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Financial Advisor Sales Jobs (NOW HIRING)

CFG Wealth Management

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Jr Financial Advisor - SALES

Statesboro, GA · On-site

$65K/yr

We are seeking a motivated and professional Junior Financial Advisor to join our growing team. In this role, you will support lead advisors with client service, financial planning preparation ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

The position:  The Financial Advisor is a fully licensed financial professional who manages a ... Exceptional relationship management and consultative sales skills. * Demonstrate excellent oral ...

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LPL Financial

Financial Advisor

Dallas, TX · Hybrid

$45K - $75K/yr

Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL ... Three or more years of investment sales experience Apply online at: By submitting an application ...

Ameriprise Financial

Financial Advisor

Tampa, FL

... Group Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal ... opportunity employer. We consider all qualified applicants without regard to race, color, religion ...

Ameriprise Financial

Financial Advisor

Tampa, FL · On-site

... Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual ...

BOK Financial

Financial Advisor

Magnolia, TX

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...

BOK Financial

Financial Advisor

Houston, TX · On-site

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...

BOK Financial

Financial Advisor

Houston, TX

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...

BOK Financial

Financial Advisor

Houston, TX · On-site

Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...

BOK Financial

Financial Advisor

Denver, CO

$75K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...

BOK Financial

Financial Advisor

Denver, CO · On-site

$75K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 07/31 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...

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All JobsFinancial Advisor Sales Jobs

Financial Advisor Sales information

See salary details

$32.5K

$82.7K

$115.5K

How much do financial advisor sales jobs pay per year?

As of Jul 1, 2026, the average yearly pay for financial advisor sales in the United States is $82,683.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $91,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Advisor in sales, you need strong financial knowledge, analytical skills, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as FINRA Series 7 and 66. Proficiency with CRM software, financial planning tools, and investment platforms is commonly required. Outstanding interpersonal skills, active listening, and persuasive communication help build trust and effectively guide clients. These capabilities are crucial for understanding clients' needs, providing tailored advice, and achieving sales targets in a competitive environment.

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

AspectFinancial Advisor SalesFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)Series 7, Series 66, CFP (often required)
Primary FocusGenerating sales, client acquisitionProviding financial planning, investment advice
Work EnvironmentSales-focused, commission-basedAdvisory, client-centered
Employer & Industry UsageFinancial firms, brokeragesWealth management firms, banks

Financial Advisor Sales roles primarily focus on selling financial products and acquiring clients, often with a commission-based structure. In contrast, Financial Advisors concentrate on providing comprehensive financial planning and investment advice, typically earning fees or salary. While both roles require similar certifications, their core responsibilities and work environments differ significantly.

What are Financial Advisor Sales?

Financial Advisor Sales professionals are specialists who help clients make informed decisions about their financial future by selling financial products and services, such as investment plans, insurance, and retirement accounts. They combine financial planning expertise with sales skills to identify client needs, recommend suitable products, and build long-term client relationships. Their role often involves prospecting for new clients, explaining financial concepts, and meeting sales targets set by their firms.

What are some common challenges Financial Advisor Sales professionals face when building a client base, and how are they typically addressed?

One of the main challenges for Financial Advisor Sales professionals is establishing trust and credibility with new clients, especially when starting out or entering a new market. Building a client base often requires consistent networking, personalized outreach, and leveraging referrals from satisfied clients. Many advisors overcome these hurdles by developing strong interpersonal skills, staying up-to-date on financial products, and working closely with experienced team members or mentors. Firms often provide training, marketing support, and access to lead generation tools to help advisors succeed in growing their book of business.
More about Financial Advisor Sales jobs
What cities are hiring for Financial Advisor Sales jobs? Cities with the most Financial Advisor Sales job openings:
What states have the most Financial Advisor Sales jobs? States with the most job openings for Financial Advisor Sales jobs include:
What job categories do people searching Financial Advisor Sales jobs look for? The top searched job categories for Financial Advisor Sales jobs are:
Financial Advisor Sales jobs near you
Financial Advisor Sales Assistant

Financial Advisor Sales Assistant

Johnson Financial Group

Kenosha, WI

Full-time

Posted 12 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors.  This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. 

Key Responsibilities:

  • Understanding of and ability to articulate full scope of JFG products and services.
  • Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
  • Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
  • Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through. 
  • Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
  • Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
  • Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
  • Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
  • Manage and enter data through use of Financial Planning operating systems.
  • Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements:

  • HS diploma required, Bachelor’s degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
  • Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire. 
  • Life and health licenses desired.
  • Strong internal and external communication skills, established ability to develop relationships with key business partners.
  • Expert customer service and time management skills required.
  • Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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