Top Financial Advisor Jobs

Build and grow an independent financial advisory practice with support from The Pelora Group. Responsibilities include developing client relationships, understanding individual financial goals, expanding professional networks, pursuing ongoing development, and leveraging resources across investments, planning, operations, technology, compliance, tax strategy, marketing, and practice management.

Build and grow an independent financial advisory practice through client relationship management, business development, customized financial guidance, and community engagement. Advisors receive support in marketing, operations, training, strategy, succession planning, and practice growth. The role requires financial advising or wealth management experience, an active Life and Health license, established client relationships, strong communication skills, fiduciary commitment, and interest in obtaining securities licensing. Compensation is entirely commission-based.

Develop and grow a significant wealth-management book of business while serving high-net-worth clients. Responsibilities include financial planning, investment recommendations, portfolio reviews, client relationship management, referral development, business networking, compliance documentation, and collaboration with CPAs, portfolio managers, and service teams.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, analyzes investments and insurance policies, places trades, and supports account management. The role also sources and converts prospective clients, drives referrals, presents financial advice, maintains CRM records, and assists senior advisors with complex client relationships. This is a succession opportunity involving an established client portfolio.

Provides investment, insurance, trust, estate, and retirement planning guidance to credit union members through branch, telephone, and digital channels. Builds ongoing member relationships, recommends suitable financial products, meets productivity and service KPIs, supports referrals, trains newer employees, and collaborates on complex member needs. Maintains required licenses, follows regulatory and information-security procedures, completes continuing education, and may travel for training.

Full-time rotational program preparing participants for careers as Financial Advisors through hands-on experience in client support, retail sales, advice, and personal financial planning. Participants receive mentorship from CFP professionals, develop investment and client relationship skills, and complete the CFP Board Apprenticeship pathway. An undergraduate degree, CFP Board-registered coursework, SIE completion, and eventual Series 7 and 66 licensing are required.

Supports financial advisors by assessing client finances, evaluating investment and tax strategies, conducting account quality-control procedures, and preparing reports with charts and graphs. The intern gains hands-on experience developing wealth management and financial planning solutions for individuals and families while collaborating with staff across the firm.

Lead client relationships through financial planning, investment advisory discussions, portfolio construction, and basic trading. Conduct client meetings and onboarding, oversee financial plan development, coordinate tax, estate, insurance, and benefits planning, and support associate advisor development. Contribute to marketing, business development, practice management, compliance, client service, and firm projects while maintaining operational processes and client confidentiality.

Sell investment, planning, and insurance products to individual investors; manage an existing client book, generate new business with internal partners, contact customers to introduce services, and use digital tools (MoneyGuidePro, eSignature, Salesforce) to enhance client experience.

Advise customers on personal investment products, market trends, investment strategies, and suitable transactions. Maintain knowledge of investment offerings and comply with Bank, broker-dealer, FINRA, and SEC requirements. Drive profitable sales, identify customer needs, develop internal and external referral relationships, and provide high-quality service to existing clients.

As a Financial Advisor in the Advisor Development Program, you will develop relationships with high-net worth clients, evaluate their financial goals, and deliver tailored investment recommendations while working collaboratively within a team.

Provides comprehensive financial planning and investment management services for clients. Responsibilities include building client relationships, assessing financial goals, developing customized plans, advising on retirement and estate planning, managing asset allocation and investment strategies, monitoring portfolios, and staying current with industry trends and regulations.

Provides comprehensive financial planning and investment management for clients, including retirement and estate planning, asset allocation, customized financial plans, and portfolio monitoring. Builds client relationships, delivers investment guidance, and stays current on financial regulations and industry trends.

Build and manage a financial advisory practice serving individuals, families, and business owners. Develop personalized strategies covering wealth management, retirement, insurance, estate, and business planning. Grow a client base through networking, referrals, and business development; conduct ongoing reviews; collaborate with internal specialists; use technology and marketing resources; and maintain ethical and regulatory standards.

Build and manage a financial advisory practice serving individuals, families, and business owners. Develop holistic strategies covering wealth management, retirement, insurance, estate, and business planning. Grow a client book through networking, referrals, and business development; conduct ongoing reviews; adjust recommendations as needs evolve; collaborate with specialists; and maintain ethical, professional, and regulatory standards.

Build and manage a financial advisory practice serving individuals, families, and business owners. Develop comprehensive strategies covering wealth management, retirement, insurance, estate, and business planning. Grow a client base through networking, referrals, and business development; conduct ongoing reviews; collaborate with specialists; and maintain regulatory compliance, professionalism, and strong client relationships.

Provide investment advice, analyze portfolios, execute trades, and recommend client-specific investment plans. Conduct portfolio reviews, maintain client relationships, support referrals and cross-selling, and ensure regulatory compliance. Manage client records and communications using Redtail, collaborate with bank branches, respond to brokerage-related banking inquiries, and stay current on financial markets and research tools.

The Sr. Associate, Investments and Planning advises affluent clients on investments, assesses their financial situations, and develops business networks.

The Financial Advisor assesses clients' financial objectives, provides tailored investment guidance, builds client relationships, and ensures compliance with industry regulations.

The Financial Advisor will prospect for new clients, provide financial planning education, and assist with asset allocation and investment decisions for retirement plans.

Market to prospective clients, analyze their income and assets, recommend investment solutions (mutual funds, stocks, bonds, insurance, annuities), help clients act on recommendations, provide ongoing personal service, and build long-term professional relationships.

Oversee Banking-as-a-Service partners to ensure BSA/AML/OFAC and fraud compliance. Conduct risk assessments, review policies, advise partners, identify gaps, recommend controls, support partner onboarding and regulatory alignment, and collaborate with internal stakeholders to maintain the bank's financial crimes program.

Cross Financial seeks experienced financial advisors with a transferable book of business to transition to a high-payout platform with true client ownership and long-term growth opportunities.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

Financial Advisors operate independently to provide clients with advice on financial services and insurance, managing client relationships and seminars, while diversifying income through various product lines.