... the Certified Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.
... the Certified Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Peachtree Corners, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Peachtree Corners, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Alpharetta, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Alpharetta, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Alpharetta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Alpharetta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Atlanta, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Alpharetta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Alpharetta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Alpharetta, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Alpharetta, GA · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Certified Financial Planner licensing support2 * Fully company-funded retirement package and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Financial Advisor
Atlanta, GA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and ...
Certified Financial Advisor information
See Decatur, GA salary details
$35.1K - $44.7K
3% of jobs
$44.7K - $54.3K
3% of jobs
$54.3K - $63.9K
10% of jobs
$63.9K - $73.5K
9% of jobs
$73.7K is the 25th percentile. Wages below this are outliers.
$73.5K - $83.1K
11% of jobs
$83.1K - $92.7K
8% of jobs
The median wage is $98.9K / yr.
$92.7K - $102.2K
11% of jobs
$102.2K - $111.8K
10% of jobs
$111.8K - $121.4K
10% of jobs
$123.8K is the 75th percentile. Wages above this are outliers.
$121.4K - $131K
8% of jobs
$131K - $140.6K
19% of jobs
$35.1K
$99.7K
$140.6K
How much do certified financial advisor jobs pay per year?
What are the key skills and qualifications needed to thrive as a Certified Financial Advisor, and why are they important?
What are some typical challenges Certified Financial Advisors face when building and managing their client base?
What is a Certified Financial Advisor?
What is the difference between Certified Financial Advisor vs Financial Planner?
| Aspect | Certified Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | Often holds certifications like CFP, CFA, or ChFC | May hold CFP certification but not always |
| Work Environment | Works with clients on investment, retirement, and estate planning | Provides comprehensive financial planning services |
| Employer & Industry Usage | Financial advisory firms, banks, independent advisors | Financial planning firms, independent planners, banks |
While both roles focus on helping clients manage finances, a Certified Financial Advisor typically emphasizes investment and wealth management, often holding specific certifications. A Financial Planner offers broader financial planning services, which may or may not include the same certifications. The roles often overlap, but certifications and specific services can differ.
$75K/yr
Full-time
Medical, Life, Retirement, PTO
Posted 19 days ago
Job description
- Analyzing current plans for prospective clients
- Preparing plans for new clients
- Demonstrating the value of financial planning strategies
- Calculating the value of tax-savvy solutions
- Preparing presentation materials for Financial Advisors to communicate planning strategies
- Experience in the areas of financial planning, tax and accounting, business, economics, or a related field
- Minimum of 3 years of Financial Advisory and/or Wealth Management experience
- CFP designation is required.
- Series 63, 65 or 66 required; Health and Life Insurance licenses required
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Expertise in Excel including creating formulas and building spreadsheets is very important
- Have a desire and ability to follow a sales process and articulate financial concepts with confidence
- Be able to demonstrate and articulate a financial plan and the benefits of it to a prospect and client
- Ability to build a financial plan and model that includes investing, income, tax, protection, and legacy strategies
- Possess ability for strong verbal communication and creating a relational connection with people
- Interpret and review client financial statements to pull the relevant information needed for evaluating current issues and opportunities
- Organize information, build personal financial statements, and cash flow models
- Build scenarios in financial planning software to evaluate, compare, and present planning techniques
- Be able to follow direction and processes for gathering amp; analyzing data
- Be comfortable around analyzing investment holdings amp; performance evaluation
- A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies
- Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies
- Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials