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Bank Financial Advisor information

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$36K

$102.1K

$144K

How much do bank financial advisor jobs pay per year?

As of Sep 11, 2026, the average yearly pay for bank 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 is a bank financial advisor?

Bank Financial Advisors are professionals who work within banks to help clients manage their finances, investments, and long-term financial goals. They provide advice on a range of financial products such as savings accounts, investment portfolios, retirement plans, and insurance. Their main responsibility is to assess clients' financial needs and risk tolerance, then recommend suitable financial solutions. Bank Financial Advisors also stay updated on market trends and regulations to offer informed guidance. They often build long-term relationships with clients to help them achieve financial security.

What are the key skills and qualifications needed to thrive as a bank financial advisor?

To thrive as a Bank Financial Advisor, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM software, financial planning tools, and certifications such as Series 6, Series 7, or CFP are highly valued. Strong interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor recommendations. These competencies ensure clients receive sound financial guidance and foster long-term relationships, driving both client satisfaction and bank growth.

What are some common challenges a bank financial advisor faces when building relationships with new clients?

Bank Financial Advisors often encounter challenges such as earning client trust, understanding diverse financial goals, and differentiating themselves in a competitive market. Building rapport requires strong interpersonal skills and consistent follow-up, especially when clients may be unfamiliar with financial products or hesitant to share personal information. Advisors also need to navigate regulatory requirements while providing tailored recommendations, making it essential to stay updated on industry standards and effective communication strategies.

What is the difference between Bank Financial Advisor vs Financial Planner?

AspectBank Financial AdvisorFinancial Planner
CredentialsSeries 6/7, 63, 65/66 licensesCFP, CFA, Series 7/66 often preferred
Work EnvironmentBank branches, financial institutionsIndependent or firm-based, client offices
Employer & IndustryBanks, credit unionsFinancial planning firms, independent
Services OfferedInvestment products, deposit accountsComprehensive financial planning, estate, retirement

Bank Financial Advisors primarily focus on investment products and banking services within financial institutions, often holding specific licenses. Financial Planners provide broader, holistic financial advice, including estate and retirement planning, and typically hold certifications like CFP. Both roles serve clients' financial needs but differ in scope and work environment.

How do bank financial advisors get paid?

Bank financial advisors typically earn compensation through a combination of salary, commissions on the financial products they sell, and sometimes bonuses based on performance. They may also receive fees for managing client accounts or providing financial planning services, and often hold certifications like the Series 7 or Series 66 to qualify for certain types of compensation.
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What cities are hiring for Bank Financial Advisor jobs?

Cities with the most Bank Financial Advisor job openings:

What states have the most Bank Financial Advisor jobs?

States with the most job openings for Bank Financial Advisor jobs include:

What are popular job titles related to Bank Financial Advisor jobs?

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

Bank Financial Advisor jobs near you
Infographic showing various Bank Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - Bloomington, IL

Bloomington, IL • On-site

Country Financial
Insurance Services • 1 - 10 employees
Learn more about Country Financialexternal

Full-time

Re-posted 8 days ago

COUNTRY Financial rating

7.5

Company rating: 7.5 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

Job description

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:

  • Diversify their income through multiple product lines beyond financial services.

  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.

  • Educate clients and prospects about our products and services.

  • Collaborate with COUNTRY Financial Insurance Agents to secure business.

  • Establish an office and build a staff.

  • Conduct financial solution seminars.

  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer
Our financial advisors have uncapped earning potential and:

  • Opportunities to earn performance-based global trips and financial rewards.

  • Access to continued learning and marketing resources.

  • Corporate office support.

  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.

  • There is no buy-in required.

Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:

  • Entrepreneurial and self-motivated.

  • Goal-driven with track records of business growth in the insurance and or financial services industry.

  • Strong communicators with excellent business acumen.

  • Committed to building and maintaining solid connections between their efforts and their rewards.

  • Focused on achieving professional success through securing clients' trust.

  • Passionate about making positive impacts in their communities.

Required Qualifications

  • Series 6/63 licenses

  • Passed SIE

  • Life/Health State Insurance License*

  • Property/Casualty State Insurance License*

Preferred Experience

  • Accredited Asset Management Specialist (AAMS)

  • Chartered Financial Analyst (CFA)

  • Certified Public Accountant (CPA)

  • Certified Financial Planner (CFP)

  • Chartered Financial Consultant (ChFC)

  • Bachelor's Degree

  • 2+ years of experience in the insurance and or financial services industry

  • 5+ years of business ownership or managerial experience

About Us

COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.


Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

What COUNTRY Financial employees say

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