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Financial Advisor Manager Jobs (NOW HIRING)

Vanguard Group

Financial Advisor Manager

Dallas, TX · On-site

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...

Vangard, Inc.

Financial Advisor Manager

Dallas, TX

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...

Vanguard

Financial Advisor Manager

Dallas, TX

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically ...

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

Role - Senior Financial Advisor (Wealth Management) Location - Foster City, CA Work Type - Full Time / Hybrid * A Bay Area wealth management firm with over $3B in assets under management, serving ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Downers Grove, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Los Angeles, CA · On-site

$66K - $70K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Plano, TX

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Chicago, IL · On-site

$45K - $60K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Bellevue, WA · On-site

$53K - $83K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and ...

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Financial Advisor Manager information

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$36K

$102.1K

$144K

How much do financial advisor manager jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial advisor manager 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 common challenges Financial Advisor Managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What are the key skills and qualifications needed to thrive as a Financial Advisor Manager, and why are they important?

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

Is $200,000 enough to work with a financial advisor?

For a Financial Advisor Manager, a $200,000 income is generally sufficient to work with a financial advisor, as clients with higher net worth often seek comprehensive financial planning and investment management services. The adequacy depends on individual financial goals and the complexity of their financial situation, but this income level typically allows for meaningful collaboration with a professional. Certifications like CFP or CFA can enhance the advisor's ability to serve clients with substantial assets.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What are Financial Advisor Managers?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
More about Financial Advisor Manager jobs
What cities are hiring for Financial Advisor Manager jobs? Cities with the most Financial Advisor Manager job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
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Financial Advisor Manager jobs near you
Infographic showing various Financial Advisor Manager job openings in the United States as of May 2026, with employment types broken down into 5% As Needed, 76% Full Time, 5% Part Time, and 14% 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 Manager

Financial Advisor Manager

Vanguard Group

Dallas, TX • On-site

Full-time

Posted 16 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically hold advised assets ranging up to $5 million, and require highly personalized, strategic investment guidance.
In this leadership role, you will:
  • Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service.
  • Oversee client engagement strategies, ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families.
  • Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience.
  • Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights.
  • Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all client interactions and advisory practices.

This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs.
Responsibilities
  • Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions.
  • Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention.
  • Supports advisors in analyzing and resolving client planning issues and developing solutions.
  • Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs.
  • Communicates internal and industry developments to crew within department quickly and accurately.
  • Supports management in staffing implementation and operational plans and changes to policies and procedures.
  • Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry.
  • Participates in special projects and performs other duties as assigned.

Qualifications
  • Five years related work experience in financial services. Supervisory experience preferred.
  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
  • CFP preferred.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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