Financial Advisor
$75k - $90kValued Merchant Services
Financial Advisor Opportunities San Francisco, CA, New York, NY, Houston, TX, Chicago, IL A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. This is an opportunity to align with a world-class organization known for sophisticated wealth strategies, elite client service, institutional-level resources, and an exceptional advisor support platform. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value. Two Distinct Career Paths 1. Advisor Development Track Partner with a Seasoned Senior Advisor Ideal for advisors looking to accelerate growth through mentorship, advanced planning exposure, and institutional support. Compensation Base Salary: $75,000–$90,000 Performance Bonuses Total Compensation Potential: Up to $250,000+ annually What You’ll Gain Direct mentorship from a senior advisor Hands-on development with high-net-worth clientele Structured growth and career advancement Access to sophisticated planning strategies and proprietary tools 2. Independent Advisor Channel Build Your Practice with Full Institutional Support Designed for experienced advisors seeking greater autonomy, significantly higher payout structures, and long-term practice scalability. Compensation 80%–85% Commission Payout Total Compensation Potential: $325,000–$450,000+ annually Firm Support Includes Dedicated support staff Marketing and branding support Advanced training and development State-of-the-art technology and practice management tools E&O insurance coverage Travel expense reimbursement Full operational infrastructure Why Advisors Join Our Firm We believe exceptional advisors deserve exceptional support. Benefits & Advantages Outstanding collaborative culture Elite wealth management platform Cutting-edge technology and planning tools Competitive compensation structure Uncapped monthly bonus opportunities Comprehensive benefits package including: Health insurance Retirement benefits Life insurance Long-term disability coverage Superior succession and retirement transition strategies Long-term career growth and leadership opportunities Ongoing coaching, mentorship, and professional development Requirements Minimum Qualifications 3–5 years of financial advisory experience Demonstrated success working with high-net-worth clients Existing book of business with approximately $10M–$50M in AUM FINRA Series 7 License Series 63 or 66 Series 65 or 66 Active State Insurance Licenses: Health Life Variable Products Required Qualifications: Four-year college degree or equivalent experience Legally authorized to work in the United States without sponsorship Entrepreneurial mindset with strong business development capabilities Desire to grow within a coaching and peer-learning environment Proven track record of consistent production and client retention Strong interpersonal, relationship-building, and communication skills Ideal Candidate Profile You are a relationship-driven advisor who thrives in a performance-oriented environment and wants access to institutional-quality resources without sacrificing entrepreneurial freedom. You value: Growth Independence Elite client experiences Long-term wealth creation Collaborative excellence Building a lasting advisory business Apply Today If you are ready to take your advisory career to the next level with the support of a top-tier investment banking and wealth management platform, we encourage you to apply confidentially today. Send resume and LinkedIn profile to: View email address on click.appcast.io #J-18808-Ljbffr Valued Merchant Services
- ...Financial Solutions Advisor - West Portal San Francisco, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...America, this position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Note: This requisition contains multiple locations, but there is no immediate opening for every location listed....SuggestedTemporary workBank staffImmediate startMonday to FridayShift workDay shift
$100k - $145k
...Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies....SuggestedTemporary work$61k - $119k
...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 goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...it. They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with... ...fund through trust, insight, and real results. Personalized financial advisory aligned with the AI resilience thesis. You develop...Full timeRemote workShift work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$69k - $127.8k
...Wealth Sales & Service 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 needs and provides solutions though the sales of...Part timeLocal area- ...The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires...
$95k
...FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the...Remote workShift work$75k - $90k
...Financial Advisor Opportunities San Francisco, CA, New York, NY, Houston, TX, Chicago, IL A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York...- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Qualifications ~ Candidates must have a four-year degree and the CFP designation ~7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm ~ Expertise in estate, tax, retirement...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...Temporary workLocal areaFlexible hours$150k - $175k
...rapidly growing wealth management team overseeing approximately $3.5B in assets under management is seeking an experienced VP Financial Advisor located in South San Francisco or within a 25-mile radius. This individual will primarily focus on generating new business by...Work at office$30.98 - $34.88 per hour
About This Role Department Reports to Director of Patient Financial Services Type Requisition # 12658 Position Summary The Patient Financial Advisor (PFA) offers financial advice and assistance to patients regarding medical bills. PSA is the liaison between patients and...Hourly payWork at office- Bank of America is hiring a Financial Solutions Advisor Stage I in San Francisco, California. This entry-level position combines training and relationship building with clients, along with offering comprehensive financial advice. Key responsibilities include obtaining essential...Monday to Friday
$61k - $119k
Northwestern Mutual is looking for a Financial Advisor in San Francisco, California. This role involves growing a client base, creating personalized financial plans, and managing client finances to ensure success. The position offers performance-based earnings, with typical...$60k - $90k
The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory. This job partners... ...Consultant(s) to develop consultative relationships with Financial Advisors, branch office managers and sales managers, and to grow...Work experience placementWork at office$75k - $90k
Valued Merchant Services is looking for high-performing Financial Advisors in San Francisco. This role promises an opportunity to join a premier investment banking and wealth management firm that offers sophisticated wealth strategies and elite client service. Candidates...- Empirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets... ...role We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to...
- Northwestern Mutual in San Francisco seeks a Financial Advisor to help clients with financial planning and achieve their goals. As an independent contractor, you'll build your business through client relationships and tailored financial plans. The role offers competitive...For contractors
$70k - $80k
Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies...Temporary workMonday to FridayDay shift- ...independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This... ...decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills,...Immediate start
$5,000 per month
...shared visionassemble talented thought leaders to establish a financial institution that could breathe new life into business banking and... ...to join our existing practice as team-based Financial Advisor Associate within our Trust & Family Office division. This position...Work experience placementWork at officeLocal area- ...Financial Solutions Advisor Registration Candidate- Peninsula Market San Francisco, California;Belmont, California; Foster City, California; San Francisco, California; San Francisco, California; Daly City, California To proceed with your application, you must be...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$80k - $120k
...Financial Advisor – San Francisco Federal Credit Union LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Francisco Federal Credit Union in San Francisco, CA would allow...- A leading financial services company is seeking motivated Sales Consultants to work 100% remotely from anywhere in the U.S. This role involves consulting clients on Indexed Universal Life policies, annuities, and life insurance options. You will customize financial plans...Remote workFlexible hours
- ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in San Francisco, CA would allow you to join the Investment Program at BMO as a Financial Advisor associated with...Local area
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