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Financial Experience Advisor Jobs (NOW HIRING)

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Financial Experience Advisor information

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$36K

$102.1K

$144K

How much do financial experience advisor jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial experience advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Financial Experience Advisor vs Financial Planner?

AspectFinancial Experience AdvisorFinancial Planner
CredentialsCertifications like CFP, CFA, or similarCertifications like CFP, CFA, or similar
Work EnvironmentFinancial institutions, banks, advisory firmsIndependent practice, advisory firms, or banks
Employer & IndustryFinancial service providers, banks, investment firmsFinancial advisory firms, banks, independent practices

Both roles often require similar certifications and work in financial services environments. However, a Financial Experience Advisor typically focuses on providing clients with tailored financial experiences and product recommendations, while a Financial Planner offers comprehensive financial planning and long-term strategy. The roles overlap in credentials and industry usage, but their primary focus and scope differ slightly.

Can you become a financial experience advisor with no experience?

Becoming a financial experience advisor typically requires some background in finance, customer service, or sales, but entry-level positions may be available for those without prior experience. Employers often provide training and may require relevant certifications or licenses, such as a Series 7 or Series 63, depending on the role and jurisdiction.

What is a financial experience advisor?

A financial experience advisor is a professional who helps clients improve their financial literacy and decision-making by providing guidance on financial products, services, and planning strategies. They often use tools like financial software and require strong communication skills to tailor advice to individual needs.

What cities are hiring for Financial Experience Advisor jobs?

Cities with the most Financial Experience Advisor job openings:

What are popular job titles related to Financial Experience Advisor jobs?

For Financial Experience Advisor jobs, the most frequently searched job titles are:

Financial Experience Advisor- Mckeesport

Mckeesport, PA • On-site

Clearview Federal Credit Union
201 - 500 employees

$20/hr

Full-time

Posted 9 days ago


Clearview Federal Credit Union rating

8.4

Company rating: 8.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

Your Mission
Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference.
What You'll Do
  • Educate members on Clearview's products & services
  • Solve financial needs with smart, tailored solutions
  • Build strong relationships, in person and by phone
  • Assist with accounts, loans, transactions, and digital tools
  • Represent Clearview at community and charity events
What You Bring
  • High school diploma or equivalent
  • 6+ months of customer service or financial experience
  • Great communication & relationship-building skills
  • Knowledge of financial products and lending a plus
  • Quick learner, detail-oriented, open availability
  • Driven by empathy, integrity, and growth
Why Join Us
At Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day.
Starting Pay Rate
$20 per hour
Working Hours:
Scheduled during the following hours of operation:
Monday - Thursday: 9am - 5pm, Friday 9am - 6pm, Saturday: 9am - 2pm
Apply today and start making lives better, one member at a time.
We're proud to be an Equal Opportunity Employer. Diversity fuels our success.
Employment Type: Full-Time

What Clearview Federal Credit Union employees say

Hours and flexibility

Workplace

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