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Financial Services Advisor Jobs (NOW HIRING)

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 Planner- Service Advisor

Canonsburg, PA · On-site

$80K - $90K/yr

We are seeking a motivated and relationship-driven Client Services Advisor to join our team. This ... Provide comprehensive financial planning and investment advice to an established book of ...

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How much do financial services advisor jobs pay per year?

As of Aug 22, 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

Paul Mitchell Schools

Colorado Springs, CO • On-site

$20 - $25/hr

Full-time

Re-posted 19 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

96th of 223 rated education and training

Job description

Paul Mitchell The School Colorado Springs is seeking a qualified Financial Aid Leader to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture creates a uniquely wonderful learning environment that attracts the most qualified staff team members who always put our Future Professionals first. Not only do we offer an education second to none, we also make time for personal and communal growth through opportunities such as FUNraising monthly team trainings, student clubs and activities, fashion shows, photo shoots and much more.Financial Aid Leader RoleThe Financial Aid Leader creates and implements a customer-focused financial aid plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the school, and the Future Professionals. This is a vital position to the school, as this person prepares all paperwork pertaining to grants and loans and counsels and advises Future Professionals and parents on financial aid eligibility and guidelines. He or she conducts regular inspections of the financial files for compliance with all required documentation. Additionally, he or she has knowledge of current regulations pertinent to the release of student information. What We Are Looking ForThe ideal candidate will be able to interpret, apply, and comply with federal, state, and institutional guidelines and regulations related to financial aid. He or she provides support for various operational and problem-solving functions such as working reports and performing basic needs analysis. This person must demonstrate integrity, ethical behavior, and a high level of confidentiality in recognizing and working with confidential information and records concerning the personal finances of Future Professionals. The positon requires the ability to focus on a variety of tasks, and inspect and lead his or her team to do the same. He or she must maintain an organized and effective office and be able to set priorities, manage multiple projects, and meet deadlines in a fast-paced environment.Skills/Competencies Required: Bachelor's degree or equivalent experience preferred Computer and data entry skills required Ability to multitask and coach others Excellent interpersonal, oral, and written communication skills Solid work history with verifiable references Passion for the beauty industry Honesty and professionalism Knowledge in Paul Mitchell Schools' cultural and technical systems is preferredA minimum of 5 years of experience in a similiar role requiredPaul Mitchell The School Colorado Springs is an equal opportunity employer.
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