ZipRecruiter

Log In

1

Fee Only Financial Advisor Jobs (NOW HIRING)

ATALNT LLC

Senior Wealth Advisor

Manhattan, NY · Remote

$100K - $200K/yr

Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform Overview We are seeking an ... Ideal Candidate Profile This role is intended for active financial advisors currently managing a ...

Burton Enright Welch

Associate Advisor

Walnut Creek, CA · On-site

$85K - $110K/yr

I. MISSION Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial ... BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a ...

RK Partners

Financial Advisor-Seattle

Chicago, IL

$125K - $150K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

RK Partners

Financial Advisor-Seattle

Chicago, IL

$125K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

RK Partners

Financial Advisor-Seattle

Seattle, WA

$125K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

RK Partners

Financial Advisor-Seattle

Irvine, CA

$125K - $150K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

RK Partners

Financial Advisor-Seattle

Chicago, IL · On-site

$125K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

RK Partners

Financial Advisor-Seattle

Seattle, WA · On-site

$125K - $150K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

RK Partners

Financial Advisor-Seattle

Irvine, CA

$125K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Financial Planning - Our extensive Financial Planning department is comprised of dedicated ...

next page

Showing results 1-20

All JobsFee Only Financial Advisor Jobs

Fee Only Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do fee only financial advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for fee only 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 is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?

AspectFee Only Financial AdvisorFee-Based Financial Advisor
CompensationCharges only fees directly from clients, no commissionsCharges fees and may earn commissions from product sales
Conflicts of InterestLower potential for conflicts due to fee-only structurePotential conflicts due to commission-based earnings
Regulation & CertificationOften holds CFP, CFA, or similar credentialsMay hold similar credentials but with additional licensing for commissions
Work EnvironmentIndependent or affiliated with fee-only firmsOften affiliated with firms selling financial products

Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.

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

To thrive as a Fee Only Financial Advisor, you need a solid background in financial planning, investment analysis, and regulatory compliance, often supported by a CFP or similar credential. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), portfolio management tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust are crucial soft skills in this role. These skills ensure that advisors provide unbiased, client-focused advice and build long-term relationships based on integrity and transparency.

What is a fee-only financial advisor?

A fee-only financial advisor is a financial professional who is compensated solely by the fees paid directly by their clients, rather than earning commissions or incentives for selling specific products. This compensation structure is designed to reduce potential conflicts of interest, as the advisor’s only financial motivation is to provide advice that is in the best interest of the client. Fee-only advisors typically charge hourly, flat, or percentage-based fees for their services. Many people choose fee-only advisors for greater transparency and objective financial guidance.

How does a fee-only financial advisor typically collaborate with other professionals to serve clients?

As a fee-only financial advisor, you will often work closely with professionals such as accountants, estate attorneys, and tax specialists to provide holistic financial planning for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial situations. Regular communication and coordination with these professionals is common, especially when developing tax strategies, estate plans, or handling complex investment portfolios. Being proactive in building and maintaining these relationships is crucial for delivering comprehensive and seamless client service.
More about Fee Only Financial Advisor jobs
What cities are hiring for Fee Only Financial Advisor jobs? Cities with the most Fee Only Financial Advisor job openings:
What states have the most Fee Only Financial Advisor jobs? States with the most job openings for Fee Only Financial Advisor jobs include:
What job categories do people searching Fee Only Financial Advisor jobs look for? The top searched job categories for Fee Only Financial Advisor jobs are:
Fee Only Financial Advisor jobs near you
Infographic showing various Fee Only Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Associate Advisor

Associate Advisor

Burton Enright Welch

Walnut Creek, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

I. MISSION

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

BEW seeks an Associate Advisor who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Associate Advisor will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW's clients.

The Associate Advisor is not expected to bring in business. Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.

II. RESPONSIBILITIES

Support Advisors and Lead Advisors on day-to-day client needs.

   o Client communications are clear, prompt, responsive, and courteous.

   o Works with firm resources for effective delivery of client deliverables.

Assist in preparing for client meetings, taking notes, and sending follow-up emails.

Create/update financial plans to monitor whether clients are on track to meet their goals.

Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop recommendations.

Maintain client records, utilize workflows, and monitor outstanding tasks in CRM.

Manage team organization and execution of team tasks and projects.

Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.

Participate in project and committee work, including Investment Committee and Financial Planning initiatives.

Support and adhere to client experience standards and compliance requirements.

III. QUALIFICATIONS

Experience and Education:

Bachelor's degree

2-4 years of experience in the financial services industry

Demonstrated desire or progress towards the CFP designation.

CPA and CFA designations are also welcome.

Experience with financial planning software (e.g., eMoney) a plus

Skills and Knowledge:

Detailed-oriented and highly organized

Completes work timely and accurately

Ability to prioritize and manage multiples tasks and client relationships

Self-starter who values continuous learning

Excellent communicator (verbal, written, listening)

Strong interpersonal skills (integrity, humility, respect, empathy)

Core knowledge of financial planning concepts, markets, and investment topics

Team player who can work effectively in a collaborative environment

Proficient in Microsoft Office Suite

Past use of a CRM system a plus

IV. COMPENSATION

Competitive salary based on experience

Quarterly Incentive Bonus program

Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.

Open PTO (Paid Time Off) policy

Continuing Education allowance

401(k) retirement plan, including company-funded contributions

Apply