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Momentum Financial Advisor information

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$36K

$102.1K

$144K

How much do momentum financial advisor jobs pay per year?

As of Aug 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.

Why do so many Momentum Financial Advisors quit?

Momentum Financial Advisors may leave the role due to high workload, pressure to meet sales targets, or limited career advancement opportunities. The job often requires strong sales skills, client management, and adherence to regulatory standards, which can contribute to job dissatisfaction if expectations are not met or work-life balance is affected.

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 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 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.

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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor/Guidance Consultant (Hybrid)

TEKsystems

Fort Worth, TX • Hybrid

$63K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Hybrid Position in Fort Worth, TX (3 days in-office and 2 days work from home)

Schedule: Monday-Friday; 8AM to 5PM

Description

  • Call center
  • Managed a balanced servicing and business development workload, dedicating approximately 25% of time to handling inbound client service requests from a que and 75% to outbound client engagement campaign, all "house clients"
  • These campaigns primarily focus on insurance products but also include other initiatives, such as reminding clients to take their Required Minimum Distributions (RMDs) or informing them of eligibility for additional insurance benefits they have paid for. The core of their role involves making outbound calls to existing clients regarding contractual obligations.
  • Giving financial consulting and focusing on financial plans
  • Guidance managing day-today finances, building lifetime assets
  • Savings/banking, investments/wealth management, insurance/risk management

Skills

Call Center, Finra series license, Series 7, Series 63, Series 66, Life and Health, Financial Services, Financial analysis, Customer service, Customer service oriented, Investment management

Top Skills Details

Call Center,Finra series license,Series 7,Series 63,Series 66,Life and Health,Financial Services

Additional Skills & Qualifications

Customer Service Experience

Financial Guidance/Consulting Experience

Outbound experience

Finra Licenses

#westpriority26

Job Type & Location

This is a Permanent position based out of Fort Worth, TX.

Pay and Benefits

The pay range for this position is $63000.00 - $65000.00/yr.

15% ESOP, 5-7% bonus o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage

Workplace Type

This is a hybrid position in Fort Worth,TX.

Application Deadline

This position is anticipated to close on Aug 7, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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