Financial Advisor
$90k - $150kYtswealth
The ideal candidate is a driven and entrepreneurial professional who excels at building relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding and servicing a book of business while contributing to a culture of accountability, collaboration, and continuous improvement. Location: Export, PA Hours: Full-Time: 8:30am-4:30pm Job Type: In-person Salary: $90,000-$150,000 / year Key Responsibilities Client Advisory & Relationship Management Build and maintain strong client relationships through consistent, meaningful engagement Develop and implement comprehensive financial plans tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions Ensure timely and effective resolution of client inquiries and concerns Execute a proactive client contact strategy within your book of business Business Development & Growth Identify and pursue new business opportunities through networking and relationship-building Demonstrate the ability to grow, develop, and retain a book of business Maintain an entrepreneurial mindset focused on long‑term growth and client success Professional Excellence Conduct thorough discovery to uncover client needs and deliver strategic solutions Stay current on investment products, financial planning strategies, and market trends Embrace feedback, accountability, and continuous improvement Collaborate with team members to leverage collective expertise and deliver exceptional client outcomes Qualifications and Requirements Minimum 5 years of experience in wealth management or financial advisory services Proven ability to build, develop, and retain a book of business Experience working in an entrepreneurial or growth‑oriented environment Required licenses: Series 7, 63, 65 (or 66), and Life/Health/Variable Insurance Strong communication, analytical, and relationship management skills Must be able to pass a drug test, state background check, and federal fingerprinting Core Competencies Business Development Client Relationship Management Consultative Communication Practice Management Quantitative Analysis Retirement Planning Strategic Thinking Primarily office‑based with regular in‑person client interactions Fast‑paced, collaborative environment requiring adaptability and strong time management Occasional travel for client meetings, events, or conferences Physical Requirements Prolonged periods of sitting, computer use, and phone communication Ability to attend in‑person meetings and events Occasional lifting of light materials (up to 20 lbs) Ability to communicate effectively in both in‑person and virtual settings Compensation Salary Range: $90,000 – $150,000 annually (commensurate with experience) Additional performance‑based compensation opportunities Benefits and Perks 9 paid holidays annually (If during Mon‑Fri) Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
- After 30 Days) 10 days of Paid Time Off
- After 30 Days) 401(k) dollar for dollar match up to 4%
- After 30 Days) Maternity and Paternity leave
- After 30 Days) Medical – Dental – Vision – HRA – Life Insurance
- ...Financial Advisor At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring...Suggested
$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...SuggestedWork at officeWork from homeHome officeFlexible hours$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$55.25k - $66.3k
...the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...SuggestedFull timePart timeWork experience placementLocal area$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...SuggestedTemporary workLocal areaFlexible hours$66.56k - $99.32k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even... ...winning combination. About the Job * As a Financial Services Advisor, you will work directly with real people pursuing real dreams and...
- ...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...Work at officeShift workDay shift
- ...Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities: * Build a portfolio of customers and offer financial advice tailored...
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest Hills, New York; Long Island City, New York; Jamaica, New York; Flushing, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$50 - $60 per hour
...Overview DataAnnotation is committed to creating high-quality AI. We are looking for a Financial Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$65k - $80k
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day....Temporary workWork at officeMonday to FridayShift workDay shift- ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00262## Primary Office Location:117 South Allen Street. State College, Pennsylvania. 16801.## **Join our team. Make a difference...Work at office
$70k - $80k
...FINRA. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds...Temporary workMonday to FridayShift workDay shift$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...- ...Services Scheduled Weekly Hours: 40 Hours: 8:00 AM – 5:00 PM Work Shift: Day Shift (United States of America) Job Summary The Financial Advisor is responsible for answering questions about billing information and establishing estimates for patients who have a scheduled...Shift workDay shift
$100k - $150k
...Financial Advisor page is loaded## Financial Advisorlocations: Little Silver, NJtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-102216**About Wealth Enhancement**Wealth Enhancement is an independent wealth management firm with an endless passion for...Full timeTemporary workWork at officeFlexible hours$70k - $80k
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift$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- ...Overview Masterworks Advisers is a Registered Investment Advisor that advises clients on art-related investment products. We allow anyone... ...by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the...
$24 - $32 per hour
...CIAT Location: San Diego, CA and Albuquerque, NM Reports to: Financial Aid Advising Manager Status: Non-exempt Employment Type: Full-... ...requirements, and the application process Work closely with admission advisors to complete new enrollment packets each term Maintains...Hourly payFull timeWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hoursAfternoon shift$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$66.56k - $99.32k
...to progress through the salary range over time as they advance in their role. Line of Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaFlexible hours- ...Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience...Work at office
- Allstate Insurance Co. is seeking an Allstate Financial Specialist to build a financial services practice with community support. Responsibilities... ..., and preferred qualifications include being a Financial Advisor or having a Bachelor's degree with a focus on business. #J-188...
- Bank of America in New York is seeking a qualified financial advisor to help clients achieve their financial goals through comprehensive advice and customized solutions. This role involves triaging client leads, meeting with clients, and building financial plans. Successful...
$88k - $125k
Overview Remote | Part-Time or Full-Time We are expanding our team of Financial Consultants in a fully remote environment. This entry-level opportunity is available on both a part-time and full-time basis. Through a structured training program, you will develop the skills...Full timePart timeRemote work10 hours per weekFlexible hours$55k - $156.45k
...explains the bank’s brokerage services, discusses the advantages of proper planning, and obtains the necessary information to make sound financial recommendations. Coaches retail employees on the features and benefits of brokerage services products offered to their customers....For contractorsMonday to Friday- ...Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for...Bank staffLocal areaFlexible hoursAfternoon shift
- About the Role We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families, with the flexibility to create your own schedule and build your career on your terms. Responsibilities Meet...16 hoursLocal areaImmediate startRemote work
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