ZipRecruiter

Log In

1

Freelance Financial Advisor Jobs (NOW HIRING)

Mosaec

... advising individual clients or households on real-world financial decisions. Areas of Expertise ... RSUs, stock options, ESPPs and freelancer/self-employed finances Ideal Candidates * US-based ...

SHEIN

Production Specialist - Livestream

Los Angeles, CA · On-site

$23 - $33/hr

Draft onboarding paperwork for production crew members, freelancers, and vendors using approved ... to a financial advisor * Vacation, paid holidays, floating holiday and sick days * Employee ...

SHEIN

Production Specialist - Livestream

Los Angeles, CA

$17.75 - $24.25/hr

Draft onboarding paperwork for production crew members, freelancers, and vendors using approved ... to a financial advisor * Vacation, paid holidays, floating holiday and sick days * Employee ...

previous pagenext page

Showing results 21-40

All JobsFreelance JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsFreelance Financial Advisor Jobs

Freelance Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do freelance financial advisor jobs pay per year?

As of Sep 12, 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.

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.

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.

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.
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:

What are popular job titles related to Freelance Financial Advisor jobs?

For Freelance Financial Advisor jobs, the most frequently searched job titles are:

Freelance Financial Advisor jobs near you
Infographic showing various Freelance Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

PT Growth Marketer & AI Coordinator - Springfield, MO

Springfield, MO • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

$36K - $49K/yr

Part-time, Contractor

Re-posted 14 days ago

Job description

Position: PT Growth Marketing and AI Coordinator
Firm: Gregory Financial
Location: Springfield, MO
Overview:
Gregory Financial is searching for a proactive, entrepreneurial professional to join our team as a PT Growth Marketing amp; AI Coordinator. In this role, you’ll build and manage digital marketing campaigns, implement innovative AI solutions, and help launch new client services, including our Wealth.com estate-planning platform.
This role is more than admin, social media, or appointment setting—we want a self-starter who turns ideas into results. If you’re an entrepreneurial marketer or freelancer seeking flexible, impactful work with real growth potential, we’d love to hear from you.
What you’ll do:
  • Plan and manage advertising campaigns on Facebook and Instagram, with opportunities to expand to YouTube and other platforms
  • Develop ad concepts, write copy, create video ideas, design landing pages, and build lead-nurture campaigns
  • Support marketing efforts for retirement planning, insurance, and Wealth.com estate-planning services
  • Track and analyze campaign performance, lead generation costs, appointments, and overall business outcomes
  • Leverage ChatGPT, Claude, automation tools, and AI agents to enhance marketing and business operations
  • Create reusable AI workflows, prompts, systems, and standard operating procedures for the team
  • Assist in coordinating Wealth.com inquiries, scheduling, client onboarding, document follow-up, and attorney meetings
  • Collaborate with staff to ensure timely and professional lead follow-up
  • Manage advertising and communications through the company’s compliance review process
What We’re Looking For:
  • Proven experience designing or overseeing digital marketing campaigns
  • Hands-on familiarity with ChatGPT, Claude, AI automation, or similar tools
  • Self-motivated and comfortable working autonomously
  • Excellent writing, communication, organizational, and follow-through skills
  • Analytical approach, focused on tracking results over effort
  • Experience in financial services or regulated industries is a plus, but not required
  • Demonstrated ability and initiative matter more to us than formal credentials or résumé polish
Growth Path
This role is designed to grow with the firm, with additional opportunities available.
Pay, Perks, amp; Schedule:
  • $1,000 monthly retainer
  • Estimated 15–20 hours per month
  • Flexible hours with regular in-person collaboration in Springfield
  • Gregory Financial covers advertising costs separately
  • Performance bonuses available for reaching marketing goals and completed paid estate-planning engagements (pending compliance approval)
  • Initial 90-day contract, with potential for increased responsibilities and compensation based on results
  • This role offers a chance to help launch new revenue-generating services, not just maintain existing functions.
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

Apply