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Vice President Financial Advisor Jobs (NOW HIRING)

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 ...

UBS

First Vice President, Financial Advisor

New York, NY · On-site

$179K - $250K/yr

Your role UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New York, NY Are you an innovative thinker? Are you focused on the details, even when under pressure? Do ...

Ion Bank

VP, Financial Advisor

Southbury, 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

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

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.

BNY Mellon

Vice President, Financial Advisor

Manhattan, NY · On-site

$60K - $100K/yr

We're seeking a future team member for the role of Financial Advisor at Vice President level to join our Wealth Management team. The role is located in New York City (200 Park Avenue office). The ...

BNY

Vice President, Financial Advisor

Manhattan, NY

$60K - $100K/yr

We're seeking a future team member for the role of Financial Advisor at Vice President level to join our Wealth Management team. The role is located in New York City (200 Park Avenue office). The ...

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All JobsVice President Financial Advisor Jobs

Vice President Financial Advisor information

See salary details

$64.5K

$169.5K

$260K

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

As of Jul 28, 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.

Is 200,000 enough to work with a financial advisor?

For a Vice President Financial Advisor, having $200,000 in assets or investment capital can be sufficient to start working with a financial advisor, especially if the advisor offers services for high-net-worth clients. Many advisors have minimum account requirements that vary, but clients with $200,000 or more often qualify for comprehensive financial planning and investment management. However, the specific suitability depends on individual financial goals and the advisor's policies.

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.

How much does a vice president wealth advisor make?

A Vice President Wealth Advisor typically earns between $100,000 and $200,000 annually, with total compensation often including bonuses and commissions based on client assets and performance. Experience, certifications, and the size of the firm can influence salary levels.

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.

How many financial advisors make $500,000 a year?

While some highly experienced and successful financial advisors, including those in senior roles like Vice President Financial Advisor, can earn $500,000 or more annually, such earnings are typically achieved through a combination of high client assets, commissions, and bonuses. These top earners often have advanced certifications, strong client networks, and years of industry experience.

How much does a senior VP financial advisor at Morgan Stanley make?

A Senior Vice President Financial Advisor at Morgan Stanley typically earns between $150,000 and $300,000 annually, including base salary, bonuses, and commissions. Compensation varies based on experience, client portfolio size, and performance metrics within the firm.

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 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:
Vice President Financial Advisor jobs near you
Infographic showing various Vice President Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $169,537 per year, or $81.5 per hour.
First Vice President, Financial Advisor

First Vice President, Financial Advisor

UBS - Experienced professionals - job boards

New York, NY • Hybrid

$179K - $250K/yr

Other

Posted 4 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 170 rated banks

Job description

UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New York, NY
Are you an innovative thinker. Are you focused on the details, even when under pressure. Do you enjoy delivering enhanced change capabilities across a range of business functions.


We're looking for a First Vice President, Financial Advisor to:
Provide comprehensive wealth management for international clients, primarily in Latin America. Work with multiple foreign currencies and transactions.
Maintain contacts in, and cultural understanding of countries in which clients are serviced.

Study and evaluate global financial and economic factors and financial accounting reports to measure and track business and financial performance.
Triage with offshore investors to develop comprehensive investment strategies and programs focusing on specific financial, business and product factors. Evaluate internal and external business and related financial data on current and prospective international clients.


Perform research for and analyze investment opportunities for offshore clientele with understanding of the special needs, products and legal structures used by offshore clientele and the firm's business with them. Prepare and present verbal and written communications, reports and presentations to international clients, dealing with individual clients' options and the Firm's advice.
Can work hybrid (In-office/remote).
Qualified Applicants apply through SH-ProfRecruitingcc@ubs.com

Please reference 001475. NO CALLS PLEASE. EOE/M/F/D/V
Salary Range & Work Schedule: $179,088 to $250,000 /year, 40 hrs/wk.

This notice is being posted in connection with an application for permanent Alien Labor Certification. Any person may comment or provide documentary evidence bearing on this application to: U.S. Department of Labor, Employment and Training Administration, Office of Foreign Labor Certification, 200 Constitution Avenue NW, Room N-5311, Washington, DC 20210.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level

This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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