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Metlife Financial Advisor Jobs (NOW HIRING)

Great Gray

Advisor Service Associate

Las Vegas, NV · On-site

... clients (financial advisors) to communicate the features and value-add functionality included in ... MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment ...

Great Gray

Advisor Service Associate

Las Vegas, NV

... clients (financial advisors) to communicate the features and value-add functionality included in ... MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment ...

Great Gray

Advisor Service Associate

Las Vegas, NV · On-site

... clients (financial advisors) to communicate the features and value-add functionality included in ... MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment ...

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

Participate in tax strategy discussions with clients and collaborate with their financial advisors ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

Participate in tax strategy discussions with clients and collaborate with their financial advisors ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Tax Manager

Dallas, TX · On-site

$109K - $143K/yr

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Tax Manager

Dallas, TX · On-site

$109K - $143K/yr

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Tax Manager

Cincinnati, OH · On-site

$100K - $150K/yr

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

... advising, and 401(k) management with a direct approach to financial planning. Allworth Financial ... Dental insurance with MetLife * Vision insurance with VSP * Optional supplemental benefits * Heal ...

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All JobsFinance and Insurance JobsMetlife Financial Advisor Jobs

Metlife Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do metlife financial advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for metlife 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 does a Metlife financial advisor do?

A MetLife Financial Advisor helps clients plan and manage their finances by providing guidance on investments, insurance, retirement planning, and other financial products offered by MetLife. They assess individual needs, develop customized financial strategies, and assist clients in achieving their long-term financial goals. Additionally, they stay updated on market trends and regulations to ensure clients receive informed and relevant advice.

What are the key skills and qualifications needed to thrive as a Metlife financial advisor?

To thrive as a Metlife Financial Advisor, you need a solid understanding of financial planning, investment strategies, and insurance products, often supported by a bachelor’s degree and relevant state licenses such as Series 6/7 and life insurance licensure. Familiarity with financial planning software, CRM systems, and compliance platforms is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to build trust set top advisors apart in client-facing roles. These skills and qualifications are essential for delivering sound financial advice, maintaining regulatory compliance, and building lasting client relationships.

What are some common challenges new financial advisors at Metlife face during their first year, and how does the company support their success?

New Financial Advisors at MetLife often face challenges such as building a client base from scratch, mastering a broad portfolio of financial products, and balancing business development with ongoing client service. To support their success, MetLife provides comprehensive training programs, mentorship from experienced advisors, and access to marketing resources to help generate leads. Additionally, advisors benefit from regular performance reviews and workshops that foster professional growth and help overcome early career obstacles.

What is the difference between Metlife Financial Advisor vs Insurance Agent?

AspectMetlife Financial AdvisorInsurance Agent
CertificationsSeries 6/7, Life & Health licensesState-specific insurance licenses
Work EnvironmentFinancial planning, client consultations, investment adviceSelling insurance policies, client meetings
Employer & IndustryMetlife, financial services industryVarious insurance companies, insurance industry

Metlife Financial Advisors focus on comprehensive financial planning, including investments and retirement strategies, requiring licenses like Series 6/7. Insurance Agents primarily sell insurance policies and hold state-specific licenses. While both roles serve clients' financial needs, Advisors provide broader financial advice, whereas Agents concentrate on insurance products.

More about Metlife Financial Advisor jobs

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

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

Metlife Financial Advisor jobs near you
Infographic showing various Metlife 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.

Guided Solutions Financial Advisor

Allworth Financial

Dallas, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.
KEY RESPONSIBILITIES
Client Leadership & Relationship Management
  • Serve as a primary advisor to a high-volume client base, leading discovery conversations, planning discussions, and ongoing relationship management.
  • Demonstrate sound judgment and confidence in guiding clients through complex financial decisions.
  • Bring a forward-thinking, technology-driven mindset to client engagement, using Allworth's tools and platforms to serve a larger client base without sacrificing quality or personalization.

Financial Planning & Advisory Delivery
  • Deliver comprehensive financial planning using Allworth's 7 Personal Decision Points™ framework.
  • Partner with the Wealth Planning Team and Associate Advisors to develop and present thoughtful, customized financial plans.
  • Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to support holistic client outcomes.
  • Conduct regular reviews to ensure plans remain aligned with client goals and fiduciary standards.

Office Leadership & Culture Contribution
  • Maintain a strong in-office presence and serve as a collaborative, engaged member of the team.
  • Lead by example in professionalism, preparation, and client experience.
  • Actively contributes to office culture, collaboration, and shared accountability.
  • Support team initiatives, mentoring, and knowledge sharing as appropriate.

Performance & Technology Standards
  • Use CRM-driven cadence and prioritization tools to determine which clients to engage, and when, based on an engagement scoring model rather than instinct alone.
  • Maintain a high daily activity standard, consistently meeting call, meeting, and outreach expectations required to effectively manage a high-volume book of business.
  • Continuously seek out and adopt new technology, tools, and workflows that improve efficiency, scalability, and the client experience.
  • Participate actively in daily huddles and weekly goal-setting sessions to align on priorities, share best practices, and track progress.
  • Engage with visual management tools, including whiteboards and KPI dashboards, to track individual and team performance against activity and outcome goals.
  • Contribute ideas and feedback that help refine team processes, engagement strategies, and the use of technology across the office.

Communication & Documentation
  • Communicate planning strategies, recommendations, and investment updates clearly and confidently.
  • Maintain accurate documentation and follow-up in Allworth's CRM system.
  • Provide thoughtful feedback to leadership to support continuous improvement.

REQUIREMENTS
  • CFP® or ChFC® designation is a plus but not required.
  • Must have or be willing to obtain Series 65 or 66 (Series 7 and Insurance licenses not required).
  • Minimum one to three years of client-facing wealth management or financial planning experience.
  • Demonstrated ability to operate independently while collaborating effectively within a team.
  • Strong leadership presence with the ability to influence, mentor, and model best practices.
  • High emotional intelligence, professionalism, and discretion.
  • Thrives in an in-office, team-oriented environment.
  • Comfortable managing a high-volume client caseload, with a demonstrated ability to prioritize and stay organized using technology and data.
  • Embraces a data-driven, technology-forward approach to client engagement and daily activity management.
  • Proficiency with financial planning tools and CRM systems (MoneyGuidePro and Salesforce preferred).

BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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