Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Quick apply
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily ...
Financial Advisor
Glastonbury, CT · On-site
Retirement
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 ...
Financial Advisor
Glastonbury, CT · On-site
Retirement
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 ...
Financial Advisor
Glastonbury, CT · On-site
Retirement
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 ...
Financial Advisor
Glastonbury, CT · On-site
Retirement
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 ...
Financial Advisor
Springfield, MA · On-site
$90K - $120K/yr
Medical
Life
Retirement
PTO
Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This ...
Quick apply
Financial Advisor
Springfield, MA · On-site
$90K - $120K/yr
Medical
Life
Retirement
PTO
Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This ...
Financial Advisor
Springfield, MA · On-site
$90K - $120K/yr
Medical
Life
Retirement
PTO
Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This ...
Quick apply
Financial Advisor
Springfield, MA · On-site
$90K - $120K/yr
Medical
Life
Retirement
PTO
Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This ...
Financial Advisor
Springfield, MA · On-site
$90K - $120K/yr
Medical
Life
Retirement
PTO
Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This ...
Quick apply
Financial Advisor
Springfield, MA · On-site
$90K - $120K/yr
Medical
Life
Retirement
PTO
Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all aspects of financial planning, investment strategy, and ongoing client service. This ...
Financial Advisor
Holyoke, MA · Remote
$55K - $130K/yr
Medical
Life
Retirement
Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability
Quick apply
Financial Advisor
Holyoke, MA · Remote
$55K - $130K/yr
Medical
Life
Retirement
Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Springfield, MA · On-site
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Springfield, MA · On-site
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Springfield, MA · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Springfield, MA · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Financial Advisor
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$137K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Hartford, CT · On-site
$61K - $250K/yr
Medical
Dental
Vision
Life
Retirement
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor information
See Springfield, MA salary details
$35.9K - $45.7K
3% of jobs
$45.7K - $55.4K
3% of jobs
$55.4K - $65.2K
10% of jobs
$65.2K - $75K
9% of jobs
$75.3K is the 25th percentile. Wages below this are outliers.
$75K - $84.8K
11% of jobs
$84.8K - $94.6K
8% of jobs
The median wage is $100.9K / yr.
$94.6K - $104.4K
11% of jobs
$104.4K - $114.1K
10% of jobs
$114.1K - $123.9K
10% of jobs
$126.4K is the 75th percentile. Wages above this are outliers.
$123.9K - $133.7K
8% of jobs
$133.7K - $143.5K
19% of jobs
$35.9K
$101.8K
$143.5K
How much do financial advisor jobs pay per year?
How do financial advisors typically build and maintain client relationships in their day-to-day work?
What qualifications do you need to be a financial advisor?
What does a financial advisor do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?
Do financial advisors make good money?
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
What is the work for a financial advisor?
Is a financial advisor worth it as a job?

$48K/yr
Full-time
Re-posted 9 days ago
Job description
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.
Requirements
      Minimum 3-5 years of experience in financial advising
      Life, Health and Accident License - State of CT
      FINRA Series 7 and FINRA 66 License
      Well organized with the ability to manage time effectively with multiple priorities
      Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics
      Clean record with SEC and FINRA
Skills
- Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
- Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
- Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
- Coachable and trainable to fit the culture of the company and succeed in a service-orientated business
Benefits
Annual base income $48,000 plus competitive grid payout