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Financial Advisor Analyst Jobs (NOW HIRING)

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 ...

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 ...

Thrivent Financial

Associate Financial Advisor

Seattle, WA · On-site +1

$100K - $140K/yr

Analytical thinker * Customer Service Focused * Clear and professional communication * Strong attention to detail and follow through Requirements * Securities (Series 7 and 66 or Series 7, 63 and 65 ...

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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$118K

How much do financial advisor analyst jobs pay per year?

As of Jul 18, 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 does a financial advisory analyst do?

A financial advisory analyst evaluates clients' financial situations, analyzes investment options, and develops strategies to help achieve their financial goals. They often use financial modeling tools and require strong analytical skills, typically working in a team environment and holding relevant certifications such as the CFA or CFP.

Is AI replacing financial analysts?

AI is transforming the role of financial analyst by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle routine work, human judgment remains essential for interpreting complex financial data and providing personalized advice. Financial analysts who develop skills in data analysis, programming, and AI tools will remain valuable in the evolving finance environment.

Is a financial analyst a high paying job?

Financial analyst roles are generally considered well-paying, with median salaries often above average for many industries. Compensation varies based on experience, certifications like CFA, and the industry or location, but it typically offers strong earning potential compared to entry-level positions.

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 top 3 skills for a financial analyst?

A financial analyst needs strong analytical skills to interpret financial data, proficiency in Excel and financial modeling tools, and good communication skills to present findings clearly. Attention to detail and understanding of accounting principles are also essential for accurate analysis and reporting.

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 July 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

Heffernan Financial

Flagstaff, AZ

$100K - $150K/yr

Full-time

Posted 9 hours ago

Job description

Description
Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will have a deep understanding of investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive and close new business, while servicing existing client groups

Key Responsibilities
  • Identify, develop, and close sales opportunities for both new clients, as well as with existing client groups.  
  • Expand and help drive Heffernan’s presence in the high-net-worth market, including representation of the business segment at industry events, investment meetings, and other professional networking opportunities.  
  • Conduct regular market research and analysis in all investment markets, with a proven ability to identify appropriate stocks, bonds, and funds based on client needs. 
  • Regularly assess clients’ needs and goals, in both short-term and long-term scenarios.  
  • Recommend and execute investment strategies for clients.  
  • Monitor accounts and identify new opportunities.  
  • Help the Financial Services team streamline processes and procedures as fit, while staying on top of technology trends in the industry.  
  • Help educate and assist with performance of internal Client Service members.  
  • Communicate Heffernan’s brand identity and represent us through professionalism and established Heffernan core values.  
  • Ability to travel as necessary to meet clients’ needs.  
  • Special projects and other duties as assigned.  



Skills, Knowledge and Expertise
  • Education – Bachelor’s degree in Finance, Economics, Business Administration or related field.  
  • Proven success as a Financial Advisor, including maintaining and growing an existing book of business.
  • CFP, CFA or similar designation preferred.  
  • Series 7 and 65 
  • 2 or more years of Financial Services industry experience. 
  • 2 or more years of experience with high-net-worth clients. 
  • Must be approved by Broker/Dealer background check. 
  • Effective communication and collaboration skills, both written and oral. 
  • Must have excellent listening skills, to thoroughly understand client needs.  
  • Must be confident with public speaking and articulate with presentations.  
  • Leadership qualities, with an ability to effectively educate and sell clientele.    
  • Advanced Microsoft Suite skills, particularly Outlook, Excel, Word, and PowerPoint.   
  • Problem-solving and adept analytical skills, with high attention to detail. 
  • Professional demeanor and behavior required.   
  • Must maintain a positive attitude and sense of humor!  


Why Choose Heffernan?
At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. 
 
Heffernan Habits: 
These are core values that represent our unique culture. 
  • Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
  • Have Fun: Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
  • Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. 
  • Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
  • Celebrate & Value Our Differences: “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.

*The compensation for this role will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.