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Financial Services Advisor Jobs (NOW HIRING)

Journey Wealth

Client Services Advisor

Ridgeland, MS

About the Role As a Client Service Advisor, you are a cornerstone of the client experience, shaping ... Financial planning software and CRM systems are tools you use with confidence. * You document with ...

Advisor Group

Advisor Support Representative

Atlanta, GA · On-site

$53K - $55K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Advisor Group

Advisor Support Representative

Atlanta, GA · Hybrid

$53K - $55K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr ...

The Well

Financial Service Advisor

Freeland, MI

Client-Facing Financial Services Role Location: Freeland, MI (In-Person) Schedule: Monday-Friday, 8:00am-5:00pm 80k base plus commission About the Role We're hiring a Service Advisor on behalf of our ...

TalentLink Solutions

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Junior Advisor - Financial Services

Bryan, TX · On-site

$65K - $75K/yr

We are a successful and established financial services firm located in Bryan, TX. We have a rich 40 ... In this role, the Junior Advisor will work alongside our Financial Advisors learning from them and ...

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Financial Services Advisor information

See salary details

$36K

$102.1K

$144K

How much do financial services advisor jobs pay per year?

As of Jun 10, 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 65% Full Time, 28% Part Time, 1% Temporary, and 6% 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.

Associate/Support Advisor

Kestra Financial Independent Advisor

Wappingers Falls, NY • On-site

Full-time

Posted 29 days ago

Job description

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week.

Essential Duties and Responsibilities

  • Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes
  • Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data and plans in financial planning software
  • Learn the technical aspects of the advisor position and prepare to service clients independently
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings
  • Clearly articulate complex concepts to clients
  • Proactively communicate with clients and follow up on all contacts assigned
  • Manage and prioritize multiple competing priorities daily in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
  • Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork
  • Other duties as assigned
Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Strong understanding of financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners, and product wholesalers
  • Experience with the following software is preferred
  • Redtail client CRM
  • MoneyGuide Pro/Elite
  • eMoney
  • Morningstar Advisor Workstation
Education and/or Experience
  • Bachelor’s degree in finance, accounting, or related field
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
  • Series 7 and 63 required
  • Series 65/66 preferred: (or ability to obtain)