1

Flexible Finance Advisor Jobs (NOW HIRING)

Financial Advisor

Fort Myers, FL · On-site

$250 - $1.0K/wk

Flexible schedule to maximize productivity and personal time * Location: Working outside the office ... Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial ...

Financial Advisor

Los Angeles, CA · On-site

$150 - $200/hr

Bachelor's degree in Finance, Economics, Business, or a related field. * Minimum of 1-2 years of ... Flexible spending account * Health insurance * Health savings account * Life insurance

Be Seen First

Financial Advisor

Orange, CA · On-site

$2.0K - $4.0K/mo (+ commission)

Financial Advisor The Fullerton Guardian Firm Overview Our Financial Advisors act as advocates for ... Our "you-first" approach means providing access to objective, flexible products and solutions so ...

Financial Advisor

Scottsdale, AZ · On-site

$50K - $150K/yr

Bachelor's degree in Finance, Economics, Business, or a related field. * Minimum of 1-2 years of ... Flexible spending account * Health insurance * Health savings account * Life insurance

Financial Advisor

La Jolla, CA · On-site

$50K - $150K/yr

Bachelor's degree in Finance, Economics, Business, or a related field. * Minimum of 1-2 years of ... Flexible spending account * Health insurance * Health savings account * Life insurance

Financial Advisor

Scottsdale, AZ · On-site

$150 - $200/hr

Bachelor's degree in Finance, Economics, Business, or a related field. * Minimum of 1-2 years of ... Flexible spending account * Health insurance * Health savings account * Life insurance

Financial Advisor

San Diego, CA · On-site

$150 - $200/hr

Bachelor's degree in Finance, Economics, Business, or a related field. * Minimum of 1-2 years of ... Flexible spending account * Health insurance * Health savings account * Life insurance

Financial Advisor

Los Angeles, CA · On-site

$50K - $150K/yr

Bachelor's degree in Finance, Economics, Business, or a related field. * Minimum of 1-2 years of ... Flexible spending account * Health insurance * Health savings account * Life insurance

Be Seen First

Financial Advisor

Orange, CA · On-site

$2.0K - $4.0K/mo (+ commission)

Financial Advisor The Fullerton Guardian Firm Overview Our Financial Advisors act as advocates for ... Our "you-first" approach means providing access to objective, flexible products and solutions so ...

$100K/yr

Lead Financial Advisor Are you looking to expand your career and be a part of a successful team ... Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more

Financial Advisor

Oregon, WI · On-site

$100 - $125/hr

Requires a 4-year degree; business, finance, economics preferred * Advanced designation required ... Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for ...

NY · On-site

$80 - $100/hr

Flexible path forward - Lead a team, join an established group, or architect your own model ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

$60 - $80/hr

- Entry Level - Financial Advisor - WI, Milwaukee (2636) (PIN_15373) Entry Level - Financial ... Flexible schedule to maximize productivity and personal time Skills & Experience * Education

Financial Advisor

Melville, NY · On-site

$80 - $100/hr

Flexible path forward - Lead a team, join an established group, or architect your own model ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Financial Advisor

Holyoke, MA · Remote

$55K - $130K/yr

Flexible path forward - Lead a team, join an established group, or architect your own model ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Financial Advisor

Holyoke, MA · On-site

$80 - $100/hr

Flexible path forward - Lead a team, join an established group, or architect your own model ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Showing results 21-40

Flexible Finance Advisor information

See salary details

$36K

$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:

Financial Advisor

Equitable Advisors

Fort Myers, FL • On-site

$250 - $1.0K/wk

Other

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago


Key responsibilities

  • Cultivate and expand your network within established markets.

  • Educate clients on financial products and services, demonstrating how solutions can meet their needs.

  • Analyze and organize client data, ensure confidentiality, and prepare and implement appropriate products and services.


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.


  • Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.


  • Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
  • Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.GE-7814452.1(4/25)(Exp.4/29)


What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859