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Overnight Financial Advisor Jobs (NOW HIRING)

Bravera

Financial Advisor

Fargo, ND · On-site

Investment advisors must commit themselves, not only to financial industry standards, but also to ... Will be required to drive a company vehicle with some overnight travel required. Must maintain a ...

Thrivent Financial

Market Developer

Kansas City, KS · On-site

... financial advisors that are assigned. * Satisfactory background check and clean compliance record. * Flexibility to travel within the region (may include overnight), up to 50%, and conduct business ...

Thrivent Financial

Market Developer

Rochester, MN

... financial advisors that are assigned. * Satisfactory background check and clean compliance record. * Flexibility to travel within the region (may include overnight), up to 50%, and conduct business ...

Thrivent Financial

Market Developer

Minneapolis, MN · On-site

... financial advisors that are assigned. * Satisfactory background check and clean compliance record. * Flexibility to travel within the region (may include overnight), up to 50%, and conduct business ...

Thrivent Financial

Market Developer

Saint Louis, MO

... financial advisors that are assigned. * Satisfactory background check and clean compliance record. * Flexibility to travel within the region (may include overnight), up to 50%, and conduct business ...

United Bank

Trust Solutions Advisor

Charleston, WV

CTFA (Certified Trust and Financial Advisor) or Ability to attain Certified Trust and Financial ... Ability to travel as business needs arise, some travel may require overnight stay. Ability to read ...

United Bank

Trust Solutions Advisor

Charleston, WV · On-site

... Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor ... overnight stay. • Ability to read and interpret legal documents. • Excellent oral and written ...

United Bank

Trust Solutions Advisor

Charleston, WV

... Trust and Financial Advisor) or Ability to attain Certified Trust and Financial Advisor ... overnight stay. • Ability to read and interpret legal documents. • Excellent oral and written ...

TERRANA GROUP LLC

Be Seen First

Sales Recruiter | Transition Consultant (Chicago)

Chicago, IL · Remote

$30K - $50K/yr

Financial Advisor Recruiter | Transition Consultant Terrana Group LLC - Wealth Management ... The upside for the right person is substantial -- not overnight, and not by accident, but through ...

TERRANA GROUP LLC

Be Seen First

Sales Recruiter | Transition Consultant (Chicago)

Chicago, IL · Remote

$30K - $50K/yr

Financial Advisor Recruiter | Transition Consultant Terrana Group LLC - Wealth Management ... The upside for the right person is substantial -- not overnight, and not by accident, but through ...

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Overnight Financial Advisor information

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$36K

$102.1K

$144K

How much do overnight financial advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for overnight 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 the difference between Overnight Financial Advisor vs Financial Planner?

AspectOvernight Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, or 63; CFP optionalCFP, Series 7, 66, or 63
Work EnvironmentFinancial institutions, call centers, or online platforms, often with overnight shiftsOffices, client meetings, or remote, typically during daytime hours
Employer & IndustryBanks, investment firms, online brokeragesIndependent, advisory firms, or financial institutions

Overnight Financial Advisors focus on providing financial guidance during overnight hours, often working in call centers or online platforms. Financial Planners typically work during regular business hours, offering comprehensive financial planning services. While both roles require similar certifications, their work environments and hours differ significantly, catering to different client needs and schedules.

More about Overnight Financial Advisor jobs
What cities are hiring for Overnight Financial Advisor jobs? Cities with the most Overnight Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Overnight Financial Advisor jobs? States with the most job openings for Overnight Financial Advisor jobs include:
What job categories do people searching Overnight Financial Advisor jobs look for? The top searched job categories for Overnight Financial Advisor jobs are:
Overnight Financial Advisor jobs near you
Infographic showing various Overnight Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor, Money Coach

Unison Risk Advisors

Columbus, OH • On-site, Remote

Full-time

Posted 13 days ago

Job description

Job Title: Financial Advisor, Money Coach Program
Job Summary
As a Money Coach, you'll serve as a key financial wellness resource for retirement plan participants, offering one-on-one guidance and group education to help them confidently plan for the future. You'll empower individuals to improve retirement readiness while uncovering broader financial needs and collaborating with senior financial advisors to ensure holistic support. This role blends coaching, travel, and referral management to support our mission of improving financial outcomes at scale.
Key Responsibilities
Participant Coaching & Education
  • Conduct one-on-one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics.
  • Provide guidance on plan features (e.g., contribution limits, employer match, Roth vs. Traditional).
  • Help participants understand their retirement income gap and strategies to close it.
  • Help support calls to our participant hotline

Needs Assessment & Opportunity Identification
  • Use discovery conversations and financial wellness assessments to uncover broader financial planning needs (e.g., estate planning, tax strategies, insurance).
  • Complete weekly outreach efforts to terminated participants.
  • Document and escalate qualified leads to senior financial advisors using a structured referral process.
  • Refer at least $50k closed referrals annually
  • Participant in prospective meetings, representing the Money Coach Program
  • Participant in annual client meetings to review Money Coach Program successes

Referral Management
  • Collaborate with senior advisors to ensure smooth handoff and follow-through on referred opportunities.
  • Track referral outcomes and maintain a feedback loop to improve lead quality and conversion.

Content & Resource Development
  • Host webinars, workshops, and office hours to increase engagement and awareness.
  • Collaborate with marketing to create any applicable materials.

Data & Reporting
  • Maintain records of coaching sessions, participant progress, and referral metrics.
  • Analyze trends to inform plan sponsors and internal teams about participant needs and engagement levels.

What You'll Need
  • 2+ years of experience in financial coaching, retirement planning, or related client-facing roles.
  • Understanding retirement plans and basic financial planning principles.
  • Strong interpersonal skills and ability to build trust across diverse audiences.
  • Organized, data-driven, and confident presentation to both individuals and groups.
  • Willingness to travel 50-75%, mostly within Central / Southern Ohio and surrounding regions (15% overnight).
  • Industry certifications a plus (e.g., CFP®, CRPC®, AFC®, or similar).
  • FINRA Series 6 or 7 required and FINRA Series 65 or 66 required.

Who You Are
  • A natural coach and educator who thrives on helping others make confident financial decisions.
  • Passionate about improving retirement outcomes and promoting financial wellness.
  • Self-starter who excels in fast-paced, client-focused environments.
  • Collaborative and curious, with a desire to grow and evolve with the program.
  • Skilled at balancing empathy with action, guiding conversations while driving results.

Success Metrics:
  • Number of coaching sessions completed
  • Participant satisfaction scores via surveys, feedback to Plan Sponsors
  • Volume and quality of referrals to senior advisors
  • Improvement in participant retirement readiness scores
  • Engagement rates in educational programs

Apply