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 ...
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 ...
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 ...
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 ...
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
Quick apply
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
Financial Advisor
Woodbury, NY · On-site
$75K - $250K/yr
As a Financial Advisor, you step into situations where clarity is missing, and the stakes are high ... momentum. You'll be given latitude and authority because hesitation costs more than action.
Quick apply
Financial Advisor
Woodbury, NY · On-site
$75K - $250K/yr
As a Financial Advisor, you step into situations where clarity is missing, and the stakes are high ... momentum. You'll be given latitude and authority because hesitation costs more than action.
Financial Advisor
Woodbury, NY · On-site
$75K - $250K/yr
As a Financial Advisor, you step into situations where clarity is missing, and the stakes are high ... momentum. You'll be given latitude and authority because hesitation costs more than action.
Financial Advisor
Woodbury, NY · On-site
$75K - $250K/yr
As a Financial Advisor, you step into situations where clarity is missing, and the stakes are high ... momentum. You'll be given latitude and authority because hesitation costs more than action.
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
Quick apply
... your own momentum Share best practices and help model what excellent client service and business development look like in practice What Makes You a Great Fit: Experience as a financial advisor ...
Financial Advisor Assistant
Mcallen, TX · On-site
$15 - $20/hr
When it works, the advisor walks in, sees clients back-to-back, delivers advice, and ends the day ... on something with real momentum. As the practice grows, so do the hours, compensation, and ...
Quick apply
Financial Advisor Assistant
Mcallen, TX · On-site
$15 - $20/hr
When it works, the advisor walks in, sees clients back-to-back, delivers advice, and ends the day ... on something with real momentum. As the practice grows, so do the hours, compensation, and ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Financial Advisor/Client Service Representative to support existing clients through a combination ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Financial Advisor/Client Service Representative to support existing clients through a combination ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Financial Advisor - Oklahoma City, OK
Medical
Dental
Vision
Life
Retirement
PTO
... momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside ...
Financial Advisor - Oklahoma City, OK
Medical
Dental
Vision
Life
Retirement
PTO
... momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside ...
Financial Advisor - Oklahoma City, OK
Oklahoma City, OK · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside ...
Financial Advisor - Oklahoma City, OK
Oklahoma City, OK · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... momentum and integration. This role is ideal for a growth-minded, client-focused advisor who thrives on combining thoughtful financial planning with business development, enjoys working alongside ...
Financial Advisor with Sales Background
Frisco, TX · On-site
$95K - $128K/yr
Medical
Dental
Vision
Life
Retirement
Our mission is to build momentum by identifying real potential, restoring ownership, and creating ... Mark Kissinger, Financial Advisor: * Time with New York Life: 8 years of experience serving clients ...
Quick apply
Financial Advisor with Sales Background
Frisco, TX · On-site
$95K - $128K/yr
Medical
Dental
Vision
Life
Retirement
Our mission is to build momentum by identifying real potential, restoring ownership, and creating ... Mark Kissinger, Financial Advisor: * Time with New York Life: 8 years of experience serving clients ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Giving financial consulting and focusing on financial plans Guidance managing day-today finances ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Giving financial consulting and focusing on financial plans Guidance managing day-today finances ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Giving financial consulting and focusing on financial plans * Guidance managing day-today finances ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Giving financial consulting and focusing on financial plans * Guidance managing day-today finances ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Giving financial consulting and focusing on financial plans * Guidance managing day-today finances ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
Quick apply
Financial Advisor
Fort Worth, TX · Hybrid
$63K - $65K/yr
Medical
Dental
Vision
Retirement
PTO
Giving financial consulting and focusing on financial plans * Guidance managing day-today finances ... the momentum of technology. We're building tomorrow by delivering business outcomes and making ...
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.
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.
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.
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.
Functional Systems Analyst (Financial Systems) - Springfield, VA ,Top Secret/SCI
Springfield, VA · On-site
$90K - $121K/yr
Coordinating with the system owner and ASP to advise on and ensure all subsystems are up-to[1]date ... Minimum of 2 years of demonstrated experience with Momentum software lifecycle management ...
Functional Systems Analyst (Financial Systems) - Springfield, VA ,Top Secret/SCI
Springfield, VA · On-site
$90K - $121K/yr
Coordinating with the system owner and ASP to advise on and ensure all subsystems are up-to[1]date ... Minimum of 2 years of demonstrated experience with Momentum software lifecycle management ...
Financial Representative with Business Development Focus
West Hartford, CT · On-site
$86K - $98K/yr
Medical
Dental
Vision
Worked at Fiserv as a Client Service Advisor, partnering with financial institutions to support ... momentum. * Passionate about: Spending time with his wife and their three children. Enjoys family ...
New
Quick apply
Financial Representative with Business Development Focus
West Hartford, CT · On-site
$86K - $98K/yr
Medical
Dental
Vision
Worked at Fiserv as a Client Service Advisor, partnering with financial institutions to support ... momentum. * Passionate about: Spending time with his wife and their three children. Enjoys family ...
New
Momentum Financial Advisor information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do momentum financial advisor jobs pay per year?
As of Aug 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 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?
| Aspect | Momentum Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Series 7, 66, CFP (optional) | CFP, Series 7, 66 |
| Work Environment | Financial firms, banks, independent | Financial advisory firms, independent |
| Primary Focus | Investment management, client portfolios | Comprehensive 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:
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this is more than a traditional advisor opening, it's a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to talk with you.
Key Responsibilities
Required Experience
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this is more than a traditional advisor opening, it's a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to talk with you.
Key Responsibilities
- Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
- Achieve significant growth in assets under management and revenue for a profitable book of business.
- Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
- Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
- Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
- Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
- Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.
Required Experience
- Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business development; relevant work experience may substitute for education.
- Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
- Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
- Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
- Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
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