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Financial Advising Jobs (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

Proven track record in financial advising and business development. * Exceptional relationship management and consultative sales skills. * Demonstrate excellent oral, written, and interpersonal ...

WestPoint Financial Group

Financial Advisor

New Albany, OH · Remote

$75K - $150K/yr

At WestPoint Financial Group , we help professionals like you make the leap into financial advising--with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model ...

WestPoint Financial Group

Financial Advisor

Columbus, OH · On-site

$75K - $150K/yr

At WestPoint Financial Group , we help professionals like you make the leap into financial advising-with autonomy, support, and a community that's got your back. Why Join WPFG? ✅ Non-captive model ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Series 65 and Life & Health licenses required (minimum). * 3+ years of experience in financial advising or planning. * Proven ability to independently conduct data-gathering, planning, and client ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Series 65 and Life & Health licenses required (minimum). * 3+ years of experience in financial advising or planning. * Proven ability to independently conduct data-gathering, planning, and client ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Series 65 and Life & Health licenses required (minimum). * 3+ years of experience in financial advising or planning. * Proven ability to independently conduct data-gathering, planning, and client ...

Bank Of Springfield

Financial Advisor

O Fallon, IL · On-site

Five or more years of experience in wealth management, financial advising, investment services, banking, insurance, or related client-facing financial services role. * Active FINRA Series 7 and ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

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Financial Advising information

See salary details

$36K

$102.1K

$144K

How much do financial advising jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial advising 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.

Is financial advising a good career?

Financial advising is a stable career that involves helping clients manage their finances, investments, and retirement planning. Success in this field often requires strong communication skills, industry certifications such as the CFP, and the ability to build client relationships. It can offer a flexible schedule and earning potential based on client base and experience.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Some advisors also pursue certifications like the Certified Financial Planner (CFP) designation to enhance credibility and career prospects.

Do financial advisors make a lot of money?

Financial advisors' earnings vary based on experience, location, and client base, but many earn a competitive income, often including commissions and fees. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making significantly more. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and building a solid client portfolio.

What is the difference between Financial Advising vs Financial Planning?

AspectFinancial AdvisingFinancial Planning
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentFinancial firms, banks, independent advisoriesConsulting firms, independent practices, banks
Employer & Industry UsageCommonly used in financial services industryOften used interchangeably but also in personal finance contexts

Financial Advising and Financial Planning are closely related roles in the financial industry. Advisers typically focus on providing investment advice and managing client portfolios, while financial planners develop comprehensive financial strategies including retirement, estate, and tax planning. Both roles require similar certifications and often work in similar environments, but their scope and client focus can differ.

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need strong financial analysis skills, knowledge of investment strategies, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Exceptional interpersonal skills, trustworthiness, and effective communication help advisors build lasting client relationships. These competencies are vital for delivering sound financial advice, ensuring client satisfaction, and driving business growth.

What are financial advisors?

Financial advisors are professionals who help individuals and businesses manage their finances and achieve their financial goals. They provide guidance on a range of topics such as investments, retirement planning, taxes, insurance, and estate planning. Financial advisors assess clients’ current financial situations, develop personalized strategies, and recommend specific financial products or services. They may also help clients monitor their progress and adjust plans as needed over time.

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

Financial advisors typically recommend clients have at least $100,000 to $250,000 in investable assets to work effectively with them, as advisory fees and investment minimums vary. With $200,000, you generally qualify for personalized financial planning and investment management services, especially if the advisor charges a percentage fee or flat rate. Having a clear financial goal and understanding fee structures can help determine if this amount is sufficient for your needs.

What are some common challenges faced by financial advisors in building and maintaining client relationships?

Financial advisors often encounter challenges such as earning clients' trust, clearly communicating complex financial strategies, and adapting to changing financial goals or market conditions. Building long-term relationships requires consistent follow-up, proactive communication, and demonstrating genuine care for clients' financial well-being. Additionally, advisors must stay current with industry regulations and products to provide clients with the most relevant advice, which can be demanding but rewarding as relationships deepen and client portfolios grow.
More about Financial Advising jobs
What cities are hiring for Financial Advising jobs? Cities with the most Financial Advising job openings:
What are the most commonly searched types of Financial Advising jobs? The most popular types of Financial Advising jobs are:
What states have the most Financial Advising jobs? States with the most job openings for Financial Advising jobs include:
Financial Advising jobs near you
Infographic showing various Financial Advising job openings in the United States as of July 2026, with employment types broken down into 80% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Associate Financial Advisor

Kestra Financial Independent Advisor

Hartford, CT • On-site

$48K/yr

Full-time

Re-posted 8 days ago

Job description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

· Minimum 3-5 years of experience in financial advising

· Life, Health and Accident License – State of CT

· FINRA Series 7 and FINRA 66 License

· Well organized with the ability to manage time effectively with multiple priorities

· Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

· Clean record with SEC and FINRA

Skills

    • Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
    • Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
    • Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
    • Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout