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Financial Advisor Manager Jobs (NOW HIRING)

Vangard, Inc.

Financial Advisor Manager

Malvern, PA

The Financial Advisor Manager leads and develops a team of High-Net-Worth (HNW) Financial Advisors focused on delivering personalized financial advice, portfolio management, and exceptional client ...

New

Vangard, Inc.

Financial Advisor Manager

Malvern, PA · On-site

The Financial Advisor Manager leads and develops a team of High-Net-Worth (HNW) Financial Advisors focused on delivering personalized financial advice, portfolio management, and exceptional client ...

New

Vanguard Group

Financial Advisor Manager

Malvern, PA · On-site

The Financial Advisor Manager leads and develops a team of High-Net-Worth (HNW) Financial Advisors focused on delivering personalized financial advice, portfolio management, and exceptional client ...

New

Vangard, Inc.

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 ...

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

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

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

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

Chicago, IL

$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

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

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

Vienna, VA

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

$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

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

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

Downers Grove, IL

$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 ...

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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 28, 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.

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.
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:
What states have the most Financial Advisor Manager jobs? States with the most job openings for Financial Advisor Manager jobs include:
Financial Advisor Manager jobs near you
Infographic showing various Financial Advisor Manager job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, 6% Part Time, 10% Contract, and 1% Nights. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor Manager

Financial Advisor Manager

Vangard, Inc.

Malvern, PA

Full-time

Posted yesterday

Job description

The Financial Advisor Manager leads and develops a team of High-Net-Worth (HNW) Financial Advisors focused on delivering personalized financial advice, portfolio management, and exceptional client experiences. This role is responsible for driving team performance, strengthening client relationships, and ensuring advisors effectively manage complex books of business while supporting clients in achieving long-term financial goals.

Responsibilities

Team Leadership & Development

  • Lead, coach, and mentor a team of Financial Advisors serving HNW clients ($2M-$5M in assets)
  • Provide ongoing performance feedback, career development support, and coaching to enhance advisory capabilities
  • Foster a collaborative, high-performing culture that emphasizes accountability, partnership, and continuous development
  • Serve as a positive and resilient change agent, driving adoption of new tools, processes, and business strategies

Client Strategy & Advice Delivery

  • Ensure advisors deliver high-quality, personalized financial advice and complex portfolio management
  • Supervise & Oversee client engagement strategies, including initial consultations, financial planning, and ongoing relationship management. Foster an environment of adherence to risk and controls.
  • Guide advisors in assessing client goals, risk tolerance, and planning needs to develop tailored investment strategies
  • Promote a client-first approach, ensuring consistent delivery of a high-touch, digitally enabled client experience

Business & Book of Business Management

  • Support advisors in effectively managing and growing books of business with a focus on client satisfaction, loyalty, and retention
  • Monitor key performance metrics, including client outcomes, engagement, and asset growth
  • Partner with leadership to execute strategic initiatives aligned with business objectives and market opportunities

Client Relationship & Experience Excellence

  • Ensure advisors maintain deep, trust-based relationships through proactive outreach and ongoing financial guidance
  • Reinforce the role of advisor as a behavioral coach, financial planner, and relationship manager
  • Drive consistency in delivering proactive advice to help clients stay focused on their long-term financial goals

Qualifications

  • CFP designation preferred
  • Series 7 and 63 or 66 and 24 (or ability to obtain within 3 months of hire)
  • Minimum 3+ years of financial advisory experience, including:
    • Financial planning and investment strategy development
    • Book of business and relationship management
  • Demonstrated success managing client relationships with strong satisfaction and loyalty outcomes
  • Prior leadership, coaching, or mentorship experience preferred
  • Deep understanding of financial planning, investment management, and regulatory requirements
  • Proven ability to manage priorities, drive results, and lead through change
  • Strong collaboration and partnership skills across teams and stakeholders

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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