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American Express Financial Advisor Jobs (NOW HIRING)

American Express

Manager-Project Management

Phoenix, AZ · On-site

$89K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

American Express National Bank is American Express' U.S. banking operation, representing more than ... Project management skills, including attention to detail and the ability to clearly advise on ...

American Express

Manager - Finance, U.S. Insurance LFO

Manhattan, NY · On-site

$89K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... American Express' U.S. Insurance business, supporting a growing portfolio of protection products across Card and Travel customer segments. The team provides financial leadership across all aspects of ...

American Express

Senior Manager- Strategic Projects

New York, NY

$119K - $162K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

American Express

Manager - Regulatory Governance

Manhattan, NY · On-site

$89K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

ESS helps keep American Express growing and puts our colleagues at the center of everything they do ... Demonstrated ability to interpret regulatory requirements and advise business stakeholders on ...

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American Express Financial Advisor information

See salary details

$36K

$102.1K

$144K

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

As of Aug 18, 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 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Vice President - Finance, Enterprise Technology Service Operations LFO

American Express

New York, NY

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

American Express rating

8.6

Company rating: 8.6 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

23rd of 150 rated financial services

Job description

Enterprise Technology Services [ETS] serves as the backbone for American Express, from providing the underlying infrastructure to colleagues to enabling core products and services we deliver to customers.

The vision of the ETS Finance team is to power a future-ready enterprise technology strategy to drive transformative value and efficient, industry-leading returns. The VP Enterprise Technology Service Operations LFO is responsible for providing direct Finance support to the Technology Operations organization, delivering accountable financial management to transparently message, measure, and generate enterprise value.

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.

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
  • Bonus incentives
  • 6% Company Match on retirement savings plan
  • Free financial coaching and financial well-being support
  • Comprehensive medical, dental, vision, life insurance, and disability benefits
  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
  • 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
  • Free and confidential counseling support through our Healthy Minds program
  • Career development and training opportunities

For a full list of Team Amex benefits, visit our 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.

Qualifications:

  • Strong relationship leader with ability to influence and collaborate across organizational boundaries

  • Strong problem-solving and analytical skills with a willingness to embrace new challenges

  • Confident, clear communication with an ability to influence executive leaders and drive speed in decision-making

  • Demonstrated aptitude at balancing priorities and partners while managing tight deadlines

  • Fluency with data and knowledge of visualization tools

  • Willingness to get into the details to scale learning quickly

  • 10+ years of relevant experience in Finance and Finance-adjacent activities, including but not limited to leading FP&A or related functions

  • Team leadership, including experience in organizing work to leverage colleague strengths and provide development opportunities

  • Experience in driving transformational change, including setting organizational objectives, collaborating and influencing partners

  • Prior experience in or supporting technology and / or working knowledge of FinOps practices preferred

Employment eligibility to work with American Express in the U.S is required as the company will not pursue visa sponsorship for these positions

Responsibilities:

  • Drive decision support and analytics for global ETS Operations

  • Build granular and flexible insights across the six major Ops cost categories: Datacenters, Mainframe, Hardware, Software, Public Cloud, and AI Tools & Licenses

  • Identify and implement opportunities for automation and process transformation to increase transparency into the Ops cost base while strengthening governance

  • Evolve operating model with Technology Vendor Management to own financial due diligence and review for complex hardware and software deals

  • Perform relevant reviews for M&A transactions, ensuring integration needs for ETS are captured in terms and financials

  • Partner with Technology Business Enablement to evolve our enterprise FinOps practice, providing consumption insights into Technology Operations costs [e.g., Public Cloud, AI tools] 

  • Transform processes to analyze and communicate both results and forward-looking forecasts to ETS SLT members

  • Deliver the Long Range and Annual Plans for ETS Operations with rigor and financial discipline

  • Link Investment and Operations processes to build a clear, unified view into Total Cost of Ownership [TCO] for large, multi-year programs

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