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Financial advisor Jobs in USA

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Financial advisor • usa

Last updated: 18 hours ago

Financial Advisor

McKenzie Recruiting LLCEugene, OR, United States
$80,000.00 yearly
Full-time

We are a Fee-Only, Fiduciary, and Independent financial planning firm.That means we work exclusively for our clients never earning commissions, never selling proprietary products, and always putti... Show more

Financial Advisor

TradeJobsWorkforce14219 Buffalo, NY, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Financial Advisor

EVEREST FINANCIAL GROUP LLCGolden Valley, MN, US
$100,000.00 yearly
Full-time

A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyBaton Rouge, LA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor

BmoBurlington, WI, United States
$65,000.00–$140,000.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Financial Advisor

Staffing in MotionPlano, TX, United States
$85,000.00–$95,000.00 yearly
Full-time

This role is with a large Portfolio Management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a... Show more

Financial Advisor

WestPoint Financial GroupNew Albany, OH, US
$80,000.00–$110,000.00 yearly
Full-time

Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility.You're trusted in your community.Y... Show more

Financial Advisor

MassMutual South CarolinaCharleston, SC, US
Full-time

About Us MassMutual South Carolina is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach.Our strength lie... Show more

Financial Advisor

Northwestern MutualSaint Louis, MO, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor

Stillman BankRockford, IL, United States
Full-time

Stillman Bank is a local, community bank founded in 1882.Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties.Our organization is owned by shareholder... Show more

Financial Advisor

First Command Financial Services, Inc.Warner Robins, GA, US
Full-time

Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more

Financial Advisor

Charter Oak FinancialHamden, CT, US
Full-time

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle.We deliver a distinctive experience that ble... Show more

Financial Advisor

Simon Quick AdvisorsMorristown, NJ, United States
$200,000.00 yearly
Full-time

Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000.Simon Quick Advisors is an independent, employee-owned RIA that offers hol... Show more

Financial Advisor

GoldBook FinancialLos Angeles, CA, US
Full-time

About GoldBook Financial GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms.At GoldBook Financial, you get the freedom to build your busines... Show more

Financial Advisor

Professions IncDallas, TX, United States
Full-time

A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Dallas office.This role is ideal for an advisor who enjoys comprehensive planning, client servic... Show more

Financial Advisor

Vista Wealth SolutionsRadnor, PA, US
$80,000.00–$200,000.00 yearly
Full-time

Financial Advisor/ Financial Planner Vista Wealth Solutions | MassMutual Multiple Locations: Greater Philadelphia, Horsham/Montgomery County, Lehigh Valley, Northeast Pennsylvania, South Jersey & ... Show more

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Financial Advisor

Pinnacle BankNashville, TN, United States
Full-time

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every associate embraces what makes Pinnacle di... Show more

Financial Advisor

Edward JonesSan Diego, CA, United States
$45,000.00–$100,000.00 yearly
Full-time

Financial Advisor Opportunity At Edward Jones.This job posting is anticipated to remain open for 30 days, from 27-Aug-2026.Join a financial services firm where your contributions are valued.Edward ... Show more

Financial Advisor

M&T BankBoston, MA, United States
$72,200.00–$120,300.00 yearly
Full-time

Financial Advisor | Greater Boston Market.Deliver personalized financial guidance.Make an impact in the communities you serve.At M&T Bank, we believe meaningful relationships are the foundation of ... Show more

Financial Advisor

State Employeescredit UnionRaleigh, NC, United States
Full-time

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!.The Financial Advisor with an investment/trust/estate planning focus is responsible for pr... Show more

Financial Advisor

Financial Advisor

McKenzie Recruiting LLCEugene, OR, United States
8 days ago
Salary
$80,000.00 yearly
Job type
  • Full-time
Job description

Financial Advisor

We are a Fee-Only, Fiduciary, and Independent financial planning firm. That means we work exclusively for our clients never earning commissions, never selling proprietary products, and always putting client interests first. We're a growing firm built on integrity, transparency, and a genuine commitment to helping people make sound financial decisions. If you want to practice financial planning the way it should be done free of conflicts of interest we'd love to talk to you.

As a Financial Advisor, your primary responsibility is to assist clients in achieving their financial goals and objectives. You will analyze their financial situation, provide personalized advice, and offer strategic recommendations to help clients make informed decisions about their investments, retirement planning, insurance, and overall financial well-being. Location: Southern Oregon Coast, OR Salary: $80,000 - $10,000 depending on experience

Key Responsibilities

  • Conduct comprehensive financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop a deep understanding of clients' current financial situations, including income, expenses, assets, and liabilities.
  • Create customized financial plans based on clients' individual needs and objectives.
  • Provide guidance on investment strategies, retirement planning, tax planning, and estate planning.
  • Recommend suitable investment portfolios based on clients' risk profiles and financial objectives.
  • Monitor and adjust investment portfolios to align with market conditions and clients' changing circumstances.
  • Stay updated on market trends, economic indicators, and investment opportunities.
  • Assess and mitigate financial risks by recommending appropriate insurance products, such as life insurance, disability insurance, and long-term care insurance.
  • Educate clients on financial concepts, investment options, and market trends to empower them to make informed decisions.
  • Conduct educational workshops to enhance clients' financial literacy.
  • Engage in business development efforts, including networking, referral generation, and identifying opportunities to grow the client base.
  • Ensure compliance with relevant financial regulations and industry standards.
  • Stay informed about changes in financial laws and regulations.
  • Build and maintain strong, long-term relationships with clients.
  • Regularly communicate with clients to review their financial plans, address concerns, and provide updates on portfolio performance.

Qualifications

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.
  • Strong knowledge of financial markets, investment products, and financial planning strategies.
  • Professional sales experience, with a demonstrated ability to build relationships and grow business.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial information and communicate recommendations clearly.
  • Previous experience in financial advising, investment management, or a related field is advantageous.