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Financial Advisor Analyst Jobs (NOW HIRING)

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 ...

Heffernan Financial

Financial Advisor

Flagstaff, AZ

$100K - $150K/yr

The Financial Advisor will have a deep understanding of investment markets and an ability for ... Conduct regular market research and analysis in all investment markets, with a proven ability to ...

Corporate Synergies

Financial Advisor

Winter Park, FL · On-site

Develop, analyze, and implement customized financial plans aligned with client goals and objectives. * Advisor Support: * Partner with lead advisors to prepare and refine comprehensive financial ...

SYM Financial Corporation

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 ...

1847Financial

Financial Advisor

Raleigh, NC · Remote

$38K - $40K/mo

Apex, NC $38,000.00-$40,000.00 1 month ago Business Analyst - Mortgage risk mitigation - Remote, 12 ... Advisor - Trade Finance Durham, NC $50,000.00-$250,000.00 1 day ago Bank Deposit Data Focused ...

1847Financial

Financial Advisor

Raleigh, NC · Remote

$38K - $40K/mo

Apex, NC $38,000.00-$40,000.00 1 month ago Business Analyst - Mortgage risk mitigation - Remote, 12 ... Advisor - Trade Finance Durham, NC $50,000.00-$250,000.00 1 day ago Bank Deposit Data Focused ...

Rose Wealth

Be Seen First

Financial Advisor

Lubbock, TX · On-site

$70K - $250K/yr

As a Financial Advisor focused on individual clients, you will work within a small-sized team (1-3 ... Perform investment analysis to build and manage client portfolios * Assess risks and ensure ...

Proxy Financial

Financial Advisor

Addison, TX · Remote

$20K - $100K/mo

Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing ... Eligible for Recruit Bonus Job Summary Proxy Financial helps advisors deliver comprehensive ...

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All JobsFinancial Advisor Analyst Jobs

Financial Advisor Analyst information

See salary details

$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

Brady Financial

Miami, FL • On-site

$100K/yr

Full-time

Re-posted 26 days ago

Job description

Company Overview:

We are an established retirement and financial planning firm, working heavily with small businesses and retirees. We believe in a high degree of client service and will go out of our way every time to care for the people that trust and work with us. As we continue to grow, we are looking for an Associate Advisor to expand our team.


Financial Advisor Position Overview/Summary:

The Associate Advisor provides support to the Lead Advisor and works to provide excellent client service to existing and onboarding clients. The focus of the position is to work directly with clients, anticipating their needs, resolving problems, and following through on agreed upon financial plans. Qualified candidates will be detail oriented and have a high degree of follow through. Must be comfortable working within the framework of a private office/small team environment. You need to be able to work independently, with little direction and carry a task from beginning to end. Resourcefulness will be the key to success!


Financial Advisor Benefits:

  • Competitive Compensation starting at $100,000
  • Annual bonuses based on company growth & your performance
  • Pension Plan
  • 401(k)
  • Paid continuing education training
  • Small team environment - collaborate & learn directly with business leadership
  • All holidays that close the stock market are paid vacation days

Financial Advisor Duties and Responsibilities:

  • Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
  • Work directly with client, taking the lead on items that need following up on, and keeping Lead Advisor apprised of status of projects and client communications.
  • Serve as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience.
  • Manage client appointments from setting meeting and preparation of meeting agendas, to post meeting tasks - such as develop meeting notes, and follow through with implementation of determined objectives of the meeting.
  • Process client account paperwork and process internal and external asset movements.
  • Regularly prepare supporting materials and sample reports for clients, as well as developing IPS and Client Risk Tolerance Agreements.
  • Simulation modeling using Monte Carlo and other statistical techniques under direction of Senior Wealth Manager.
  • Effectively communicate with clients' other professional advisors in areas of tax, estate planning, insurance, and risk management.
  • Train to do trading and rebalancing of client investment accounts.
  • Participate in development and presentation of client/prospect educational events.
  • Participate in ongoing marketing strategies with goal of maintaining and gaining new client relationships.

Financial Advisor Requirements:

  • Bachelor's degree in Finance, Business, Accounting, Economics, or related field
  • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses
  • 2 - 5 years' relevant experience in financial or similar client service
  • People oriented, service minded
  • Strong written and verbal communication skills
  • Strong analytical skills and attention to detail
  • Proficient in Word, Excel, PowerPoint and electronic productivity software
  • Understanding of compliance and adherence to all regulations and policies

Preferred Qualifications:

  • Advanced degree or professional designation such as CFP or CFA, or work towards it is highly preferred
  • Marketing/branding skills are a plus
  • Familiarity with financial planning software and tools