Top Financial Advisor Jobs

Administer financial aid programs for prospective and active students by reviewing applications, verifying FAFSA information, determining eligibility, maintaining accurate records, managing disbursement-related processes, and providing student counseling. The role explains aid requirements, conducts entrance and exit counseling, answers student and parent questions, ensures regulatory compliance, maintains complete files, and collaborates with admissions and campus personnel.

Volunteer financial advisor supporting a collegiate sorority chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual budgets, reviewing financial reports and spending, monitoring member balances, ensuring IRS filing compliance, supporting retention interventions, resolving conflicts, and representing financial interests on advisory boards. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor who mentors collegiate financial officers, reviews budgets and spending, monitors member balances, supports retention strategies, ensures financial compliance, and represents chapter financial interests on advisory and house corporation boards. The role requires five to eight hours weekly, lasts one year, and may be performed remotely by nonlocal candidates.

Volunteer financial advisor supporting a collegiate sorority chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual budgets, reviewing financial reports and member balances, monitoring spending, promoting sound financial practices, supporting retention strategies, resolving conflicts, and representing chapter financial interests on advisory and house corporation boards.

Volunteer Financial Advisor supporting a collegiate sorority chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual and monthly budgets, reviewing financial reports and prepaid card transactions, monitoring member balances, supporting retention strategies, ensuring IRS filing and organizational compliance, and representing chapter financial interests on advisory boards. The role requires five to eight hours weekly, includes training and ongoing communication, and has no expected travel.

Volunteer financial advisor supporting a collegiate chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual budgets, reviewing financial reports and spending, monitoring member balances, promoting compliance with IRS and organizational requirements, supporting retention initiatives, resolving conflicts, and serving on advisory and house corporation boards. The role requires five to eight hours weekly, lasts one year, and may be remote for nonlocal candidates.

Volunteer financial advisor supporting a collegiate sorority chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual budgets, reviewing financial reports and transactions, monitoring member balances, supporting retention interventions, ensuring tax and savings compliance, resolving conflicts, and representing the chapter’s financial interests on advisory boards. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor mentoring collegiate financial officers, reviewing budgets and financial reports, monitoring member balances and spending, supporting retention efforts, ensuring tax and organizational compliance, and representing chapter financial interests on advisory boards. The role requires five to eight hours weekly, includes ongoing training, and has no expected travel.

Volunteer financial advisor mentoring collegiate financial officers, advising on annual and monthly chapter budgets, monitoring spending and member balances, supporting retention interventions, ensuring IRS filing and financial policy compliance, and serving on the chapter advisory board and affiliated house corporation. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor supporting a collegiate sorority chapter’s financial wellness. Responsibilities include mentoring financial officers, advising on annual and monthly budgets, reviewing financial reports and member balances, monitoring spending, supporting IRS filing and savings practices, promoting retention, resolving conflicts, and participating in the chapter advisory board and affiliated house corporation. The role requires five to eight hours weekly and no travel.

Volunteer financial advisor mentoring collegiate financial officers, reviewing budgets and financial reports, monitoring member balances and prepaid card spending, supporting IRS filings, and promoting sound financial management. The advisor coaches officers, develops accountability plans, supports member retention, facilitates conflict resolution, and represents chapter financial interests on advisory and house corporation boards. The role requires five to eight hours weekly, has a one-year term, and involves no expected travel.

Volunteer financial advisor for a collegiate sorority chapter. Mentors financial officers, reviews budgets and financial reports, monitors member balances and prepaid card spending, supports retention interventions, ensures IRS filings and financial policies are followed, and represents chapter financial interests on advisory boards. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor supporting a collegiate chapter’s financial wellness. Responsibilities include mentoring and coaching financial officers, reviewing budgets and financial reports, monitoring member balances and prepaid card transactions, supporting IRS filings and savings goals, promoting retention, resolving conflicts, and participating in advisory board and house corporation activities. The role requires five to eight hours weekly, has a one-year renewable term, and involves no expected travel.

Volunteer financial advisor supporting a collegiate sorority chapter by mentoring financial officers, reviewing budgets and spending, monitoring member balances, promoting financial compliance, supporting retention strategies, and representing chapter financial interests on advisory and house corporation boards. The role requires five to eight hours weekly, a one-year term, ongoing communication, training, and no expected travel.

Advise students and families on financial aid options, applications, eligibility, budgeting, and loan repayment. Evaluate applications, determine awards, verify documentation, ensure federal and institutional compliance, maintain records, submit reports, conduct required interviews and workshops, and resolve aid-related issues while supporting student success.

Provides investment advice, financial planning, portfolio guidance, and relationship management for bank customers. Builds client networks through prospecting and community involvement, develops investment pipelines, conducts performance reviews, supports junior staff, and follows regulatory and corporate compliance requirements. Requires securities and life insurance licenses, with compensation including base pay and performance-based commissions.

Build and manage a financial services practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement planning, investments, wealth accumulation, and long-term strategies. The role involves networking, client acquisition, ongoing professional development, licensing, and collaboration with experienced advisors. Career changers are welcome, and prior financial services experience is valuable but not required.

Build and manage a financial advisory practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement, investments, wealth accumulation, and long-term planning. Responsibilities include networking, client acquisition, referrals, ongoing professional development, licensing, and maintaining industry standards. The role is open to experienced advisors and career changers, with training, mentorship, and licensing support provided.

Build and maintain client relationships, provide holistic financial advice across investments, insurance, and planning, prepare and verify financial plans, and offer fee-based wealth management services.

Own and manage client relationships for a fee-based financial planning firm serving retirees. Responsibilities include preparing for client meetings, portfolio rebalancing, identifying tax-loss harvesting opportunities, maintaining CRM records, following up on paperwork, supporting annuity reviews, re-engaging prospects, and participating in client events and workshops. The role requires an active Series 65 license and offers a path toward lead advisor responsibilities.

Provide financial consulting to clients, manage investment needs, conduct seminars, establish relationships, and ensure compliance with regulations.

Guide students through financial aid applications, Title IV funding, and clearance processes. Maintain student information systems, enter data, manage electronic files, and support new, veteran, and agency students with specialized funding needs. Participate in orientations and student start events while collaborating with financial aid managers and regional directors.

Manage and grow long-term client relationships while delivering holistic financial planning across investments, insurance, retirement, estate, and business needs. Expand assets under management, develop referrals and strategic partnerships, collaborate with investment and planning specialists, and build a scalable advisory practice. The role also involves maintaining compliance, providing high-quality client service, and potentially building a team or acquiring practices.

Develop and manage client relationships while delivering holistic financial planning across investments, insurance, retirement, estate, and business needs. Grow assets under management, generate referrals and partnerships, collaborate with specialists, and build a scalable advisory practice. The role also involves maintaining compliance, supporting client service, developing a personal brand or team, and potentially acquiring or mentoring within an advisory practice.

Manages existing client portfolios and develops new banking relationships with businesses, business owners, and individuals. Responsibilities include analyzing creditworthiness, structuring and approving loans, managing credit quality, providing deposit and investment products, cross-selling financial services, supporting financial planning, ensuring regulatory compliance, and delivering client service. The role requires extensive banking experience, strong lending and analytical skills, and may require NMLS registration and FINRA licensing.