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Vice President Financial Advisor Jobs (NOW HIRING)

Wealth Enhancement Group

VP, Financial Advisor

San Francisco, CA · On-site +1

$200K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their ...

Wealth Enhancement Group

VP, Financial Advisor

Folsom, CA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Folsom CA office is looking for a VP , Financial Advisor to help clients achieve their financial goals while providing exceptional service. Our team members work together to meet company ...

Wealth Enhancement Group

VP, Financial Advisor

Summit, NJ · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Summit, NJ office is looking for a VP , Financial Advisor to help clients achieve their financial goals while providing exceptional service. Our team members work together to meet company ...

Wealth Enhancement Group

VP, Financial Advisor

Summit, NJ · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Summit, NJ office is looking for a VP , Financial Advisor to help clients achieve their financial goals while providing exceptional service. Our team members work together to meet company ...

University of Maryland Global Campus

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Vice President Financial Aid Office of the Chief Operating Officer Exempt, Regular, Full-Time The ... Monitors regulatory developments and advise leadership on operational and policy implications

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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 Aug 19, 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:

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 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $169,537 per year, or $81.5 per hour.

VP, Financial Advisor

Wealth Enhancement Group

San Francisco, CA • On-site, Remote

$200K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

About Wealth Enhancement


Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.


Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.


We are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, hightouch client experience. This is a remote position based in the Bay area or Sacramento, with a flexible schedule that includes onsite client and prospect meetings.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

The expected pay range for this position is $200k - $250k annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Primary Job Functions

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity

  • Facilitate the financial planning process

  • Understand their current financial situation

  • Engage them in the financial planning process

  • Prepare and conduct annual reviews, including both planning and investment topics

Assist the RVP to help close prospective clients

  • Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)

  • Create opportunities within your network

  • Drive referrals from existing clients

Manage client relationships and client service as needed

  • Take meeting notes and promptly enter into the CRM

  • Present financial advice or plan to client

  • Analyze client's current investments and insurance policies

  • Placing trades and account management

  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

  • Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing

Education/Qualifications

  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related

  • Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation

  • Experience with complex financial planning (including tax, alternative investments, trust and estate)

  • Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business

  • Possess excellent analytical, organizational, and communication skills (both oral & written)

  • Ability to manage multiple projects at once

  • Proficient with Microsoft Office Suite or related software.

  • Familiarity with Salesforce and Support Org functionality

  • Able to travel locally to meet clients and attend meetings at various locations

#LI-TO1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to full-time employees and their families)

  • Health Savings Account (HSA) with employer contribution and 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

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. 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. Your personal information is handled in accordance with applicable data protection laws.

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