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Financial Advisor Sales Jobs (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA ยท On-site

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

LPL Financial

Financial Advisor

Dallas, TX ยท 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 ยท On-site

... 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 ยท 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

Houston, TX ยท 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

Magnolia, TX ยท 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 ยท 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 ...

BOK Financial

Financial Advisor

Houston, TX ยท 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 ...

Thrivent Financial

Financial Advisor

Sioux City, IA

$165K/yr

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills ...

Thrivent Financial

Financial Advisor

Williston, ND

$165K/yr

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills ...

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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 Aug 12, 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 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 is a 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
Infographic showing various Financial Advisor Sales job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $82,683 per year, or $39.8 per hour.

Financial Advisor - Sales

New York Life - Northern Colorado

Fort Collins, CO โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement

This job post hasย expired 2 days ago.ย Applications are no longer accepted.

Job description

Description
Financial Advisor - Experienced in the Industry - Northern Colorado
We're looking for an ambitious individual who is motivated by financial rewards to join us in their next, and ideally final, stop in the financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments, tax mitigation, and much more. If you have excellent communication skills and an enthusiasm for success, we invite you to apply! Compensation consists of an Expense Allowance along with Commissions.
Benefits & Perks
  • Competitive W-2 compensation (+ Schedule C)
  • Subsidized Medical, Dental, and Vision insurance
  • 401(k) retirement plan & company match
  • Cash Balance Pension Plan
  • Paid training and ongoing development opportunity
  • Control of your calendar
  • And much more!

Responsibilities
โ€ข No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
โ€ข Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
โ€ข Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
โ€ข Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.
Qualifications
โ€ข Must live in the state of Colorado, Wyoming, or Nebraska (5+ years)
โ€ข Experience in financial advising, with a focus on wealth accumulation and risk management strategies.
โ€ข Ability to conduct thorough fact-finding analysis to align client goals with tailored financial strategies.
โ€ข Proven track record of maintaining and growing consumer portfolios through effective client-specific tactics.
โ€ข Strong communication skills to engage with clients and assess their evolving needs and priorities.
โ€ข Familiarity with estate planning, business solutions, investments, and tax mitigation.
โ€ข Ability to work independently while contributing to a collaborative team environment.
โ€ข Commitment to ongoing professional development and staying current with industry trends and best practices.

Apply