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Transition Financial Advisors information

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$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?

AspectTransition Financial AdvisorsFinancial Planners
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, advisory firms, or independentIndependent or firm-based, client-facing
Primary FocusTransitioning clients, estate or business changesComprehensive 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:

Infographic showing various Transition Financial Advisors job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Bentonville, AR • On-site

Strategic People Advisors
See more jobs at Strategic People Advisorsexternal

$150 - $200/hr

Other

Posted 7 days ago

Job description

About Strategic People Advisors

Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.

Position Overview

We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

Key Responsibilities
  • Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
  • Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
  • Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
  • Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Requirements
  • Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
  • Active State Life & Health Insurance License.
  • 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
  • Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Compensation & Professional Development
  • Transition financing and highly competitive commission payout schedules.
  • Access to shared corporate office space and administrative assistant support.
  • Direct pathways for book acquisition and structured practice succession planning.
  • Annual earnings range of $100,000 - $250,000+ depending on performance. This is an entrepreneurial, performance-based compensation model featuring commission structures, fee-sharing splits, and passive residual income. 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.

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