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Operations Financial Advisor Jobs (NOW HIRING)

Charter-Oak-Financial

Financial Advisor

Holyoke, MA · On-site

$55K - $130K/yr

Built for growth - Access to advanced resources across marketing, operations, training, and ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Strategic People Advisors

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

... mentorship to help scale your operations and build long-term enterprise equity. Key ... Transition financing is available for qualified advisors transitioning an existing book of business.

Strategic People Advisors

Financial Advisor

Edmond, OK · On-site

$100K - $250K/yr

... mentorship to help scale your operations and build long-term enterprise equity. Key ... Transition financing is available for qualified advisors transitioning an existing book of business.

Thompson Financial Group

$120K/yr (+ commission)

Registered Financial Advisor - Location: Hunt Valley, MD, US Seeking a skilled Financial Advisor in ... operational staff, and robust planning infrastructure. This opportunity is ideal for business ...

Charter Oak Financial

Financial Advisor

Hamden, CT · Remote

$55K - $130K/yr

Built for growth - Access to advanced resources across marketing, operations, training, and ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Charter Oak Financial

Financial Advisor

Melville, NY · Remote

$55K - $130K/yr

Built for growth - Access to advanced resources across marketing, operations, training, and ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Charter Oak Financial

Financial Advisor

Latham, NY · Remote

$55K - $130K/yr

Built for growth - Access to advanced resources across marketing, operations, training, and ... Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations ...

Boutique Recruiting

Financial Advisor

Houston, TX · On-site

$65K - $80K/yr

Financial Advisor About: What if your next financial advisor role let you focus on advising and ... Collaborate with internal planning, service, marketing, and operations teams * Maintain accurate ...

Providence Financial and Insurance Services, Inc.

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$150K - $500K/yr (+ commission)

Financial Advisor (Licensed Client Service Advisor) Are you a licensed Financial Advisor who enjoys ... Give you the support of a full team (marketing, operations, leadership) * Provide systems ...

GTE Financial

Financial Advisor

Tampa, FL

As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized ... Operations & Compliance * Ensure compliance with all relevant regulatory standards, including SEC ...

Ritholtz Wealth Management

Financial Advisor

$250K - $800K/yr

About the Financial Advisor position We are seeking an experienced Financial Advisor who will work ... Provide the ultimate client experience and delegate all operational tasks to assigned client ...

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Operations Financial Advisor information

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$36K

$102.1K

$144K

How much do operations financial advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for operations 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 an operations financial advisor?

Operations Financial Advisors are professionals who provide financial guidance and analysis to help organizations improve their operational efficiency and profitability. They evaluate financial data, develop cost-saving strategies, and work closely with operations teams to ensure that financial resources are optimized. Their role often includes budgeting, forecasting, and identifying areas where processes can be streamlined to support business goals. By bridging the gap between finance and operations, they help companies make informed decisions that drive growth and sustainability.

How does an operations financial advisor typically collaborate with other departments to improve financial performance?

An Operations Financial Advisor works closely with teams such as operations, accounting, and senior management to analyze financial data and identify areas for cost optimization. They often participate in cross-functional meetings to align financial goals with operational strategies, provide insights on budget variances, and help develop actionable plans for process improvements. Regular communication and collaboration are key, as the advisor serves as a bridge between financial objectives and operational execution, ensuring all departments work towards shared business targets.

What are the key skills and qualifications needed to thrive as an operations financial advisor, and why are they important?

To excel as an Operations Financial Advisor, you need strong analytical skills, a deep understanding of financial principles, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP or Oracle, and certifications such as CFA or CPA are highly advantageous. Excellent communication, problem-solving abilities, and attention to detail help you effectively guide operational decisions and collaborate with cross-functional teams. These skills are essential for providing accurate financial insights, optimizing operations, and supporting strategic business growth.

What cities are hiring for Operations Financial Advisor jobs?

Cities with the most Operations Financial Advisor job openings:

What states have the most Operations Financial Advisor jobs?

States with the most job openings for Operations Financial Advisor jobs include:

What are popular job titles related to Operations Financial Advisor jobs?

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

Infographic showing various Operations Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Holyoke, MA • On-site

Charter-Oak-Financial
See more jobs at Charter-Oak-Financialexternal

$55K - $130K/yr

Other

Medical, Life, Retirement

Re-posted 9 days ago

Job description

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve.

Our approach is rooted in authentic relationships, customized business support, and a commitment to “redefining possible” for our advisors.

Build What’s Next—On Your Terms

We’re growing our network with advisors who value independence over control and are motivated by challenge, opportunity, and the ability to shape their own path.

Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

What Sets Charter Oak Apart
  • Independence without isolation – Run your practice your way, backed by a strong support system
  • Built for growth – Access to advanced resources across marketing, operations, training, and strategy
  • Flexible path forward – Lead a team, join an established group, or architect your own model
  • Elevated peer environment – Surround yourself with high-performing, growth-minded advisors
  • Long-term focus – Support for sustainable scale, succession, and enterprise-value creation
Requirements
  • Proven experience as a Financial Advisor or Wealth Advisor
  • Active Life and Health
  • Aspirations of becoming securities licensed
  • Established client relationships and business development ability
  • Excellent relationship management and communication skills
  • Commitment to fiduciary standards and client-focused advice

This role is 100% commission based, expected earnings range $55,000-$130,000 annually

Includes health insurance, 401(k), disability, life insurance

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