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Financial Service Advisor Jobs (NOW HIRING)

Paul Mitchell

Financial Services Advisor

Reno, NV · On-site

He or she must also have an unwavering commitment to providing exceptional customer service ... Provide advising throughout the financial aid process to prospective and current students and their ...

Paul Mitchell The School Reno

Be Seen First

Financial Services Advisor

Reno, NV · On-site

$50K/yr

He or she must also have an unwavering commitment to providing exceptional customer service ... Provide advising throughout the financial aid process to prospective and current students and their ...

Kestra Holdings

Service Advisor

Reston, VA · On-site

COMPANY OVERVIEW Curo Private Wealth, a growing financial planning and investment management firm with offices in Reston, VA, and Rockville, MD, seeks a Service Advisor to support our firm and ...

Paul Mitchell The School Reno

Be Seen First

Financial Services Advisor

Reno, NV · On-site

$50K/yr

He or she must also have an unwavering commitment to providing exceptional customer service ... Provide advising throughout the financial aid process to prospective and current students and their ...

Precision Toyota of Tucson

Service Advisor

Tucson, AZ · On-site

Available financial advisor Service Advisor Responsibilities * Meet with customers and determine their needs for repair and/or service of their vehicle issues * Increase customer satisfaction by ...

RML Automotive

Service Advisor

Olathe, KS · On-site

Service Advisor We are looking for a competent, friendly service advisor to join our automotive ... Ring up customers at the front desk and facilitate financial transactions * Perform customer ...

kestra

Service Advisor

Rockville, MD

$85K - $100K/yr

This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. The Service Advisor role is responsible for delivering ...

Kestra Holdings

Service Advisor

North Bethesda, MD · On-site

$85K - $100K/yr

This role prepares and delivers financial plans, performs investment analysis, develops investment recommendations, and may execute trades. The Service Advisor role is responsible for delivering ...

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Financial Service Advisor information

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$36K

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$144K

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 Services Advisor

Paul Mitchell Schools

Reno, NV • On-site

$50K/yr

Full-time

Medical, Dental, Vision, PTO

Posted 2 days ago

Paul Mitchell Schools rating

6.9

Company rating: 6.9 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

78th of 193 rated education and training

Job description

JOIN OUR TEAM!

PAUL MITCHELL THE SCHOOL RENO IS LOOKING FOR A FINANCIAL SERVICES ADVISOR

JOB SUMMARY AND OBJECTIVE

The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The Advisor is responsible to advise prospective and current students and their families about the financial aid process and provide information on available programs and procedures. He or she is responsible to follow up in support of the completion of financial aid applications. The Financial Services Advisor also determines eligibility within the parameters of institutional, state, and federal requirements.

The Financial Services Advisor is responsible to maintain a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria.

A successful candidate will understand financial aid processing, be able to effectively articulate financial options, and demonstrate a high degree of accuracy to ensure compliance. The Financial Services Advisor must have strong communication and customer service skills.

He or she must also have an unwavering commitment to providing exceptional customer service, following the law, and abiding by diversity, equity, and inclusion policies.

ESSENTIAL FUNCTIONS

  • Provide advising throughout the financial aid process to prospective and current students and their families
  • Complete financial aid processing, including Title IV
  • Keep adequate and timely records
  • Ensure the processing of financial aid records are in accordance with federal and state regulations and
  • Pprepare departmental reports
  • Follow up on all prospective and current students in a timely manner
  • Keep up to date with compliance requirements, including and not limited to federal and state regulations, deadlines, and school policies as they apply to federal, state, and institutional student aid and cash management
  • Attend and actively participate in school functions and professional financial aid training sessions
  • Ensure goal of timely turnaround for all financial aid applications
  • Maintain student confidentiality in accordance with FERPA regulations
  • Responsible for collecting tuition payments which includes invoicing, payment collection and enforcing compliance with payment policy
  • Process refund calculations for withdrawals
  • Any other duties or special projects as assigned

BEHAVIORS AND COMPETENCIES

  • Maintains current knowledge of changes and updates to financial aid rules and regulations, including Title IV
  • Has strong interpersonal skills
  • Ability to interpret and effectively communicate complex financial aid regulations and apply them appropriately in different situations
  • Proficiently uses Microsoft Word, PowerPoint, and Excel
  • Ability to perform simple accounting procedures
  • Ability to communicate effectively, both orally and in writing
  • Possesses record-keeping and maintenance skills
  • Ability to process computer data and can format and generate reports
  • Knowledge of customer service standards and procedures
  • Ability to make administrative/procedural decisions and judgments
  • Ability to complete moderately complex administrative paperwork
  • Is a self-starter and can work independently

GENEROUS BENEFITS:

  • Health, dental, and vision
  • PTO
  • Vacation time
  • Discounted products and services

Two+ years of experience in Financial Aid roles or sufficient transferable experience to demonstrate practical equivalence


Job Posted by ApplicantPro

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