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Modern Advisor Jobs (NOW HIRING)

High adaptability to modern advisor technology, CRM platforms, digital planning software, and AI productivity tools. What We Offer * Industry-Leading Compensation: Highly competitive payout structure ...

$100K/yr

High adaptability to modern advisor technology, CRM platforms, digital planning software, and AI productivity tools. What We Offer * Industry-Leading Compensation: Highly competitive payout structure ...

As the Selling Advisor , you are a salesperson who provides outstanding customer service, excels in developing long-lasting client relationships and succeeds at increasing sales volume. If you share ...

As the Selling Advisor , you are a salesperson who provides outstanding customer service, excels in developing long-lasting client relationships and succeeds at increasing sales volume. If you share ...

$10 - $19/hr

As the Selling Advisor , you are a salesperson who provides outstanding customer service, excels in developing long-lasting client relationships and succeeds at increasing sales volume. If you share ...

Modern Hyundai/Genesis of Concord has a career opportunity for an Automotive Service Advisor. Come join the team of talented service professionals at Modern Hyundai/Genesis of Concord.

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Modern Advisor information

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How much do modern advisor jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for modern advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is the difference between Modern Advisor vs Financial Planner?

AspectModern AdvisorFinancial Planner
CredentialsCertifications like CFP, CFA, or similarCFP, ChFC, or similar certifications
Work EnvironmentDigital platforms, remote consultations, tech-drivenIn-person meetings, traditional offices
Industry UsageFintech firms, online advisory servicesIndependent practices, banks, financial firms
Search & ComparisonOften compared for modern, tech-based adviceCompared for comprehensive financial planning

Modern Advisors and Financial Planners share similar credentials and industry roles, but Modern Advisors typically leverage technology and digital platforms to deliver financial advice, whereas Financial Planners often work in traditional, in-person settings. The choice depends on client preferences for digital convenience versus personal interaction.

What cities are hiring for Modern Advisor jobs?

Cities with the most Modern Advisor job openings:

What are popular job titles related to Modern Advisor jobs?

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

Financial Advisor

Tampa, FL

$75K - $250K/hr

Full-time

Posted 6 days ago


Job description

Are you an ambitious financial advisor in the Tampa, FL area looking to accelerate your career, spend less time on administrative tasks, and keep a significantly higher percentage of your production?

Our client is redefining the wealth management experience by combining an industry-leading payout structure with cutting-edge technology—including a dedicated AI assistant designed to automate administrative tasks, streamline financial planning, and power client prospecting. We take the operational drag off your plate so you can focus on what actually drives your growth: building deep client relationships and expanding your book of business.

Whether you’re looking for a true growth trajectory, better independence, or tech-driven operational support, this opportunity is built for advisors ready to scale.

Key Responsibilities
  • Client Engagement & Wealth Planning: Conduct comprehensive financial planning, investment management, and retirement analysis tailored to high-net-worth individuals and families.

  • Business Development: Leverage firm-provided lead-gen channels, local networking, and advanced AI-driven prospecting tools to acquire new client relationships and expand your book of business.

  • Portfolio Management: Build and monitor risk-appropriate investment portfolios aligned with client goals and economic conditions.

  • Tech-Enabled Operations: Utilize state-of-the-art tech, including custom AI workflows—for meeting preparations, action-item tracking, CRM updates, and initial plan drafting.

Qualifications & Requirements
  • Experience: 3+ years of experience as a producing Financial Advisor.

  • Book / Production: Minimum of $25 million in AUM or $100,000+ in annual gross production.

  • Licensing & Credentials: Active Series 7 & 66 (or Series 65), state insurance licenses. CFP, ChFC, or related designations.

  • Tech-Forward Mindset: High adaptability to modern advisor technology, CRM platforms, digital planning software, and AI productivity tools.

What We Offer
  • Industry-Leading Compensation: Highly competitive payout structure designed to reward top-tier producers and early-stage growth.

  • Next-Gen AI & Tech: Access to automated AI tools that handle scheduling, compliance notes, plan pre-drafts, and prospecting workflows, returning 10+ hours per week to your schedule.

  • Accelerated Growth Pathways: Clear mentorship and transition support to help you scale your production rapidly.

  • Operational Freedom: Reduced administrative burden backed by robust back-office and compliance support.

  • Independence options for higher-producing advisors

Serious applicants, please send your resume and any questions to: Mnunez@mannyfested.com