10 of the Most Popular Types of First Financial Jobs in 2026

See what kind of roles similar to First Financial jobs are hiring now

Top Types Of First Financial Jobs

• Personal Financial Advisor

  Salary range: $47,000 - $85,000

  A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

• Vp Rbc Wealth Management

  Salary range: $115,000 - $190,000

  Vp Rbc Wealth Management is a more unusual job search query but still may give you interesting job results. Most salaries for Vp Rbc Wealth Management jobs pay between $115,000 (25th percentile) and $190,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Vp Rbc Wealth Management job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• American Express Financial Advisors

  Salary range: $75,000 - $131,000

  American Express Financial Advisors is a more unusual job search query but still may give you interesting job results. Most salaries for American Express Financial Advisors jobs pay between $75,000 (25th percentile) and $131,000 (75th percentile) annually. Currently, there are not many open positions nationwide for American Express Financial Advisors job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Series 63

  Salary range: $50,000 - $96,500

  Series 63 is a typical job search query Most salaries for Series 63 jobs pay between $50,000 (25th percentile) and $96,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Series 63 job searches hiring now on ZipRecruiter.

• Finance Advisor

  Salary range: $75,000 - $131,000

  As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

• Part Time Financial Planner

  Salary range: $76,000 - $102,000

  As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

• Osaic Wealth

  Salary range: $86,500 - $109,000

  Osaic Wealth is a typical job search query Most salaries for Osaic Wealth jobs pay between $86,500 (25th percentile) and $109,000 (75th percentile) annually. Take a look at the variety of open positions nationwide for Osaic Wealth job searches hiring now on ZipRecruiter.

• Series 66

  Salary range: $59,000 - $95,500

  Series 66 is a typical job search query Most salaries for Series 66 jobs pay between $59,000 (25th percentile) and $95,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Series 66 job searches hiring now on ZipRecruiter.

• Crpc Designation

  Salary range: $40,000 - $46,500

  Crpc Designation is a more unusual job search query but still may give you interesting job results. Most salaries for Crpc Designation jobs pay between $40,000 (25th percentile) and $46,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Crpc Designation job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Series 34

  Salary range: $34,000 - $49,000

  Series 34 is a more unusual job search query but still may give you interesting job results. Most salaries for Series 34 jobs pay between $34,000 (25th percentile) and $49,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Series 34 job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.