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Client Financial Advisor Jobs (NOW HIRING)

Northwestern Mutual

Financial Advisor

Saint Louis, MO · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Athens, GA · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Addison, TX · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Hartford, CT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Norwalk, CT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Murfreesboro, TN · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$70K - $95K/yr (+ commission)

As a financial advisor, you will: · Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience · Build personalized, holistic ...

Northwestern Mutual

Financial Advisor

Boulder, CO · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Savannah, GA · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

WizeHire, Inc

Financial Advisor

Orlando, FL · On-site

Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent ... Create customized financial plans suitable for each client based on potential life changes and ...

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Client Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do client financial advisor jobs pay per year?

As of Sep 13, 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:

Associate Financial Advisor

White Plains, NY

Ameriprise Financial - New York
See more jobs at Ameriprise Financial - New Yorkexternal

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Associate Financial Advisor
White Plains, NY | In-Office

Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team.

This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time.

About Us

At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.

What You’ll Do

  • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
  • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track
  • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events
  • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations
  • Prepare and implement financial planning recommendations and client deliverables
  • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products
  • Respond to client inquiries and independently manage issue resolution with appropriate follow-up
  • Support business development efforts, including client relationship management and marketing initiatives
  • Collaborate with the advisor to execute practice growth and client engagement strategies
  • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations
  • Ensure adherence to all compliance and regulatory requirements

What We’re Looking For

  • Ability to obtain Series 7, Series 66, and within 6 months of hire
  • Completion of CFP® coursework or a degree/minor in Financial Planning preferred
  • Aspiration to grow into a lead advisor role and build a book of business
  • Strong communication skills with the ability to simplify complex financial concepts
  • Relationship-driven mindset with a strong commitment to client service
  • High level of integrity and sound professional judgment
  • Analytical thinking and problem-solving capabilities
  • Strong organizational skills with the ability to manage multiple priorities
  • Self-motivated with the ability to work independently
  • Team-oriented and collaborative approach

Compensation & Benefits

  • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing.
  • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
  • Opportunities for professional development and career advancement
  • Supportive, growth-oriented team environment

Location

  • White Plains, NY (in-office role)

Equal Opportunity Employer

Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.