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Financial Experience Advisor Jobs (NOW HIRING)

Florida Financial Advisors

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

You don't need prior financial experience to join our team, but you do need energy, great people ... Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial ...

Florida Financial Advisors

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Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr (+ commission)

You don't need prior financial experience to join our team, but you do need energy, great people ... Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial ...

Florida Financial Advisors

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Financial Advisor

Miami, FL · On-site

$50K - $100K/yr (+ commission)

You don't need prior financial experience to join our team, but you do need energy, great people ... Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial ...

Fox CDJR Taylor

Customer Experience Advisor

Taylor, MI

$15 - $16/hr

With a competitive pay range of $15.00 - $16.00 hourly, you can enjoy financial stability while ... Are you excited about this Customer Experience Advisor job? As a Full Time Customer Experience ...

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Financial Experience Advisor information

See salary details

$36K

$102.1K

$144K

How much do financial experience advisor jobs pay per year?

As of Sep 13, 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:

Traveling Financial Experience Advisor- Based in McMurray

Mckeesrocks, PA • On-site

Clearview Federal Credit Union
201 - 500 employees
Learn more about Clearview Federal Credit Unionexternal

$20/hr

Full-time

This job post has expired today. Applications are no longer accepted.

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

RATE OF PAY $20 PER HOUR PLUS MILEAGE   

Make a Difference – For Our Members and Our Communities!
At Clearview, we’re more than a credit union—we’re a community! Join Clearview as a Traveling Financial Experience Advisor and become a trusted partner in guiding our members toward financial success. You'll deliver exceptional service, promote Clearview’s products and services, and support a full range of financial transactions, all while traveling to serve multiple locations and representing Clearview at community events.
 
Why Clearview?
We believe in delivering extraordinary experiences, for both our members and our team. You’ll be part of a supportive culture that values:
  • Empathy & Emotional Intelligence: Listening actively and adapting with care.
  • Diversity, Equity & Inclusion: Welcoming unique perspectives and ensuring every voice is heard.
  • Lifelong Learning: Leveraging training, seminars, and career growth opportunities.
 
What You’ll Do
  • Serve as a trusted advisor for members' financial needs, offering solutions, handling transactions, and building meaningful relationships.
  • Open new accounts, assist with account updates, and support lending opportunities.
  • Cross-sell Clearview’s full range of products using digital tools to match members’ needs.
  • Educate members on self-service options, such as a self-service kiosk or digital banking station, ATM, and automated phone service.
  • Provide accurate rate quotes and product information.
  • Resolve member concerns efficiently and professionally.
  • Support Clearview’s presence at community and charity events.
  • Stay current on financial products, promotions, and policies.
  • Participate in training, team initiatives, and ongoing professional development.
 
What You’ll Bring
  • High school diploma or equivalent
  • At least 6 months of customer-facing or transferable experience
  • Clear and effective communication skills that build strong, trust-based relationships
  • Ability to thrive in a fast-paced, service-driven environment
  • Understanding of financial products and services is preferred
  • Sales and cross-selling experience is highly desirable
  • Flexibility to travel between Financial Centers and work varied hours based on operational needs. 

Working Hours

Monday - Thursday: 9am - 5pm

Friday: 9am - 6pm

Saturday: 9am - 2pm

Schedule is based upon operational needs of the various Financial Centers this position covers.

 
Travel Requirements
This position requires the employee to travel between Financial Center locations during their scheduled workday, often on short notice.
  • A valid driver’s license is required.
  • Employees must have reliable access to a personal vehicle.
  • Public transportation or rideshare services are insufficient for this role due to the time-sensitive and flexible nature of same-day travel.
  • Employees must maintain active auto insurance that meets or exceeds the minimum liability coverage required by the state in which their vehicle is registered. Clearview does not provide insurance coverage for vehicles owned or operated by employees for business use.
  • Mileage is reimbursed in accordance with Clearview’s reimbursement policy.
This position is based in the McMurray Financial Center and will travel to the following Financial Centers as necessary; Kennedy, Robinson, and Canonsburg.

Clearview values diversity in its workforce.  We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.   

What Clearview Federal Credit Union employees say

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