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Senior Financial Advisor Jobs (NOW HIRING)

ECG Resources

Senior Financial Advisor

Morristown, NJ · On-site

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry, particularly in private banking.

M&T Bank

Senior Financial Advisor

Cos Cob, CT · On-site

Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a ...

ECG Resources

Senior Financial Advisor

Morristown, NJ · On-site

UHNW Wealth Management Firm in Northern New Jersey seeks a highly experienced Senior Financial Advisor with a minimum of 10 years in the financial services industry, particularly in private banking.

HawaiiUSA Federal Credit Union

Senior Financial Advisor

Aiea, HI · On-site

$48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Financial Advisor is responsible for building and maintaining strong relationships with providing professional investment advice and direction to Credit Union membership and staff. They ...

M&T Bank

Senior Financial Advisor

Wyomissing, PA · On-site

Senior Financial Advisor (Wyomissing Market) **Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA** Lead, grow, and deepen an established book of business with M&T ...

M&T Bank

Senior Financial Advisor

Wyomissing, PA · On-site

Senior Financial Advisor (Wyomissing Market) **Territory Locations- Lebanon, Womelsdorf, South Heidelberg, Shillington, Wyomissing PA** Lead, grow, and deepen an established book of business with M&T ...

MassMutual - NJ/NYC

Senior Financial Advisor

Warren, NJ · On-site

$75K - $300K/yr

  • Retirement

About the Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base ...

MassMutual - NJ/NYC

Senior Financial Advisor

Warren, NJ · On-site

$75K - $300K/yr

  • Retirement

About the Role This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base ...

Modera Wealth Management

Senior Financial Advisor

Allentown, PA · On-site

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Sr. Financial Advisor position is a role that requires leadership of some client relationships and the support of colleagues who are leading other client relationships * When supporting ...

Modera Wealth Management

Senior Financial Advisor

Allentown, PA · Hybrid

$150K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Sr. Financial Advisor position is a role that requires leadership of some client relationships and the support of colleagues who are leading other client relationships * When supporting ...

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In partnership with a Senior Financial Advisor, this motivated and client-focused individual will work to help increase client outreach, development, and revenue. Participating in both administrative ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In partnership with a Senior Financial Advisor, this motivated and client-focused individual will work to help increase client outreach, development, and revenue. Participating in both administrative ...

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In partnership with a Senior Financial Advisor, this motivated and client-focused individual will work to help increase client outreach, development, and revenue. Participating in both administrative ...

Northern Trust

Associate Financial Advisor

San Francisco, CA · On-site

$85K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In partnership with a Senior Financial Advisor, this motivated and client-focused individual will work to help increase client outreach, development, and revenue. Participating in both administrative ...

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Senior Financial Advisor information

See salary details

$69.5K

$133.2K

$210K

How much do senior financial advisor jobs pay per year?

As of Aug 17, 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.

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 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.

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
Infographic showing various Senior Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Senior Financial Advisor

AFIN Family Wealth Management

Munster, IN • On-site

Full-time

Medical, Dental, Retirement

Re-posted 5 days ago

Job description

Senior Financial Advisor
AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Job Summary
As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills.
Required Experience and Education:

  • 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Life and Health Insurance license
  • Series 7 and 66 (or 63 and 65)

Required Knowledge, Skills, & Abilities:
  • Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite.
  • Excellent customer service, communications, and organizational skills
  • The ability to work on multiple projects simultaneously
  • Work independently as well as collaboratively within a team environment.
  • Positive attitude, high energy, and professional demeanor
  • Ability to exercise good judgment by recognizing urgency and setting priorities
  • Must pass criminal and credit background checks
  • Ability to quickly understand new concepts and learn new technology and systems
  • In-depth knowledge of financial markets, investment products, and wealth management strategies.
  • Demonstrated ability and commitment to goal-based planning and advice
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Job Duties and Responsibilities
  • Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation.
  • Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management.
  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Prepare financial plans, check their accuracy and implement financial plans
  • Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions
  • Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise.
  • Executes trades, as required
  • Stay up-to date with new industry trends and research market
  • Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities
Benefits
  • Health and dental insurance
  • 401k and 401k matching
  • Work-life balance
  • Ownership of book of business


Disclaimer
AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Schedule: Full-time
Travel: Local
Securities offered through Cetera Investment Services LLC, member FINRA/SIPC.  Advisor Services offered through Cetera Investment Advisers LLC.  Cetera entities are under separate ownership from any other named entity.
1220 Kensington Rd, Ste 220
Oakbrook, IL 60523

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