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Finance Advisor Jobs (NOW HIRING)

IEC CORP GROUP

Student Finance Advisor (62672)

Morrow, GA · On-site

$20 - $25/hr

Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Morrow campus. To Do What: You will assist the Director of Student Finance in administering ...

Wisconsin

Food Business Finance Advisor

Madison, WI · On-site

The Food Business Finance Advisor supports the Food Finance Institute's mission by helping food and farm businesses strengthen their financial decisionmaking, prepare for growth, and access ...

Drivetrain

Strategic Finance Advisor

Charleston, WV · Remote

In this role, you will become Drivetrain's FP&A subject matter expert-the "go-to" for our business customers, advising founders, business and finance leaders on all their planning and forecasting ...

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Finance Advisor information

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How much do finance advisor jobs pay per year?

As of Jun 28, 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. The adequacy of this amount depends on the client's financial goals, the advisor's fee model, and the complexity of the financial planning required. Many advisors offer services tailored to clients with this level of assets, often involving comprehensive financial planning and investment management.

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-performing advisors in affluent markets or those who work on commission-based compensation structures. Achieving this level typically requires advanced certifications such as the CFP or CFA and a proven track record of client success.

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. Licensing may also be necessary depending on the services offered and the region.
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Finance Advisor jobs near you
Infographic showing various Finance Advisor job openings in the United States as of June 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Student Finance Advisor (62672)

IEC CORP GROUP

Morrow, GA • On-site

$20 - $25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Were Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Morrow campus.
To Do What: You will assist the Director of Student Finance in administering financial aid programs.
Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunities for growth and advancement.
What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more!
Some of the great work you'll do includes:
  • Interview prospective students to determine financial aid eligibility.
  • Review student files for completeness and accuracy for submission.
  • Review and authorize students' Financial Aid awards.

Your qualifications include:
  • At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred.
  • Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred.

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