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Licensed Financial Advisor Jobs (NOW HIRING)

Providence Financial and Insurance Services, Inc.

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$150K - $500K/yr (+ commission)

Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys working with clients--but is tired of chasing leads and cold prospecting? What if your primary ...

The Piedmont Group

Financial Advisor

Dawsonville, GA · On-site

$50K/yr

Description Licensed Financial Advisor - Build Your Practice with Independence & Support The Piedmont Group Employment Type: Full-Time | Permanent | In-Office Compensation: Performance/commission ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA Full-Time Are you a client-focused ... Fully licensed (Series 7 & Series 66) preferred - the practice will sponsor and support licensing ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... Fully licensed (Series 7 & Series 66) preferred - the practice will sponsor and support licensing ...

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Licensed Financial Advisor information

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$36K

$102.1K

$144K

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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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.

Financial Advisor - Business Development

Louisville, KY • Hybrid

MBC Talent Connections
See more jobs at MBC Talent Connectionsexternal

$75K - $100K/hr

Full-time

Re-posted 8 days ago

Job description

Role: Financial Advisor – Growth & Client Strategy

Work Setup: Hybrid / Remote
Compensation: Up to $100K base + incentives + equity track

The Opportunity

Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients.

What You'll Do
  • Expand and manage a high-net-worth client portfolio
  • Provide advanced financial planning, portfolio reviews, and investment guidance
  • Partner with internal specialists to win and service sophisticated relationships
  • Contribute to growth strategy and market expansion initiatives
  • Position yourself to lead or launch a branch in a growth market
What You Bring
  • 1–3 years as a licensed Financial Advisor
  • Active Series 7 & 66
  • $250K+ trailing 12-month revenue
  • $25MM+ AUM
  • At least 10 HNW client relationships ($1MM+ households)
  • 10+ completed financial plans in the last year
  • Strong communication skills and a business-building mindset
Compensation & Advancement
  • Base salary plus performance-driven upside
  • Equity participation opportunity within 6–12 months
  • Full operational and administrative support
  • Shift to production model in years 1–2
  • Defined 3–5 year growth path with 15–25% annual targets
  • Additional rewards tied to branch leadership and revenue milestones
What Makes This Different
  • Advisor-first structure with shared success
  • Clear path to ownership
  • Team resources for complex cases
  • Freedom to focus on client growth, not back-office tasks