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Freelance Personal Financial Advisor Jobs (NOW HIRING)

Wellby

Personal Financial Advisor

Webster, TX · On-site

Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other ...

Wellby

Personal Financial Advisor

Webster, TX · On-site

Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other ...

JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required:

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$144K

How much do freelance personal financial advisor jobs pay per year?

As of Aug 20, 2026, the average yearly pay for freelance personal 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 the difference between Freelance Personal Financial Advisor vs Personal Financial Advisor?

AspectFreelance Personal Financial AdvisorPersonal Financial Advisor
CredentialsCertifications like CFP, CFA often required; self-employedSame certifications; employed by firms or banks
Work EnvironmentIndependent, client-based, flexible hoursOffice or branch settings, structured hours
Employer/IndustrySelf-employed or independent practiceFinancial institutions, banks, or advisory firms
Search/Comparison IntentSeeking independent financial advice servicesLooking for employment or firm-based advice roles

Freelance Personal Financial Advisors operate independently, offering personalized services directly to clients, often with flexible hours. In contrast, Personal Financial Advisors typically work for financial institutions or firms, with structured schedules and employer support. Both roles require similar certifications, but their work environments and employment settings differ significantly.

Can you freelance as a financial advisor?

A freelance personal financial advisor can work independently, offering services to clients without being employed by a firm. They typically need relevant certifications such as the CFP and must comply with industry regulations, often working on a flexible schedule. Freelancing allows for greater autonomy but requires self-marketing and client management skills.

How much do freelance personal financial advisors make?

Freelance personal financial advisors typically earn between $50,000 and $150,000 annually, depending on experience, client base, and location. Income can vary widely based on the advisor's certifications, reputation, and the scope of services offered, with some earning more through commissions or retainer fees.

What cities are hiring for Freelance Personal Financial Advisor jobs?

Cities with the most Freelance Personal Financial Advisor job openings:

What are the most commonly searched types of Personal Financial Advisor jobs?

The most popular types of Personal Financial Advisor jobs are:

What states have the most Freelance Personal Financial Advisor jobs?

States with the most job openings for Freelance Personal Financial Advisor jobs include:

Freelance Personal Financial Advisor jobs near you

Personal Financial Advisor

Wellby

Webster, TX • On-site

Full-time

Life, Retirement

Re-posted 23 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Duties/Responsibilities:
  • Experience with high quality service standards in all interactions with members, personal and all departments within the Credit Union
  • Educate members and credit union employees on investment products and services through seminars, branch trainings and other scheduled events.
  • Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary for financial planning.
  • Assesses clients' financial objectives, assets, liabilities, cash flow, insurance coverage, and tax status.
  • Based on analysis of financial data, develops strategies and plans to help clients meet financial goals.
  • Effectively communicate information about the risks, attributes, features and benefits of investment products and services.
  • Monitors plan performance for clients; realigns and redistributes funds to maintain objectives.
  • Develop and execute a systematic approach to verbal and written client communication (min 7 contacts per year).
  • Provide regular feedback to the branch employees, credit union executives and sales manager regarding sales practices and business development initiatives.
  • Drive investment and credit union integration initiatives, e.g. Retail Experience training, seminars, Retail team focus days, etc.
  • Refer and Cross sell Credit Union products and services the member has an immediate need for at this moment in time.
  • Maintains knowledge of new and emerging investment trends and opportunities.
  • Builds additional skills and knowledge in the industry including obtaining additional licenses and certifications as appropriate.
  • Performs other related duties as required.
Required Skills/Abilities:
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and customer service skills.
  • Extensive knowledge of financial markets and investment strategies.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Proficient with Microsoft Office Suite or related software.
Minimum Requirements:
  • Bachelor's degree in Business or related field preferred.
  • Two years of related experience preferred.
  • License to sell at least one financial product (Series 6, Series 7, Series 63 and Series 65, state insurance license, etc.) preferred, but not required.
Preferred Requirements:
  • Professional industry designations are preferred including CFP, ChFC, CLU, etc.
  • Knowledge of a wide array of brokerage/banking products and services.
  • Proficient in fee-based Investment Advisory accounts including wrap accounts, SMA's, professionally managed solutions, mutual funds, ETF's, UIT's and structured investment products.
  • Fixed and Variable Annuities, Life Insurance, and Long-Term Care Insurance
  • Small Business Retirement plans including 401k's, Individual 401K's, SEP's, and SIMPLE IRA's
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

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