Business Finance Advisor

Block Equity Group; New York (NY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Structured onboarding

Mentorship

Growth path

Collaborative environment

Job summary

Block Equity Group in Midtown Manhattan, New York, is seeking a Business Finance Advisor. You will connect with business owners, run discovery conversations, and guide clients to the right funding solutions. This is an early-career role with a clear path to leadership.

We offer structured onboarding, daily coaching, mentorship, and a promote-from-within career track toward senior advisor and management roles in a collaborative team.

Qualifications

• Early-career professionals seeking a long-term path in finance.
• 1–3 years in a client-facing role or related customer service.
• Recent graduates in business, finance, or entrepreneurship.

Responsibilities

• Connect with business owners through outbound calls and email.
• Run discovery conversations to understand funding goals and needs.
• Match clients with financing solutions and guide them through the process.
• Build and manage your own pipeline of prospective clients.
• Develop consultative communication and negotiation skills with daily coaching.

Skills

Confident communication

Work ethic

Coachability

Interest in business/finance

Job description

Every week, business owners across the United States need capital to hire, expand, buy equipment, or get through a slow season. Our Business Finance Advisors help them get it.

At Block Equity Group, we connect small and mid-sized businesses with funding solutions, from SBA financing to revenue-based financing and other commercial funding options. We’re growing our Midtown Manhattan team and hiring Business Finance Advisors who want to build a long-term career in sales and finance.

Workplace: On-site, Midtown Manhattan, New York, NY

Who This Role Is For

• Early-career professionals looking for a long-term path in finance
• People in retail, hospitality, real estate, insurance, recruiting, or customer service who are ready to move into finance
• Professionals with 1–3 years in a client-facing role who want a clear path to leadership
• Recent graduates interested in business, finance, or entrepreneurship

What You’ll Do

• Connect with business owners through outbound calls and email
• Run discovery conversations to understand each client’s goals and funding needs
• Match clients with the right financing solutions and guide them through the process
• Build and manage your own pipeline of prospective clients
• Build your consultative, communication, and negotiation skills with daily coaching

What We Offer

• Structured onboarding and hands-on training
• Mentorship from experienced advisors and leadership
• A promote-from-within path to senior advisor, leadership, and management roles
• A collaborative, supportive team environment

What Helps You Succeed

• Confident, professional communication
• A strong work ethic and desire to grow
• Coachability and curiosity about business and finance

Prior sales or customer-facing experience is a plus, but not required. No finance background or license needed. We’ll teach you the industry.

Whether you’re starting your career or looking to transition into financial services, Block Equity Group provides the training, leadership, and platform to help you grow.