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Senior Financial Advisor Jobs (NOW HIRING)

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

Role - Senior Financial Advisor (Wealth Management) Location - Foster City, CA Work Type - Full Time / Hybrid * A Bay Area wealth management firm with over $3B in assets under management, serving ...

ECG Resources

Financial Advisor-IL

Schaumburg, IL · On-site

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 · On-site

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.

Captrust

$175 - $225/hr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first ...

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first ...

UNAVAILABLE

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first ...

CAPTRUST

Senior Financial Advisor

New Hyde Park, NY · On-site

$175K - $225K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first ...

Captrust

Senior Financial Advisor

New Hyde Park, NY · On-site

$175 - $225/hr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Advisor to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first ...

Firstnational

Sr. Financial Advisor

Lincoln, NE · On-site

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 ...

Firstnational

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 ...

Firstnational

Sr. Financial Advisor

York, NE · On-site

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 ...

Firstnational

Sr. Financial Advisor

Fort Collins, CO

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 ...

Summitry

Senior/Financial Advisor (Pasadena)

Pasadena, CA · On-site

$115K - $225K/yr

Hybrid (3 in-office days per week, after the first 60 days) Job Summary The Senior Financial Advisor (SFA) and Financial Advisor (FA) serve as the primary relationship owners for high-net-worth ...

Firstnational

Sr. Financial Advisor

Dekalb, IL · On-site

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 ...

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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 Sep 6, 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 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 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 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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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 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Associate Financial Advisor

W3Global Inc.

San Mateo, CA • Hybrid

$150K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Job description

Role - Senior Financial Advisor (Wealth Management)
Location - Foster City, CA
Work Type - Full Time / Hybrid

JOB DESCRIPTION

  • A Bay Area wealth management firm with over $3B in assets under management, serving more than 1,000 clients.

  • Combines the personalized approach of an independent RIA with the resources of a national platform.

  • Dedicated to helping families thrive through comprehensive financial planning, investment management, and trusted advice.

POSITION DESCRIPTION

  • Reports to: Senior Advisor Manager & Advisor Manager

  • Benefits: Yes

  • Status: Full Time/Exempt

  • Date: Immediate

  • Work environment: Hybrid (50%/month)

JOB SUMMARY

  • The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

  • Lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys to deliver integrated advice.

  • Maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships.

  • Contribute to organic growth through client referrals, COI relationships, and partnership with the firm's Business Development team.

DUTIES AND RESPONSIBILITIES

  • Serve as the primary advisor and trusted partner to high-net-worth client families (typically $5M+ in AUM)

  • Deliver comprehensive financial planning across investments, tax, equity compensation, estate planning, and retirement strategies

  • Lead client meetings and oversee preparation and follow-through with support from Senior Financial Advisor (Wealth Management)

  • Collaborate with the Portfolio Management team to implement investment strategies aligned with client goals

  • Drive organic growth through client referrals, COI relationships, and partnership with the Business Development team

  • Mentor and develop Associate Financial Advisors to ensure high-quality client service

CLIENT PROFILE

  • Technology professionals and executives

  • Founders and entrepreneurs

  • Households with complex equity compensation

  • Clients navigating liquidity events, concentrated stock, and multi-generational planning

QUALIFICATIONS

  • 5 years of client-facing advisory experience in wealth management

  • CFP® certification required

  • Experience serving high-net-worth clients and delivering comprehensive financial planning

  • Strong relationship management and communication skills

  • Ability to develop new client relationships and partner with COIs

  • Experience with financial planning software and CRM

COMPENSATION

  • Total compensation includes base, bonus, and incentive comp

  • Performance-based bonus (on-target at 20% of base, with additional upside for exceeding metrics, up to 30% of base salary)

  • Incentives tied to new assets, referrals, and business development participation (unlimited upside)

HEALTH & FINANCIAL BENEFITS

  • Medical, dental, and vision coverage (100% medical coverage for employees / 50% coverage for dependents)

  • Flexible Spending Account/Health Savings Account

  • 401(K) retirement plan and contributions

  • Comprehensive financial planning services for employees and their families

  • Fertility and family-building benefits

PROFESSIONAL DEVELOPMENT

  • Firm sponsorship for certifications, designations, and continuing education (CFP®, CFA®, etc.)

  • Professional development and ongoing advisor training

CULTURE & LIFESTYLE PERKS

  • Paid sabbatical program for long-tenured employees

  • Annual company retreat where employees are invited to bring their families

  • Firm-sponsored volunteer events, paid volunteer time, and charitable matching

  • Hybrid work environment (50% in-office per month)

COMPANY CULTURE AND VALUES

  • CARE - we care for each other, our clients, and our community

  • GROW - we have an intrinsic desire to grow ourselves and our firm

  • DRIVE - we are fiercely driven to achieve our goals and those of our clients

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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