Top Financial Advisor Jobs

The Financial Advisor Associate works with clients to address wealth management needs, analyze financial information, and recommend investment strategies, while building client relationships and meeting assigned goals.

Serve as the primary advisor for high-net-worth families, delivering comprehensive planning across investments, tax, equity compensation, estate, insurance, and retirement strategies. Lead client meetings, coordinate portfolio implementation, and drive growth through referrals and professional relationships. The role requires a fiduciary mindset, strong relationship skills, sound judgment, and experience serving complex Bay Area clients, including executives, founders, and households navigating liquidity events.

Provides financial planning and investment advice, manages client accounts and outcomes, develops referral networks, generates new business, cross-sells bank products, coordinates with professional advisers, and mentors bank employees. Requires a bachelor’s degree, CFP or similar designation, at least five years in financial services, three years of sales experience, and preferably Series 7 and 66 licenses.

Advise affluent clients by collecting financial information, assessing needs, recommending suitable investment and insurance products, and constructing tailored portfolios. Deliver market views, research, and due diligence, coordinate trust, advisory, and insurance services, and partner with other U.S. Bank channels to generate new business and service clients.

Prepares quarterly and annual SEC filings, including Forms 10-Q and 10-K, footnote disclosures, MD&A sections, XBRL data, and GAAP and SEC checklists. Supports financial reporting systems, external audits, cross-functional accounting initiatives, and ad hoc analysis while ensuring compliance with applicable regulations and company policies.

The Financial Advisor will provide financial planning guidance, sell investment management solutions, and develop client relationships to meet their financial goals.

Leads financial planning, budgeting, forecasting, fiscal reporting, cost analysis, rate reviews, and earnings operations oversight. Prepares financial reports and presentations, advises leadership, resolves complex financial issues, supports billing and sponsored research operations, evaluates financial systems, and develops efficiency initiatives and special projects. Ensures expenditures align with approved budgets and organizational priorities.

Administers federal, state, and institutional financial aid programs for prospective and active students. Reviews FAFSA applications and documentation, verifies eligibility, maintains accurate student files, manages funding schedules, provides entrance and exit counseling, explains aid requirements, and supports students and parents. Ensures compliance with Title IV regulations, collaborates with admissions and campus personnel, answers financial aid inquiries, and attends relevant workshops and conferences.

Supports financial advisors with client service, financial information gathering, financial plan development, portfolio monitoring, investment research, meeting preparation, account order execution, and client relationship management. Uses financial planning, wealth management, CRM, and brokerage technology platforms. Also assists with marketing campaigns, events, webinars, and seminars while progressing toward CFP certification and maintaining required securities licenses.

Supports lead financial advisors with client financial planning, portfolio monitoring, investment research, client meeting preparation, account execution, and relationship management. Uses financial planning, wealth management, CRM, and brokerage platforms to analyze client information and deliver timely service. Also assists with marketing campaigns, events, webinars, and seminars. Requires securities licensing, a finance-related bachelor’s degree, and 3–5 years of financial services experience.

Leads financial modeling, forecasting, scenario analysis, performance evaluation, strategic planning, capital allocation analysis, and investor relations support. The role develops executive and Board materials, monitors oil and gas industry and peer trends, supports M&A and corporate strategy, and partners across finance and business functions to deliver actionable insights and improve FP&A capabilities.

Entry-level Financial Solutions Advisor role with structured training to obtain SIE, Series 7, and Series 66 licenses. Advises banking, investment, small-business, and affluent clients by assessing financial needs, recommending solutions, managing relationships, generating referrals, and delivering portfolio reviews. Requires client relationship, sales, communication, time-management, and adaptability skills. Includes SAFE Act registration, Monday–Friday scheduling with rotating Saturdays, and 40 hours per week.

Provide comprehensive advice and customized solutions to clients for achieving their financial goals. Key tasks include triaging leads, making referrals, reviewing financial plans, recommending brokerage products, and completing required licensures.

Manage a defined portfolio of client relationships for a fee-based financial planning firm serving primarily retirees. Responsibilities include meeting preparation and follow-up, portfolio rebalancing, tax-loss harvesting, CRM maintenance, transfer and paperwork follow-up, annuity reviews, prospect re-engagement, and participation in client events. The role requires an active Series 65 license and offers a path toward lead advisor responsibilities.

Provide direct client-facing financial planning support alongside the firm president. Responsibilities include preparing and reviewing eMoney financial plans, documenting client meeting decisions, participating in investment management discussions, supporting strategy meetings and follow-ups, reviewing client data, executing trades and rebalancing, and eventually managing client relationships. This role emphasizes detailed planning, portfolio perspective, client service, and long-term relationship management rather than prospecting.

Supports Financial Advisors by processing loans, opening and servicing deposit accounts, monitoring portfolio risk, maintaining accurate client and loan data, resolving exceptions, and ensuring compliance with banking policies and regulations. Provides client service, prepares loan documentation, closes and disburses loans, coordinates recurring tasks with advisors and credit analysts, and refers clients to specialized financial services. Requires strong banking knowledge, accuracy, communication, and analytical skills.

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.

Build long-term client relationships while providing holistic financial guidance across investment management, insurance, wealth management, and financial planning. Identify client goals, develop personalized investment strategies, offer suitable financial products and services, and prepare and verify accurate financial plans. The role includes marketing, prospecting, training, mentorship, and autonomy to develop a personal advisory practice.

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.

Provide personalized financial guidance covering investment management, insurance, financial planning, asset management, risk management, and wealth management. Build enduring client relationships, identify financial goals, develop and verify financial plans, recommend suitable products and strategies, and support clients in achieving long-term objectives. The role includes entrepreneurial practice development, prospecting, ongoing training, and relationship-based client service.

Provides holistic financial advice to credit union members on investments, life insurance, trust services, estate planning, and retirement planning. Develops member relationships, recommends suitable financial products, uses advisory and contact-center platforms, meets productivity and compliance standards, supports complex member needs, mentors colleagues, and trains branch employees on advisory services.

As a Financial Solutions Advisor, you will obtain securities licenses and learn to manage client relationships while delivering financial solutions. The role involves training, client assessments, and collaboration within teams to meet client needs effectively.

Assists students with FAFSA completion, financial aid applications, verification, ISIR auditing, award packaging, Title IV calculations, scholarships, grants, and funding arrangements. Maintains electronic and hard-copy financial aid files, conducts entrance and exit counseling, manages student aid records, supports compliance audits, and assists with registrar and collections functions.

Build and maintain client relationships while providing comprehensive financial guidance. Advise clients on investment strategies, insurance, financial planning, asset management, risk management, and wealth management. Identify client goals, prepare and verify financial plans, recommend suitable financial products, and support long-term wealth objectives. The role includes business development, marketing and prospecting support, ongoing training, and autonomy to develop a personal advisory practice.

Build and maintain long-term client relationships while providing comprehensive financial guidance. Identify client goals, develop personalized investment strategies, prepare and verify financial plans, and recommend insurance, investment management, risk management, and wealth management products. The role includes marketing and prospecting support, training, mentorship, and autonomy to develop a personal advisory practice.