ZipRecruiter

Log In

1

Financial Advisor Representative Jobs (NOW HIRING)

Northwestern Mutual

Financial Advisor

Addison, TX · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$70K - $95K/yr

Financial Advisor- Beer Financial Group Becoming a Financial Advisor Becoming a financial advisor ... representative focused on client-building and obtaining licenses. Our award-winning training ...

Northwestern Mutual

Financial Advisor

Addison, TX · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Houston, TX · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Birmingham, AL · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Miami, FL · On-site

$61K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

next page

Showing results 1-20

All JobsFinancial Advisor Representative Jobs

Financial Advisor Representative information

See salary details

$36K

$102.1K

$144K

How much do financial advisor representative jobs pay per year?

As of Jul 12, 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.

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 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.

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.
More about Financial Advisor Representative jobs
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

Financial Advisor

Grenier Financial Services

Springfield, MA • On-site

$90K - $120K/yr

Full-time

Retirement, PTO

Posted 10 days ago

Job description

FINANCIAL ADVISOR - Come Support Clients Through Every Stage of Life and Grow With Our Team

About Us: 
 
We’re a full-service financial planning and investment firm located in the heart of downtown Springfield, MA.  Our business is about more than financial numbers.  It’s about who these numbers represent.  We understand that every person who walks through our door has a unique life story, a set of hopes, and a vision for their journey ahead.  We pride ourselves on listening deeply and understanding those visions, and designing customized financial plans that support wealth building, retirement readiness, investment strategy, educational savings, and estate planning.  Our business is growing, and we’re ready to welcome a Financial Advisor who is passionate about our mission, committed to exceptional client care, and eager to contribute to a collaborative, high performing team.    
 
Job Summary: 
 
We are seeking a full-time Financial Advisor to join our growing team and serve as a cornerstone of our client relationships. In this role, you will guide clients through all facets of financial planning – from discovery and strategy to ongoing support and long-term stewardship.  You will work closely with our firm’s principal and internal team to deliver thoughtful, holistic advice that reflects our values, planning methodology, and investment philosophy.  
 
The ideal candidate is client-centric, analytical, and mature in judgement.  You bring strong interpersonal skills, a problem-solving mindset, and the ability to counsel clients through both opportunities and challenges.  You are a lifelong learner who enjoys continuously becoming better, smarter, and more effective.  You thrive in a collaborative environment and understand how strong relationships build strong businesses.
 
Joining our team is a mutual investment. This role provides opportunities for growth, career development, and increasing responsibility based on performance, initiative, and alignment with our mission.

 QUALIFICATIONS: 
 
  • Professional demeanor with strong client-facing experience
  • Experience in financial planning, wealth management, and advisory services
  • Ability to develop and present financial plans tailored to individual client needs
  • Strong analytical skills with the ability to synthesize complex information
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with financial planning software preferred
  • Ability to maintain confidentiality, integrity, and impeccable attention to detail
  • Self-motivated with the ability to work independently and collaboratively
  • Series 7 license required; State health, life, disability, and variable annuity licenses preferred.
  • CFP® designation helpful
  • Bachelor’s degree in finance, business, economics, or a related field preferred.

KEY RESPONSIBILITIES:
 
Client Engagement

  • Serve as the primary advisor for assigned client relationships 
  • Conduct discovery meetings, scheduled reviews, and ongoing check-ins to identify needs and opportunities 
  • Counsel clients through life’s financial transitions with care, clarity, and professionalism 
  • Coordinate with support team members to ensure a seamless Total Client Experience
Financial Planning & Investment Strategy
 
  • Gather, enter, and analyze client financial data to develop comprehensive financial plans
  • Prepare and present planning recommendations aligned with the firm’s methodology, translating complex concepts into clear, actionable guidance clients can confidently follow.
  • Maintain involvement in client investment strategies, collaborating with the principal to evaluate opportunities and ensure alignment with the firm’s investment philosophy. 
  • Complete final review of all meeting materials and proactively adjust plans based on life changes, market conditions, or regulatory updates to ensure clients remain on track toward their goals.
 Collaboration & Team Leadership

  • Work under the direction of the firm’s principal to ensure consistent messaging and exceptional care
  • Provide training and mentoring to team members in financial planning and business development
  • Support investment research, planning operations, and process improvement initiatives.
 Business Development & Growth 

  • Engage prospective clients through thoughtful outreach, discovery conversations, and timely follow‑up that reflects our firm’s values and commitment to exceptional care.
  • Identify and cultivate referral opportunities by building strong relationships with clients, centers of influence (CPAs, attorneys), and community partners.
  • Collaborate with the principal and team to refine messaging, support client acquisition strategies, and contribute to sustainable firm growth.
  • Represent the firm professionally in the community and at networking opportunities, strengthening visibility and fostering trust with potential clients.
 Compliance and Confidentiality:

  • Uphold confidentiality, accuracy, and adherence to industry regulations
  • Ensure all client records, electronic and physical, are organized, complete, and compliant
 
BENEFITS:
 
  • Competitive salary 
  • 401(k) plan
  • Paid time off and holidays
  • Work from home half-day Fridays in the summer
  • Opportunity for growth and advancement within the company
  • Positive and collaborative work environment

WHAT ELSE CAN YOU TELL ME?  This is a professional, on-site position located in our Springfield, MA business office, adhering to a business professional dress code. The salary range for this position is $90,000 to $120,000, commensurate with experience and professional qualifications. The schedule is Monday through Friday, with core business hours from 9:00 AM to 5:30 PM.
 
To apply: Please include your resume and cover letter along with your best contact information (email and phone) for important follow-up correspondence.  
 
Once our team reviews your application and qualifications, selected candidates will be contacted for a virtual interview and next steps.