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Financial Advising Jobs (NOW HIRING)

M&T Bank

Senior Financial Advisor

Cos Cob, CT · On-site

Collaborate across the bank to deepen client relationships and uncover opportunities What You Bring: * 7+ years of experience in financial advising, wealth management, or similar * Proven success ...

Florida Financial Advisors

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Financial Advisor/Wealth Manager

Orlando, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

Florida Financial Advisors

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Financial Advisor/Wealth Manager

Miami, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don't need prior financial experience to join our team, but you do ...

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 ...

SYM Financial Advisors

Financial Advisor

Midland, MI

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 ...

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Financial Advising information

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$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.
Senior Financial Advisor

Senior Financial Advisor

M&T Bank

Cos Cob, CT • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 183 frontline employees who took The Breakroom Quiz

76th of 149 rated banks

Job description

Senior Financial Advisor (Greenwich Market)
- Greenwich, CT
Lead, grow, and deepen an established book of business with M&T Bank.
We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong, referral-driven ecosystem across Retail, Business Banking, and Wealth teams.
What You'll Do:
  • Manage and grow a sizeable book of high-value client relationships
  • Deliver sophisticated investment and insurance strategies aligned to client goals
  • Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
  • Provide ongoing portfolio guidance, reviews, and proactive advice
  • Collaborate across the bank to deepen client relationships and uncover opportunities

What You Bring:
  • 7+ years of experience in financial advising, wealth management, or similar
  • Proven success managing and growing a large book of business
  • Strong consultative approach and ability to serve complex client needs
  • Established business development and relationship management skills

Education and Experience Required:
Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience providing investment, brokerage and/or insurance solutions, including trust/fiduciary experience
Licenses Required:
  • Series 7, 63, and 65 or 66
  • Life/Variable Insurance license

Why M&T:
  • Established book and referral network to accelerate impact
  • Access to a broad suite of investment and planning solutions
  • Collaborative, relationship-driven culture
  • Opportunity to scale and further deepen a high-value practice

About Wilmington Advisors @ M&T:
Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Cos Cob, Connecticut, United States of America

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