Business Development, Financial Advisor

Job overview

The Business Development role is listed in Newport Beach, CA; the posting does not specify a work arrangement. Compensation is described as a training stipend plus uncapped commissions, with no numeric amount stated. The firm offers training for building an advisory practice. The financial advisor presents products and services to individuals and small business owners, assesses client needs, and recommends financial solutions. The role develops a client network and long-term consultative relationships while building product and advisory knowledge.

What you'll do

• Prospect for clients through introductions, networking associations, and CPA firms
• build long-term client relationships
• conduct fact-finding and needs analyses
• recommend financial solutions
• gain client agreement on implementation
• develop skills through training and mentor collaboration.

What we're looking for

Skills & competencies

business development

financial advisor

newport beach ca

rk partners

client relationships

financial needs analysis

prospecting

training program

uncapped commissions

series 7 and 66

Work arrangement

• Weekend coverage required

Benefits & perks

• Training stipend and uncapped commissions
• Series 7 and 66 licensing supported and paid for by the firm.

Why this role

No prior finance experience is necessary; Series 7 and 66 licensing will be supported and paid for by the firm.

About the employer

RK Partners is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.