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Certification Advisor Jobs (NOW HIRING)

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Certified Financial Planner (CFP) designation (CFA or CPA also considered) * Certified Kingdom Advisor designation (attained or willing to attain) * Kingdom Advisors study group participation

Vanguard

Certified Financial Advisor

Malvern, PA

Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...

Vangard, Inc.

Certified Financial Advisor

Malvern, PA · On-site

Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...

Vanguard

Certified Financial Advisor

Scottsdale, AZ

Join Vanguard as a Certified Financial Advisor in Scottsdale, AZ Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is ...

Vangard, Inc.

Certified Financial Advisor

Tampa, FL · On-site

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin the Tampa, Floridaarea. With competitive compensation, excellent benefits, and an inclusive ...

Vangard, Inc.

Certified Financial Advisor

Miami, FL

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidateslocatedin theMiami, Floridaarea. With competitive compensation, excellent benefits, and an inclusive ...

Vanguard

Certified Financial Advisor

Dallas, TX

Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner (CFP ® ) looking for a rewarding career with a leading financial institution? Vanguard is seeking ...

Vanguard

Certified Financial Advisor

Houston, TX

Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. With competitive compensation, excellent benefits, and an ...

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Certification Advisor information

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How much do certification advisor jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for certification advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What are popular job titles related to Certification Advisor jobs?

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

Lead Financial Advisor

San Diego, CA • On-site, Remote

One Degree Advisors
Finance and Insurance • 1 - 10 employees
Learn more about One Degree Advisorsexternal

$120K - $170K/yr

Full-time

Medical, Retirement, PTO

Re-posted 7 days ago

Job description

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.


The main responsibility of this position is to lead client relationships.


Essential Functions:

Wealth Advising

  • Conduct client meetings, including ongoing strategy meetings and new client onboarding
  • Oversee Financial Plan development, updates and presentation
  • Conduct Investment Advisory discussions with clients
  • Hold client discussions focused on personal and family objectives and vision
  • Serve as primary advisory contact for client correspondence.
  • Coordinate research, meeting preps & follow-up, and plan development with Advisory team
  • Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
  • Contribute to the development of associate advisors
  • Stay updated and educated on relevant technology resources
  • Investmentportfolio construction
  • Basic investment trading


Firm Responsibilities

  • Marketing
    • Community Development
    • Networking
    • Contributing to educational content
  • New Business Development
  • Practice Management
    • Adhere to operational processes/procedures
    • Document notes and tasks within operational procedure
    • Cross train staff as needed
  • Client servicing and communication (where advisor is required)
  • Support and adhere to compliance practices
  • Assist with firm projects
  • Work toward firm goals and metrics
  • Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give



Qualifications:

Education/Certifications

  • Bachelor's degree
  • Certified Financial Planner (CFP) designation (CFA or CPA also considered)
  • Certified Kingdom Advisor designation (attained or willing to attain)
  • Kingdom Advisors study group participation
  • Future professional development, including continuing education and/or designations


Experience

  • 5+ years as Financial Planner/Investment Advisor or relevant experience


Knowledge, Skills, and Abilities

  • Ability to handle confidential and sensitive information
  • Ability to work in a team environment with a client-centric focus
  • Strong organizational and project management skills with ability to multi-task
  • Ability to establish appropriate timelines and manage multiple deadlines
  • Well-developed professional, interpersonal and communication skills
  • Able to work with minimal supervision
  • Knowledge and proficiency of PC applications, including MS Office
  • Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan


Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit

Apply