ZipRecruiter

Log In

1

Freelance Personal Financial Advisor Jobs (NOW HIRING)

HBKS Wealth Advisors

Financial Advisor

Naples, FL · On-site

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies ...

Spartan Placements, LLC

Financial Advisor

Erie, PA

Bachelor's Degree in business or finance. * 4+ years' experience as a personal financial advisor/planner * Industry related professional designations such as CFP preferred * The ideal candidate will ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental ...

Dentist Advisors

Financial Advisor

Holladay, UT · On-site

Empower Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental ...

Weekday AI

Financial Advisor (CFA or CFP)

Experience working as a Financial Advisor, Wealth Advisor, Personal Financial Consultant , or in a ... similar advisory role. * Strong expertise in: * Budgeting and cash flow planning * Emergency fund ...

HBKS Wealth Advisors

Financial Advisor

Naples, FL · On-site

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Orlando, FL · On-site

$50K - $100K/yr

Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily ...

previous pagenext page

Showing results 21-40

All Jobsfreelance JobsFinance and Insurance JobsFinancial Services JobsFinancial Planner JobsFreelance Personal Financial Advisor Jobs

Freelance Personal Financial Advisor information

See salary details

$36K

$102.1K

$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

Financial Advisor

HBKS Wealth Advisors

Naples, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Job description

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies-which includes HBK CPAs & Consultants, Vertilocity, and HBKVG-we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.
QUALIFICATIONS
  • Bachelor's degree in business or finance.
  • 4+ years' experience as a personal financial advisor/planner
  • Industry related professional designations such as CFP preferred
  • The ideal candidate will possess the Series 65 & insurance licenses
  • This individual will be highly motivated with a strong desire to succeed.
  • Excellent organizational, communication, interpersonal, and computer skills required.

RESPONSIBILITIES
  • Developing comprehensive, fee-based personal financial plans for individuals and families.
  • Providing various investment advisory services including proposal development, asset allocation modeling, etc.
  • Some trading and rebalancing of client portfolios.
  • Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
  • Responding to various client service requests throughout the year.
  • Helping the firm grow through acquisition of new clients and retention of existing clients.

BENEFITS WE OFFER:
  • Competitive Compensation
  • Lucrative New Business & Employee Referral Bonuses
  • Anniversary Bonus
  • Open Paid-time-off policy for professional staff
  • We provide a flexible work environment to offer work/life balance.
  • 401(k) plan with company match and profit sharing
  • Medical, dental, and vision insurance
  • Company Paid Life Insurance
  • Affordable Short- & Long-Term Disability Insurance
  • Affordable Accidental and Critical Illness Insurance
  • 10.5 Paid holidays
  • Disability Insurance
  • Tuition Reimbursement
  • Annual Performance Reviews
  • And Much More...

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Please see the Below link for Benefit details:
HBKS Benefits

Apply