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Finance Advisor Jobs (NOW HIRING)

About the role The Advisor, Finance is a key member of the Financial Planning and Analysis team and is responsible for financial modeling, planning, reporting, and performance management support for ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 Jul 18, 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 Finance Advisors?

Finance Advisors, also known as financial advisors, are professionals who provide guidance to individuals or businesses on managing their finances. They help clients with financial planning, investments, retirement planning, tax strategies, insurance, and other money-related decisions. Finance Advisors assess their clients' financial situations, set realistic goals, and develop tailored strategies to achieve those goals. They may work independently, for financial institutions, or as part of a larger advisory firm.

What exactly does a financial advisor do?

A financial advisor helps clients manage their finances by providing advice on investments, retirement planning, estate planning, and other financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial planning software. Certification such as CFP or CFA is common in this profession.

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 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.

Is 200,000 enough to work with a financial advisor?

For a finance advisor, a client with $200,000 in assets is typically considered a high-net-worth individual, which may qualify for specialized advisory services and fee structures. Many financial advisors charge a percentage of assets under management, often around 1%, so a $200,000 portfolio could incur approximately $2,000 annually in fees, depending on the advisor's fee model. It's important to discuss fee structures and services directly with the advisor to determine if your assets align with their client requirements.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in areas like estate planning or investment management. High earnings are often associated with top-tier advisors working in affluent markets or managing large portfolios, and they may also earn commissions or bonuses in addition to base salaries.

What qualifications do I need to be a financial advisor?

To become a financial advisor, you typically need a bachelor's degree in finance, 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 relevant work experience and strong interpersonal skills.
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:
What states have the most Finance Advisor jobs? States with the most job openings for Finance Advisor jobs include:
Finance Advisor

Finance Advisor

bp

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


BP rating

5.4

Company rating: 5.4 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

64th of 75 rated oil and gas companies


Job description

Job Family Group:
Finance Group
Job Description:
About Archaea
bp is committed to investing in lower carbon energy so we can meet our ambition to reach net zero by 2050. And while we're still mostly in oil and gas today, bioenergy is one of our five transition growth engines and a key focus to help us support the global energy transition.
Archaea Energy, a bp company, is a leader in landfill gas to energy and the largest renewable natural gas (RNG) producer in the US. With big ambitions, we specialize in the development, construction and operation of RNG, landfill-gas-to-electric and dairy digester facilities. The team operates around 50 sites in 32 states with a robust development pipeline.
About the role
The Advisor, Finance is a key member of the Financial Planning and Analysis team and is responsible for financial modeling, planning, reporting, and performance management support for Archaea. This role develops and maintains financial models that support business plans, valuations, forecasting, latest estimates, and management reporting.
The position supports planning cycles, including Budget / GFO, Long-Term Plan (LTP), latest estimates, MBR, scenario analysis, and performance outlooks. The role requires strong FP&A experience, solid modeling capability, sound business judgment, and the ability to connect commercial, operational, market, and financial drivers into clear analysis for management.
This position reports to the VP of FP&A and works closely with FP&A, Performance, ST&S, Accounting, Commercial, Corporate Development, and other cross-functional teams. It supports core business deliverables through accurate models, reliable reporting, clear variance analysis, and practical insights that help explain business performance and inform decisions.
Key accountabilities
  • Develop, maintain, and improve financial models for Archaea business plans, valuations, forecasts, scenarios, sensitivities, and management reporting.
  • Provide modeling and informational support to the VP of FP&A for the Budget / GFO and Long-Term Plan (LTP), including reports, templates, comparative presentations, common metrics, qualitative context, insights, and data analysis.
  • Co-manage the Vena system for planning and reporting deliverables, including data compilation, validation, due diligence documentation, management reports, and presentation outputs.
  • Prepare Latest Estimates and support monthly MBR deliverables, including timeline coordination, data review, variance analysis, reporting outputs, and explanation of performance drivers.
  • Review and challenge key assumptions across production, pricing, costs, capital, transportation, market exposure, and commercial structures to improve forecast quality and decision discipline.
  • Develop a strong understanding of Archaea's value drivers and translate operational, commercial, and market drivers into financial outcomes, including risks, opportunities, and value impacts.
  • Prepare management materials, variance analysis, valuation summaries, and recommendations for leadership review.
  • Partner with the broader FP&A team, Performance, ST&S, Accounting, Commercial, Corporate Development, and operations teams to align financial outputs with business drivers and planning assumptions.

Essential education
  • Bachelor's degree in Finance, Accounting, Economics, Engineering, or a related quantitative field; MBA, CPA, CFA, or equivalent advanced credential preferred.

Essential experience
  • 10+ years of experience in FP&A, planning and performance management, corporate finance, investment analysis, valuation, or a related finance role.
  • Strong financial modeling experience required, including business plans, valuations, scenario planning, sensitivity analysis, and forecast models.
  • Strong understanding of financial statements, cash flow, capital investment economics, budgeting, forecasting, variance analysis, and performance management processes.
  • Experience supporting management reporting, business plan development, investment analysis, valuation work, or strategic options analysis.
  • Advanced Excel skills required; experience with planning and reporting systems required, with Vena preferred.
  • Ability to work with large datasets, test data quality, reconcile outputs, and explain key drivers clearly to management.
  • Strong written and verbal communication skills, with the ability to simplify complex analysis and frame clear insights, risks, and trade-offs.

Desirable criteria
  • Experience in energy, renewables, commodities, infrastructure, or other capital-intensive and operationally complex businesses is preferred.

Why join us?
Delivering a better and more balanced energy system requires many different approaches and solutions. All of us have a part to play. We aim to support our people to learn and grow in an inclusive environment in which everyone is respected and treated fairly. So, if you have the right skills, commitment and courage to help us invest in today's energy system and build out tomorrow's, apply today!
How much do we pay? $125,000 - $155,000. *Note that the pay range listed for this position is a genuinely expected and reasonable estimate of the range of possible base compensation at the time of posting.
This position offers paid vacation depending on your years of relevant industry experience and will range from 120 - 240 hours of vacation per year for full times employees (60 - 240 hours of vacation per year for part time employees). You will also be eligible for 9 paid holidays per year and 2 personal choice holidays. You may learn more about how we calculate paid vacation and view our generous vacation and holiday schedules at benefits@bp. Bp has a parental leave policy as well, which offers up to 8 weeks' paid leave for the birth or adoption of a child. Learn more at benefits@bp.
Join our industry-leading team and you'll receive a reward and wellbeing package to enable your work to fit with your life. These include, but are not limited to:
  • Discretionary Annual Bonus Program
  • Quarterly Momentum Bonus
  • 401K Program
  • Health, Vision, And Dental Insurance
  • Life Insurance
  • Short-Term Disability
  • Long-Term Disability

But above all? You'll play a key part in helping bp deliver our ambition - to be a net zero company by 2050 or sooner and help the world get to net zero. Apply today!
Travel Requirement:
No travel is expected with this role
Relocation Assistance:
This role is not eligible for relocation
Remote Type:
This position is a hybrid of office/remote working
Skills:
Analysis and modelling, Analytics, Commercial Acumen, Commercial performance management, Communication, Data visualization and interpretation, Financial Analysis, Integrated Planning, Investment appraisal, Performance management
Legal Disclaimer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us.
If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.

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