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Finance Advisor Jobs (NOW HIRING)

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 ...

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

Financial Advisor

Wheeling, WV · On-site

$50K - $120K/yr

A required Bachelor's degree in business administration, finance, or similarly related field ... Our advisors are empowered to build meaningful relationships, provide personalized guidance, and ...

The position:  The Financial Advisor is a fully licensed financial professional who manages a ... Bachelor's degree in Finance, Business, or related field. * Active Series 65 license, Series 66 ...

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

A required Bachelor's degree in business administration, finance, or similarly related field ... Our advisors are empowered to build meaningful relationships, provide personalized guidance, and ...

Be Seen First

Florida Financial Advisors provides the ability to create your own financial success through ... You don't need prior finance experience to join our team, but you do need energy, great people ...

Be Seen First

Florida Financial Advisors provides the ability to create your own financial success through ... You don't need prior finance experience to join our team, but you do need energy, great people ...

Be Seen First

Florida Financial Advisors provides the ability to create your own financial success through ... You don't need prior finance experience to join our team, but you do need energy, great people ...

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Finance Advisor information

See salary details

$36K

$102.1K

$144K

How much do finance advisor jobs pay per year?

As of Jun 7, 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 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.

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.

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:
Infographic showing various Finance Advisor job openings in the United States as of May 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Student Finance Advisor (62761)

IEC CORP GROUP

Stone Mountain, GA • On-site

$20 - $26/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 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 Atlanta 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 opportunity 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 youll 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.

  • 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. Bachelors degree with coursework in math, business, finance, auditing or accounting preferred.