3,254 Results for

Financial Advisor Jobs in the United States

Financial Advisor (sales) **Licensing and Training Provided**

New York Life

$80000 - $130000

Melville, NY

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

30+ days ago
Financial Services Assistant (Training to Advisor – Licenses Sponsored)

Morin Associates, LLC

$58000 - $75000

Groton, CT

We are seeking a Financial Services Assistant who will work directly with a Certified Financial Planner and transition into a licensed advisor over time. The right candidate will receive hands-on training in financial planning, insurance, and retirement strategies.

8 days ago
Financial Advisor

Jobot

$120000 - $200000

Westborough, MA

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

5 days ago
Lead Financial Advisor

Vaco LLC

$80000 - $85000

Waukesha, WI

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

2 days ago
Financial Advisor (2 Openings)

Jobot

$100000 - $140000

Boston, MA

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

1 day ago
Financial Advisor X2

Pitisci & Associates

Punta Gorda, FL

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

9 days ago
Servicing Financial Advisor

True North Consultants, Inc.

Cleveland, OH

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

13 days ago
Financial Advisor

Kellogg Community Credit Union

Battle Creek, MI

Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Manage customer relationships and handle all Investment related transactions, following appropriate, well-defined procedures with minimal supervision, to ensure regulatory compliance and in keeping with the philosophy of the company.

2 days ago
Licensed Financial Advisor

The Piedmont Group

$70000 - $125000

Birmingham, AL

As a Financial Advisor, you will work with individuals, families, and business owners to develop personalized financial strategies while building and managing your own book of business in a supportive, team-oriented environment. If you’re looking to build a rewarding career with long-term growth potential and make a meaningful impact on clients’ financial futures, apply today to learn more about opportunities with The Piedmont Group.

11 days ago
Financial Advisor - Training Provided

Thoroughbred Advisors - National Life Group

White Plains, NY

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.

1 day ago
Experienced Financial Advisor

The Piedmont Group

$70000 - $150000

Dunwoody, GA

Our industry-leading platform is designed to help experienced Financial Advisors expand their impact, elevate client service, and accelerate the growth of their practice. At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.

8 days ago
Financial Advisor

New York Life - Uniondale

$85000 - $150000

Uniondale, NY

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications:Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

2 days ago
Entry-Level Financial Advisor

New York Life - The Rabasco Team

Uniondale, NY

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

1 day ago
Financial Advisor

New York Life – Victor, NY Team

$130000 - $160000

Rochester, NY

We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

13 days ago
Licensed Financial Advisor

Principal Financial Group

$105000 - $135000

Cincinnati, OH

In business for more than 140 years, we're helping more customers plan, protect, invest, and retire, while working to support the communities where we do business and build a diverse, inclusive workforce. Concierge support – leadership consulting, marketing and business planning, new business processing, access to key business partners, and case design assistance.

2 days ago
Financial Case Advisor

Mindlance

$32 - $34

St. Louis, MO

Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE"). • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.

9 days ago
Entry-Level Financial Professional & Advisor

New York Life - Washington DC - Virginia- Maryland

Bethesda, MD

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

1 day ago
Advisor Success Manager

Vaco LLC

$1 - $2

Nashville, TN

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This role focuses on evaluating advisory practices, identifying opportunities for improvement, and implementing actionable strategies to accelerate success across a nationwide network of teams.

1 day ago
Fractional CFO

Vaco LLC

$90 - $110

San Antonio, TX

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Today
Financial Planner

Larson Financial Group, LLC

Denver, CO

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

1 day ago
Accounting Associate - Flagstar Advisors

Flagstar Bank

$49048.5 - $65398

New York, NY

This role assists with general ledger activity, regulatory financial reporting, trade and commission reconciliations, accounts payable, and month-end close processes. Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.

8 days ago
Wealth Advisor - Albany, NY

Citizens

$105000 - $250000

East Greenbush, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Bensonhurst - Brooklyn

Citizens

$105000 - $250000

Brooklyn, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Brockton, MA

Citizens

$105000 - $250000

Abington, MA

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Williamstown, NJ

Citizens

$105000 - $250000

Marlton, NJ

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Bay Ridge, Brooklyn

Citizens

$105000 - $250000

Brooklyn, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - New York, NY

Citizens

$105000 - $250000

New York, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Poughkeepsie, NY

Citizens

$105000 - $250000

Middletown, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Brighton Beach

Citizens

$105000 - $250000

Brooklyn, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Elizabeth, NJ

Citizens

$105000 - $250000

Elizabeth, NJ

Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Manhasset/Great Neck, NY

Citizens

$105000 - $250000

Great Neck, NY

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Hingham/Weymouth, MA

Citizens

$105000 - $250000

Weymouth, MA

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Danvers/Gloucester, MA

Citizens

$105000 - $250000

Gloucester, MA

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - East Boston/Revere, MA

Citizens

$105000 - $250000

Revere, MA

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor- Rochester, NY

Citizens

$105000 - $250000

Rochester, NY

Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Wealth Advisor - Buffalo, NY

Citizens

$105000 - $250000

Buffalo, NY

Our Wealth Advisors (WA) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

1 day ago
Relationship Advisor

Vaco LLC

$75000 - $100000

Waukesha, WI

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

2 days ago
CFO

Vaco LLC

$185000 - $215000

Groton, CT

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Investments, Assets & Risk ManagementWork with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.

2 days ago
Compliance Advisor Sr

Flagstar Bank

Hicksville, NY

The Compliance Advisor Sr is responsible for developing and maintaining a Compliance Management Program (CMP) for the Bank that reasonably ensures compliance with consumer protection laws and regulations, addresses associated risks of harm to consumers and customers and integrates consumer compliance into the day-to-day responsibilities of its management and employees. Maintain an advanced and comprehensive knowledge of assigned BU processes and the consumer protection laws and regulations that pertain to them and have advanced independent judgment skills required to deliver advisory support of technical compliance rules and business operations while serving as a subject matter expert to the assigned BU’s on consumer protection matters.

2 days ago
Financial Controller

Vaco LLC

$165000 - $175000

New York, NY

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

2 days ago
M&A Associate Advisor

Vaco LLC

$85000

Greenville, SC

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

2 days ago
Small Business Advisor

SUNY Onondaga Community College

$44000 - $55000

Syracuse, NY

The Senior Advisor provides a comprehensive range of small business-based assistance including one-to-one client counseling in the area of business plan development; analyzes, prepares and structures financial statements, such as cash flow projections, income statements and sources and uses statements; assists with developing a funding plan; provides assistance in automated and manual record keeping systems and assists clients with market related issues such as advertising, promotional functions, market surveys, and other related areas. • Bachelor's degree in the area of business, management, finance, economics or related field from a regionally accredited college, university or foreign equivalency.

3 days ago
Mobility Advisor II

Weichert, Realtors

$50000 - $70000

Irvine, CA

The Advisor partners with clients and suppliers, maintains accurate and timely documentation, proactively addresses employee questions, and escalates issues as appropriate to support successful mobility outcomes. In this developing advisor role, the Advisor provides program guidance, ensures policy compliance, and actively identifies and promotes Weichert supplier services to meet employee needs and drive program value.

14 days ago
Mortgage Advisor

Weichert, Realtors

Germantown, MD

Established in 1980 to offer real estate-related financial assistance to the customers of Weichert, Realtors, Weichert Financial Services has a unique opportunity for a Mortgage Advisor to as they help our clients achieve the American Dream of Homeownership. Working with our Realtor partners, our mortgage advisor prequalifies prospects, issues pre-approvals, stays in contact with customers during the home search process, and works closely with customers until they close their transaction.

8 days ago
Mortgage Advisor-CGS

Weichert, Realtors

Cherry Hill, NJ

The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).

8 days ago
Retirement Income Advisor (Sign-On Bonus)

USAA

Tampa, FL

Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.

3 days ago
Experienced Retirement Income Advisor (Sign-On Bonus)

USAA

$60000 - $72000

Phoenix, AZ

Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.

3 days ago
Business Development-Financial

PEAK Technical Staffing

Charlotte, NC

Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ Provide insights on marketing conditions and competitor activities to the Executive Vice President/Chief Operating Officer.

1 day ago
Business Advisor

G&A Partners

$85000 - $95000

Houston, TX

For over 30 years, G&A Partners has been helping forward-thinkers grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. This position will be responsible for the sales of Human Resources Services, including Human Resources and Payroll Outsourcing Services, Talent Management, Performance Management, and Learning Services.

1 day ago
Career Advisor 1

C2 GPS Rural Capital Area

Round Rock, TX

Continuously evaluates customers’ needs and provides referrals/connections to internal or external support services to help overcome challenges and obstacles that could undermine the jobseekers’ academic or career success. Our guiding principle is clear: to navigate the complex landscape of workforce development, our passionate team members provide unparalleled customer service and actively support the communities where we live and work.

24 days ago