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Financial Advisor Representative Jobs (NOW HIRING)

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning.

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

Financial Advisors work closely in a team with a Financial Planner and a Client Service Representative to guide our clients in achieving their financial goals through holistic wealth planning.

Beacon Pointe Advisors LLC

Wealth Advisor

Indianapolis, IN · On-site

$90K - $115K/yr

Professional Financial Designation (CFP ® or CFA, or MBA in Finance designations preferred) * Licensed as an investment advisor representative (RIA) * Experience managing client relationships in a ...

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Financial Advisor Representative information

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$36K

$102.1K

$144K

How much do financial advisor representative jobs pay per year?

As of May 30, 2026, the average yearly pay for financial advisor representative 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 the key skills and qualifications needed to thrive as a Financial Advisor Representative, and why are they important?

To thrive as a Financial Advisor Representative, you need strong analytical abilities, financial planning expertise, and typically a bachelor's degree in finance, business, or a related field, often accompanied by FINRA Series 7 and 66 licenses. Proficiency with financial planning software, CRM platforms, and investment analysis tools is standard. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly help build lasting client relationships. These skills ensure accurate financial guidance, regulatory compliance, and client satisfaction, which are crucial for success in this client-centric role.

How does a Financial Advisor Representative typically collaborate with clients and internal teams to create personalized financial plans?

Financial Advisor Representatives work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They regularly collaborate with internal specialists—such as investment analysts, tax advisors, and insurance experts—to develop comprehensive, tailored strategies. This collaborative approach ensures that clients receive well-rounded advice and access to a wide range of financial products. Effective communication and teamwork are essential, as representatives often coordinate meetings, share insights, and adjust plans based on clients' changing needs.

What is a Financial Advisor Representative?

A Financial Advisor Representative is a professional who provides clients with advice on investments, insurance, retirement planning, and other financial matters. They assess clients' financial needs and goals, recommend suitable financial products, and help create plans to achieve long-term financial stability. Financial Advisor Representatives often work for financial institutions, investment firms, or as independent consultants, and must stay current with market trends and regulations to best serve their clients.
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What job categories do people searching Financial Advisor Representative jobs look for? The top searched job categories for Financial Advisor Representative jobs are:
Financial Advisor Representative jobs near you

Investment Advisor Representative

WealthBridge Financial Group

Canfield, OH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 25 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Investment Advisor Representative to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Investment Advisor Representative at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support