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Capital One Financial Advisors Jobs (NOW HIRING)

Capital One

Manager, Project Management

Plano, TX · On-site

Capital One's Financial Services Division is a leader and pioneer in the auto finance and technology industries specializing in the delivery of AI, machine learning, and other tech-enabled products ...

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Capital One Financial Advisors information

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$36K

$102.1K

$144K

How much do capital one financial advisors jobs pay per year?

As of Aug 1, 2026, the average yearly pay for capital one financial advisors 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.

How much does a financial analyst make at Capital One?

A financial analyst at Capital One typically earns between $60,000 and $85,000 annually, depending on experience and location. The role often requires proficiency in financial modeling, data analysis, and familiarity with tools like Excel and SQL.

Is it hard to get hired by Capital One?

Getting hired as a Capital One Financial Advisor can be competitive, as the company looks for candidates with relevant financial experience, strong communication skills, and relevant certifications such as the Series 7 or Series 66. The hiring process typically involves multiple interviews, assessments, and background checks, and candidates often need to demonstrate knowledge of financial products and customer service skills.

What are some common challenges Capital One Financial Advisors face when helping clients develop personalized financial plans?

Capital One Financial Advisors often encounter the challenge of balancing clients’ diverse financial goals with realistic investment strategies, especially when clients have varying risk tolerances or complex portfolios. Advisors must also stay updated on constantly changing financial regulations and market trends to provide sound guidance. Additionally, building trust and maintaining ongoing communication with clients is essential to adapt plans as life circumstances change, which requires strong interpersonal and organizational skills. These challenges make the role both dynamic and rewarding, as advisors have a direct impact on clients’ financial well-being.

What are Capital One Financial Advisors?

Capital One Financial Advisors are professionals who provide financial guidance, investment advice, and planning services to clients through Capital One. They help individuals and businesses understand their financial options, set financial goals, and develop strategies for savings, investing, and retirement planning. These advisors typically offer personalized recommendations based on the client's financial situation, risk tolerance, and long-term objectives. Their services may include portfolio management, insurance advice, and ongoing support to help clients achieve financial well-being.

What are the key skills and qualifications needed to thrive as a Capital One Financial Advisor, and why are they important?

To thrive as a Capital One Financial Advisor, you need a strong background in finance, investment knowledge, and typically a bachelor’s degree in finance or a related field, along with FINRA Series 7 and 66/63 licenses. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build long-term client relationships. These skills are crucial for providing sound financial advice and achieving client satisfaction in a competitive financial services environment.

What professions make $500,000 a year?

Professions such as financial advisors at firms like Capital One can earn $500,000 or more annually, especially with bonuses, commissions, or high-level client portfolios. Other high-earning roles include senior executives, specialized surgeons, and successful entrepreneurs, often requiring advanced skills, certifications, and extensive experience.

Is 40 too late to start a career in finance?

Starting a career as a financial advisor or in finance at age 40 is possible and common, as many roles value experience and interpersonal skills gained over time. While some positions may require certifications like the Series 7 or 66, these can be obtained at any age, and career changers often bring valuable perspectives to the industry.

What is the difference between Capital One Financial Advisors vs Capital One Financial Analysts?

AspectCapital One Financial AdvisorsCapital One Financial Analysts
Required CredentialsFINRA Series 7/66, CFP preferredBachelor's degree, relevant finance certifications optional
Work EnvironmentClient-facing, advisory meetings, branch or officeData analysis, financial modeling, office setting
Employer & Industry UsageFinancial services, wealth managementBanking, investment analysis, corporate finance
Common Search & ComparisonClient advisory roles, financial planningFinancial analysis, data-driven roles

Capital One Financial Advisors focus on providing personalized financial advice and wealth management services to clients, requiring certifications like Series 7/66. In contrast, Capital One Financial Analysts analyze financial data, support decision-making, and work primarily in data-driven environments. Both roles are integral to Capital One's banking and financial services operations but differ in client interaction and certification requirements.

More about Capital One Financial Advisors jobs
What job categories do people searching Capital One Financial Advisors jobs look for? The top searched job categories for Capital One Financial Advisors jobs are:
Capital One Financial Advisors jobs near you
Infographic showing various Capital One Financial Advisors job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 7% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 5% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Senior Finance Associate, Capital One Shopping

Capital One

Richmond, VA • On-site

$84K - $105K/yr

Full-time

Posted 25 days ago

Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

91st of 170 rated banks

Job description

Senior Finance Associate, Capital One Shopping
Our mission is to serve as strategic and financial advisors empowering Capital One Shopping to achieve sustainable, long-term growth. We act as key financial stewards for an exciting, fast-growing business helping Capital One to "Win at the Top of the Market". The Shopping Finance team provides comprehensive P&L support, helping to turn complex data into actionable insights that drive the strategic direction of this business
As a Senior Associate on the Shopping FP&A team, you will step into a highly autonomous role with the following responsibilities:
  • Full P&L Ownership: Manage financial reporting and analysis, including budgeting, forecasting, variance analysis, and profit & loss (P&L) optimization
  • Strategic Advisory: Move beyond standard data collection to articulate the financial impacts of both short and long-term business visions
  • Process Transformation: Evaluate and optimize existing workflows, challenging current structures to build more proactive, automated, and effective financial infrastructure, and identify expense saving opportunities

Key Competencies include, but are not limited to:
  • Practical experience or a strong desire to leverage AI and learn technical tools like SQL, Python, Snowflake, and internal systems (Xtream, Finsight, Coupa)
  • Strong capability to synthesize dense data into a crisp, compelling story, articulating clear insights and strategic outcomes to senior audiences
  • Ability to navigate roadblocks independently, ask critical questions, and work on whitespace problems
  • Strong team collaboration skills and the ability to work cross-functionally

Basic Qualifications:
  • Bachelor's Degree or military experience
  • At least 2 years' experience in financial analysis
  • At least 2 years' experience with financial modeling

Preferred Qualifications:
  • Master's Degree in Business Administration (MBA) or Master's Degree in Finance
  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
  • 3+ years' experience in financial analysis
  • 3+ years' experience with financial modeling
  • 1+ years' experience with GSuite (Google Docs, Sheets, Slides)
  • 1+ years' experience with Enterprise AI Tools (Gemini, Claude)
  • 1+ years' experience with internal financial systems (XStream, Finsight, Coupa)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $96,500 - $110,100 for Sr. Financial Analyst
Richmond, VA: $87,700 - $100,100 for Sr. Financial Analyst
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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