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Freelance Financial Advisor Jobs (NOW HIRING)

Vestwell

Freelance Paid Marketing Analyst

New York, NY

$35 - $45/hr

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual ...

Vestwell

Freelance Paid Marketing Analyst

Austin, TX

$35 - $45/hr

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual ...

The Motley Fool

OR

Lead, coach, and develop internal team members, agencies, and freelancers- providing clear ... Experience marketing investment products to financial advisors, RIAs, and/or retail investors ...

Toloka

Advise customers on best practices in data collection, data quality, evaluation, and model training ... financial efficiency. * Monitor key KPIs (e.g. throughput, quality metrics, Gross Margin ...

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How much do freelance financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for freelance financial 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.

How much do freelance financial advisors make?

Freelance financial advisors typically earn between $50,000 and $150,000 annually, depending on experience, client base, and the scope of services offered. Income can vary widely based on factors such as certifications, reputation, and the number of clients served, with many working independently or through consulting firms.

Can you freelance as a freelance financial advisor?

Yes, a freelance financial advisor can work independently, offering financial planning and investment advice to clients on a contract basis. They typically need relevant certifications such as the CFP and must comply with industry regulations, often working remotely or on a flexible schedule.

What are some common challenges faced by freelance financial advisors?

Freelance Financial Advisors often face the challenges of building and maintaining a steady client base, managing their own business operations, and staying up-to-date with changing financial regulations. Unlike in a traditional firm setting, freelancers must handle marketing, client acquisition, and administrative tasks independently. Developing strong self-discipline and time management strategies is crucial, as the role may involve balancing multiple client portfolios and deadlines. However, overcoming these challenges can lead to greater autonomy, flexible working hours, and the ability to shape your own career growth.

What is a freelance financial advisor?

A Freelance Financial Advisor is a self-employed professional who provides financial guidance to clients on investments, retirement planning, budgeting, and wealth management. Unlike advisors working for firms, freelancers operate independently, setting their own fees and schedules. They may work with individuals or businesses, offering tailored financial strategies. This role requires strong financial knowledge, certifications (such as CFP or CFA), and the ability to build client relationships. Freelance advisors must also handle their own marketing, compliance, and administrative tasks.

What are the key skills and qualifications needed to thrive as a freelance financial advisor?

To thrive as a Freelance Financial Advisor, you need a solid understanding of financial planning, investment strategies, and risk management, often supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required in this role. Excellent interpersonal skills, self-motivation, and strong networking abilities help build and maintain a client base. These competencies are essential for establishing client trust, delivering tailored advice, and running a successful independent practice.

More about Freelance Financial Advisor jobs
What cities are hiring for Freelance Financial Advisor jobs? Cities with the most Freelance Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Freelance Financial Advisor jobs? States with the most job openings for Freelance Financial Advisor jobs include:
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Freelance Financial Advisor jobs near you
Infographic showing various Freelance Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Beauty Advisor (Full Time), Perimeter #760 - Charlotte Tilbury

Charlotte Tilbury

Dunwoody, GA

Full-time

Re-posted 19 days ago

Job description

OVERALL PURPOSE OF THE ROLE: An ambassador for the Charlotte Tilbury brand, the Beauty Advisor will reflect the brand values and customer base. Responsible for achieving optimal financial results by maximizing top line sales potential and ensuring superior service to our customers.

MAIN DUTIES AND RESPONSIBILITIES:

  • Sales
  • Drive financial results in store to meet and exceed plan. Including Key Performance Indicators (KPI's) - examples; Average Unit Sales (AUS) and Items Per Transaction (IPT)
  • Communicate and manage agreed goals.
  • Responsible for being specialist amongst the retail artistry brands, demonstrating entrepreneurial spirit within the parameters of the Company guidelines.
  • Customer Service
  • Manage customer queries, through the use of sound judgement and achieving positive outcomes
  • Build partnership with the Account Executive and Area Trainer to ensure continuous training and development of the team to ensure Charlotte Tilbury standards are achieved in both areas of service and artistry
  • Take every opportunity to extend exceptional customer service beyond the in-store experience.
  • Proactively anticipate staffing needs, including sourcing and selecting talent to deliver business objectives, inclusive of a bench for freelance and permanent staff.
  • Determine individual and team sales targets to meet and exceed plan
  • Analyze business performance and proactively plan strategy within day to day business and events.
  • Consistently promote the Tilbury Touch to the team and customers.
  • Lead by example always to promote the Tilbury Touch and exceptional customer service
  • Create and maintain an atmosphere of open and positive communication, professionalism and creativity always through team meetings and a collaborative management style
  • Ensure that the counter is 'customer ready' from open to close of business
  • Maintain the required inventory levels and accurate stock files
  • Implement visual merchandising, new launch displays and collateral placement as directed by the marketing team
  • Maintain technology on counter
  • Raise operational issues for resolution in a timely manner
  • Store and Retail Partner Relationships
  • Establish and develop a cooperative and mutually respectful relationship with the store retail operations team
  • Schedule team to optimize coverage according to customer flow
  • Maintain excellent counter hygiene standards
  • Maintain the store standards and policies at all times

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