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American Express Financial Advisor Jobs (NOW HIRING)

At American Express, our culture is built on a 175-year history of innovation, shared values and ... Free financial coaching and financial well-being support * Comprehensive medical, dental, vision ...

Financial Systems Analyst II

Phoenix, AZ · On-site

$85K - $115K/yr

At American Express, our culture is built on a 175-year history of innovation, shared values and ... Free financial coaching and financial well-being support * Comprehensive medical, dental, vision ...

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American Express Financial Advisor information

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$36K

$102.1K

$144K

How much do american express financial advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for american express financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does an American Express Financial Advisor do?

An American Express Financial Advisor helps clients manage their finances by providing personalized advice on investments, retirement planning, insurance, and wealth management. They assess clients' financial goals, develop tailored strategies, and recommend suitable financial products offered by American Express and its partners. Advisors also keep clients informed about market trends and regularly review their portfolios to ensure they stay on track with their objectives. Their role combines financial expertise with strong relationship-building skills to support clients’ long-term financial well-being.

What are some typical challenges faced by an American Express Financial Advisor when building a client portfolio?

American Express Financial Advisors often encounter challenges such as establishing trust with new clients, differentiating their services in a competitive market, and staying current with evolving financial regulations. Advisors need to be proactive in networking and relationship-building to expand their client base, while also providing tailored financial solutions in line with clients’ diverse needs. Additionally, they must balance ongoing client servicing with business development efforts, all within the framework of American Express’s compliance and ethical standards.

What are the key skills and qualifications needed to thrive as an American Express Financial Advisor, and why are they important?

To thrive as an American Express Financial Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, typically backed by a bachelor's degree and relevant licenses such as FINRA Series 7 and 66. Familiarity with customer relationship management (CRM) software, financial planning tools, and compliance systems is essential. Strong interpersonal skills, active listening, and the ability to build trust make advisors stand out in client interactions. These skills and qualities are crucial for providing sound financial guidance, maintaining client satisfaction, and ensuring compliance in a highly regulated industry.

What is the difference between American Express Financial Advisor vs Certified Financial Planner?

AspectAmerican Express Financial AdvisorCertified Financial Planner
CredentialsTypically holds FINRA licenses, Series 7, 66, or 63, and may have CFP certificationMust hold CFP certification, which requires specific education, exam, experience, and ethics
Work EnvironmentWorks within American Express, serving clients of the companyWorks independently or with firms, serving a broad client base
Industry UsagePart of American Express's financial services divisionWidely recognized across financial planning and advisory firms
Common Search/ComparisonOften compared for client services and credentialsCompared for expertise, certification, and independence

The American Express Financial Advisor and Certified Financial Planner roles both provide financial guidance but differ mainly in credentials and work environment. American Express Financial Advisors operate within the company's framework, often holding specific licenses, while CFPs are independently certified professionals recognized industry-wide for their expertise.

More about American Express Financial Advisor jobs

What are popular job titles related to American Express Financial Advisor jobs?

For American Express Financial Advisor jobs, the most frequently searched job titles are:

Infographic showing various American Express Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Campus Undergraduate Summer Internship Program - 2027 Finance Controllership, Finance - Phoenix, AZ

Phoenix, AZ • On-site

$24.05/hr

Full-time

Re-posted 8 days ago


American Express rating

8.6

Company rating: 8.6 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

26th of 154 rated financial services


Job description


Business Unit/Role Specific Info
The Finance Organization drives business value by being a strategic partner in every decision made in support of the Company's success. We bring a powerful combination of financial expertise, a deep understanding of complex analytics, a thorough knowledge of the risk environment, and a commitment to upholding the highest standards of financial integrity.
The internship will be a general Finance internship that will provide an opportunity to work in the Controllership function of American Express Finance. This internship position will be based in Phoenix, AZ.
Responsibilities
How will you make an impact in this role?
• Complete a project solving a real business challenge for the organization
• Participate in other initiatives and projects as assigned
• Assist with monthly general ledger close activities including completing journal entries and account reconciliations
• Assist in producing and reviewing monthly and quarterly financial reports
• Perform variance analysis and analytical procedures for assigned general ledger accounts
• Establish relationships and partner with subject matter experts to key to Controllership accounting activities
Qualifications
Minimum Qualifications
• Currently enrolled in a full-time bachelor's degree program
• Students must have a graduation date between December 2027 and June 2028
Preferred Qualifications
• Analytical Skills - ability to manipulate large amounts of data, spot trends & generate significant insights
• Communication Skills - synthesize data into an easy-to-understand story & articulate key messages across multiple audiences.
• Agile Mentality - positive, can-do attitude, adapt to change, and highly motivated self-starter
• Leadership - act & lead with courage, establish relationships, make decisions quickly & influence change
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
About Us
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.
As part of Team Amex, you'll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
About the Team
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
  • Competitive base salaries
  • Flexible work arrangements and schedules with hybrid and virtual options with Amex Flex
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
  • Free and confidential counselling support through our Healthy Minds program
  • Career development and training opportunities

For a full list of Team Amex benefits, visit out Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster
The below represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

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