Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Voya Austin Financial Advisors
Austin, TX · On-site
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Voya Austin Financial Advisors
Austin, TX · On-site
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Transition assistance, if applicable Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)
Financial Advisor
Denver, CO · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Denver, CO · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Ridgewood, NJ · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Ridgewood, NJ · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Edmond, OK · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Edmond, OK · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Short Hills, NJ · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Short Hills, NJ · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Durham, NC · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Financial Advisor
Durham, NC · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com. #J ...
Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of ...
Skills acquired in these fields transition well into the financial advisor role. Requirements * Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. * Attainment of ...
Financial Advisor
Scottsdale, AZ · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about our candidate advocacy and talent matching, visit us at #J-18808-Ljbffr
Financial Advisor
Scottsdale, AZ · On-site
$100K - $250K/yr
Transition financing is available for qualified advisors transitioning an existing book of business. To learn more about our candidate advocacy and talent matching, visit us at #J-18808-Ljbffr
Transition Financial Advisors information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do transition financial advisors jobs pay per year?
As of Sep 9, 2026, the average yearly pay for transition 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 Transition Financial Advisors vs Financial Planners?
| Aspect | Transition Financial Advisors | Financial Planners |
|---|---|---|
| Certifications | CFP, ChFC, or similar | CFP, ChFC, or similar |
| Work Environment | Financial firms, advisory firms, or independent | Independent or firm-based, client-facing |
| Primary Focus | Transitioning clients, estate or business changes | Comprehensive financial planning, investments |
Transition Financial Advisors and Financial Planners often share certifications like CFP or ChFC and work in similar environments. However, Transition Financial Advisors specialize in guiding clients through specific financial transitions, such as estate or business changes, while Financial Planners provide broad, ongoing financial planning services. Both roles require similar credentials but serve different client needs.
What are popular job titles related to Transition Financial Advisors jobs?
For Transition Financial Advisors jobs, the most frequently searched job titles are:
Voya Financial Advisors Charlotte
Matthews, NC • On-site
Voya Financial •
Finance and Insurance • 5 - 10K employees5,001 - 10,000 employees
Full-time
Medical, Life, Retirement
Posted 23 days ago
Voya Financial rating
7.9
Based on 40 frontline employees who took The Breakroom Quiz
83rd of 154 rated financial services
Job description
Voya Financial Advisors�, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Charlottearea to work plan sponsor relationships, in tax exempt markets and retail.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
Qualified candidates are expected to have the following skills:
At Voya Financial Advisors�, we provide the tools and resources necessary that will help set you up for success � including:
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Securities registrations � Series 7, 65 & 66 preferred
- Life & Health Insurance Licenses
- Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
- Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Fund knowledge and product/pricing knowledge
At Voya Financial Advisors�, we provide the tools and resources necessary that will help set you up for success � including:
- Full access to the Voya brand
- Access to existing client base
- Wide array of financial products
- Technology and systems to enable you to efficiently manage your clients� financial information and plans
- Turnkey marketing services
- Transition assistance, if applicable
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
What Voya Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Voya Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
2014