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Business Development Advisor

RK Partners · Long Beach, CA · Advisory Practice

Compensation

$61k – $70k /yr

Employment type

Full-time

Work setting

On-site

Location

Long Beach, CA

Schedule

Day shift

Posted

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Job overview

The Business Development Advisor is an onsite role based in Long Beach, CA, with a salary range of $60,700–$70,000 per year. This position focuses on building consultative relationships with small business owners and individuals to provide tailored financial solutions. The role exists to expand the firm's advisory practice by prospecting for new clients and conducting thorough needs analyses. Through ongoing training and mentorship, the advisor helps clients achieve their financial goals while developing their own professional network and expertise.

What you'll do

  • Prospect for clients through introductions, networking associations, and CPA firms.
  • Develop and maintain long-term relationships with clients.
  • Conduct fact gathering and needs analyses to arrive at client-centric financial solutions.
  • Gain client consensus on implementation of financial recommendations.
  • Expand personal knowledge and skills through ongoing professional development and joint work with your mentor.

What we're looking for

Skills & competencies
full-time
day shift
long beach ca
business development
financial advisor
prospecting
consultative sales
networking
client relations
$60.7k-$70k
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Stipend during training, uncapped commissions, Series 7 & 66 exam support.

Why this role

No prior finance experience necessary; comprehensive training provided with Series 7 & 66 support.

About the employer

RK Partners is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.

Additional details

Industry sector
54
Industry
Administrative Management and General Management Consulting Services
Occupation code
13-2052.00
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