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Finance Advisor Jobs (NOW HIRING)

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 ...

Spartan Education

STUDENT FINANCE ADVISOR

Tulsa, OK

$31.25/hr

Student Finance Advisor is responsible for maintaining the stated Student Finance Department goals of Compliance, Customer Service, and Cash Flow. Essential Functions Process Student Accounts

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 ...

Drivetrain

Strategic Finance Advisor

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 ...

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 ...

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 ...

IEC CORP GROUP

Student Finance Advisor (63600)

Phoenix, AZ · On-site

$18 - $25/hr

Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Phoenix 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 ...

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 ...

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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 19, 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.
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Finance Advisor jobs near you

STUDENT FINANCE ADVISOR

Spartan Education

Riverside, CA

$31.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Summary

The primary responsibility of the Student Finance Advisor is to assist in determining and obtaining appropriate funding for new students. Other duties may be assigned by the  Director of Student Finance. Student Finance Advisor is responsible for maintaining the stated Student Finance Department goals of Compliance, Customer Service, and Cash Flow.

Essential Functions

Process Student Accounts
  • Supports students through initial and ongoing student contact, ensuring financial aid and other sources of aid is secured, and making certain all required paperwork is submitted.
  • Provides the best possible experience for students during every interaction by displaying compassion, composure, and offering compelling reasons to complete next step within proper timeframes.
  • Recognizes hidden issues and offers creative solutions to assist students in addressing barriers to starting or continuing in school.
  • Process, award and complete future student financing eligibility in accordance to federal, state and institutional regulations.
  • Certify and input students and/or parent loans via  Anthology.
  • Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.
  • Navigate students/influencers through the financial aid process by clarifying process steps, reviewing where they are in the overall process.
  • Educates students on federal aid borrower’s rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.
 
Student Finance Transcripts
  • Checks NSLDS for electronic financial aid transcripts, ensuring that Defaults, Open Loan Periods, SULA and Pell LEU issues are addressed.
Awarding Aid
  • Checks NSLDS for electronic financial aid transcripts.
  • Federal Campus Based Aid Award Federal Supplementary Educational Opportunity Grant (FSEOG) and Loans to future student based on written policy.
  • Assist student in processing applicable gap financing as well as state Grants, scholarships, tuition assistance, and other funding resource.
Other Essential duties
  • Meets deadlines for proposals, project implementation and project terminations activities and reports
  • Special projects as assigned.
  • Attend departmental and campus wide meetings.

Knowledge / Skills

  • Experience working with Anthology, NSLDS, COD, and various other finance aid management systems.
  • Thorough knowledge of Title IV regulations, applicable policies and procedures

Education and Work Experience

  • High School Diploma, or GED.
  • Bachelor’s degree preferred.
  • Two (2) years of Student Finance experience required

Certificates, License, Registrations

  • None

Supervisory Responsibilities

  • None

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is normally performed in a typical interior/office work environment.  While performing the duties of this job, the employee is regularly required to sit; use hands to finger; and talk or hear. An incumbent is subject to contact with others, frequent interruptions, noise and student events.

AAP/EEO Statement

Spartan College provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.  Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics.  Discrimination of any type will not be tolerated.

In keeping with the above conviction, Spartan College is committed to assuring that:

All recruiting, hiring, training, promotion, compensation, and other employment related programs are provided fairly to all persons on an equal opportunity basis without regard to race, creed, color, religion, sex, age, national origin, disability, veteran status, or any other characteristic protected by law;

Employment decisions are based on the principles of equal opportunity and affirmative action; and all personnel actions such as compensation, benefits, transfers, training, and participation in social and recreational programs are administered without regard to race, creed, color, sex, age, national origin, disability, veteran status, or any other characteristic protected by law.

Benefits

  • 401(k) and Employer Match
  • Medical insurance
  • HSA/FSA
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid time off
  • Employee Assistance Program
  • Tuition Reimbursement/Employee Scholarship

Spartan is private equity backed company. 

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