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Financial Advisor Independent Contractor Jobs (NOW HIRING)

First Command

Financial Advisor

Carlisle, PA

The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including ...

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Financial Advisor Independent Contractor information

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$36K

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$144K

How much do financial advisor independent contractor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial advisor independent contractor 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 is a financial advisor independent contractor?

A Financial Advisor Independent Contractor is a professional who provides financial planning, investment advice, and other financial services to clients while operating independently rather than as an employee of a firm. These advisors typically work under contract with financial firms or as self-employed individuals, allowing them greater flexibility and control over their business. They help clients set financial goals, manage assets, and plan for retirement, but they are responsible for their own business operations, client acquisition, and regulatory compliance.

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

To thrive as a Financial Advisor Independent Contractor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a relevant degree and certifications like the Series 7, Series 66, or CFP. Familiarity with financial planning software, customer relationship management (CRM) systems, and portfolio analysis tools is essential. Outstanding interpersonal skills, self-motivation, and the ability to build trust with clients are crucial soft skills for this role. These capabilities ensure you can effectively attract and retain clients, deliver sound financial advice, and operate successfully as an independent business owner.

What are some common challenges faced by independent contractor financial advisors, and how can they be managed?

Independent contractor financial advisors often face challenges such as building a client base from scratch, balancing administrative tasks with client service, and managing the unpredictability of commission-based income. To manage these, it's helpful to develop strong networking and referral strategies, invest in marketing, and utilize efficient client management tools. Additionally, staying organized with time management and seeking mentorship from experienced advisors can provide valuable guidance and support throughout your career.

What is the difference between Financial Advisor Independent Contractor vs Financial Planner?

AspectFinancial Advisor Independent ContractorFinancial Planner
CredentialsCFP, Series 7/66, state licensesCFP, Series 7/66, state licenses
Work EnvironmentSelf-employed, affiliated with firms or independentlyEmployed by firms or independent practice
Employer/Industry UsageOften contracted with broker-dealers or RIAsTypically employed or self-employed in financial planning
Search/Comparison IntentUnderstanding independent roles in financial advisingLearning about comprehensive financial planning services

The main difference is that a Financial Advisor Independent Contractor operates independently or through contracted firms, focusing on client advice with flexible arrangements. A Financial Planner often provides comprehensive financial planning services, either as an employee or independent professional. Both roles require similar credentials but differ mainly in employment structure and scope of services.

What cities are hiring for Financial Advisor Independent Contractor jobs?

Cities with the most Financial Advisor Independent Contractor job openings:

What are the most commonly searched types of Financial Advisor jobs?

The most popular types of Financial Advisor jobs are:

What states have the most Financial Advisor Independent Contractor jobs?

States with the most job openings for Financial Advisor Independent Contractor jobs include:

Financial Advisor Independent Contractor jobs near you

Business Brokerage Advisor (Independent Contractor)

Transworld Business Advisors of Frederick

Frederick, MD • On-site

Part-time, Contractor

This job post has expired today. Applications are no longer accepted.

Job description

About the Role
We are seeking a Business Brokerage Advisor to join a small, principled advisory practice serving owner-operators through business sales, succession planning, and ownership transitions.
This is not a traditional sales role. It is an advisory producer seat for professionals who value judgment, structure, accountability, and long-term trust over shortcuts or volume tactics.
Our clients are small business owners facing complex, high-stakes decisions. We exist to serve them well—even when that means slowing a deal down, resetting expectations, or advising against a transaction.

Who This Role Is For
This role is well-suited for professionals who:
  • Have meaningful experience advising, lending to, operating, or working closely with small businesses
  • Are comfortable with financial statements, valuation concepts, and nuanced conversations
  • Prefer clear standards and accountability over ambiguity
  • Want autonomy with structure, not freedom without responsibility
  • Are ready to build a durable advisory practice—not “try out” brokerage
Prior business brokerage experience is helpful but not required.
Judgment, maturity, and accountability are required.
Who This Role Is Not For
This role is not a fit for individuals who:
  • Are seeking part-time, side-hustle, or exploratory work
  • Need constant direction, motivation, or lead-hand-offs
  • Are uncomfortable being measured against clear weekly standards
  • Prefer high-pressure closing tactics over advisory integrity
  • Are primarily motivated by “unlimited upside” messaging
We are deliberate about fit—for the sake of our clients and our advisors.

Core Responsibilities
As a Business Brokerage Advisor, you will:
  • Build and manage relationships with small business owners
  • Conduct structured seller meetings and readiness conversations
  • Analyze financials and support valuation discussions
  • Set and maintain pricing discipline aligned with market realities
  • Manage listings and transactions through diligence and closing
  • Communicate clearly with buyers, sellers, and professional partners
  • Maintain accurate, timely records in the firm’s CRM
You are expected to self-generate activity, manage your pipeline independently, and operate within firm standards.

Performance Standards & Onboarding
We operate with explicit operating standards to protect clients and advisors alike.

New advisors enter through a structured onboarding and confirmation period, during which expectations, systems, and benchmarks are reviewed weekly. This process exists to ensure clarity, alignment, and mutual confidence—not to create pressure or ambiguity.

Advisors who thrive here value knowing exactly what “doing the job well” looks like.

Compensation & Structure
  • This role is offered on a 1099 independent contractor basis
  • Compensation is commission-based, starting at a 50% split
  • Earnings are tied directly to closed transactions
  • Advisors are responsible for their own taxes and expenses
  • No employee benefits are provided
This structure reflects the professional, autonomous nature of the advisory role.

Support & Resources

While advisors are accountable for outcomes, they are supported with:
  • Structured onboarding aligned to firm standards
  • Access to firm systems, templates, and processes
  • Weekly scorecard reviews and feedback
  • Guidance on valuation, pricing, and deal structure
  • A collaborative, values-driven environment
You will always know where you stand and what success looks like.

Our Values
We believe:
  • Small business owners deserve honest, disciplined advice
  • Long-term trust outweighs short-term gain
  • Structure protects both clients and advisors
  • Accountability is a form of respect
  • our efforts in the market help to secure the future of small business and the American Dream
If these principles resonate with you, we welcome the conversation.

Next Step
Qualified candidates will be asked to complete a short set of written screening questions before any live interview is scheduled.

Local Candidates Only:
  • Frederick County
  • Carrol County
  • Owings Mills
  • Columbia
  • Montgomery County
  • Washington County
  • Howard County