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Financial Advisor Analyst Jobs (NOW HIRING)

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 ...

W3Global Inc.

Financial Advisor

Fort Wayne, IN · On-site

$100K - $120K/yr

Conduct financial analysis and provide recommendations on investment strategies, asset allocation ... Mentor and support junior financial advisors in their professional development * Participate in ...

Thompson Financial Group

$120K/yr

Registered Financial Advisor - Location: Hunt Valley, MD, US Seeking a skilled Financial Advisor in ... Analyze clients' financial situations, recommend appropriate investment and insurance solutions ...

Florida Financial Advisors

Be Seen First

Financial Advisor/Wealth Manager

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/Wealth Manager

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 ...

HJ Sims

Financial Advisor

Red Bank, NJ

The Financial Advisor role may be for you. The Financial Advisor focuses on driving deeper and ... analyze, and deliver personalized plans for clients Guiding and implementing financial plans into ...

Florida Financial Advisors

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Financial Advisor/Wealth Manager

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 ...

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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 Jun 28, 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 June 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.
Associate Financial Advisor

Associate Financial Advisor

Ameriprise Financial

Chesterfield, MO • On-site

Full-time

Posted 10 days ago

Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

55th of 139 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements
when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.
Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
≥20% Marketing and Client Acquisition
  • Develop and implement annual marketing plan to meet client acquisition goals
  • Contact prospects to set up meetings or appointments
  • Coordinate seminars and client appreciation events
  • Leverage natural market to drive new client acquisition
  • Learn and implement client referral program
  • Use network marketing with Center of Influence to drive client acquisition
  • Implement key marketing activities including:
  • Advisor website
  • Social media
  • Online client experience
  • Client and prospect contact
  • Referrals and Networking
  • Seminars and Events
  • Local advertising and media relations

≥25% Financial Planning and Advice
  • Identify clients to engage or re-engage in planning relationships
  • Prepare for client meetings focused on planning discussions
  • Gather and enter client data into Financial Planning Tool Suite
  • Create planning deliverables
  • Perform case analysis and develop recommendations
  • Conduct and/or participate in client meetings to present recommendations/deliver advice
  • Track/hold clients accountable to agree upon actions
  • Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts

For advisor use only Not intended for inspection by, or distribution or quotation to the general public.
Position Functions AFA:
~25% Product Solutions
  • Assess the client's risk tolerance
  • Assess the client's goals and time frame
  • Recommend portfolio/robust product solution that will fit the client's risk tolerance, goals and time frame
  • Run illustrations and hypotheticals
  • Develop appropriate product deliverables
  • Persuade clients to act upon suitable advice/recommendations
  • Execute appropriate trades to align with proposed portfolio
  • Monitor economy, markets, and world events to determine any required strategic rebalancing
  • Manage wholesaler relationships
  • Conduct transactions on behalf of clients

≥15% Business Management & Client Care
  • Business management
  • Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate
  • Assign and delegate work and provide feedback, when appropriate, to other practice support staff
  • Participate in daily stand-up and weekly staff meetings
  • Act as a technical resource and provide training and support to other practice members
  • Client care
  • Set up and maintain client management system (i.e. Contact Manager)
  • Write notes or letters to clients on personal letterhead
  • Review and respond to emails as necessary
  • Maintain files and records in accordance with the records retention policy
  • Key traits of a successful associate financial advisor:
  • Ability to meet with clients and present planning strategies
  • Ability to source prospective clients
  • High level of interpersonal skills
  • Initiative in business development
  • Entrepreneurial perspective and desire to grow the business
  • Ability to recommend suitable investment products and services
  • Success at planning and managing resources (time, people, budget) to run optimal practice
  • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
  • Ability to support and provide guidance for compliance within the advisor's practice
  • Current client database a plus

Education and other designations:
  • College degree or higher
  • 2+ years of similar experience
  • Have passed exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses
  • Have a professional finance designation

Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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Benefits

Hours and flexibility

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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