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Licensed Financial Advisor Jobs (NOW HIRING)

Principal

Licensed Financial Advisor

Grand Rapids, MI

$100K/yr (+ commission)

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust ...

Principal

Licensed Financial Advisor

Grand Rapids, MI · On-site

$100K/yr

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust ...

Principal

Licensed Financial Advisor

Grand Rapids, MI · On-site

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust ...

FIRST MERCHANTS

Licensed Financial Advisor

Muncie, IN · On-site

First Merchants Bank is seeking a Licensed Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products ...

Principal

Licensed Financial Advisor

Grand Rapids, MI · On-site

$100K/yr

We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust ...

ValuTeachers

Internal Financial Advisor

Ponte Vedra, FL · On-site

$75K - $250K/yr

As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory ...

WizeHire, Inc

Entry-Level Financial Advisor

Birmingham, AL · On-site

$80 - $100/hr

If you're a licensed Financial Advisor who's passionate about building client relationships and delivering comprehensive financial strategies, you'll find a supportive, collaborative environment here ...

ValuTeachers

Internal Financial Advisor

Ponte Vedra, FL · On-site

$75K - $250K/yr

As we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

The position:  The Financial Advisor is a fully licensed financial professional who manages a book of business, develops new client relationships, and provides comprehensive financial advice. This ...

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Licensed Financial Advisor information

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How much do licensed financial advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for licensed 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 licensed financial advisor?

A Licensed Financial Advisor is a professional who has obtained the necessary certifications and licenses to provide financial advice and services to individuals or businesses. Their responsibilities include assessing clients' financial needs, creating customized financial plans, and recommending investment strategies. They may also assist with retirement planning, tax optimization, and risk management. To become licensed, advisors must typically pass specific exams such as the Series 7 or Series 65 and comply with regulatory requirements. Working with a licensed advisor helps ensure you receive informed, ethical, and legally compliant financial guidance.

How does a licensed financial advisor typically collaborate with other professionals to serve clients effectively?

Licensed Financial Advisors often work closely with a team of specialists, including accountants, estate planning attorneys, and insurance agents, to provide comprehensive financial solutions for clients. This collaboration ensures that clients receive advice that takes into account tax implications, legal considerations, and risk management strategies. Regular meetings and coordinated planning sessions are common, allowing for a holistic approach to wealth management. Effective communication and teamwork skills are essential, as advisors must integrate insights from various professionals to create tailored financial plans.

What are the key skills and qualifications needed to thrive as a licensed financial advisor, and why are they important?

To thrive as a Licensed Financial Advisor, you need a strong understanding of financial markets, investment strategies, and financial planning principles, typically supported by a relevant degree and required licenses such as FINRA Series 7 or 66. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential for daily operations. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex information clearly set top advisors apart. These skills are crucial for building client trust, providing effective guidance, and ensuring compliance in a highly regulated industry.

What is the difference between Licensed Financial Advisor vs Certified Financial Planner?

AspectLicensed Financial AdvisorCertified Financial Planner
CredentialsLicensing varies by state; may include Series 7, Series 66, or other licensesCFP certification, requiring education, exam, experience, and ethics
Work EnvironmentFinancial firms, banks, independent advisory practicesFinancial planning firms, independent practices, or as part of larger organizations
Industry UsageCommonly used for general financial advice and investment managementSpecialized in comprehensive financial planning and holistic advice

While both Licensed Financial Advisors and Certified Financial Planners provide financial guidance, the main difference lies in credentials and scope. Licensed Financial Advisors often hold state or industry-specific licenses to sell securities or insurance, whereas CFPs have a recognized certification emphasizing comprehensive financial planning. Choosing between them depends on your specific financial needs and the type of advice you seek.

Is a career as a licensed financial advisor worth it?

A career as a licensed financial advisor can be rewarding with opportunities for high earning potential and client relationship building. Success often depends on obtaining certifications like the Series 7 and 66, strong interpersonal skills, and staying current with financial regulations. However, it can involve long hours, market fluctuations, and the need for ongoing education.
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Cities with the most Licensed Financial Advisor job openings:

What states have the most Licensed Financial Advisor jobs?

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

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

Licensed Financial Advisor jobs near you
Infographic showing various Licensed 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.

Licensed Financial Advisor

Grand Rapids, MI

Principal
See more jobs at Principalexternal

$100K/yr (+ commission)

Full-time

Retirement

Re-posted 14 days ago

Key responsibilities

  • Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency

  • Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement

  • Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market

Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

96th of 315 rated insurance

Job description

Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and employers support their employees while planning for their own financial futures.
We're looking for experienced Financial Advisors who are driven to grow their practice, deepen client relationships, and deliver customized financial guidance. With AI-powered technology, robust business development resources, and a collaborative leadership team, you'll have the tools and support to expand your business while focusing on what matters most—helping clients achieve their goals.
What We Offer
- Access to business-owner and employer-focused opportunities
- Retirement, employee benefits, and wealth management solutions
- AI-powered prospecting and client engagement tools
- Mentorship, coaching, and support from experienced leaders
- Marketing and business development resources
- Flexible practice-building environment
- Competitive compensation and growth opportunities
- The strength and reputation of a Fortune 500 financial services organizationCompensation:

$100,000+ at plan yearly


Responsibilities:
  • Utilize advanced technology, planning resources, and data-driven insights to streamline preparation, enhance client engagement, and improve practice efficiency
  • Identify new business opportunities by leveraging AI-driven prospecting tools, referrals, networking, and community engagement
  • Build a client-focused financial advisory practice serving business owners, professionals, and organizations within the small and mid-sized business market
  • Stay current on industry trends, financial products, retirement solutions, and business planning strategies to provide ongoing value to clients
  • Deliver personalized financial strategies and recommendations that help clients achieve their financial goals and make informed decisions
  • Collaborate with experienced leadership, mentors, and subject matter experts while applying coaching and best practices to accelerate professional growth and practice development
  • Cultivate long-term client partnerships through proactive communication, ongoing financial guidance, and exceptional service

Qualifications:
  • Eagerness to learn from experienced leaders and apply coaching, mentorship, and proven best practices to accelerate professional growth
  • Desire to leverage Principal's brand, technology, and comprehensive solutions to expand market presence and deliver greater value to clients
  • Strong business development, networking, and consultative sales skills
  • Experience developing financial strategies and presenting recommendations to clients
  • Active FINRA Series 7 and Series 66 registrations required
  • Demonstrated success building client relationships and growing a book of business
  • Ability to work independently while leveraging resources and support to accelerate growth
  • 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.

What Principal Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

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