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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 Jul 26, 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 are some typical challenges faced by American Express Financial Advisors 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 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 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 job categories do people searching American Express Financial Advisor jobs look for? The top searched job categories for American Express Financial Advisor jobs are:
American Express Financial Advisor jobs near you
Infographic showing various American Express Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor - American Federal Bank

Financial Advisor - American Federal Bank

LPL Financial

Fargo, ND

$40K - $80K/yr

Full-time

Posted 2 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Bank

Financial Advisor - American Federal Bank

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at American Federal Bank in Fargo, ND would allow you to join the Investment Program at American Federal Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at American Federal Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to American Federal Bank for financial solutions. This position will offer:

  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with American Federal Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Federal Bank.

Tracking # 1-05026674


Pay Range:$40,000-$80,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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