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Operations Financial Advisor Jobs (NOW HIRING)

GTE Financial

Financial Advisor

Tampa, FL · On-site

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 ...

Mannyfesting Miracles LLC

Financial Advisor

Atlanta, GA · On-site

$100K/yr

Financial Advisor Location: Atlanta Metro Area Job Type: Full-Time Position Overview Are you an ... We take the operational drag off your plate so you can focus on what actually drives your growth ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Partner with the operations team to ensure a seamless client experience. * Support compliance ... financial advising, or a related field. * Active Life, Health, and Variable Insurance licenses.

Boutique Recruiting

Financial Advisor

Fort Myers, FL · On-site

$65K - $80K/yr

Financial Advisor Salary Range: $65,000-$80,000 DOE, plus commission and revenue-sharing potential ... operational support, and a clear path to significant financial growth, apply today! #LI-SB1 #LI-LO1

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Company ... and operations, to execute client strategies seamlessly. * Organize and lead client meetings and ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Partner with the operations team to ensure a seamless client experience. * Support compliance ... financial advising, or a related field. * Active Life, Health, and Variable Insurance licenses.

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company ... and operations, to execute client strategies seamlessly. * Organize and lead client meetings and ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

Partner with the operations team to ensure a seamless client experience. * Support compliance ... financial advising, or a related field. * Active Life, Health, and Variable Insurance licenses.

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Partner with the operations team to ensure a seamless client experience. * Support compliance ... financial advising, or a related field. * Active Life, Health, and Variable Insurance licenses.

Nicolet National Bank

Financial Advisor

Wausau, WI

As a Financial Advisor, you will be responsible for the following: General: * Manages client ... operations team. * Develops asset allocation strategies and works with the investment team or on ...

Nicolet National Bank

Financial Advisor

Iowa City, IA · On-site

As a Financial Advisor, you will be responsible for the following: General: * Manages client ... operations team. * Develops asset allocation strategies and works with the investment team or on ...

Nicolet National Bank

Financial Advisor

Green Bay, WI · On-site

As a Financial Advisor, you will be responsible for the following: General: * Manages client ... operations team. * Develops asset allocation strategies and works with the investment team or on ...

Mannyfesting Miracles LLC

Financial Advisor

Tampa, FL · On-site

$75K - $250K/hr

Are you an ambitious financial advisor in the Tampa, FL area looking to accelerate your career ... We take the operational drag off your plate so you can focus on what actually drives your growth ...

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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

Tampa, FL • On-site

GTE Financial
Finance and Insurance • 201 - 500 employees
Learn more about GTE Financialexternal

Full-time

Re-posted 18 days ago

Job description

Come join our GTE Financial team!
At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team. As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality.
What does GTE look for in a Financial Advisor?
Expertise & Industry Knowledge
  • Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry.
  • Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies.
  • Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies.
  • Develop personalized plans that reflect each member's goals and risk tolerance, ensuring a holistic approach to their financial health.
  • Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member.

Sales & Relationship Building
  • Follow a consultative sales approach to build and manage a strong book of business.
  • Uphold the highest standards of honesty, integrity, and transparency in all client interactions.
  • Foster long-term, meaningful relationships with members, driving loyalty and trust.
  • Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery.
  • Exhibit exceptional communication skills with members and staff, providing clear and compelling presentations.
  • Actively prospect for new business opportunities and consistently generate meaningful revenue.
  • Maintain a balanced product portfolio to meet individual and team goals.

Operations & Compliance
  • Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures.
  • Adhere to broker-dealer practices and FINRA's requirements to maintain accurate records.
  • Stay informed on key federal regulations, including the Bank Secrecy Act, U.S. Patriot Act, Anti-Money Laundering laws, and the Right to Financial Privacy Act.
  • Maintain and be up to date on continuing education requirements for all licenses and registrations
  • Demonstrate problem-solving abilities by analyzing complex data and making informed decisions in line with technical guidelines.
  • Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices.
  • Ensure timely and accurate paperwork and handle administrative tasks efficiently.

Additional Skills & Requirements
  • Bilingual (English/Spanish) is preferred but not required.
  • Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions.
  • Demonstrated commitment to a consultative sales approach while genertaing commissions and building a reliable and recurring revenue stream.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software.

Required Qualifications:
  • Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry.
  • A college degree is preferred, or equivalent relevant professional experience.
  • FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment.
  • Life/Health Insurance license is required or must be obtained within 90 days of employment.
  • LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable.

Position Details:
  • Location: Headquarters in Tampa, FL with branch locations serving the following Counties of Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota.
  • Department Hours: Monday - Friday, 9:00 AM to 6:00 PM
  • Hybrid work schedule with Remote Work Requirements:
    • A quiet and dedicated workspace
    • Reliable internet w/minimum upload and download speeds.
    • Candidates must meet required technical computer skills.
    • Must live within commuting distance of the office.
  • Work arrangement (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.

GTE was named as one of Tampa's Top Workplaces!
Come and join our award- winning team.
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

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