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Financial Advisor Sales Jobs (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

Financial Advisor

Denver, CO · On-site

$80K - $100K/yr

Financial Advisor Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 06/30 ... sales approaches for targeted customers. * You'll maintain an up-to-date familiarity with the ...

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

... sales process from lead generation to closing • Continuously learn and apply new industry ... financial goals, and other factors contributing to wealth management • Serve as a trusted advisor ...

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Sales & Relationship Building * Follow a consultative sales approach to build and manage a strong ...

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Sales & Relationship Building * Follow a consultative sales approach to build and manage a strong ...

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Sales & Relationship Building * Follow a consultative sales approach to build and manage a strong ...

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant. * Execution of ...

Be Seen First

Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and ... Minimum 2+ years of outbound B2B sales experience * Minimum 5+ years of professional non-retail ...

Veteran-friendly

Urgent

Training provided

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Attend sales meetings andassistwith client prospecting and marketing * Attend coaching sessions and ...

Financial Advisor

La Jolla, CA · On-site

$50K - $150K/yr

... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... For career changers, prior successful sales experience a plus. * Confidence in addressing client ...

Financial Advisor

Costa Mesa, CA · On-site

$50K - $150K/yr

... a Financial Advisor? Can you be motivated to pursue and build a career where you directly ... For career changers, prior successful sales experience a plus. * Confidence in addressing client ...

Financial Advisor - WI

Madison, WI · On-site

$100K - $150K/yr

JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin ... This is not a sales position. Your resume and cover letter referring to this posting are required ...

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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 11, 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:
Financial Advisor

Full-time

Posted 17 days ago


Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services


Job description

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all
work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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