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Financial Services Advisor Jobs (NOW HIRING)

Catalyst Career Group

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Financial Services Advisor

Arlington Heights, IL · On-site

$65K - $125K/yr

Background in financial services, banking, or a successful track record in B2B/B2C sales is preferred. * Skills: Excellent communication, a drive to build a self-owned book of business, and an ...

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 ...

Paul Mitchell Schools

Financial Aid Advisor

Columbia, SC · On-site

$18.75 - $24/hr

The Financial Services Advisor also determines eligibility within the parameters of institutional, state, and federal requirements. The Financial Services Leader is responsible to maintain a thorough ...

Paul Mitchell

Financial Aid Advisor

Columbia, SC

$18.75 - $24/hr

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 ...

Paul Mitchell Schools

Financial Aid Advisor

Columbia, SC · On-site

$18.75 - $24/hr

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 ...

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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 Jun 30, 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
Infographic showing various Financial Services Advisor job openings in the United States as of June 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Temporary. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Licensed Financial Services Advisor

First State Bank & Trust

Basehor, KS

Full-time

Posted 12 days ago

Key responsibilities

  • Works directly with existing and prospective clients to address their financial, investment, insurance, tax, and estate planning needs.

  • Recommends and manages investment solutions including individual stocks, bonds, mutual funds, ETFs, REITs, insurance, and annuity products, ensuring transactions are executed accurately.

  • Collaborates and coordinates with customers' external advisors to help deliver and implement comprehensive wealth management plans.

Job description

Financial Services Advisor

First State Bank & Trust is a community bank with locations in northeast Kansas including Piper, Basehor, Tonganoxie, Lawrence, and Perry. We have an opening for a Financial Services Advisor with our Trust & Financial Services Department. This position will office out of our Investment Building in Basehor and will provide services throughout our market areas. Candidate must have the following: FINRA Series 7 and 66. Or Series 7, 63 and 65 and appropriate State insurance

The Financial Advisor works directly with existing and prospective clients to address their financial, investment, insurance, tax and estate planning needs. Establishes value added relationships with customers by listening and understanding their financial needs and by offering solutions to those needs. The Financial Advisor is responsible for business development and client retention.
•Maintains the necessary skills, knowledge, training and applicable securities licenses required to serve clients in a financial advisory capacity.
•
Recommends and manages investment solutions including individual stocks, bonds, mutual funds, ETF’s, REITs, insurance, and annuity products, ensuring transactions are executed accurately.
•Collaborates and coordinates with customers’ external advisors, including but not limited to, their attorneys, accountants, and insurance providers, to help deliver and implement a comprehensive wealth management plans.
•Advise both personal and commercial clients on retirement and savings plans.
•Cultivates and maintains relationships with referral partners, including attorneys and accountants, as well as engaging in community and business development activities.
•Builds relationships with co-workers for the purpose of cross delivering services to customers.
•Sets clear goals and executes a business plan to meet those goals.
•Keeps informed of industry trends, products and regulations and identifies opportunities for improvement of the solutions offered.
•Delivers responsive, high-quality service and ongoing support to meet client needs.
•Maintains compliance with all applicable bank, broker/dealer, State, and Federal regulations.
•Upholds a positive public image of the Bank to the community.

Base salary plus bonus based on assets under management.

Equal Opportunity Employer


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