Financial Advisor Jobs
Financial Advisor jobs are open across wealth management, banking, insurance, and independent advisory firms, from entry-level associate to senior and partner roles, with specializations in retirement planning, investment management, and estate planning. Find a role that fits from the openings below and apply directly.
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Showing 5 of 1,456+ Financial Advisor jobs
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- Time with NM: 25 years
- Prior experience: [Add his career before NM, if any]
- Passionate about: Family. Jesse is married to his high school sweetheart, Melissa, and they have four children. His daughter works alongside him in the office as Director of Operations and Associate Financial Representative. He also enjoys fine wines, hosting bonfires at his home, and always has a fun fact to share. Learn more about Jesse
- Time with NM: 5 years
- Prior experience: Business Development Manager in the automotive industry, where she built expertise in relationship building and business growth
- Passionate about: Time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.
- Time with NM: 10 years
- Prior experience: Built his career in the construction industry before joining Northwestern Mutual
- Passionate about: Family. Eric and his wife, Ashley, are high school sweethearts who both attended Penn State, where their oldest daughter is now a student. They also have a younger daughter and a dog named Jamie. In his free time, he enjoys networking events, trivia nights, and time with his family.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- Time with NM: 25 years
- Prior experience: [Add his career before NM, if any]
- Passionate about: Family. Jesse is married to his high school sweetheart, Melissa, and they have four children. His daughter works alongside him in the office as Director of Operations and Associate Financial Representative. He also enjoys fine wines, hosting bonfires at his home, and always has a fun fact to share. Learn more about Jesse
- Time with NM: 5 years
- Prior experience: Business Development Manager in the automotive industry, where she built expertise in relationship building and business growth
- Passionate about: Time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.
- Time with NM: 10 years
- Prior experience: Built his career in the construction industry before joining Northwestern Mutual
- Passionate about: Family. Eric and his wife, Ashley, are high school sweethearts who both attended Penn State, where their oldest daughter is now a student. They also have a younger daughter and a dog named Jamie. In his free time, he enjoys networking events, trivia nights, and time with his family.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Financial Advisor Jobs by Experience Level
Top Cities Hiring Financial Advisors
Explore financial advisor openings in the cities hiring most right now.
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Find Financial Advisor JobsFinancial Advisor Job Market
Who's Hiring
- Bank of America347
- Northwestern Mutual111
- Wealthbridge Financial102
- PNC Financial Services39
- Raymond James26
Top Industries Hiring
- Banking & Financial Services80
- Insurance17
- Education6
- Science & Research4
- Technology & Software3
What Employers Look For
The qualifications that appear most often in financial advisor jobs.
- Active Series 7 and Series 66 licenses or willingness to obtain them
- CFP designation or demonstrated progress toward completion
- Two or more years of client-facing financial advisory or wealth management experience
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Proven ability to develop and retain a personal book of business
- Bachelor's degree in finance, business, economics, or a closely related field
Tips for Your Financial Advisor Job Search
Lead your resume with designations
Your Series 7, Series 66, CFP, or CFA credential should appear at the top of your resume before your work history. Recruiters screen for licensure first, and a buried credential can cost you an interview you would have otherwise passed.
Quantify your book of business
Hiring managers want to see assets under management, client retention rates, and revenue generated, not just job duties. Replace phrases like 'managed client portfolios' with figures that show the actual scale of your work and your growth over time.
Target firms by their client minimum
A wirehouse focused on ultra-high-net-worth clients expects a different background than an RIA serving mass-affluent households. Read each firm's stated client minimum before applying so your cover letter reflects a realistic fit with their actual business model.
Apply early to roles that fit
Migrate Mate lists financial advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing. Applying early keeps your application out of the late-stage pile.
Prepare a client scenario walkthrough
Final-round interviews often include a case where you build a sample financial plan for a hypothetical client. Practice walking through a goal-based recommendation that covers risk tolerance, time horizon, asset allocation, and tax considerations in under ten minutes.
Negotiate your payout structure, not just base
Many financial advisor offers involve a grid or tiered payout on production rather than a fixed salary increase. Before accepting, model out what the payout structure means at your expected book size so you're comparing real earning potential, not headline numbers.
Financial Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most financial advisors?
The companies hiring the most financial advisors right now include Bank of America, Northwestern Mutual, and Wealthbridge Financial, with the largest share of openings in California, Texas, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is highest at firms actively expanding their retail wealth management and retirement planning practices.
How many financial advisor jobs are remote?
About 56% of financial advisor openings are fully remote or hybrid as of November 2026, with remote options most common in fee-only planning, virtual RIA practices, and insurance-based advisory roles. Roles that require in-person client relationship development or branch-based sales are least likely to offer remote arrangements.
How do you become a financial advisor?
Start by earning a bachelor's degree in finance, economics, or business, then pass the Series 7 and Series 66 exams to obtain the licenses most employers require before you can work with clients. Many advisors then pursue the CFP designation, which involves additional coursework, a board exam, and a required number of hours of professional experience. Entry-level roles at brokerages or banks are the most common starting point.
Can you get hired as a financial advisor with little experience?
Yes, firms regularly hire candidates with limited direct advisory experience, particularly for associate advisor or financial planning assistant roles designed to develop new talent. A completed Series 7 exam, a finance-related degree, and demonstrated interest in client relationship development carry significant weight at this level. Some wirehouses and insurance firms also run structured new-advisor programs that provide training and a salary draw against future production.
What does the financial advisor interview process look like?
Most processes start with a recruiter screen focused on your licensing status and book-of-business history, followed by a hiring manager interview covering your client acquisition approach and investment philosophy. Final rounds often include a case study where you build a sample financial plan for a hypothetical client and present it to a panel. Background and credit checks are standard before any offer is extended.
Where can I find and apply to financial advisor jobs?
You can find and apply to financial advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your experience and specialization, then apply directly to each one that fits your goals.
See All 1,456+ Financial Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs