Top Financial Advisor Jobs

Volunteer financial advisor mentors collegiate financial officers, supports annual and monthly budget management, reviews financial reports and member balances, monitors spending, promotes compliance with IRS and organizational requirements, and helps improve member retention. The advisor coaches officers, facilitates conflict resolution, participates on the chapter advisory board and affiliated house corporation, and completes ongoing training. The role requires five to eight hours weekly, involves a one-year renewable term, and has no expected travel.

Leads corporate FP&A analysis, financial modeling, management and board reporting, budgeting, forecasting, variance analysis, sensitivity analysis, and Hyperion Planning coordination. Develops GAAP and non-GAAP analyses, supports financial software initiatives, improves processes, and provides materials for senior management and the Board of Directors.

Completes the Advisor Mastery Program to develop financial advisory, investment management, sales, client service, and compliance skills. Builds a client pipeline and book of business through prospecting and networking, evaluates client financial needs, recommends suitable investment products, manages accounts and portfolios, executes transactions, and maintains records. Must complete training, meet production standards, and obtain required securities and insurance licenses.

Guides students through the financial aid process, including applications, Title IV funding, clearance, and specialized funding support for veterans and agency students. Maintains student information systems, performs data entry, manages electronic files, participates in orientations and start events, and collaborates with financial aid leadership. Provides detailed, compliant, student-focused support throughout enrollment.

Supports senior advisors with client data analysis, macroeconomic financial modeling, client meetings, case implementation, annual reviews, relationship management, and business development events. The role includes administrative follow-up, client service, educational marketing activities, licensing support, and a structured path toward Lead Advisor status. Candidates should have 1–3 years of relevant experience, an active Life and Health Insurance license, and preferably FINRA securities licenses.

Supports senior advisors by analyzing client data, preparing financial models, participating in client meetings, coordinating case implementation and annual reviews, managing existing client relationships, and assisting with business development workshops and marketing events. The role requires or encourages securities and insurance licensing, provides training and sponsorship, and offers a structured path toward Lead Advisor status.

Provide comprehensive financial planning and wealth management advice to individuals, families, and business owners. Design asset protection, retirement income, and estate planning solutions; expand regional client networks through CPA alliances and marketing channels; and manage client relationships to support retention and satisfaction. The role requires active securities and insurance licenses, at least three years of producing advisor experience, and an entrepreneurial, consultative approach.

Supports senior advisors by analyzing client data, preparing financial models, participating in planning meetings, coordinating case implementation and annual reviews, and managing existing client relationships. The role also contributes to business development through workshops and educational marketing events. Candidates need financial services experience, required state insurance licensing, and preferably FINRA securities licenses. The position offers training, licensing sponsorship, administrative support, and a path toward Lead Advisor status.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, addresses service requests, monitors regulations and market trends, and supports client retention. Requires a relevant bachelor’s degree, an active financial industry designation or license, financial planning and investment knowledge, and strong communication and client service skills.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting activity in CRM and planning systems, and maintaining knowledge of regulations, markets, and investment products.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, servicing existing clients, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, servicing existing clients, analyzing client data, documenting activities in CRM and financial planning systems, and maintaining knowledge of regulations, markets, and financial products. The role requires client interaction, strong financial planning expertise, and an active professional license or designation.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, serving existing clients, analyzing financial data, documenting client activity, and maintaining knowledge of regulations, markets, and financial products. The role provides client service and helps support retention and satisfaction initiatives.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, and serving existing clients. Maintains accurate records in CRM and financial planning systems, ensures timely execution of client requests, monitors regulations and market trends, and contributes to client retention and satisfaction.

Supports lead advisors by preparing comprehensive financial plans, implementing investment strategies, processing account transactions, and serving existing clients. Analyzes client data, identifies planning opportunities, executes service requests, maintains accurate CRM and financial planning records, and stays current on regulations, markets, and financial products. The role requires an active financial services license or recognized professional designation, strong financial planning knowledge, and excellent client communication skills.

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, servicing existing clients, analyzing client data, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products. The role requires direct client interaction, independent judgment, and an active financial services license or recognized professional designation.

Develop and grow client relationships, provide investment and financial planning advice, conduct client reviews, identify financial goals, and deliver recommendations across brokerage, trust, insurance, and family office services. Drive market growth, revenue, and profitability through internal referrals, external centers of influence, community engagement, and consultative business development.

Provides personalized financial planning and investment advice to credit union members, covering retirement, insurance, wealth management, and financial products. Builds and manages a book of business through consultative sales, prospecting, relationship development, and revenue generation. Ensures compliance with SEC, FINRA, NCUA, broker-dealer, AML, and credit union requirements while maintaining accurate records, licenses, continuing education, and administrative documentation.

Serves high-net-worth clients as lead advisor, developing comprehensive financial plans and providing investment, retirement, estate, tax, and wealth management guidance. Builds long-term relationships, conducts client discovery, manages planning documentation, collaborates with internal specialists, supports business development, communicates complex financial concepts, and fulfills fiduciary and compliance responsibilities. Limited travel may be required.

The Financial Advisor Manager oversees a team of Financial Advisors, focusing on hiring, training, mentoring, and driving sales of Mass Affluent products while ensuring compliance and performance management.

Develop comprehensive financial plans covering cash flow, tax, investments, retirement, estate planning, executive compensation, and risk management. Build and maintain strong client relationships, lead review meetings, explain planning scenarios, and update strategies after major life events. Collaborate with investment specialists, manage portfolio rebalancing and tax-loss harvesting, and support organic growth through referrals and business development.

Join Arootah's advisor network as a fractional CFO/Head of Finance to provide project-based financial leadership to hedge funds, private equity firms, and family offices. Responsibilities include building finance infrastructure, overseeing fund and management company accounting, budgeting/forecasting, cash management, reporting, controls, audit/tax coordination, and partnering with senior leadership on strategy and investor readiness.

Build and manage a client portfolio by analyzing financial needs, recommending insurance and financial products, developing customized plans, monitoring markets, researching products, and providing ongoing customer service. Compensation is entirely commission-based, with performance-driven earnings. Advisors must obtain required insurance and securities licenses and continue professional development.

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 serving on advisory and house corporation boards.

Develops, manages, and retains wealth management clients in Collin County. Meets with clients to assess financial goals and situations, provides investment and financial planning advice, cross-sells bank products, and maintains client relationships. Requires regular travel between locations, occasional extended hours, and potential work at physical bank premises. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial advisor experience, applicable securities and insurance licenses, and successful background and financial checks.