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Financial Advisor Analyst Jobs (NOW HIRING)

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

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

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 ...

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 ...

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 ...

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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Financial Advisor Analyst information

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$38.5K

$88.1K

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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.

Financial Advisor

Kestra Financial Independent Advisor

Hamilton, NJ • On-site

Full-time

Posted 13 days ago

Job description

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives.
Responsibilities
  • Develop customized financial plans to help clients achieve their financial goals
  • Manage investment portfolios and monitor market trends and economic conditions
  • Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
  • Actively participate in business development activities to build new client relationships and expand the Firm's network
  • Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
  • Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
  • Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients

Requirements
  • Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
  • Minimum of 2 years of experience in the financial industry
  • Certified Financial Planner (CFP®) certification preferred but not required
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
  • Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work

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