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Client Financial Advisor Jobs (NOW HIRING)

Financial Advisor

Fresno, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Bakersfield, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Fresno, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Chico, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Chico, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Chico, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Bakersfield, CA · On-site

$70K - $150K/yr

A Financial Advisor gathers and analyzes confidential information from a Client to make an appropriate recommendation, including information such as a Client's objectives, income, assets, investments ...

Financial Advisor

Bakersfield, CA · On-site

$70K - $150K/yr

Analyzes each Client's financial situation to recommend only those investments that are suitable for the Client's particular financial status and objectives * Advise Clients about the risks ...

A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible for ... Assume responsibility for proper review and documentation of the client's financial situation.

$70K - $150K/yr

Analyzes each Client's financial situation to recommend only those investments that are suitable for the Client's particular financial status and objectives * Advise Clients about the risks ...

Job Summary A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is ... Assume responsibility for proper review and documentation of the client's financial situation.

A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is responsible for ... Assume responsibility for proper review and documentation of the client's financial situation.

Job Summary A Financial Advisor within the Core Accounts Unit at Advocacy Wealth Management is ... Assume responsibility for proper review and documentation of the client's financial situation.

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Showing results 1-20

Client Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do client financial advisor jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client 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 cities are hiring for Client Financial Advisor jobs?

Cities with the most Client Financial Advisor job openings:

What states have the most Client Financial Advisor jobs?

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

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

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

Financial Advisor

Coral Gables, FL • On-site

Other

Retirement

Posted 21 days ago


Job description

Company Description

My Investment Path provides Registered Investment Advisory Services in the State of Florida. With a mission to empower clients to achieve financial well-being, the organization offers personalized, strategic financial solutions. And corporate retirement plans and strategies for business owners. Based in Miami, FL, My Investment Path is committed to upholding the highest standards of integrity and professionalism to help individuals and families create secure financial futures.

Role Description

This is a full-time, remote or in person position, for a Financial Advisor. The Financial Advisor will provide clients with expert financial guidance, develop customized financial and investment strategies, and track their implementation. Primary responsibilities include financial planning, offering retirement and investment advice, understanding client financial goals, and ensuring the alignment of proposed financial plans with those goals. Building strong relationships with clients and staying updated on financial trends and regulations are key aspects of this role. We are looking for performance based motivated individuals since compensation will be based on goals and not a fixed pay. Several positions for 401k advisors are currently open.

Qualifications
  • Deep understanding of SEC and FINRA rules (especially Rule 206(4)-1, Rule 307, Rule 206(4)-4, Rule 434, etc.), including advertising rules, communication rules, and suitability requirements. You must know what can and cannot say to clients.
  • Excellent communication and interpersonal skills, with a strong client service orientation.
  • Proven ability to build long-term client relationships and provide exceptional service.
  • Problem-solving skills to address client financial challenges.
  • Detail-oriented and organized, with strong accuracy in financial planning, trading, and compliance.
  • Series 65 & 66 licenses are required.
  • SIE (Securities Industry Essentials) license is required.
  • Must be a Florida resident.
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