Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
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Quick apply
The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding ...
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The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding ...
The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding ...
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Los Angeles, CA · On-site
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Inside B2B Sales Consultant - Benefits Advisor
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Educate advisors on exclusive group benefits offerings and enrollment options * Follow a structured multi-touch follow-up process using phone, email, and CRM workflows * Maintain detailed CRM ...
Veteran-friendly
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Inside B2B Sales Consultant - Benefits Advisor
Asheville, NC · On-site
$100K - $150K/yr
Educate advisors on exclusive group benefits offerings and enrollment options * Follow a structured multi-touch follow-up process using phone, email, and CRM workflows * Maintain detailed CRM ...
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Urgent
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Advisor information
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$38.7K is the 25th percentile. Wages below this are outliers.
$26K - $55K
57% of jobs
$76.1K is the 75th percentile. Wages above this are outliers.
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2% of jobs
$26K
$85.1K
$345K
How much do advisor jobs pay per year?
What Does an Advisor Do?
What are the key skills and qualifications needed to thrive as an Advisor, and why are they important?
How does an Advisor typically collaborate with other departments or teams within an organization?
What are Advisors and what do they do?
What is the job of an advisor?
What is the difference between Advisor vs Consultant?
| Aspect | Advisor | Consultant |
|---|---|---|
| Credentials | Often requires industry-specific certifications or experience | Typically holds specialized degrees or certifications depending on the field |
| Work Environment | Provides ongoing guidance, often in a strategic or advisory capacity | Offers project-based solutions, analysis, and recommendations |
| Employer & Industry Usage | Used across finance, education, and corporate sectors for ongoing support | Common in management, IT, and business sectors for specific projects |
| Search & Comparison Intent | People compare Advisor vs Consultant to understand roles and responsibilities | Often compared to Advisors for clarity on scope and engagement |
In summary, Advisors typically provide ongoing, strategic guidance and are involved in long-term planning, while Consultants focus on project-specific solutions and analysis. Both roles require relevant credentials and are used across various industries, but their engagement styles differ.

$48K/yr
Full-time
Posted 29 days ago
Job description
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.
Requirements
      Minimum 3-5 years of experience in financial advising
      Life, Health and Accident License - State of CT
      FINRA Series 7 and FINRA 66 License
      Well organized with the ability to manage time effectively with multiple priorities
      Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics
      Clean record with SEC and FINRA
Skills
- Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
- Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
- Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
- Coachable and trainable to fit the culture of the company and succeed in a service-orientated business
Benefits
Annual base income $48,000 plus competitive grid payout