ZipRecruiter

Log In

1

Financial Advisor Independent Contractor Jobs (NOW HIRING)

First Command

Financial Advisor

Carlisle, PA · On-site

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 ...

next page

Showing results 1-20

All Jobsfreelance JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsFinancial Advisor Independent Contractor Jobs

Financial Advisor Independent Contractor information

See salary details

$36K

$102.1K

$144K

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

As of Sep 6, 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.

How much does a financial advisor independent contractor earn?

Financial advisor independent contractors typically earn between $50,000 and $150,000 annually, with income largely based on commissions, fees, and client assets under management. Earnings can vary widely depending on experience, client base, and the firm or platform they work with.

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

Independent Contractor Business Advisor

Stevenstransport

Dallas, TX

Full-time

Posted 6 days ago

Job description

Department:

Operations

Job Description:

JOB SUMMARY: The Independent Contractor Business Advisor is responsible for identifying, counseling, monitoring, and guiding Independent Contractors in best business practices that will directly improve an Independent Contractors business experience. I/C Business Advisors are skilled Advisors who have a high level of problem solving and customers service skills. I/C Business Advisors possess a passion for positive communication, and genuinely care for the success of others.

This is an Onsite office position at the Stevens Transport corporate Headquarters in Dallas, TX.

JOB DESCRIPTION:

Key Responsibilities:

  • Coaching Independent Contractors in best practices by teaching business theory and creating sound financial plans that align with earning goals.
  • Independent Contractor settlement management
  • Identifying ways to increase revenue opportunities through revenue growth and controlling expenses (improving miles, decreasing fuel costs, etc.)
  • Independent Contractor settlement projections and scanning advice.
  • Independent Contractor advocacy within Stevens Transport
  • Independent Contractor retention
  • Additional Duties as required

QUALIFICATIONS:

Minimum Qualifications:

  • Associate degree
  • Intermediate proficiency in Microsoft Excel functions
  • Project management skills
  • Strong communication and problem-solving skills

Preferred Qualifications:

  • Bachelor's degree
  • Managing Income/Expense experience high level of critical thinking, problem solving, accounting, and mathematical skills
  • The ability to perform accurately in a fast-paced environment
  • High attention to detail
  • The ability to effectively communicate with co-workers, Independent Contractors, management and third parties even during challenging situations
  • Strong listening skills and the ability to build relationships and trust with others
  • Understanding of adult learning styles, and how they differ
  • Classroom presentation experience

SKILLS & ABILITIES:

  • Data entry
  • 10 Key typing
  • Microsoft Excel
  • Customer service
  • Attention to detail
  • Accurate documentation
  • Follow through
  • Communication
  • Advanced reporting
  • Time management
  • Project management
  • Math

PHYSICAL DEMANDS:

  • Prolonged periods sitting at a desk and working on a computer

WORK EXPERIENCE:

  • 2+ years working in a corporate environment preferred

Workshift:

Education:

In compliance with Federal and State equal employment opportunity laws, qualified candidates are considered for all positions without regard to race, color, religion, sex, national origin, age, marital status, veteran status, non-job-related disability, or any other protected group status.

Apply