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Financial Advisor Sales Jobs (NOW HIRING)

Boutique Recruiting

Financial Advisor

Fort Myers, FL · On-site

$65K - $80K/yr

A growing registered investment advisory firm is seeking a confident, sales-driven Financial Advisor to meet with prequalified prospects, present customized financial strategies, and convert ...

Strategic Financial Group

Financial Advisor

Houston, TX · On-site

Unlike many firms, our advisors build and retain ownership of their client relationships from the ... Skills & Experience * 1-4 years of professional experience (sales, finance, real estate, banking ...

Strategic Financial Group

Financial Advisor

Houston, TX · On-site

Unlike many firms, our advisors build and retain ownership of their client relationships from the ... Skills & Experience * 1-4 years of professional experience (sales, finance, real estate, banking ...

LPL Financial

Associate Financial Advisor

Spokane, WA · On-site

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

Boutique Recruiting

Financial Advisor

San Antonio, TX · On-site

Active licenses (Series 65/66 or equivalent) * 3-5 years of experience as a financial advisor within advisory or investment sales for RIA or broker-dealer * Strong knowledge of securities regulations ...

LPL Financial

Associate Financial Advisor

Spokane, WA · Remote

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 ...

JMG Financial Group

Financial Advisor - IL

Downers Grove, IL · On-site

$100K - $150K/yr

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

GoldBook Financial

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 ...

JMG Financial Group

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 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.

Associate Financial Advisor

Cornerstone Advisor Group

Raleigh, NC

$140K/yr

Full-time

Re-posted 17 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$90,000 - $140,000


Responsibilities:
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

Qualifications:
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community


Requirements:

  • Active Life Producer License in your state of residence
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Business mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and the ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.