How Much Does An Equitable Financial Advisor Make Jobs in Usa
19,388 positions found
If you’re tired of chasing leads, this is your seat.
Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.
This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.
Compensation
Base Salary + Commissions (%) + Bonuses
What You Get Here
- A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
- A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
- The ability to implement solutions across investments, annuities, and life insurance based on client needs
- A team that supports implementation so you can stay focused on advice, recommendations, and relationships
What You’ll Do
- Lead discovery and retirement planning conversations (typically ages 50–75)
- Turn client goals into a clear written plan with recommendations they understand and trust
- Present, close, and implement solutions aligned to the client’s best interest
- Build long-term relationships and become “their advisor,” not a one-time transaction
- Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience
Required Qualifications
- Active Life & Health Insurance License
- Series 65 or 66
- Proven consultative sales ability (you can guide a decision without being pushy)
- Strong communication and presence with retirement-aged clients
- Prior client-facing planning experience strongly preferred
Who This Role Is For
You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.
If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.
Swiss American Financial Solutions is an equal-opportunity employer.
Financial Advisor
You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.
Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.
Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.
Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.
In this role, you will:
- Build and maintain strong client relationships
- Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
- Develop new business and contribute to firm growth
- Deliver a high-touch, personalized planning experience
- Work alongside the team to support long-term client outcomes and firm expansion
Required Qualifications
- Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
- Active licensing appropriate to the role
- Strong communication and relationship-building skills
- Ability to develop business and generate revenue
- Confidence leading client meetings and presenting recommendations
Preferred Qualifications
- Experience working with retirement-focused clients
- Insurance and advisory background
- Existing network or ability to build relationships in the market
- Holistic planning mindset
- Ability to run workshops
If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.
Financial Advisor / Insurance Agent – Make a Meaningful Career Move
Salt Lake City, UT | Onsite | Independent Contractor
Industry: Insurance, Financial Services | Focus: Sales, Business Development
Are you ready to take control of your future, grow your income, and make a real impact in your community?
Whether you’re changing careers, re-entering the workforce, or simply looking for more freedom, flexibility, and fulfillment, this opportunity with Farm Bureau Financial Services could be the perfect fit.
What This Career Offers You:
- Build Your Own Business – You're in charge of your success, with the freedom to grow at your own pace.
- Make a Difference – Help individuals and families protect what matters most to them.
- Unlimited Earning Potential – Commission-based income with base bonuses, incentives, and travel opportunities.
- Ongoing Training & Mentorship – We invest in your success from day one, with coaches, managers, and marketing support.
What You'll Be Doing:
- Meet with clients to understand their insurance and financial needs
- Offer personalized solutions and long-term financial strategies
- Manage existing policies, process renewals, and assist with claims
- Market your services through social media, phone calls, and community outreach
- Keep accurate business records and oversee daily operations
- Stay current on industry products, regulations, and compliance
Is This Role Right for You?
We’re looking for someone who:
- Wants to build something of their own with a respected brand behind them
- Has a passion for helping others and being involved in their community
- Is driven, self-motivated, and goal-oriented
- Enjoys solving problems and creating customized solutions
- Brings strong communication and people skills
- Has leadership potential or interest in managing a team
- (Bonus) Has experience or interest in agriculture, finance, or sales
Qualifications:
- Entrepreneurial mindset and desire to operate your own business
- Ability to plan, prioritize, and manage time effectively
- Comfortable working independently and building client relationships
- Willingness to obtain insurance and financial licenses (with our support)
Compensation & Perks:
- Commission-based earnings with base bonus
- Incentive travel and cash bonuses
- Marketing and sales support
- Licensing assistance and onboarding training
Ready to Make a Career Change That Matters?
If you're looking for a fresh start with real growth potential, the opportunity to be your own boss, and a career that helps people every day — let’s talk.
Compensation: Commission - $75,000+
Responsibilities: Be a coachable, organized team member interested in pursuing training development and educational opportunities
Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
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
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications: Requires a Bachelor’s degree in business administration, finance, or other related field
Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
About Company
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!
#WHGEN
Compensation details: 75 Yearly Salary
PI51f88dc4e776-37344-39998924
Grow your career with a nationally recognized RIA while serving members of one of Houston's premier credit unions.
Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.
This position combines the stability of a salaried role with the earning potential and flexibility of an advisory practice.
This opportunity is ideal for someone who thrives in a relationship-driven, client-first environment.
About the Opportunity As a Financial Advisor, you'll be embedded within Credit Union branches, providing members with personalized financial planning and investment guidance.
You'll receive an active referral stream from branch employees and have opportunities for both branch coverage and an inherited book of business.
This is a true growth opportunity.
You'll work collaboratively with the Credit Union team to train staff on identifying referral opportunities, conduct member education workshops, and help expand the visibility of the investment program.
What You'll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG's advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG's leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392
The Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As a Financial Advisor, you will be responsible for the following:
General:
- Manages client relationships assigned by the firm and helps clients achieve wealth goals.
- Makes critical client decisions such as creating or reviewing financial plans, implementing investment policies and strategies, and recommending investment products.
- Coordinates and works closely with the client service team, including Financial Advisors, support staff and administrative staff.
- Markets the firm and develops its reputation with referral sources and the community.
- Attracts new clients to the firm.
- Serves on the firm's Investment Committee or performs due diligence of the investment managers used by the firm.
- Supervises the work of other advisors and administrative support.
- Participates in critical management and service decisions, including vendor evaluation and the design of processes.
- Develops and maintains internal and external Center of Influence (COI) relationships.
Advisory:
- Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems.
- Works with other VP Financial Advisors to discuss, review and finalize financial planning assumptions and design decisions.
- Works with the client and under the supervision of VP Regional Director to obtain information and prepare risk profiles and if applicable, investment policy statements.
- Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the operations team.
- Develops asset allocation strategies and works with the investment team or on her/his own to implement the strategy.
- Rebalances portfolios as directed by the investment committee and the Lead Financial Advisor working with the client.
- Participates in all client meetings and adds value to the meeting through the delivery of presentations, facilitation of discussions and preparation of information.
- Creates custom worksheets and analysis where needed to answer client questions or research investment opportunities.
- Researches new investment products and vendors.
- Facilitates the adoption of new technology by the client service teams and trains others as necessary.
- Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants.
- Advises clients on appropriate financial products in the context of their plans.
Supervisory Responsibilities:
- Wealth Analysts and Financial Advisors, if applicable.
Qualifications:
- Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics
- Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66
- Holds appropriate advisory licenses as required by the SEC and state agencies
- Completion of CFP program and examination
- Brings a minimum of five years and a median of seventeen years of experience in the role
- PC, phone system, general office equipment
- Demonstrates expert knowledge of Microsoft Office applications, especially Excel
- Strong verbal and written communication skills and strong interpersonal skills
- Ability to maintain strict confidentiality
- Ability to effectively promote Nicolet as an employer of choice
- Basic knowledge of banking positions
- Strong organizational, multi-tasking and prioritizing skills
- Self-motivated and resourceful
- Strong leadership and delegation skills
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Job Title: Financial Counselor
Location: San Diego, CA (On-site only)
Employment Type: Full-Time
Salary Range: $28 - $31
About Us
At Reproductive Partners San Diego, we are proud to support individuals and families on their fertility journey with compassion, innovation, and personalized care. As a recognized leader in reproductive health, we are seeking a dedicated Financial Counselor to join our on-site team and help patients navigate the financial aspects of treatment with clarity and confidence.
Position Summary
The Financial Counselor will guide patients through insurance coverage, billing procedures, and available financial assistance options. You will act as a key liaison between patients, healthcare providers, and insurance companies to ensure transparency and resolution in all financial matters related to fertility care.
Key Responsibilities
- Educate patients on insurance benefits, limitations, and expected out-of-pocket expenses
- Interpret and review medical bills, insurance claims, and financial documents for accuracy
- Coordinate with providers and insurers to resolve payment issues and disputes
- Assess eligibility for financial assistance and assist with applications
- Explain billing codes, insurance terminology, and payment obligations to patients
- Maintain comprehensive and accurate financial records for each patient
- Stay current with changes in healthcare insurance policies and billing procedures
Must-Have Qualifications
- Prior healthcare experience (clinic, hospital, or medical office)
- General knowledge of insurance plans and terminology
- Insurance claims and billing experience
- Strong customer service skills – both written and verbal
- Analytical and problem-solving skills with excellent attention to detail
Nice to Have
- Experience at a fertility or IVF clinic
- Bilingual (Spanish preferred)
- Proficiency in Microsoft Excel
Automatic Disqualification
- Applicants seeking remote-only or part-time roles will not be considered
Qualifications
- Bachelor’s degree in healthcare administration, Finance, Business, or equivalent experience
- Knowledge of medical billing systems, insurance procedures, and patient finance
- Ability to manage confidential information with professionalism and discretion
- Empathy, integrity, and a patient-first mindset
Why Join Us?
- Opportunity to make a meaningful impact in patients’ lives
- Collaborative and supportive clinical team
- Competitive compensation and growth potential
- Work with a nationally recognized fertility practice
Job Description
Attention Military Affiliated Job Seekers
Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is \"On-Site\" at the location detailed in the job post. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned.
Minimum Education Required
High School/GED
Job Category
Finance
Additional Qualifications/Responsibilities
Other Job Requirements Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title: Personal Financial Counselor, PFC, Fort Snelling, MN
Grade: 23
Work Experience - Required: Financial Counseling
Work Experience - Preferred: Financial Counseling
Education - Required: A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred
License and Certifications - Required: AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other License and Certifications - Preferred
Salary Range: Salary Minimum: $53,125 Salary Maximum: $84,995
Location: Fort Snelling, Minnesota
Job Code: Social Worker
Company: Magellan Federal - AFSC
Salary Range: $45,000-$60,000
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
Responsibilities include:
- Provides personal financial counseling and management services directly to service members and their families.
- Assists service members in establishing a spending plan for extended absences.
- Develops and makes available informational financial materials to service members and families.
- Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
- Responds to requests for age-appropriate classes or seminars.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
- Manages duty to warn situations according to Department of Defense (DoD) protocol.
- Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
- Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
- All other duties as assigned.
The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other job requirements include:
Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Salary range: $58,440 to $93,500. This position may be eligible for short-term incentives as well as a comprehensive benefits package.
