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Financial Services Advisor Jobs (NOW HIRING)

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

Euclid Financial Services is New England's go to financial experts. We work with clients in New ... EFS Advisors provide sound professional advice helping clients pursue their financial goals by ...

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

Euclid Financial Services is New England's go to financial experts. We work with clients in New ... EFS Advisors provide sound professional advice helping clients pursue their financial goals by ...

WFG Chicago

Financial Services

Chicago, IL · On-site

... services that match financial needs and goals. Every financial plan has a common purpose- to ... A Financial Consultant/ Financial Advisor works with clients to develop individualized financial ...

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Financial Services Advisor information

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$102.1K

$144K

How much do financial services advisor jobs pay per year?

As of Aug 11, 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?

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 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.
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, 78% Full Time, 16% Part Time, 1% Temporary, 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.

Associate Financial Advisor - Bergenn Financial Group

Kestra Financial Independent Advisor

West Hartford, CT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.

Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.

Essential Duties and Responsibilities

  • Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients 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 (eMoney Advisor)
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
  • 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
  • Clearly articulate complex concepts to customers
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to 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, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities

  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Proficiency in eMoney Advisor financial planning software is strongly preferred
  • Excellent communication skills, both verbal and written
  • 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 influence others

Requirements

Experience

  • The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
  • The ideal candidate must have a minimum of $10mm in assets under management

Certificates, Licenses, Registration

  • Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
  • Life & Health licenses preferred but not required.

Benefits

Paid time off

Retirement Plan with Matching Contribution

Group life and disability are available

Apply