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Financial Advisor Analyst Jobs (NOW HIRING)

Florida Financial Advisors

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Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Florida Financial Advisors

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Financial Advisor

Miami, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Florida Financial Advisors

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Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

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

... 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

... 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 ...

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 ...

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 ...

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All JobsFinancial Advisor Analyst Jobs

Financial Advisor Analyst information

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$38.5K

$88.1K

$118K

How much do financial advisor analyst jobs pay per year?

As of Aug 8, 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?

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 does a financial advisor analyst do?

A financial advisor analyst evaluates clients' financial situations, analyzes investment options, and develops strategies to meet their financial goals. They use financial modeling tools, stay informed about market trends, and often hold certifications like the CFA or CFP. Their work typically involves research, data analysis, and client communication to provide informed financial advice.

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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $88,111 per year, or $42.4 per hour.

Financial Advisor

Florida Financial Advisors

Orlando, FL • On-site

$50K - $100K/yr

Full-time

Medical, Dental, Life

Posted 14 days ago

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Job description

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 need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support

FFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.

Some features this position includes:

  • One-on-one training from seasoned leaders in the local financial planning industry
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

Job Requirements:

  • Associate’s degree in business or industry-related field
  • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office

Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

Job Type: Full-time

Benefits:

  • Health insurance
  • Life insurance
  • Retirement plan

Compensation Package:

  • Bonus opportunities
  • Commission pay

Work Location: In person

Company Description

Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.