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Momentum Financial Advisor Jobs (NOW HIRING)

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to ...

Johnson Financial Group

Financial Advisor

Racine, WI

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to ...

OpenDataJobs

Developer (CGI Momentum)

Washington, DC · On-site

Peregrine Advisors is a firm founded on a simple conviction: the best solutions come from the ... Your first assignment Your first assignment is to help build the financial platform that replaces a ...

New

OpenDataJobs

Developer (CGI Momentum)

Washington, DC · Hybrid

Peregrine Advisors is a firm founded on a simple conviction: the best solutions come from the ... Your first assignment Your first assignment is to help build the financial platform that replaces a ...

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.

OpenDataJobs

Developer (CGI Momentum)

Washington, DC · On-site

Peregrine Advisors is a firm founded on a simple conviction: the best solutions come from the ... Your first assignment Your first assignment is to help build the financial platform that replaces a ...

New

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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 Jul 19, 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 are the key skills and qualifications needed to thrive as a Momentum Financial Advisor, and why are they important?

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.

Is $200,000 enough to work with a financial advisor?

For a Momentum Financial Advisor, having $200,000 in assets or income can be sufficient to start working with a financial advisor, as many firms set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher minimums for comprehensive financial planning or investment management. It is advisable to consult directly with the advisor to understand their minimums and services offered.

What are some typical challenges 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 are Momentum Financial Advisors?

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 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.

Can financial advisors make $500,000 a year?

Financial advisors, including those in roles like Momentum Financial Advisor, can potentially earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, a strong client base, and advanced certifications such as the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Is Momentum a good company to work for?

Momentum Financial Advisor is a role within a financial services firm, and the company's work environment can vary. Factors such as company culture, management, and compensation structure influence employee satisfaction, so researching reviews and speaking with current employees can provide better insight into whether it is a good fit.

What does a financial advisor do at Momentum?

A financial advisor at Momentum provides clients with personalized financial planning, investment advice, and portfolio management. They analyze clients' financial situations, recommend suitable strategies, and often hold certifications such as CFP or Series 7. The role involves building client relationships and staying informed about market trends and financial products.
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 July 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

San Jose, CA • Remote

$90K - $220K/yr

Full-time

Re-posted 12 days ago

Job description

Golden Summit Wealth is growing, and we’re looking for Financial Advisors who are ready to take the next step in their career.

This opportunity is designed for advisors who enjoy building relationships, serving clients, and growing a practice, but want to do it with the right support around them. Whether you’re early in your advising career or looking for a stronger platform to grow, our team is committed to helping you build with confidence.

What You’ll Do

  • Build and grow relationships with clients, prospects, and professional connections
  • Help individuals, families, and business owners identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
  • Continue developing your client base through personal marketing, referrals, and community engagement
  • Partner with leadership, experienced advisors, and internal resources to deliver thoughtful financial solutions
  • Strengthen your knowledge in financial planning, insurance, investments, and practice management

Who We’re Looking For

We’re looking for advisors who have at least 1 year of experience in financial services, insurance, investments, banking, or a related advisory role.

You may be a strong fit if you are:

  • Licensed or working toward additional industry licenses
  • Relationship-driven and client-focused
  • Coachable, motivated, and growth-minded
  • Comfortable building a client base and having meaningful financial conversations
  • Looking for more mentorship, resources, and long-term career growth
  • Ready to build a practice with purpose, support, and momentum

At Golden Summit Wealth, you’ll have access to experienced leadership, training and development, planning resources, marketing and operational support, and a collaborative team invested in your success.

If you’re an advisor looking for a place to grow, sharpen your skills, and build something meaningful, we’d love to connect.

Apply today to learn more about Financial Advisor opportunities with Golden Summit Wealth.

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