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Financial Advisor Analyst Jobs (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

Provide holistic financial planning, investment management, and risk analysis. * Develop new ... Mentor junior advisors and team members. *Please note the role will vary, grow and change and is ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

... analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does ...

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

... analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does ...

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

... analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

... analysis and oversight. This position is designed to provide a career path leading to the role of Lead Advisor. To learn more about our company, visit this link: SYM Financial. Who We Are. What does ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Prepare and review reports of clients investments, risk, and cash flow analyses, and tax and estate ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

Financial Advisor Position Overview/Summary: The Associate Advisor provides support to the Lead ... Strong analytical skills and attention to detail * Proficient in Word, Excel, PowerPoint and ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Prepare and review reports of clients' investments, risk, and cash flow analyses, and tax and ...

Means Financial Group

Be Seen First

Financial Advisor

Saint Peters, MO · On-site

$85K - $120K/yr

Strong financial analysis skills * Knowledge of advanced investment strategies * Effective client communication abilities * Proven problem-solving capabilities Company Description MeansFinancialGroup ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical ... Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify ...

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Financial Advisor Analyst information

See salary details

$38.5K

$88.1K

$118K

How much do financial advisor analyst jobs pay per year?

As of Jun 7, 2026, the average yearly pay for financial advisor analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What are some common challenges Financial Advisor Analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is a Financial Advisor Analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.
More about Financial Advisor Analyst jobs
What cities are hiring for Financial Advisor Analyst jobs? Cities with the most Financial Advisor Analyst job openings:
What states have the most Financial Advisor Analyst jobs? States with the most job openings for Financial Advisor Analyst jobs include:
What job categories do people searching Financial Advisor Analyst jobs look for? The top searched job categories for Financial Advisor Analyst jobs are:
Financial Advisor Analyst jobs near you
Infographic showing various Financial Advisor Analyst job openings in the United States as of May 2026, with employment types broken down into 79% Full Time, 7% Part Time, and 14% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.
Project Financial Analyst, Engagement Financial Advisor

Project Financial Analyst, Engagement Financial Advisor

Deloitte

Atlanta, GA • On-site

Full-time

Posted 17 days ago

Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 86 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

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