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Financial Advisor Bank Salary Jobs (NOW HIRING)

LPL Financial

Financial Advisor - Beacon Bank

Utica, NY

$100K - $110K/yr

Bank Financial Advisor - Beacon Bank Your career path should lead to real opportunity LPL Financial ... Tracking # 1-05026674 Pay Range:$100,000-$110,000 The salary range is dependent on a number of ...

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How much do financial advisor bank salary jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial advisor bank salary in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are some typical challenges financial advisors at banks face when helping clients with their financial planning?

Financial Advisors at banks often encounter challenges such as balancing the diverse financial needs of clients with the range of products and services the bank offers. Advisors must stay updated on changing regulations and market trends while building trust with both new and long-term clients. Additionally, they often work towards meeting sales goals while ensuring that their recommendations remain in the best interest of the client. Navigating these responsibilities requires strong communication skills, ethical judgment, and adaptability.

What is the average salary for a financial advisor working at a bank?

The average salary for a financial advisor working at a bank in the United States typically ranges from $50,000 to $85,000 per year, depending on experience, location, and the specific bank. Entry-level advisors may start closer to the lower end of the range, while those with more experience or certifications can earn higher salaries. In addition to base pay, many financial advisors receive bonuses or commissions based on performance, which can significantly increase total compensation.

What are the key skills and qualifications needed to thrive as a financial advisor at a bank, and why are they important?

To thrive as a Financial Advisor at a bank, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications such as Series 7 or CFP are often required. Exceptional interpersonal, analytical, and communication skills help build trust and provide tailored financial solutions to clients. These skills ensure that advisors can effectively guide clients toward their financial goals while maintaining regulatory standards and fostering long-term relationships.

What is the difference between Financial Advisor Bank Salary vs Financial Planner?

AspectFinancial Advisor Bank SalaryFinancial Planner
Required CredentialsSeries 7, Series 66, or 63 licenses; CFP certification often preferredCFP certification; sometimes Series 7 or 66 licenses
Work EnvironmentBank branches, financial institutions, client meetingsIndependent practice, firms, or financial planning firms
Employer & Industry UsageBanking and financial services industryFinancial planning and advisory services industry

Financial Advisor Bank Salary and Financial Planner roles share similar credentials and work environments, often overlapping in client advisory services. However, Financial Advisors typically work within banks or financial institutions, focusing on banking products, while Financial Planners may operate independently or within firms, offering comprehensive financial planning. Both roles require certifications like CFP and licenses such as Series 7, making them closely related career paths in the financial industry.

What does a financial advisor bank do at a bank?

A financial advisor at a bank provides clients with investment, retirement, and financial planning advice, helping them meet their financial goals. They analyze clients' financial situations, recommend suitable products such as loans or investment accounts, and often hold certifications like the Series 7 or Series 65. The role involves client consultations, financial analysis, and maintaining compliance with banking regulations.
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Financial Advisor Bank Salary jobs near you
Infographic showing various Financial Advisor Bank Salary job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor - Bank Five Nine

LPL Financial

Hartland, WI

$50K - $90K/yr

Full-time

Re-posted 23 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

Financial Advisor - Bank Five Nine

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Bank Five Nine in Hartland, WI would allow you to join the Investment Program at Bank Five Nine as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Bank Five Nine supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. This position will offer:

  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Bank Five Nine, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,.

Tracking # 1-05026674


Pay Range:$50,000-$90,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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