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Overnight Financial Advisor Jobs (NOW HIRING)

... 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 ...

... 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 ...

... 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 ...

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 ...

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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:
Infographic showing various Overnight Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 94% Full Time, 4% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Account Manager (Client Services)

HUMMEL GROUP INC

Wooster, OH • On-site

Other

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.