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Financial Advisor Sales Jobs (NOW HIRING)

BOK Financial

Financial Advisor

Denver, CO

$75K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 06/30 ... 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: 06/30 ... 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 ...

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 ...

LPL Financial Holdings, Inc.

Financial Advisor

Dallas, TX · On-site

$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 ...

Cornerstone Advisor Group

Financial Advisor

Wheeling, WV · On-site +1

$50K - $120K/yr

... sales process from lead generation to closing • Continuously learn and apply new industry ... advisor for crucial financial decisions • Determine cash flow, income, financial status ...

Ameriprise Financial

Financial Advisor

Middleton, MA

$48K - $60K/yr

... 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 ...

Ameriprise Financial

Financial Advisor

Middleton, MA · On-site

$48K - $60K/yr

... 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 ...

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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 ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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 ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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 ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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 ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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 ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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 ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

Ameriprise Financial

Financial Advisor

Bellevue, WA

$53K - $83K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business ...

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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 Jun 9, 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 jobs make $3,000 a month without a degree?

Financial advisor sales roles typically require industry knowledge and strong interpersonal skills; earnings can vary widely but some entry-level positions or commission-based roles may reach $3,000 monthly without a degree. Other jobs that can pay around this amount without a degree include sales positions, certain customer service roles, and skilled trades like plumbing or electrical work, especially with experience and certifications. Success in these roles often depends on performance, experience, and certifications rather than formal education.

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
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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

Financial Advisor

BOK Financial

Denver, CO

$75K - $100K/yr

Full-time

Posted 8 days ago

Job description

Req ID: 77872 

Location: Denver -DEN 

Areas of Interest: Financial Advisor 

Pay Transparency Salary Range: $75,000 - $100,000 

Application Deadline: 06/30/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type
This position typically pays a salary/draw against commission.
Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You’ll be positioned for a great career!

Job Description

The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice.  In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities. 

Team Culture

There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We’ve created a safe space for the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.

Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process – not products – leads to objective advice. 3) Proactive oversight and communication produce results.

Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams. You can maximize your potential with us.

How You'll Spend Your Time
  • You will meet with clients to understand their financial goals and objectives.
  • You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.
  • You’ll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.
  • You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­1-2 years of directly related experience in ­­­­­­­­­­­­­securities sales or 7-8 years of equivalent combination of education and experience.

Working Conditions & Physical Requirements
Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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