ZipRecruiter

Log In

1

Momentum Financial Advisor Jobs (NOW HIRING)

Robert Half

Financial Advisor

Parsippany, NJ · On-site

$75K - $85K/yr

... momentum on deliverables. * Use planning tools and related software to input financial data ... Act as the lead advisor for less complex relationships, delivering thoughtful guidance and ...

Synergy Wealth Solutions

Contribute to a high-performance, team-first culture while maintaining your own momentum * Share ... Experience as a financial advisor, wealth advisor, planner, or producer in financial services

New

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

C. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner ... momentum. Our goal is to help you transition thoughtfully and begin operating at scale from day one.

next page

Showing results 1-20

All JobsMomentum Financial Advisor Jobs

Momentum Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do momentum financial advisor jobs pay per year?

As of Sep 11, 2026, the average yearly pay for momentum 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 Momentum Financial Advisor?

Momentum Financial Advisors are professionals employed by Momentum, a financial services company, who provide clients with advice on managing their finances, investments, insurance, retirement planning, and wealth creation. They help individuals and businesses achieve their financial goals by assessing their needs and recommending suitable financial products or strategies. Momentum Financial Advisors are trained to stay current with financial regulations and market trends, ensuring clients receive informed and compliant guidance. Their services typically include financial planning, risk assessment, and ongoing support to adapt plans as circumstances change.

What skills and qualifications are needed to thrive as a Momentum Financial Advisor?

To thrive as a Momentum Financial Advisor, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by relevant financial qualifications such as a CFP or similar certifications. Familiarity with financial analysis software, CRM systems, and risk assessment tools is commonly required. Exceptional interpersonal skills, ethical judgment, and the ability to communicate complex concepts clearly help advisors build trust and long-term relationships with clients. These skills and qualities are vital to providing sound financial advice, meeting client goals, and ensuring regulatory adherence in a competitive financial services environment.

What challenges do Momentum Financial Advisors face when helping clients achieve their financial goals?

Momentum Financial Advisors often encounter challenges such as navigating changing market conditions, adapting financial strategies to clients' evolving life circumstances, and effectively communicating complex financial concepts in an understandable way. Building trust with new clients and maintaining strong, ongoing relationships requires excellent interpersonal and problem-solving skills. Advisors must stay current with regulatory changes and industry trends, ensuring their recommendations remain compliant and relevant to each client's unique situation.

What is the difference between Momentum Financial Advisor vs Financial Planner?

AspectMomentum Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, CFP (optional)CFP, Series 7, 66
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment management, client portfoliosComprehensive financial planning, estate, retirement

Momentum Financial Advisors typically focus on investment management and portfolio strategies, often working within financial firms. Financial Planners provide broader financial planning services, including estate and retirement planning. Both roles may hold similar certifications like Series 7, 66, and CFP, but their scope and daily tasks differ, with advisors emphasizing investments and planners offering holistic financial advice.

Why do so many Momentum Financial Advisors quit?

Momentum Financial Advisors may leave the role due to high workload, pressure to meet sales targets, and the need for strong client management skills. The job often involves long hours, performance-based compensation, and ongoing certifications, which can contribute to turnover if expectations are not met or work-life balance is affected.
More about Momentum Financial Advisor jobs

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

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

Momentum Financial Advisor jobs near you
Infographic showing various Momentum 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

Parsippany, NJ • On-site

Robert Half
Recruiting and Staffing Services • 10K+ employees
Learn more about Robert Halfexternal

$75K - $85K/yr

Full-time

Posted 13 days ago

Job description

We are looking for a client-centered Financial Advisor to join a wealth management team in Parsippany, New Jersey. In this role, you will help individuals and families make informed financial decisions by contributing to personalized planning, investment guidance, and responsive ongoing service. This position offers the opportunity to partner with senior advisors while also managing select client relationships independently.
Responsibilities:
• Contribute to client appointments by helping guide discussions, documenting next steps, and ensuring timely follow-up on agreed actions.
• Support the creation of tailored financial plans by gathering relevant information, organizing recommendations, and assisting senior team members with plan development.
• Evaluate each client’s financial priorities, concerns, and long-term objectives to help shape practical wealth strategies.
• Work alongside outside professionals such as accountants and attorneys to align financial recommendations with broader client needs.
• Oversee pre-meeting and post-meeting communication, keeping clients informed and maintaining momentum on deliverables.
• Use planning tools and related software to input financial data, prepare analyses, and produce client-ready reports.
• Act as the lead advisor for less complex relationships, delivering thoughtful guidance and dependable service.
• Develop investment proposals by reviewing asset allocation options and preparing supporting portfolio guidance documents.
• Provide additional coverage for client questions related to advisory matters and investment decisions when other advisors are unavailable.
• Assist with written client outreach, including market commentary, educational updates, and other timely communications.• CFP designation is required.
• Active Series 7 license is required.
• Series 66, Series 65, and/or Series 63 licensing is strongly preferred.
• Bachelor’s degree in finance, accounting, economics, business, or a closely related discipline.
• Prior experience in wealth management, financial planning, investment advisory, or a similar financial services setting.
• Solid knowledge of planning principles, portfolio construction, and long-term wealth preservation strategies.
• Understanding of regulatory expectations, compliance standards, and detail-oriented practices within the advisory industry.
• Strong communication, analytical, organizational, and relationship-building skills with a high standard of confidentiality.
Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

View All Robert Half Jobs