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Senior Financial Advisor

San Jose, CA · On-site

$140K - $200K/yr

Senior Financial Advisor San Jose, CA * Salary: $140,000 - $200,000 per year * Hybrid - Meets once a week on Mondays We are looking for a Senior Financial Advisor (7+ years of experience) to serve as ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$50K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$50K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody "The Proxy Way" by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

Proxy Financial

Senior Financial Advisor

Addison, TX · Remote

$50K - $200K/mo

Senior Advisors at Proxy Financial are expected to embody The Proxy Way by combining technical expertise, leadership, and a deeply personalized client experience. * Senior Advisors serve as both ...

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Senior Financial Advisor information

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$69.5K

$133.2K

$210K

How much do senior financial advisor jobs pay per year?

As of May 31, 2026, the average yearly pay for senior financial advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Senior Financial Advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a Senior Financial Advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What does a Senior Financial Advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

More about Senior Financial Advisor jobs
What cities are hiring for Senior Financial Advisor jobs? Cities with the most Senior Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
Who are the top companies hiring for Senior Financial Advisor jobs? The top employers for Senior Financial Advisor jobs are:
What states have the most Senior Financial Advisor jobs? States with the most job openings for Senior Financial Advisor jobs include:
Senior Financial Advisor jobs near you

Senior Financial Advisor

Avior Executive Search

Manhattan, NY

$200K/yr

Full-time

Posted 24 days ago

Job description

Full Time Senior Financial Advisor

Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.


Responsibilities:


  • Must have an established portfolio of 100M AUM and above
  • Provide financial planning advice and guidance
  • Manage client portfolios
  • Execute trades and transactions
  • Stay up-to-date on market trends and regulations

Qualifications:


  • Bachelor's degree in finance or a related field
  • Series 7, 63 or 66 license
  • 5+ years of experience as a financial advisor
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team

If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com. I look forward to hearing from you!