with firm priorities and client needs
Support attorneys in identifying and prioritizing opportunities across existing client relationships, prospective clients, referral networks, and target markets
Lead planning discussions and convert ideas into concrete next steps, including owners, timelines, and measurable objectives
Coordinate strategic pitches, proposals, RFP responses, and presentations by assembling relevant experience, differentiators, and persuasive messaging
Conduct market, industry, client, and competitive research to inform client planning, opportunity assessment, and positioning
Provide one-on-one and small-group coaching to prepare attorneys for client conversations, meetings, presentations, and relationship-building activities
Partner with internal teams such as communications, events, digital, and creative to align thought leadership, sponsorships, and programs with business objectives
Maintain accurate opportunity and relationship information in the firm’s CRM and related systems, and encourage adoption of shared processes
Collaborate on pipeline monitoring and track progress and outcomes; produce concise reports and insights to support leadership decision-making
Build relationships across offices and practices to identify cross-selling opportunities and connect attorneys to address broader client needs
Manage multiple projects and stakeholders using sound judgment, responsiveness, and attention to detail with a strong internal client service mindset
Support ongoing improvement of business development tools, templates, processes, and team best practices
Perform other duties and support firmwide initiatives as assigned

Requirements

Bachelor’s degree in marketing, business, communications, or a related field (JD or MBA a plus), or an equivalent relevant experience
Seven or more years of progressively responsible business development or marketing experience; law firm experience required
Proven ability to build trusted relationships and collaborate with attorneys, firm leaders, and business professionals across offices and functions
Working knowledge of business development planning, pitches and proposals, client and market research, and relationship-management practices
Strong written, verbal, and presentation skills, with the ability to translate complex information into clear recommendations
Sound judgment, discretion, initiative, and a client-service mindset, including confidence to ask thoughtful questions and guide projects to completion
Proficiency with Microsoft Office applications and familiarity with CRM, proposal-management, research, or related business development systems
Ability to work independently while contributing positively to a collaborative, team-oriented environment
Flexibility to occasionally work outside regular business hours and travel as business needs require

Technologies

Microsoft Office
CRM
Proposal-management
Research

Preferred Locations

Commutable to the firm’s Cincinnati, Pittsburgh, or Columbus offices (other office locations may be considered)

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2d ago

Financial Planner - Career Changer Opportunity

Northwestern Mutual - Princeton Princeton, NJ

Princeton, NJ

2d ago

$65k - $85k/yr Full time Advisor Business Development Client Relations

Apply Now

Job Description

Northwestern Mutual (Princeton District) is seeking a career-changer ready to help individuals and businesses move toward their financial goals through personalized insurance solutions and financial planning. In this onsite role in Princeton, you will build long-term client relationships, create and maintain financial plans, and stay supported through training, mentorship, and licensing guidance.

You will join a team focused on helping policyholders achieve financial security, with the structure and resources of a well-established mutual company.

Key Responsibilities

Meet with clients to understand their financial goals, aspirations, and concerns.
Design comprehensive financial plans that can include investments, insurance, and retirement strategies.
Review and monitor client plans over time, providing updates and adjusting strategies as circumstances change.
Grow and maintain a client network through referrals, community involvement, and professional associations.

What You’ll Need

A bachelor’s degree is preferred.
Previous experience in financial services, insurance, or business development is beneficial but not required.
Strong interpersonal and communication skills, analytical thinking, and an ability to build trust and rapport.
Ability to obtain required licenses, including Series 6, 63, and applicable state insurance licenses (training and sponsorship available).

Compensation & Benefits

Salary: USD 65,000 - 85,000 per year.
Bonus based on performance.
Competitive compensation structure with performance incentives and no ceiling.
Flexible schedule.
Health insurance, dental insurance, and vision insurance.
Opportunity for advancement.
Training & development, including access to ongoing training programs and sponsorship for advanced certifications.
Company parties.
Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Flexibility to create a schedule that fits personal lifestyle and goals.

Office Location

202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540

About Northwestern Mutual (NM)

Northwestern Mutual is a FORTUNE 500® company providing a range of financial services to more than 5 million people.
As a mutual company, it answers to policyowners rather than Wall Street.
Founded in Wisconsin in 1857, and recognized by FORTUNE as one of the “World’s Most Admired” companies in 2024.
Culture emphasizes helping people achieve financial security.

Local Leadership

Jesse May – Managing Director (21 years with NM)
Nick DeLorenzo – Growth and Development Director (16 years with NM)
Ben Kraml – Growth and Development Director (7 years with NM)
Mikayla Rafferty – Talent Acquisition Manager (6 years with NM)

How Career Changers Can Fit Here

Support is available through training, mentorship, and professional licensing support to support a transition into financial services.
The team includes individuals who previously coached, built, designed, or taught before establishing their own financial practices.

To experience a day in the life of an advisor, watch: https://youtu.be/tar1BSa7Gaw

As a Financial Representative, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning, centered on understanding unique needs and providing tailored, long-term support.

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2d ago

Financial Advisor

Barnum Financial Group Iselin, NJ

Iselin, NJ

2d ago

$50k - $100k/yr Full time Advisor Business Development Client Relations

Apply Now

Job Description

The Financial Advisor role at Barnum Financial Group in Iselin, NJ focuses on building long-term client relationships and developing a financial services practice in partnership with Empire Growth Partners. This is an entrepreneurial, performance-based position designed for candidates who want greater ownership of their career and earnings.

Role Overview

As a Financial Advisor, you will meet with prospective and existing clients, learn to understand financial needs and goals, and apply planning strategies through a growing practice. The opportunity is in person in Iselin, NJ, with expectations centered on client development and sustained relationship building.

Key Responsibilities

Build and develop your own client base
Create and maintain strong professional relationships
Meet with prospective and existing clients
Identify clients’ financial needs and goals
Develop knowledge of financial products and planning strategies
Build a long-term financial services practice
Participate in training, coaching, and professional development

Requirements

Experience in sales, business development, recruiting, client service, or another relationship-driven field
Comfort meeting new people and developing relationships
Entrepreneurial mindset
Motivation by goals and results
Interest in greater ownership over career and earning potential
Coachable and willing to learn a new industry
An established network or confidence in building one
Live within a reasonable commute of Iselin, NJ

Compensation & Career Structure

This position is a performance-based sales opportunity and not a traditional salaried role. Compensation is tied to individual production and business development. Pay is USD 50,000 to USD 100,000 per year.

Benefits

Dental insurance
Health insurance
Vision insurance
Life insurance
Retirement plan
Professional development assistance
Financial planning services
Flexible schedule

Work Location

Iselin, NJ (In person)

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2d ago

Financial Advisor

Magnolia Wealth Strategies Pensacola, FL

Pensacola, FL

2d ago

$50k - $100k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Magnolia Wealth Strategies is seeking a Financial Advisor to establish and expand a production-based financial services practice serving individuals, families, and business owners. The role emphasizes holistic planning, protection solutions, and ongoing guidance as client needs evolve.

Role Summary

In this position, you will build and grow a client-centered practice using strategies spanning protection, financial planning, and wealth management. This opportunity is designed for advisors who can develop relationships and deliver informed recommendations. Candidates must be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida.

Key Responsibilities

Build and grow your own financial services practice while helping individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships through consistent engagement and relationship building
Understand each client’s goals and needs to support appropriate planning outcomes
Apply a holistic approach to identifying strategies across protection, financial planning, wealth management, and other solutions available through the firm
Develop new client relationships
Deepen and maintain existing relationships over time
Create and implement appropriate financial strategies
Provide ongoing guidance as client needs evolve

Required Qualifications

Bachelor’s Degree or work-related experience
State insurance licensed for Life, Accident, and Health, or willingness to obtain licensing
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Ability to collaborate with others and work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf North-West Florida

Compensation and Pay

Pay: $50,000.00 - $100,000.00 per year

Benefits

Performance based pay including commissions, bonuses, and incentives
401(k) and 401(k) matching
Full scale Health and Wellness insurance (Health, Dental, Vision, Life+)
Professional development assistance
Business owner opportunity
Flexible schedule
Dental insurance
Health insurance
Life insurance
Vision insurance

Qualities and Work Style

Willingness to learn
Strong communication and relationship-building skills with a focus on putting people first
Problem solver
Dedicated individual with independence, self-motivation, and goal orientation
Leader, coach, and mentor
Successful sales experience
Ability to listen and obtain knowledge of products and services
Belief in the products being sold

What the Firm Provides

Leadership support, business advice, and guidance
Opportunities for collaboration and mentorship
Cutting-edge technologies to support seamless business operations
A supportive environment that emphasizes collaboration
Training and tools
A vast variety of products and services
Flexibility to grow your practice your way

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2d ago

Financial Advisor

Magnolia Wealth Strategies Shreveport, LA

Shreveport, LA

2d ago

$50k - $100k/yr Full time Advisor Asset & Wealth Management Business Development

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Job Description

Magnolia Wealth Strategies, a MassMutual firm, offers a production-based opportunity to build and grow an advisory practice with the support, resources, and product breadth of an established organization. This hybrid role is based in Shreveport, LA, serving individuals, families, and business owners across Louisiana, Mississippi, Alabama, and Gulf Northwest Florida.

In this role, you’ll take a holistic approach to help clients pursue protection, financial planning, and wealth management outcomes. You will develop trusted relationships, create and implement strategies, and provide ongoing guidance as client needs evolve. The role also supports entrepreneurial growth, including mentorship and technology designed to streamline client service.

What you’ll do

Build and grow your own financial services practice through new client relationships
Help individuals, families, and business owners make informed decisions about their financial futures
Develop trusted client relationships by understanding goals and needs
Identify and recommend strategies across protection, financial planning, wealth management, and other solutions available through the firm
Deepen existing relationships and create and implement appropriate financial strategies
Provide ongoing guidance as client needs change over time

What you’ll bring

Bachelor’s Degree or work-related experience
State insurance license for Life, Accident, and Health, or willingness to get licensed
Excellent financial, analytical, and critical-thinking skills
Ability to problem solve to reach resolution
Capacity to collaborate with others and also work independently
Strong written and verbal communication skills
Series 6/7 preferred, not required
MUST be located in Louisiana, Mississippi, Alabama, or Gulf Northwest Florida

Compensation & benefits

Pay: $50,000 - $100,000 per year
Performance based pay including commissions, bonuses, and incentives
401(k) with 401(k) matching
Health and Wellness insurance (Health, Dental, Vision, Life+)
Additional Dental, Health, Life, and Vision insurance coverage
Professional development assistance
Flexible schedule
Business owner opportunity

How Magnolia Wealth Strategies supports your practice

As a MassMutual firm, Magnolia Wealth Strategies is a full-scale, independent financial firm with advisors and offices throughout four states. The firm takes a holistic approach and offers a variety of products and services, including property and casualty insurance, life insurance, disability income insurance, long-term care, annuities, group benefits, financial planning, estate planning, and wealth management.

About MassMutual

Recognized as a 2020 World’s Most Ethical Companies
100 on the Human Rights Campaign Corporate Equality Index 2020
Diversity Best Practices Inclusion Index Company 2019
Military Friendly Employee
TOP 7 BROKER-DEALER

Training, tools, and collaboration

You’ll receive leadership support, business advice and guidance, opportunities for collaboration and mentorship, training and tools, and access to cutting-edge technologies to help make day-to-day client work more seamless. Advisors are encouraged to grow their practice in a way that fits their goals.