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Finance Advisor Jobs (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor ... finance, or similarly related field • Exemplary math skills, communication skills, and ...

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How much do finance advisor jobs pay per year?

As of Jun 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 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.

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:
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Finance Advisor jobs near you
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.

Financial Advisor

Cornerstone Advisor Group

Wheeling, WV • On-site, Remote

$50K - $120K/yr

Full-time

Posted 16 days ago

Job description

Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
Qualifications
• Active Life Producer License in your state of residence (Virginia or West Virginia)
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Valid FINRA Series 7 & 63/66 preferred but not required
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• A required Bachelor's degree in business administration, finance, or similarly related field

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