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Flexible Finance Advisor Jobs (NOW HIRING)

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA * 401(k) Plan ... Bachelor's degree in Finance, Business, or related field. * Active Series 65 license, Series 66 ...

Boutique Recruiting

Financial Advisor

San Antonio, TX · On-site

Three weeks of flexible vacation, with no time tracking * Standard holidays following NYSE * Opportunities for equity participation If you are a Financial Advisor looking to take the next step in ...

perdoceo

Finance Advisor I - CTU Online (Remote)

Financial Aid Advisor Apply your active listening and problem-solving skills to carve a path for ... CTU provides flexible online classes, accessible through the University's Virtual Campus or the ...

Equitable Advisors

... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Flexible schedule to maximize productivity and personal time Skills & Experience * Education:

Equitable Advisors

Financial Advisor

Fort Collins, CO · On-site

$250 - $1.0K/wk

... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Flexible schedule to maximize productivity and personal time Skills & Experience * Education:

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Flexible Finance Advisor information

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$102.1K

$144K

How much do flexible finance advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for flexible finance 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 flexible finance advisor?

A Flexible Finance Advisor is a financial professional who provides personalized financial guidance and solutions tailored to fit clients' unique and changing needs. Unlike traditional finance advisors who may focus on standard investment or planning strategies, flexible finance advisors adapt their services to accommodate fluctuations in income, career changes, or evolving financial goals. Their approach often includes creating adaptable financial plans, offering advice on budgeting, investments, insurance, and retirement, and helping clients navigate financial uncertainties. This role is especially valuable for individuals with variable incomes, such as freelancers or gig workers, who require customized financial strategies.

What are the key skills and qualifications needed to thrive as a flexible finance advisor?

To excel as a Flexible Finance Advisor, a solid understanding of financial planning, investment strategies, and regulatory compliance is essential, often supported by a degree in finance or related fields. Familiarity with financial planning software, CRM systems, and certifications such as CFP or CFA is typically advantageous. Strong interpersonal skills, adaptability, and clear communication help advisors build trust and effectively address diverse client needs. These competencies are vital for providing tailored financial advice, ensuring compliance, and fostering long-term client relationships in a dynamic environment.

How does a flexible finance advisor typically structure their workweek to balance multiple client needs and changing schedules?

Flexible Finance Advisors often manage a dynamic workload, balancing client meetings, financial planning sessions, and market research. They may structure their week by prioritizing urgent client requests while allocating time for proactive portfolio reviews and ongoing education. Flexibility is key, as advisors must adapt to clients' changing schedules and financial needs, often working outside traditional hours or using virtual meeting tools. Strong organizational skills and effective communication are essential to maintaining high service levels and meeting diverse client expectations.

What is the difference between Flexible Finance Advisor vs Financial Planner?

AspectFlexible Finance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentFinancial advisory firms, banks, or independentIndependent or firm-based financial planning
Industry UsageUsed across banking, investment, and advisory sectorsPrimarily in wealth management and personal finance

Flexible Finance Advisors and Financial Planners often share certifications and work environments, but Flexible Finance Advisors typically offer adaptable financial solutions across various sectors, while Financial Planners focus on comprehensive personal financial planning. Both roles serve clients seeking tailored financial advice, but their scope and client engagement may differ.

Why do so many flexible finance advisors quit?

Flexible finance advisors often leave the profession due to high workload, inconsistent income, and limited job security. The role requires strong communication skills and adaptability, but job satisfaction can decline if expectations for client acquisition and regulatory compliance are challenging to meet consistently.

What cities are hiring for Flexible Finance Advisor jobs?

Cities with the most Flexible Finance Advisor job openings:

What are the most commonly searched types of Finance Advisor jobs?

The most popular types of Finance Advisor jobs are:

What states have the most Flexible Finance Advisor jobs?

States with the most job openings for Flexible Finance Advisor jobs include:

Flexible Finance Advisor jobs near you

Financial Advisor

Merit Financial Advisors

Albany, GA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Key responsibilities

  • Manage a personal book of business with full client relationship ownership.

  • Provide holistic financial planning, investment management, and risk analysis.

  • Develop new business through networking, referrals, and marketing initiatives.

Job description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This role is responsible for deepening client relationships through personalized planning and investment strategies. Lead Advisors are expected to meet production goals, participate in business development activities, and serve as the primary advisor to their assigned clients.

Responsibilities:

  • Manage a personal book of business with full client relationship ownership.
  • Provide holistic financial planning, investment management, and risk analysis.
  • Develop new business through networking, referrals, and marketing initiatives.
  • Conduct client meetings to deliver tailored financial recommendations.
  • Collaborate with internal teams to ensure seamless client service delivery.
  • Achieve production and revenue targets as established by firm leadership.
  • Stay informed on industry developments, compliance requirements, and market conditions.
  • Mentor junior advisors and team members.

*Please note the role will vary, grow and change and is not limited to the items above.

Salary + Benefits:

  • Competitive, based on experience
  • Medical Insurance  
  • Dental/Vision Insurance   
  • Life & Personal Accident Insurance 
  • Short-term Disability Insurance   
  • Long-term Disability Insurance  
  • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA  
  • 401(k) Plan with company matching
  • Paid Time Off (PTO) and paid holidays 

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.







Requirements:

Requirements:

  • Bachelor’s degree in Finance, Business, or related field.
  • Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required.
  • Proven track record in financial advising and business development.
  • Exceptional relationship management and consultative sales skills.
  • Demonstrate excellent oral, written, and interpersonal communication skills
  • Possess a willingness to learn firm technologies