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Finance Advisor Jobs (NOW HIRING)

Rafih Auto Group

FINANCE ADVISOR

Utica, MI · On-site

$80K - $100K/yr

Finance Manager Job Post The Rafih Auto Group is looking to add an experienced F&I Manager to their growing team. The Finance Manager plays a vital role in the process of purchasing a vehicle. The ...

Covista

Student Finance Advisor

Lisle, IL · On-site

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Columbia, MD · On-site

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Columbia, MD · On-site

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · On-site

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · On-site

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Columbia, MD · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

Covista

Student Finance Advisor

Lisle, IL · Hybrid

Supports students with Financial Aid advising and awareness of overall financial literacy to succeed in their educational goals. Function as a role model for our Covista values and fosters a culture ...

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Finance Advisor information

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$36K

$102.1K

$144K

How much do finance advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for finance 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 are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do finance advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What qualifications do I need to be a finance advisor?

To become a finance advisor, you typically need a bachelor's degree in finance, accounting, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong analytical skills and knowledge of financial planning tools. Licensing may also be necessary depending on the services offered and the region's regulations.

What is a finance advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

More about Finance Advisor jobs
What cities are hiring for Finance Advisor jobs? Cities with the most Finance Advisor job openings:
What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
Who are the top companies hiring for Finance Advisor jobs? The top employers for Finance Advisor jobs are:
What states have the most Finance Advisor jobs? States with the most job openings for Finance Advisor jobs include:
What job categories do people searching Finance Advisor jobs look for? The top searched job categories for Finance Advisor jobs are:
What are popular job titles related to Finance Advisor jobs? For Finance Advisor jobs, the most frequently searched job titles are:
Finance Advisor jobs near you
Infographic showing various Finance Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 4% Part Time, and 3% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

10594 - Finance Advisor

Hyundai Autoever America

Thornwood, NY • On-site

Full-time

Posted 25 days ago

Job description

10594 – Finance Advisor
Location: Irvine, CA (5 days on-site)

Company Overview:

Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry. As a key affiliate, we provide cutting-edge IT services and Managed Services Provider support to top brands including Kia, Genesis, Hyundai Translead, Hyundai Mobis, Hyundai Capital, and Glovis. 

HAEA offers a truly global and collaborative environment. Here, you’ll drive innovation, boost operational efficiency, and help shape the future of mobility for the Hyundai Motor Group. 

At HAEA, we understand that IT is the cornerstone of today’s fast-evolving digital world. By uniting all IT resources under one roof, we deliver consistent, top-quality solutions while serving as the crucial information link between Hyundai’s Global Headquarters and North American operations. 

If you’re passionate about technology and eager to make a real impact at a world-class company, Hyundai AutoEver America is the place to grow your career. Join us and be part of the transformation that’s driving the future of automotive innovation. 

Website: http://www.haeaus.com 

What you will be doing:
The selected Finance Advisor will be reporting to the Mgr, FP&A, and will serve as a key contributor to the organization’s financial planning and analysis efforts. This position is responsible for developing and maintaining financial forecasts, leading the annual budgeting process, and overseeing budget coordination to ensure alignment with strategic priorities.
The Finance Advisor works closely with leadership to design key performance indicators (KPIs), monitor business performance, and support strategic initiatives through data-driven financial insights. The role also includes financial oversight of IT Operation Services, promoting cost efficiency and ensuring compliance with budgetary guidelines. Additionally, the Finance Advisor prepares internal and external financial reporting materials, supports the development and review of the Annual CBU budget, and conducts comprehensive analysis of financial results to enhance transparency and drive continuous improvement.
ESSENTIAL FUNCTIONS:
Financial Planning (40%)
  • Develop and maintain financial forecasts and annual budgets
  • Coordinate budget planning across departments to ensure strategic alignment
  • Prepare and present CBU budget materials and reconciliations
  • Reconcile CBU billings and support related financial documentation
  • Manage HAEA’s financial cycle by preparing and distributing financial reports and analyses to leadership
Financial Analysis & Performance Management (40%)
  • Design and implement KPI frameworks to evaluate business performance
  • Conduct financial and operational reviews using structured analysis tools
  • Lead initiatives to improve accuracy, efficiency, and visibility of financial data
  • Provide guidance and mentoring to junior analysts in support of financial analysis activities
  • Develop ad-hoc reports for internal and external stakeholders
  • Educate the organization on key financial review, reporting, and analysis processes
Reporting & Operational Support (20%)
  • Prepare internal and external financial reporting materials
  • Oversee financial management of IT Operation Services
  • Plan and implement process improvements within the Financial Reporting function
  • Support cross-functional projects and business-related studies
  • Perform other duties as required or assigned
What we require from you:
EDUCATION - Bachelor degree in Accounting/Finance/Management Information Systems; MBA (preferred)
WORK EXPERIENCE - Requires over 5 years of Financial Analysis experience; 2 years of IT Service Industry experience (preferred)
SKILLS/KNOWLEDGE - Strong and effective written and verbal communication skills; Excellent organization skills;  Expert level in Excel; Robust analytical skills; Large ERP (SAP) experience (preferred); Extensive experience financial reporting; Must be comfortable working with big and unstructured data and various ad-hoc requests and projects; Ability to work independently and in a team
CERTIFICATIONS – CPA and/or CFA highly preferred

Team Culture:   

Our team thrives on collaboration, innovation, and continuous learning. We foster a supportive environment where every member is encouraged to share ideas and contribute to problem-solving. We value:  

  • Passion for Technology: We are enthusiastic about emerging technologies and their potential to transform the automotive industry.  
  • Agility: We work in an agile environment, adapting quickly to changes and continuously improving our processes.  
  • Teamwork: We believe in the power of teamwork and collaboration, supporting each other to achieve common goals.  
  • Growth: We prioritize personal and professional growth, offering opportunities for learning and development.  
  • Inclusivity: We maintain an inclusive culture where diverse perspectives are valued and everyone feels welcome. 

Base Salary Range: $120,000-125,000

Our Company adheres to the equal employment opportunity guidelines set forth by federal, state and local laws. The information requested on this form is sought in good faith and will not be used to discriminate against the applicant based on race, religion or creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic characteristics, marital status, sex or gender (which includes pregnancy, childbirth, or related circumstances), gender identity, gender expression, age, citizenship, sexual orientation, family care or medical leave status, military and veteran status, political affiliation, or any other characteristic protected by federal, state and local laws. 


 

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