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Vice President Financial Advisor Jobs (NOW HIRING)

Nicolet National Bank

VP Financial Advisor

Dubuque, IA · On-site

Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions. * Works with the client and under the supervision of VP Regional Director ...

Nicolet National Bank

VP Financial Advisor

Dubuque, IA · On-site

Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions. * Works with the client and under the supervision of VP Regional Director ...

Wealth Enhancement Group

$164K - $250K/yr

The expected pay range for this VP Financial Advisor position is $164,000 to $250,000 annually. This range may include a base salary plus variable compensation, the company in good faith believes it ...

Wealth Enhancement Group

VP Financial Advisor

Milwaukee, WI · On-site

$164K - $250K/yr

The expected pay range for this VP Financial Advisor position is $164,000 to $250,000 annually. This range may include a base salary plus variable compensation, the company in good faith believes it ...

Wealth Enhancement Group

$125K - $150K/yr

Opportunity for a VP Financial Advisor Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Walnut Creek, CA. This role is a key member of the advisory ...

Ion Bank

VP, Financial Advisor

Watertown, CT

As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.

Ion Bank

VP, Financial Advisor

Southbury, CT · On-site

As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.

Ion Bank

VP, Financial Advisor

Southbury, CT · On-site

As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.

Ion Bank

VP, Financial Advisor

Watertown, CT · On-site

As a VP, Financial Advisor you are responsible for: A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments.

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Vice President Financial Advisor information

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$64.5K

$169.5K

$260K

How much do vice president financial advisor jobs pay per year?

As of Sep 11, 2026, the average yearly pay for vice president financial advisor in the United States is $169,537.00, according to ZipRecruiter salary data. Most workers in this role earn between $136,500.00 and $198,500.00 per year, depending on experience, location, and employer.

What is a vice president financial advisor?

A Vice President Financial Advisor is a senior-level professional who provides clients with comprehensive financial advice, including investment strategies, retirement planning, and wealth management. They typically hold a leadership or management title within a financial institution, such as a bank or investment firm, and often oversee a team of advisors while maintaining their own client relationships. Their responsibilities include developing financial plans, managing portfolios, and helping clients achieve their financial goals. In addition to advising clients, they may also contribute to business development and mentor junior staff.

What are some common challenges vice president financial advisors face when managing high-net-worth client portfolios?

Vice President Financial Advisors often face the challenge of balancing diverse client expectations with complex financial regulations and market fluctuations. Working with high-net-worth individuals requires a deep understanding of personalized investment strategies, risk management, and evolving tax considerations. Additionally, building long-term trust while delivering consistent results and adapting to clients' changing life circumstances is key. Collaboration with internal teams like research analysts, tax specialists, and legal advisors is essential to deliver holistic financial solutions.

What are the key skills and qualifications needed to thrive as a vice president financial advisor, and why are they important?

To thrive as a Vice President Financial Advisor, you need deep expertise in financial planning, investment strategies, and portfolio management, usually backed by relevant degrees and FINRA licenses (such as Series 7 and 66). Proficiency with financial analysis tools, CRM platforms, and portfolio management software is essential. Exceptional interpersonal skills, client relationship management, and strategic communication set top performers apart. These abilities are crucial for building trust, delivering tailored financial solutions, and driving business growth in a competitive advisory environment.

What is the difference between Vice President Financial Advisor vs Financial Advisor?

AspectVice President Financial AdvisorFinancial Advisor
CredentialsCFP, CFA, Series 7/66, industry experienceCFP, Series 7/66, industry experience
Work EnvironmentBanking, wealth management firms, corporate officesIndependent, brokerage firms, financial planning firms
Employer & IndustryLarge financial institutions, private banksFinancial planning firms, brokerage firms

The main difference is that a Vice President Financial Advisor typically holds a senior role within a large institution, often with leadership responsibilities, while a Financial Advisor generally provides personalized financial planning and investment advice, often working independently or for smaller firms. Both roles require similar credentials and work in related environments, but the VP Financial Advisor usually has a higher level of seniority and client portfolio management responsibilities.

What cities are hiring for Vice President Financial Advisor jobs?

Cities with the most Vice President Financial Advisor job openings:

What are the most commonly searched types of Financial Advisor jobs?

The most popular types of Financial Advisor jobs are:

What states have the most Vice President Financial Advisor jobs?

States with the most job openings for Vice President Financial Advisor jobs include:

What are popular job titles related to Vice President Financial Advisor jobs?

For Vice President Financial Advisor jobs, the most frequently searched job titles are:

Vice President Financial Advisor jobs near you
Infographic showing various Vice President 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 $169,537 per year, or $81.5 per hour.

VP Financial Advisor

Milwaukee, WI • On-site

Wealth Enhancement Group, LLC
See more jobs at Wealth Enhancement Group, LLCexternal

$164K - $250K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services to over 90,000 households across the nation. We are looking for a VP Financial Advisor based in Milwaukee, WI.

Position Overview

The VP Financial Advisor will be a key member of our advisory team, managing relationships with ultra‑high‑net‑worth clients and delivering service that exceeds client expectations. Expected pay range: $164,000 to $250,000 annually, including base salary plus variable compensation.

Responsibilities
  • Manage existing client relationships to WEG’s planning‑based standard of identity.
  • Facilitate the financial planning process.
  • Discover a prospect or client’s values, goals and objectives.
  • Understand their current financial situation.
  • Engage them in the financial planning process.
  • Prepare and conduct annual reviews, including both planning and investment topics.
  • Ensure ongoing client support and communication.
  • Source and close prospects.
  • Proactively follow up with clients who have not implemented the financial plan.
  • Close leads provided by various WEG channels (Marketing, CRP, etc.).
  • Create opportunities within your network.
  • Drive referrals from existing clients.
  • Mentor and train individuals on the team in technical areas of financial planning and client service.
  • Educate on the Wealth Enhancement Group planning process.
  • Educate on overall financial planning matters.
  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and maintain proficiency in advisor/client‑facing technology.
  • Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.
Qualifications
  • 4‑year degree in business, finance, economics, or related field.
  • Advanced designation required (CFP, CPA, MBA, etc.).
  • Series 65 (RIA Only) and required insurance licenses.
  • Substantial experience within the wealth management industry.
  • Ability to source and convert prospects to clients and provide high‑level planning‑oriented service.
  • Excellent analytical, organizational, and communication skills (oral & written).
  • Ability to manage multiple projects simultaneously.
  • Active engagement in WEG, broader community, and financial planning community.
Benefits
  • Health, dental, and vision coverage (full‑time employees and families).
  • Health Savings Account (HSA) with employer contribution.
  • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.
  • Life and AD&D insurance – employer paid and voluntary options.
  • Short‑term and long‑term disability, workers’ compensation – employer paid.
  • 401(k) with match and profit sharing.
  • Wellness programs and resources.
  • Voluntary benefits, including pet insurance.
  • Paid time off (18 days PTO, 25 days after 4 years).
  • 12 paid holidays each year (10 predetermined + 2 floating).
  • Paid parental leave and paid caregiver leave (available after 6 months).
  • Reimbursement for tuition, licensing, and other credentials (after meeting service requirements).
Equal Opportunity Employer

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

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