Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Former Financial Advisor Broker Business Development Role

$200k

CXG Holdings Inc

Benefits 401(k) matching Bonus based on performance Competitive salary Dental insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Former Financial Advisor / Broker – Business Development Role REMOTE Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment. This is not an entry-level position. This role is for a disciplined professional closer. The Role You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles. You are responsible for: Running structured discovery calls Owning pipeline progression and deal velocity Maintaining disciplined CRM reporting and forecasting Closing sophisticated professional service engagements Participating in weekly pipeline accountability reviews This is a full-time, in-office position based in Suffolk County, NY. Who We’re Looking For A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks or A proven B2B consultative closer with experience selling complex professional services. You must be: Highly organized and process-driven Comfortable operating within clear performance metrics Confident in executive-level conversations Competitive and internally motivated Accountable for results, not activity alone This is not a lifestyle sales role. It is a performance role with meaningful upside for serious producers. Compensation Competitive base salary Performance-based commission structure High six-figure earning potential Top performers can exceed $200,000 annually Compensation details will be discussed during the interview process. 401(k) with employer contribution Paid time off Professional growth opportunities Why CXG Established national leader in broker-dealer formation and regulatory advisory Respected reputation within the financial services industry Strong marketing infrastructure and brand presence Structured, accountability-driven sales environment Clear performance expectations and measurable targets Direct access to leadership and decision-makers Stable, profitable organization with long-term growth vision Significant earning potential for disciplined producers Our culture is built on professionalism, ownership, and execution. We value structure over chaos, accountability over excuses, and performance over politics. This is an environment for serious professionals who want to operate at a high level and be compensated accordingly. This is a remote position. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Former Financial Advisor Broker Business Development Role in Smithtown, NY vacancy
  • $350 per week

     ...The Broker Shop Inc in Melville, New York, is looking for a full-time Sales/Business Development Representative for its Merchant Cash Advance team. This role demands a driven and competitive individual, capable of making 250+ outbound calls daily and educating business... 
    Suggested
    Base plus commission
    Full time

    The Broker Shop Inc

    Melville, NY
    4 days ago
  • $50k - $125k

     ...~ Full-time Full job description Job Title: Financial Advisor (Wealth Management) Why Join Us? Stop searching for a...  ...performance driven mentality. You have a background in sales, business development, or client services. You want to earn your FINRA... 
    Suggested
    Permanent employment
    Full time
    Relocation

    eCruit

    Melville, NY
    1 day ago
  • $30k - $60k

     ...clients. We customize goals‑based financial plans and help clients manage...  ...first priority. Financial Advisor Trainee Responsibilities As a...  ...and growth at a top Broker‑Dealer. Through our training...  ...on experience, mentoring, and development opportunities, you will rapidly... 
    Suggested
    Full time
    Traineeship
    Relocation
    Monday to Friday

    Morgan Wilshire Securities

    Smithtown, NY
    3 days ago
  •  ...Business Development (Business Consultant / B2B Sales Representative) Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform...  ...deals in person. This is a quota-carrying field sales role focused on driving new business, managing existing relationships... 
    Suggested
    Local area

    System One Holdings, LLC

    Ronkonkoma, NY
    2 days ago
  • JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the mortgage process. This role involves coaching the team, collaborating on marketing efforts, and providing consultative recommendations based on customer... 
    Suggested
    Local area

    JPMorgan Chase & Co.

    Commack, NY
    5 days ago
  • $66.3k - $75k

     ...right way. We're seeking an energetic, relationship-driven Business Development Manager to help expand our referral network, strengthen...  ...Reporting directly to the Director of Sales, this highly visible role offers the opportunity to make a direct impact on company... 
    Local area
    Relocation

    Liberty Moving & Storage

    Commack, NY
    4 days ago
  •  ...Business Development Manager iRocket (Innovative Rocket Technologies Inc.) is developing fully reusable, fully autonomous small launch vehicles...  ...secure new commercial and government opportunities. This role sits at the intersection of aerospace innovation, customer... 
    Contract work

    iRocket

    Hauppauge, NY
    1 day ago
  •  ...Business Development Manager - Partnerships Location: Hauppauge, NY | Department: Partnerships...  ...continued growth acceleration! Step Into a Role with Real Growth Are you a...  ...Teams Work alongside our high-performing advisor team to ensure partners' referred clients... 
    Full time

    National Business Capital

    Hauppauge, NY
    2 days ago
  •  ...and Smithtown Kia, we believe in our employees and look at our Business Development Center as a training ground for future Sales Consultants. If...  ...each opportunity Qualifications At least one previous role based on customer service experience Excellent teammate with... 
    Local area

    Smithtown Toyota

    Smithtown, NY
    3 days ago
  • $66.3k - $75k

     ...Liberty Moving & Storage is seeking a Business Development / Assistant Sales Manager to work directly with our Director of Sales in driving referral...  ...marketing initiatives. This is a hands‑on, high‑visibility role ideal for someone who enjoys being out in the field,... 
    Relocation

    Liberty Moving & Storage

    Commack, NY
    4 days ago
  •  ...A financial institution in Hauppauge, NY is seeking a Business Development Representative to connect with companies and build strong member relationships. This entry-level...  ...and maintaining relationships. This full-time role offers benefits including medical and paid vacation... 
    Full time

    Hia Li

    Hauppauge, NY
    3 days ago
  • $50k

     ...Business Development Representative (BDR) Location: Edgewood, NY Salary: $50,000 base salary- plus commission Drive Growth. Build...  ...Representative (BDR) to join our growing sales team. In this role, you'll be at the forefront of our business, generating new opportunities... 
    Base plus commission
    Work at office
    Flexible hours

    The Raymond Corporation

    Brentwood, NY
    17 days ago
  • $70k - $110k

     ...We're looking for a driven, energetic Business Development Representative (BDR) to join our team! The BDR identifies new business opportunities...  ...Eastern Standard Time (EST) zone will be considered for this role. Some responsibilities include, but are not limited to, the... 
    Work experience placement
    Remote work

    Focus Technology Solutions

    Islandia, NY
    5 days ago
  • $55k - $125k

     ...spanning coast-to-coast, we help home and business owners return their property to its...  ...for your safety. Job Summary The business development representative will grow the referral base...  ...for our current referral networks. The role aims to double brand awareness with traditional... 
    Work at office

    1-800 Water Damage of Western Montana

    Nesconset, NY
    4 days ago
  • $66.3k - $75k

    A leading moving and storage company is seeking a Business Development / Assistant Sales Manager in New York. The role involves driving referral growth, managing relationships with real estate agents, property managers, and senior living communities. Candidates should... 

    EmergencyMD

    Smithtown, NY
    1 day ago
  •  ...We're Hiring: Director, Business Development - Alternative Market Segment...  ...program-related business. This role will requires proven, results...  ...Crawford Benefits That Empower Financial, Physical, and Mental...  ...marketing or through agent/broker of insurance carrier distribution... 
    Contract work
    Remote work
    Work from home
    Worldwide

    Crawford & Co

    Hauppauge, NY
    2 days ago
  • $66.3k - $75k

    Liberty Moving & Storage is looking for a Business Development / Assistant Sales Manager in Commack, NY. This role focuses on driving referral growth and building relationships with real estate agents, property managers, and senior living communities. Successful candidates... 

    Liberty Moving & Storage

    Commack, NY
    3 days ago
  • $77k - $202k

     ...processes, improve productivity, and drive business performance. As an operations consulting...  ...broader objectives of your project or role and how your work fits into the overall...  ...awareness, enhance strengths and address development areas. Interpret data to inform... 
    Full time
    H1b

    PwC

    Melville, NY
    18 days ago
  •  ...Core Ventures is seeking a seasoned Financial Advisor in Melville, NY. The role involves building strong relationships with clients, delivering tailored financial advice, and managing portfolios. Ideal candidates will have over 7 years of experience in financial advising... 

    Core Ventures LLC

    Melville, NY
    16 hours ago
  • $66.3k - $81.55k

     ...Business Planning Specialist The Business Planning Specialist is responsible for developing...  ...revenue and market share. This role combines market research, strategic planning...  ...related experience - Prior sales or business development/planning experience is a plus - Business... 
    Full time
    For contractors
    For subcontractor
    Casual work
    Local area
    Work from home
    3 days per week

    Canon USA

    Melville, NY
    2 days ago
  • $66.3k - $81.55k

     ...About the Role The Business Planning Specialist is responsible for developing and analyzing strategic plans to grow Canon's product and service...  ...3 to 5 years of related experience Prior sales or business development/planning experience is a plus Business negotiations skills... 
    Full time
    For contractors
    For subcontractor
    Local area
    Work from home
    3 days per week

    Canon Solutions America , Inc.

    Melville, NY
    4 days ago
  • $66.56k - $99.32k

     ...opportunities and skill development are defining features...  ...progress in their role. The base pay actually...  ..., and other specific business and organizational...  ...Job Description The Financial Advisor Associate (FAA) works...  ...with a FINRA member, broker and/or dealer and is... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Hauppauge, NY
    4 days ago
  • ## Financial Advisor - Hauppauge, NYApplyremote type: On Sitelocations...  ...and skill development are defining features...  ...they progress in their role. The base pay...  ..., and other specific business and organizational needs...  ...with a FINRA member, broker and/or dealer and is... 
    Work at office

    TD Bank

    Hauppauge, NY
    3 days ago
  • $72.28k - $108.16k

     ...opportunities and skill development are defining features...  ...progress in their role. The base pay actually...  ..., and other specific business and organizational...  ...Job Description The Financial Advisor (FA) role is a three‑...  ...with a FINRA member, broker and/or dealer and is... 
    Work at office
    Local area
    Flexible hours

    TD

    Hauppauge, NY
    3 days ago
  •  ...Teachers Federal Credit Union is seeking a Premier Financial Representative to engage and develop mass affluent members. The role focuses on building relationships, managing a book of business, and supporting local branches to drive revenue. The ideal candidate will have... 
    Local area

    Teachers Federal Credit Union

    Commack, NY
    5 days ago
  •  ...: Plan, develop and execute strategic comprehensive business development and marketing initiatives to increase revenue and market share...  ...President of Sales to establish appropriate commission and financial agreements with partners. # Provides assistance in... 
    Contract work
    Local area

    Bristal Assisted Living

    Ronkonkoma, NY
    2 days ago
  • $99k - $232k

     ...help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC,...  ...growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our... 
    Full time
    H1b

    PwC

    Melville, NY
    4 days ago
  • $50k - $150k

     ...less friction, we want to talk. The Opportunity We’re seeking a Licensed Loan Officer to join our growing team in a flexible hybrid role based out of our Hauppauge, New York office. You’ll origin conventional, FHA, VA, and other residential mortgage products while leveraging... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Silver Lining Funding Inc

    Hauppauge, NY
    3 days ago
  • $50k

     ...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine...  ...a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range... 
    Full time
    Part time
    Immediate start

    Teachers Federal Credit Union

    Hauppauge, NY
    4 days ago
  • JPMorganChase is seeking a Senior Home Lending Advisor in Oakdale, NY to join its Home Lending team. This role involves guiding customers through the home loan process...  ...providing expert recommendations based on their financial needs. Candidates should possess a Bachelor's... 

    JPMorganChase

    Oakdale, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Former Financial Advisor Broker Business Development Role. Be the first to apply!