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Financial Advisor Independent Contractor Jobs (NOW HIRING)

Abel Personnel, Inc

Financial Advisor

Dillsburg, PA

$85K - $95K/yr

Financial Advisor Independent Wealth Management Practice | Growth Opportunity Pennsylvania (Candidates within PA, DC, MD, or VA considered) Abel Personnel is conducting a confidential search for an ...

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Financial Advisor Independent Contractor information

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$36K

$102.1K

$144K

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

As of Jun 13, 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 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 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 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

Financial Advisor - Independent Office

The Provider Finder

Charleston, SC

Full-time

Retirement

Posted 24 days ago

Job description

Financial Advisor - Charleston, SC

We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals.

About the Firm:

  • Independent Wealth Management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management.
  • Benefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas.
  • Turn key solution, branding, website, administration, compliance all a part of the package
  • Operate underneath the Roadstead Capital brand but have the backing of two of the largest investment companies in Fidelity and Osaic Wealth for custody and compliance.
  • Competitive payout and significant sign-on bonus potential for advisors with existing books of business.

Responsibilities of the position include:

  • Providing financial advice to clients
  • Developing and implementing financial plans
  • Managing client assets
  • Providing ongoing support to clients

Qualifications for the position include:

  • Bachelor's degree in finance or a related field
  • CFP® certification preferred
  • 5+ years of experience in the financial services industry
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

For more information contact :

Ben Dollar

The Provider Finder

(843)609-7584

ben@theproviderfinder.com