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Financial Services Advisor Jobs (NOW HIRING)

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 ...

Baystate Financial

Financial Services Advisor

Newton, MA · On-site

$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 ...

Baystate Financial

Financial Services Advisor

Woburn, 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 ...

Baystate Financial

Financial Services Advisor

Naples, FL · On-site

$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 ...

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How much do financial services advisor jobs pay per year?

As of Sep 1, 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 is a financial services advisor?

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 are the key skills and qualifications needed to thrive as a financial services advisor?

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.

Who are the top companies hiring for Financial Services Advisor jobs?

The top employers for Financial Services Advisor jobs are:

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
Infographic showing various Financial Services Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Services Advisor

Parsippany, NJ • On-site

RGA
See more jobs at RGAexternal

$60K - $70K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 24 days ago

Job description

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 meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships.

Responsibilities

- Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm.

- Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations.

- Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.

- Complete the account opening process for new business obtained

- Move money from accounts per industry and federal regulations

- Perform market research to stay current with financial trends

- Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more.

- Maintain compliance with all rules and regulations in the financial industry

- Identify and pursue new business opportunities through existing client base, networking and referrals

Requirements

- Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.

- Proven experience in financial sales.

- Ability to independently close business.

- Strong understanding of wealth management principles and investment strategies.

- Excellent math skills with the ability to analyze complex financial data.

- Exceptional sales skills with a focus on customer relationship management.

- Ability to communicate complex financial concepts clearly and effectively to clients.

- Strong organizational skills with attention to detail in managing client portfolios.

- Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.