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Independent Financial Brokers Jobs (NOW HIRING)

Simplicity Group Holdings

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Financial Planning Consultant

Summit, NJ · On-site

$65K - $80K/yr

... the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with ...

Infinite Wise Solutions

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PT/FT Financial Professional (Remote)

Dallas, TX · Remote

$1.0K - $500K/yr (+ commission)

Our Client is the fastest growing financial brokerage are seeking ambitious, self-driven ... Acquire baseline licensing to work as an independent financial professional with a strong and ...

Infinite Wise Solutions

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PT/FT Financial Professional (Remote)

Oceanside, CA · Remote

$1.0K - $500K/yr (+ commission)

Our Client is the fastest growing financial brokerage are seeking ambitious, self-driven ... Acquire baseline licensing to work as an independent financial professional with a strong and ...

ThinkingAhead

Wealth Advisor

Philadelphia, PA · On-site

$200K/yr

Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) * Backed by one of the largest broker-dealers in the USA. * Supportive and collaborative team environment:

ThinkingAhead

Wealth Advisor

Philadelphia, PA · On-site

$200K/yr

Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) * Backed by one of the largest broker-dealers in the USA. * Supportive and collaborative team environment:

Professional Planning Associates

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Financial Services Manager

Philadelphia, PA · On-site

$65K - $75K/yr

In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with ...

Professional Planning Associates

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Financial Services Administrator

Philadelphia, PA · On-site

$50K - $60K/yr

In 2004 we joined LPL Financial, one of the Leading Independent Financial Services in the country. In September 2018, we joined Cetera Advisors LLC. because they are a medium sized Broker-Dealer with ...

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Independent Financial Brokers information

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$71.6K

$115K

How much do independent financial brokers jobs pay per year?

As of Sep 10, 2026, the average yearly pay for independent financial brokers in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Independent Financial Brokers jobs?

For Independent Financial Brokers jobs, the most frequently searched job titles are:

Financial Planner - Symonds Wealth Management

Fort Worth, TX • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$72K - $97K/yr

Full-time

Re-posted 29 days ago

Job description

Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention to detail as they execute on portfolio trading, data gathering, modeling, case design, scenario building, and plan and presentation development.
Summary
The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Essential Duties and Responsibilities
• Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning
• Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data and plans in financial planning software
• Learn the technical aspects of the advisor position and prepare to service clients independently
• Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone
• Clearly articulate complex concepts to customers
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives
• Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Develop Centers of Influences such as community involvement, CPA's and attorneys, etc.
• Other duties as assigned
Knowledge, Skills, and/or Abilities
• Strong understanding of financial services industry and diverse investment products
• Basic computer skills are essential (Outlook, Word, Excel and Power Point)
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control
Education and/or Experience
• Bachelor's degree (finance, accounting or related field preferred)
• The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
• Series 7 and 63 required
• Series 65/66 preferred (or ability to obtain)
• CFP or CIMA preferred
Knowledge, Skills, and/or Abilities

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