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Professional Advisor Jobs (NOW HIRING)

Equitable

Financial Professional Advisor (REMOTE)

$47K/yr

Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure ...

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

Our Financial Professional Advisor role is designed for individuals who are motivated to build a longterm career in financial services. You will gain handson experience, meaningful client exposure ...

New York Life

Financial Professional / Advisor

Allen, TX

$60K - $150K/yr

At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and ...

Kindora

Philanthropic Advisor Relations Officer

Denver, CO · On-site

$65 - $75/hr

Key Responsibilities Professional Advisor Engagement - 40% Develop and maintain relationships with professional advisors to increase charitable business. Recruit and manage the Professional Advisors ...

New

Kindora

$65 - $75/hr

Key Responsibilities Professional Advisor Engagement - 40% Develop and maintain relationships with professional advisors to increase charitable business. Recruit and manage the Professional Advisors ...

New

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Professional Advisor information

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How much do professional advisor jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for professional advisor in the United States is $18.91, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $19.23 per hour, depending on experience, location, and employer.

What is a professional advisor?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

How does a professional advisor typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

What are the key skills and qualifications needed to thrive as a professional advisor, and why are they important?

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

What degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

What cities are hiring for Professional Advisor jobs?

Cities with the most Professional Advisor job openings:

What are the most commonly searched types of Advisor jobs?

The most popular types of Advisor jobs are:

What states have the most Professional Advisor jobs?

States with the most job openings for Professional Advisor jobs include:

Professional Advisor jobs near you

Financial Professional Advisor (REMOTE)

Equitable

Remote

$47K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Job Number: 10102
Job Number: 260000C4
External Description: About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In Your Potential! At Equitable Advisors, you'll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security.
Our Financial Professional Advisor role is designed for individuals who are motivated to build a long-term career in financial services. You will gain hands-on experience, meaningful client exposure, and insight into what it takes to support and grow a successful advisory practice-all while developing the foundation for an entrepreneurially driven career path.
What You'll Be Doing
As a Financial Professional Advisor, you will build trusted relationships with clients by delivering value through meaningful, proactive engagement:
  • Proactively connect with clients via phone, email, and chat to provide timely support and guidance
  • Serve as a single point of contact, coordinating Equitable's full range of resources to address client needs efficiently and effectively
  • Act as a trusted resource to answer questions about existing products, reinforce client confidence, and validate investment decisions
  • Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
  • Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:30 AM-5:30 PM EST). Periodic office visits may be requested based on business needs.
The base salary for this position is $47,500. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
  • A bachelor's degree or equivalent relevant industry experience that demonstrates a strong foundation in client engagement, sales, and financial services
  • Active FINRA Series 7
  • Active FINRA Series 66 - or - Series 63 with the ability to obtain Series 65 within 60 days of employment
  • Active State Life Insurance license
  • 2 years of proven sales experience, with a track record of building relationships, driving results, and delivering value in a client focused environment

Preferred Qualifications
  • Prior customer service experience, with a demonstrated commitment to delivering exceptional client experiences
  • Previous sales, counseling, or entrepreneurial experience, reflecting the ability to advise, influence, and operate with an ownership mindset

Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Community / Marketing Title: Financial Professional Advisor (REMOTE)
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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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