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Self Employed Financial Advisors Jobs (NOW HIRING)

Mosaec

$90 - $130/hr

Equity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed finances Ideal Candidates * US-based professionals with direct experience advising individuals or ...

Savant Wealth Management

C. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner ... You will drive growth through both self-sourced opportunities and firm-provided leads while ...

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

C. In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner ... You will drive growth through both self-sourced opportunities and firm-provided leads while ...

DeliverThat

Self-Employed Catering Driver

Lufkin, TX · On-site

Self-Employed Catering Driver DeliverThat is built for the ones who show up--the early risers, the ... Build a schedule that supports your lifestyle and financial goals. What You'll Need * A reliable ...

Financial Advisors

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Financial Planner- Service Advisor

Canonsburg, PA · On-site

$80K - $90K/yr

Self-motivated, organized, and committed to ethical financial practices Company Description Networth Advisors, LLC is a top company in this area. We provide full financial planning services for a ...

DeliverThat

Self-Employed Catering Driver

Ithaca, NY · On-site

Freedom & Control: Build a schedule that supports your lifestyle and financial goals. What You'll Need * A reliable vehicle and smartphone. * At least two insulated catering bags. * Legal ...

DeliverThat

Self-Employed Catering Driver

Winder, GA · On-site

Freedom & Control: Build a schedule that supports your lifestyle and financial goals. What You'll Need * A reliable vehicle and smartphone. * At least two insulated catering bags. * Legal ...

DeliverThat

Self-Employed Catering Driver

Firestone, CO · On-site

$10 - $70/hr

Freedom & Control: Build a schedule that supports your lifestyle and financial goals. What You'll Need * A reliable vehicle and smartphone. * At least two insulated catering bags. * Legal ...

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Self Employed Financial Advisors information

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$36K

$102.1K

$144K

How much do self employed financial advisors jobs pay per year?

As of Aug 27, 2026, the average yearly pay for self employed financial advisors 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 Self Employed Financial Advisors vs Financial Planners?

AspectSelf Employed Financial AdvisorsFinancial Planners
CredentialsTypically hold certifications like CFP, CFA, or ChFCOften hold CFP, ChFC, or similar certifications
Work EnvironmentOperate independently or own their practiceWork for firms, banks, or as independent consultants
Employer & Industry UsageSelf-employed or small firms, serving individual clientsFinancial services firms, banks, or as independent advisors
Search & Comparison IntentLooking for independent advice, entrepreneurship, or flexible workSeeking comprehensive financial planning services

Self Employed Financial Advisors typically operate independently, often owning their practice, and focus on personalized investment advice. Financial Planners may work for firms or independently, providing broad financial planning services. Both roles often hold similar certifications, but their work environments and client engagement models differ.

Can you be a self-employed financial advisor?

Yes, self-employed financial advisors operate independently, often working as independent contractors or running their own firms. They typically need relevant certifications such as the Series 7 or Series 65, and must comply with industry regulations and licensing requirements. This allows them to offer financial planning and investment advice directly to clients without working for a firm.

Why do so many self employed financial advisors quit?

Self-employed financial advisors often leave the profession due to high competition, fluctuating income, and the challenge of building a client base. The job requires strong sales skills, ongoing certifications, and self-motivation, which can be demanding over time.

What cities are hiring for Self Employed Financial Advisors jobs?

Cities with the most Self Employed Financial Advisors job openings:

What are the most commonly searched types of Financial Advisors jobs?

The most popular types of Financial Advisors jobs are:

What states have the most Self Employed Financial Advisors jobs?

States with the most job openings for Self Employed Financial Advisors jobs include:

Self Employed Financial Advisors jobs near you

Toptal: [Expert Crowd] Personal Finance consultants for AI model

Mosaec

On-site

$90 - $130/hr

Other

Retirement

Posted 8 days ago

Job description

Headquarters:

We are looking for experienced personal finance professionals to support the training and evaluation of AI models. You should have hands-on experience advising individual clients or households on real-world financial decisions.

Areas of Expertise
  • We are seeking talent with experience in one or more of the following:
  • Personal Tax: Individual tax returns (1040), tax planning, capital gains, self-employment and quarterly taxes
  • Investments & Retirement: Portfolio management, asset allocation, 401(k), IRA/Roth, rebalancing and Social Security
  • Financial Planning: Budgeting, cash flow, debt, financial goals and comprehensive household planning
  • Estate Planning: Estate/gift tax, trusts, beneficiary planning and fiduciary accounting (non-attorney roles)
  • Debt & Life Events: Student loans, mortgages, credit cards, home affordability and 529/college planning
  • Equity Compensation & Self-Employed Finances: RSUs, stock options, ESPPs and freelancer/self-employed finances
Ideal Candidates
  • US-based professionals with direct experience advising individuals or households
  • 5+ years of relevant experience preferred
  • Credentials such as CFP, CPA, EA, PFS or CTFA are a plus
  • Comfortable explaining financial concepts and evaluating real-world personal finance scenarios
  • Experience working with everyday/middle-income households is especially valuable
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