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Independent Financial Advisor Jobs (NOW HIRING)

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... We provide comprehensive, independent financial advice to our clients with one simple transparent ...

Financial Services Firm

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Financial Advisor Assistant

Lynbrook, NY · On-site

$50K - $80K/yr

Because our practice is growing, we are looking for a dedicated Financial Advisor Assistant to join ... independently. * Small Team, Huge Impact: Be an integral part of a small, supportive team where ...

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Independent Financial Advisor information

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How much do independent financial advisor jobs pay per year?

As of Aug 18, 2026, the average yearly pay for independent 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 an independent financial advisor?

Independent Financial Advisors (IFAs) are professionals who provide impartial financial advice to clients. Unlike advisors tied to a single provider or company, IFAs can recommend products from across the entire market, ensuring that their advice is unbiased and tailored to the client's individual needs and circumstances. They help with areas such as investments, pensions, insurance, and retirement planning. To operate, IFAs must be appropriately qualified and authorized by relevant regulatory bodies in their country. Working with an IFA can help clients make informed financial decisions and achieve their long-term financial goals.

What are the key skills and qualifications needed to thrive as an independent financial advisor?

To thrive as an Independent Financial Advisor, you need a strong grasp of financial planning, investment strategies, and regulatory compliance, typically backed by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management tools, and CRM systems is essential for effective client management. Strong interpersonal skills, active listening, and ethical judgment help build trust and long-term client relationships. These skills are crucial for delivering tailored financial solutions, maintaining client confidence, and ensuring regulatory adherence.

What are some common challenges independent financial advisors face when building their client base?

Independent Financial Advisors often encounter challenges related to establishing credibility and trust with potential clients, especially when starting out or transitioning from a larger firm. Building a client base requires effective networking, proactive outreach, and ongoing relationship management. Advisors must also differentiate their services in a competitive market, comply with regulatory requirements, and stay updated on financial products to provide tailored advice. Success in this role depends on persistence, strong communication skills, and a commitment to delivering value to clients.

What is the difference between Independent Financial Advisor vs Financial Planner?

AspectIndependent Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often requiredCFP, ChFC, or similar certifications often required
Work EnvironmentTypically self-employed or with independent firmsEmployed by firms, banks, or as independent consultants
Services OfferedPersonalized investment advice, financial planning, estate planningComprehensive financial planning, including investments, retirement, estate
Client FocusIndividual clients seeking tailored adviceIndividuals and families needing holistic financial plans

While both roles involve providing financial advice, Independent Financial Advisors often operate independently and may offer more personalized, flexible services. Financial Planners typically work within firms or organizations, focusing on comprehensive financial plans. The choice depends on your specific financial needs and preferred working relationship.

Can you work independently as an independent financial advisor?

Yes, independent financial advisors often work independently or as part of a small firm, providing personalized financial planning and investment advice. They typically need relevant certifications such as the Series 7 and Series 66, and may operate with flexible schedules, often managing their own client base and business operations.

Do independent financial advisors make good money?

Independent financial advisors typically earn income through fees and commissions, with earnings varying based on client base, experience, and location. According to industry data, the median annual income ranges from $60,000 to over $100,000, with top earners making significantly more. Success often depends on strong sales skills, certifications like the CFP, and building a loyal client portfolio.

How much does an independent financial advisor earn?

An independent financial advisor's earnings typically range from $50,000 to $150,000 annually, depending on experience, client base, and location. Successful advisors often earn commissions, fees, or a combination of both, and certifications like the CFP can influence earning potential.
More about Independent Financial Advisor jobs

What cities are hiring for Independent Financial Advisor jobs?

Cities with the most Independent Financial Advisor job openings:

What states have the most Independent Financial Advisor jobs?

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

What job categories do people searching Independent Financial Advisor jobs look for?

The top searched job categories for Independent Financial Advisor jobs are:

Independent Financial Advisor jobs near you
Infographic showing various Independent Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Client Service Representative/Paraplanner Park Place Financial

Kestra Financial Independent Advisor

Bellaire, TX • On-site

$50K - $75K/yr

Other

Medical, Dental, Retirement

Re-posted 7 days ago

Job description

We are an independent financial planning firm in Bellaire, Texas.  The successful candidate will be a highly motivated self-starter who is interested in making a difference in the lives of clients. We seek an individual willing to take initiative and seize opportunities to grow with the business.  We seek an individual who can work full time in the office. 

We work primarily with people who are retired or who are retiring soon.  Our practice is largely focused upon helping clients pay less tax and not outlive their money.

Position Duties and Responsibilities:

·       Maintain ongoing relationships with existing clients

·       Process new account paperwork.

·       Process distributions, Roth conversions, and other transactions.  

·       Respond to client inquiries.

·       Scheduling meetings with clients.

·       Assist clients with website access, password resets, etc.

·       Prepare for and follow up on client meetings.

·       Responsible for meeting compliance requirements.

·       Assist with administrative and marketing duties.

·       Potential to become a financial advisor.

 Qualifications:

 *      Bachelor’s Degree preferred

 *      Active 7, 63 and 65, or Series 7 and 66 preferred

*       Texas Insurance License ideal

*       3 years or more experience in financial services

*       Excellent written and oral communication skills

*       Ability to prioritize tasks and meet deadlines

*       Strong client service orientation

*       Outgoing, friendly personality a plus

*       Familiarity with NFS, Redtail, and Emoney a plus

Must be able to pass a background check including fingerprinting.

Compensation:

*       $50,000 - $75,000 depending upon skill and experience

*       Employer pays 100% of employee health and dental

*       401(k) with match

*       Profit Sharing Plan

* Discretionary Quarterly Bonus

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