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Financial Service Advisor Jobs (NOW HIRING)

LPL Financial

Financial Service Profesional

Fort Mill, SC · Hybrid

$23.18 - $38.63/hr

Problem Solve & Advise Utilize critical thinking to resolve issues in real-time, support financial transactions, and ensure client satisfaction across a variety of servicing scenarios. Research ...

LPL Financial

Financial Service Profesional

Tempe, AZ · Hybrid

$23.18 - $38.63/hr

Problem Solve & Advise Utilize critical thinking to resolve issues in real-time, support financial transactions, and ensure client satisfaction across a variety of servicing scenarios. Research ...

Advisor Talent Solutions

$70K - $80K/yr

EA Buck Financial Services in Kapolei , HI is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our ...

Boutique Recruiting

Financial Advisor

Bellevue, WA · On-site

$75K - $80K/yr

This position requires a strong commitment to client service and the ability to manage a diverse portfolio of clients effectively. Financial Advisors will engage with clients regularly, providing ...

AAA Auto Club Group

Service Advisor

Cary, NC · On-site

$50K - $65K/yr

As a Service Advisor, you will play a key role in delivering outstanding customer service and ... The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings ...

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Financial Service Advisor information

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How much do financial service advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial service 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 are Financial Service Advisors?

Financial Service Advisors are professionals who provide guidance to clients on financial products, services, and strategies to help them achieve their financial goals. They assess clients' current financial situations, recommend suitable investment, insurance, and savings options, and assist with retirement planning, debt management, and more. Financial Service Advisors may work at banks, credit unions, investment firms, or as independent consultants, focusing on building long-term financial security for their clients.

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

AspectFinancial Service AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63 licenses; CFP certification often preferredCFP certification; Series 7 and 66 licenses often required
Work EnvironmentFinancial institutions, banks, or advisory firmsIndependent practice, advisory firms, or financial planning firms
Primary FocusOffering investment products, managing client portfolios, providing financial adviceComprehensive financial planning, including estate, retirement, and tax strategies

While both roles involve providing financial advice, a Financial Service Advisor primarily focuses on investment products and portfolio management within financial institutions. A Financial Planner offers broader, holistic financial planning services, often working independently or in specialized firms. The certifications and work environments overlap, but their client services differ in scope and depth.

What are the key skills and qualifications needed to thrive as a Financial Service Advisor, and why are they important?

To thrive as a Financial Service Advisor, you need strong knowledge of financial products, regulatory compliance, and customer relationship management, usually supported by a degree in finance or a related field. Familiarity with CRM software, financial planning tools, and certifications such as Series 6/7 or CFP are often required. Excellent communication, problem-solving, and interpersonal skills help advisors build trust and provide tailored financial guidance. These abilities are essential for delivering sound financial advice, maintaining client satisfaction, and ensuring adherence to industry standards.

What are some typical challenges a Financial Service Advisor faces when managing client portfolios?

Financial Service Advisors often encounter challenges such as adapting to rapidly changing market conditions, addressing diverse client financial goals, and managing expectations during economic downturns. Balancing regulatory compliance with providing personalized advice can also be complex. Building strong relationships and maintaining clear communication are key to overcoming these challenges and ensuring client satisfaction.
Who are the top companies hiring for Financial Service Advisor jobs? The top employers for Financial Service Advisor jobs are:
What states have the most Financial Service Advisor jobs? States with the most job openings for Financial Service Advisor jobs include:
Financial Service Advisor jobs near you
Financial Service Profesional

Financial Service Profesional

LPL Financial

Fort Mill, SC • Hybrid

$23.18 - $38.63/hr

Full-time

Medical, Retirement, PTO

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

LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

As a Financial Service Professional at LPL Financial, you will provide exceptional service to our advisors and their investors. This role combines client interaction, problem-solving, and collaboration, offering a gateway to a rewarding career in financial services.You'llstart with a comprehensive training program and progress into a dynamic, client-facing role supporting both day-to-day servicing and targeted client outreach initiatives.

Responsibilities

You will be onboarded to a team where you serve as the first point of contact for our Advisors and their Investors, handlinga mixture of25-30 inboundand outboundcontacts daily. You will support a wide range of needs-from simple account inquiries to complex financial transactions-while also contributing to key client remediation initiatives that ensure account accuracy and compliance.

Our Financial Service Professionals spend their days on a dynamic set of activities including:

World-Class Service

Deliver exceptional experiences with every interaction, embodying a strong client-first mindset and building trust with advisors and their investors.

Problem Solve & Advise

Utilize critical thinking to resolve issues in real-time, support financial transactions, and ensure client satisfaction across a variety of servicing scenarios.

Research & Navigate

Conduct detailed research across multiple systems and tools (e.g., databases, client records, and external sources such as LexisNexis) tolocateaccurateclient information and support issue resolution.

Client Outreach & Remediation Support

Support firm-wide remediation efforts by proactively engaging clients to ensure their account information isaccurate, complete, and compliant. Key activities include:

  • Researching and updating client contact information for dormant or unaligned accounts

  • Conducting outbound calls to clients with missing or outdated demographic or financial information

  • Receiving inbound calls from clients responding to outreach or required updates

  • Updating client profiles and completing compliance-related tasks in real time during client interactions

  • Educating clients on key account features, including trusted contacts, paperless statements, e-signature, and Account View

  • Facilitating warm transfers for clients requiring advisor engagement oradditionalsupport

Track &MaintainAccurate Records

Maintainaccurateand up-to-date records by managing assigned worklists, documenting activities, and tracking progress using tools such as Smartsheet, Excel, and internal systems.

Collaborate & Innovate

Work closely with internal teams, advisors, and business partners to ensure efficient issue resolution and contribute ideas that enhance processes, client experience, and operational effectiveness.

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

  • Bachelor's degree or equivalent education and experience

  • Experience in a client-facing, service-oriented role

  • Ability to work scheduled shifts between 8 AM and 8 PM EST, Monday-Friday

  • Fort Mill or Tempe Location with Hybrid work model

Core Competencies

  • High empathy and passion for helping people

  • Strong problem-solving and critical thinking skills

  • Attention to detail and ability to navigate multiple systems

  • Exceptional verbal and written communication skills

  • Initiative-taking attitude witha strong senseof ownership

Preferences

  • Experience or education in financial services

  • Familiarity with customer service software and multi-system navigation

  • SIE certification obtained or in progress


Pay Range:

$23.18-$38.63/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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