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Financial Services Advisor Jobs (NOW HIRING)

Paul Mitchell

Financial Services Advisor

Reno, NV · On-site

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 ...

RGA

Financial Services Advisor

Parsippany, NJ · On-site

$60K - $70K/yr

We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are ...

Baystate Financial

Financial Services Advisor

Boston, MA

$80K - $100K/yr

Guidance, Insight, Results We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms ...

Paul Mitchell

Financial Aid Services Advisor

Columbus, OH

$19.50 - $25/hr

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 ...

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Financial Services Advisor information

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$36K

$102.1K

$144K

How much do financial services advisor jobs pay per year?

As of Jul 21, 2026, the average yearly pay for financial services 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 the key skills and qualifications needed to thrive as a Financial Services Advisor, and why are they important?

To thrive as a Financial Services Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, typically supported by a degree in finance or a related field and relevant licenses (such as FINRA Series 7 or 66). Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential for managing client accounts effectively. Exceptional interpersonal skills, active listening, and trustworthiness help build long-term client relationships and deliver personalized advice. These skills and qualities are vital for providing compliant, tailored financial guidance that helps clients achieve their financial goals and maintains the advisor's professional reputation.

What are some common challenges faced by Financial Services Advisors when building and maintaining a client base?

Financial Services Advisors often face the challenge of establishing trust with new clients, especially in a competitive market where many options are available. Building a strong client base requires persistence, effective networking, and excellent communication skills to understand clients’ financial goals and recommend appropriate solutions. Additionally, advisors must stay current with changing financial regulations and market trends to provide accurate advice. Maintaining long-term relationships involves regular follow-ups, personalized service, and consistently demonstrating value to clients.

What are Financial Services Advisors?

Financial Services Advisors are professionals who provide clients with advice and guidance on managing their finances, including investments, retirement planning, insurance, taxes, and estate planning. They assess clients' financial needs and goals, recommend suitable products or strategies, and help clients make informed decisions about their money. Financial Services Advisors may work for banks, investment firms, or as independent consultants, and they often stay updated on financial regulations and market trends to better serve their clients.
What states have the most Financial Services Advisor jobs? States with the most job openings for Financial Services Advisor jobs include:
What are popular job titles related to Financial Services Advisor jobs? For Financial Services Advisor jobs, the most frequently searched job titles are:
Financial Services Advisor jobs near you
Financial Services Advisor

Financial Services Advisor

Paul Mitchell

Reno, NV • On-site

Full-time

Medical, Dental, Vision, PTO

Re-posted 14 days ago

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

Apply