Schedules client meetings on behalf of the Financial Advisor. * May process trades and ... Requires travel as needed, with some overnight business trips. HIPAA Compliance This position may ...
Schedules client meetings on behalf of the Financial Advisor. * May process trades and ... Requires travel as needed, with some overnight business trips. HIPAA Compliance This position may ...
Schedules client meetings on behalf of the Financial Advisor. * May process trades and ... Requires travel as needed, with some overnight business trips. HIPAA Compliance This position may ...
Schedules client meetings on behalf of the Financial Advisor. * May process trades and ... Requires travel as needed, with some overnight business trips. HIPAA Compliance This position may ...
Market Developer
Saint Louis, MO · 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 ...
Market Developer
Saint Louis, MO · 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 ...
Market Developer
Rochester, 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 ...
Market Developer
Rochester, 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 ...
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 ...
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 ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank ... Travel * Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank ... Travel * Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank ... Travel * Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is ...
Key Private Bank Estate Planning Advisor
Elkhart, IN · On-site
$116K - $216K/yr
The Advisor will work closely with legal experts, financial advisors, and the Key Private Bank ... Travel * Occasional travel to include overnight stay. COMPENSATION AND BENEFITS This position is ...
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Fiduciary Wealth Advisor
Washington, DC · On-site
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Fiduciary Wealth Advisor
Washington, DC · On-site
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Implement financial products and services offered through the Wealth Management platform; recommend ... Ability to travel as business needs arise, some travel may require overnight stay * Ability to read ...
Advisory Consulting Manager (Internal Wholesaler) PacWest
Minneapolis, MN · On-site
$87K - $120K/yr
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Advisory Consulting Manager (Internal Wholesaler) PacWest
Minneapolis, MN · On-site
$87K - $120K/yr
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Advisory Consulting Manager (Internal Wholesaler) AAG West
Minneapolis, MN · On-site
$87K - $120K/yr
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Advisory Consulting Manager (Internal Wholesaler) AAG West
Minneapolis, MN · On-site
$87K - $120K/yr
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Overnight travel required up to 25% Preferred Qualifications * Deep understanding of advisory ... Experience as a financial planner, financial advisor, or investment broker * Experience with ...
Finance Manager
Columbus, NE · On-site
$10K - $13K/mo
Coordinate efforts with bond counsel, tax counsel, financial advisor, rating agencies, and ... Up to 25% (With frequent overnight stays, more than 3 per month, typically within state of Nebraska ...
Finance Manager
Columbus, NE · On-site
$10K - $13K/mo
Coordinate efforts with bond counsel, tax counsel, financial advisor, rating agencies, and ... Up to 25% (With frequent overnight stays, more than 3 per month, typically within state of Nebraska ...
Finance Manager
Columbus, NE · Hybrid
$10K - $13K/mo
Coordinate efforts with bond counsel, tax counsel, financial advisor, rating agencies, and ... Up to 25% (With frequent overnight stays, more than 3 per month, typically within state of Nebraska ...
Finance Manager
Columbus, NE · Hybrid
$10K - $13K/mo
Coordinate efforts with bond counsel, tax counsel, financial advisor, rating agencies, and ... Up to 25% (With frequent overnight stays, more than 3 per month, typically within state of Nebraska ...
Recruiting of experienced financial advisors, strongly preferred. * Must have a broad knowledge of ... Some travel required, including overnight stays (up to 15%). Licenses and/or exams necessary for ...
Recruiting of experienced financial advisors, strongly preferred. * Must have a broad knowledge of ... Some travel required, including overnight stays (up to 15%). Licenses and/or exams necessary for ...
Managing Director - Principal Financial Network (Tampa, FL)
Tampa, FL · On-site
$89K - $171K/yr
Recruiting of experienced financial advisors, strongly preferred. * Must have a broad knowledge of ... Some travel required, including overnight stays (up to 15%). Licenses and/or exams necessary for ...
Managing Director - Principal Financial Network (Tampa, FL)
Tampa, FL · On-site
$89K - $171K/yr
Recruiting of experienced financial advisors, strongly preferred. * Must have a broad knowledge of ... Some travel required, including overnight stays (up to 15%). Licenses and/or exams necessary for ...
Office Services Associate
Cypress, TX · On-site
$23.55 - $28.35/hr
... overnight mail; collect and distribute incoming mail • Prepare and deliver Wealth Management ... Cetera is one of the largest independent financial advisor networks in the nation by number of ...
Office Services Associate
Cypress, TX · On-site
$23.55 - $28.35/hr
... overnight mail; collect and distribute incoming mail • Prepare and deliver Wealth Management ... Cetera is one of the largest independent financial advisor networks in the nation by number of ...
Overnight 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 overnight financial advisor jobs pay per year?
What is the difference between Overnight Financial Advisor vs Financial Planner?
| Aspect | Overnight Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Series 7, 66, or 63; CFP optional | CFP, Series 7, 66, or 63 |
| Work Environment | Financial institutions, call centers, or online platforms, often with overnight shifts | Offices, client meetings, or remote, typically during daytime hours |
| Employer & Industry | Banks, investment firms, online brokerages | Independent, 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.

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Posted just now
Job description
GENERAL PURPOSE:
The Account Manager is responsible for the day-to-day servicing of existing clients in tandem with the Financial Advisor. The Account Manager is responsible for developing and maintaining relationships with existing clients.
ESSENTIAL JOB RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Conducts preparatory work for client meetings including generating financial reports and prefilling applications.
- Completes assigned action items following client meetings at the request of the Financial Advisor.
- Executes day-to-day service needs for existing clients.
- Assists in the process of onboarding new clients by establishing new accounts, gathering necessary documentation, and updating client database.
- Executes account transfer and rollover processing at the direction of the Financial Advisor.
- Schedules client meetings on behalf of the Financial Advisor.
- May process trades and distributions at the direction of the Financial Advisor.
- May mentor other Account Managers or Assistant Account Managers.
- May attend client meetings.
- Other job duties as assigned.
REQUIREMENTS:
Knowledge, Skill and Ability
- Fundamental understanding of financial service products and markets.
- Excellent communication skills.
- Ability to recognize problems and recommend solutions if a follow-up item does not appear to be correct or needs further review.
- Working knowledge of computer software packages, including Microsoft Word, Excel, and Outlook.
- Ability to use general office equipment including a computer, calculator, typewriter, fax machine, copier, and telephone.
Education or Experience
- High School Diploma or equivalent.
- One to three years of experience in the Financial Services is preferred.
- Securities Industry Essentials (SIE) must be completed before start date.
- Must have a current driver license and an insurable driving record.
- Must pass the requirements of our broker dealer including fingerprinting and background check.
Working Environment/ Physical Activities
- General Office work environment.
- Requires regular use of arms, hands, and fingers.
- Frequently required to sit for extended periods of time, reach with arm and hands, stand, walk, stoop, talk and hear.
- Required to lift and/or move up to 10 pounds.
- Requires travel as needed, with some overnight business trips.
HIPAA Compliance
This position may have access to Protected Health Information (PHI) and Electronic Protected Health Information (ePHI). Employee will be responsible for following guidelines of the HIPAA Confidentiality Agreement.
Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with this job. The employee is expected to perform those duties listed as well as other related duties directed by management.
About Hummel Group
Sourced by ZipRecruiter
Industry
Insurance services
Company size
51 - 200 Employees
Headquarters location
Berlin, OH, US
Year founded
1957