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Senior Financial Advisor Jobs (NOW HIRING)

Citadel

Senior Financial Advisor

West Chester, PA · On-site

As a Senior Financial Advisor, you won't just manage portfolios-you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This ...

ECG Resources

Financial Advisor-IL

Schaumburg, IL

As a Financial Advisor (FA), you'll partner closely with Senior Financial Advisors to deepen client relationships, support business growth, and deliver high-quality service to an affluent client base.

ECG Resources

Financial Advisor-IL

Schaumburg, IL

As a Financial Advisor (FA), you'll partner closely with Senior Financial Advisors to deepen client relationships, support business growth, and deliver high-quality service to an affluent client base.

Firstnational

Sr. Financial Advisor

Kearney, NE

The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial ...

CAPTRUST

Senior Financial Advisor

Allentown, PA

CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well ...

CAPTRUST

Senior Financial Advisor

Allentown, PA · On-site

CAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3K/mo

You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3K/mo

You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal ...

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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 Jun 1, 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.

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Senior Financial Advisor jobs near you
Senior Financial Advisor

Senior Financial Advisor

Citadel

West Chester, PA • On-site

Full-time

Posted 25 days ago

Job description

Job Overview
Be a strategist. Be a guide. Be the difference.
Why This Role Matters
Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won't just manage portfolios-you'll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth.
This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.
You'll be trusted to shape strategy, grow a sophisticated book of business, and serve as a mentor and thought partner to clients and teammates alike.
What You'll Do
At Citadel Wealth Management, putting clients' needs first is at the heart of everything we do-guiding every recommendation, plan, and interaction.
  • Design futures, not just financial plans. You will translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning.
  • Be the primary trusted advisor. You will own long-term relationships with high-value clients and guide them through every stage of wealth.
  • Grow what matters. You will expand your book through referrals, partnerships, and our deep roots in the communities we serve.
  • A holistic wealth management planning approach. You will collaborate with branch partners, lending, insurance and business banking to deliver full-picture solutions.
  • Navigate complexity. You will provide steady guidance and expertise through changing markets, life transitions, and major financial decisions.

What Success Looks Like
  • Clients see you as their first call for any financial decision or life change
  • Your book grows through loyalty, referrals, and trust
  • Financial plans become personalized strategies aligned with client's values, not static documents
  • Junior advisors seek you out for insight and coaching
  • You elevate both client outcomes and the advisor practice

Who You Are
  • An experienced advisor who combines expertise with genuine care for clients
  • A clear and confident communicator who makes complex strategies simple and actionable
  • A relationship builder who values trust and long-term partnerships over transactions
  • A strategic thinker who thrives on creating personalized plans while enjoying meaningful client conversations
  • A fiduciary professional committed to the highest standards of integrity and client-first service

What We Are Looking For
  • 5+ years in financial advisory or wealth management roles
  • Active securities licensing (Series 7 & 66 or equivalent)
  • CFP®, CFA®, ChFC®, or similar designation strongly preferred
  • Proven success growing and retaining a book of business
  • Deep experience in holistic financial planning
  • A collaborative mindset and a natural coaching presence

What We Offer
  • A platform built for sophisticated planning and long-term relationships
  • Competitive compensation with strong growth upside
  • Marketing, operational, and leadership support
  • Access to modern planning and portfolio tools
  • The opportunity to shape the future of our advisory practice

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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