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  2. Onsite Financial Advisor jobs in the United States

Onsite Financial Advisor jobs in the United States

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Financial Advisor On-Site Jobs — Launch Your Career in the USA

The demand for skilled professionals continues to grow across the United States, with 500+ open positions available right now for motivated candidates. This on-site opportunity offers the chance to work directly with clients, building trust and long-term relationships in a dynamic advisory environment. Companies nationwide are actively looking to hire a financial advisor, making this an excellent time to explore financial advisor on-site jobs across the country.

Successful candidates typically bring strong analytical skills, a deep understanding of investment strategies, and the ability to translate complex concepts into clear guidance for clients. Certifications such as CFP or Series 7 licensing are highly valued, as is a proven track record in portfolio management and retirement planning. Strong interpersonal skills and a client-first mindset set top applicants apart from the rest of the financial advisor vacancies on the market today.

On-site roles in this field typically involve working from a local branch or office, meeting clients face-to-face, and collaborating closely with colleagues to deliver tailored solutions. Across the United States, firms are expanding their teams as demand for personalized guidance rises, making this a promising time to explore financial advisor positions in established and growing markets alike.

If you are ready to take the next step in your career, now is the perfect time to explore financial advisor jobs available through Global Work AI. Browse current openings and find the opportunity that matches your ambitions, skills, and professional goals.

Frequently Asked
Questions

Everything you need to know about
finding your next role
  • What is the average salary for a financial advisor in the USA?

    Pay for a financial advisor in the USA varies widely by experience, employer model, and whether compensation includes commissions or fees. According to industry data, many professionals earn a base income in the roughly $60,000 to $100,000 range, while experienced advisors can exceed that through bonuses, asset-based revenue, and client growth. In major markets, total compensation may run higher because of stronger demand and larger accounts. When comparing openings, review how pay is structured, since payout formulas often matter as much as the listed salary.
  • What qualifications and licenses do you need to become a financial advisor in the USA?

    Most employers expect a bachelor’s degree in finance, business, economics, or a related field, along with strong knowledge of planning principles and regulations. For an on-site financial advisor role in the USA, licensing often includes FINRA registrations such as the Series 7 and Series 66, depending on the services offered. If insurance products are sold, a state insurance license is usually required too. Some firms also value CFP certification or progress toward it. Requirements can differ by employer, so check current listings closely before applying.
  • What are the day-to-day responsibilities of a financial advisor?

    The work centers on helping clients make informed decisions about savings, retirement, investments, taxes, and protection strategies. In an on-site financial advisor position, the day often includes client meetings, portfolio reviews, plan updates, prospecting, compliance documentation, and coordination with support teams. You may also explain market changes, answer questions, and adjust strategies as goals evolve. Because client trust is essential, the role blends technical analysis with relationship management. Looking at job descriptions can show how much time is spent on planning versus new business development.
  • What does the hiring process for an on-site financial advisor role usually look like?

    Recruiting for this type of position typically starts with an application review, followed by one or more interviews focused on client service, ethics, licensing, and sales ability. In the USA, employers may also verify registrations, background checks, credit history, and, in some cases, fingerprinting before an offer. For on-site roles, firms often want evidence that you can work directly with clients, collaborate in an office setting, and meet production targets. It helps to compare different firms, since some emphasize advisory planning while others focus on asset gathering.
  • What skills and client experience are most important for a financial advisor?

    Strong communication is essential, especially the ability to explain complex ideas in plain language and build confidence over time. A successful financial advisor also needs analytical judgment, sales discipline, time management, and a deep understanding of financial products and planning tools. In the USA, employers value experience with retirement accounts, portfolio conversations, and client relationship software, plus a professional, trustworthy manner. Listening well matters just as much as presenting well. Reviewing postings side by side can help identify which skills are most prized by a specific employer.
  • How is performance measured for a financial advisor, and is the role commission-based?

    Performance is often tracked through assets gathered, revenue produced, client retention, plan implementation, and referrals, though the exact mix depends on the firm. Many financial advisor roles in the USA include some commission or incentive pay, while others use salary, fee-based compensation, or a hybrid structure. On-site employers may also measure compliance, responsiveness, and service quality, not just sales results. Because pay design varies so much, it is smart to compare compensation plans carefully and ask how targets affect earnings before moving forward.
  • What career growth opportunities are available for a financial advisor?

    There are several clear paths for advancement, especially in larger USA firms with structured development tracks. A financial advisor may move into senior planning, private wealth management, branch leadership, team leadership, or a niche specialty such as retirement income or estate-focused planning. Some professionals later build independent practices, while others transition into management, training, or portfolio-related roles. Credentials like CFP or other advanced designations can support that progress. Since growth depends on client book development and firm structure, it helps to review long-term pathways when comparing openings.

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500+ jobs found

  • Foster Klima

    Foster Klima

    Today

    Licensed financial advisor

    Grow Your Practice. Expand Your Impact. Are you an established Financial Advisor looking for a platform that supports long-term growth, exceptional client service, and the ability to build lasting...

    onsite, Minnetonka, MN, United States
    Full TimeJunior (<2 years)
  • Pinnacle Bank

    Pinnacle Bank

    Today

    Financial advisor associate

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

    onsite, Louisville, KY, United States
    Full TimeSenior (5+ years)
  • Alera Group

    Alera Group

    Today

    Financial advisor

    OVERVIEW Servicing Financial Advisor - Boston area Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth...

    onsite, Boston, MA, United States
    $80k – $95k/yrFull TimeSenior (5+ years)
  • Ameriprise Financial Services, LLC

    Ameriprise Financial Services, LLC

    2 days ago

    Financial advisor associate

    About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people...

    onsite, Wilmington, DE, United States
    Full TimeJunior (<2 years)
  • Wealth Enhancement Group

    Wealth Enhancement Group

    2 days ago

    Financial advisor

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...

    onsite, San Francisco, CA, United States
    $150k – $250k/yrFull TimeMiddle (2-4 years)
  • Wealth Enhancement Group

    Wealth Enhancement Group

    2 days ago

    Associate financial advisor

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...

    onsite, Pittsford, NY, United States
    $70k – $85k/yrFull TimeJunior (<2 years)
  • Thrivent

    Thrivent

    3 days ago

    Financial advisor - west advisor group

    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...

    onsite, Spokane, WA, United States
    Full TimeJunior (<2 years)
  • Ballston Spa National Bank

    Ballston Spa National Bank

    3 days ago

    Financial services advisor

    Invest in your future with BSNB Financial Services! We are seeking a Financial Services Advisor to help individuals and families pursue their financial goals while building long-term relationships. A...

    onsite, Milton, NY, United States
    Full TimeSenior (5+ years)
  • Synovus

    Synovus

    3 days ago

    Financial advisor (cre)

    Job Summary: A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development...

    onsite, Orlando, FL, United States
    Full TimeSenior (5+ years)
  • P

    Peachtree

    3 days ago

    Personal financial advisor

    Personal Financial Advisor - Build Something That’s Yours What If Your Next Career Was About Building Something of Your Own? Some people are looking for their next job. Others are looking for an...

    onsite, Brentwood, TN, United States
    $50k – $60k/yrFull TimeJunior (<2 years)
  • Pinnacle Bank/Bank of Colorado

    Pinnacle Bank/Bank of Colorado

    4 days ago

    Financial advisor

    Financial Advisor Application Deadline: 31 December 2026 Department: 1302-Greeley Investment Employment Type: Full Time Location: Windsor, Colorado Compensation: 100% Commission General Summary:...

    onsite, Windsor, CT, United States
    Full TimeJunior (<2 years)
  • Valeo Financial Advisors

    Valeo Financial Advisors

    5 days ago

    Financial advisor

    Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent...

    onsite, Carmel, IN, United States
    Full TimeJunior (<2 years)
  • Cornerstone Advisor Group

    Cornerstone Advisor Group

    5 days ago

    Financial advisor

    We are seeking a motivated, business-minded individual to join our team as a Financial Advisor. This opportunity offers the potential for professional growth, business ownership, and the ability to...

    onsite, Raleigh, NC, United States
    $90k/yrFull TimeJunior (<2 years)
  • RIA Recruiting

    RIA Recruiting

    6 days ago

    Associate financial advisor

    Davidov Wealth Group, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Associate Advisor to join our team. We are committed to helping our clients meet their...

    onsite, Garden City, NY, United States
    $90k/yrFull TimeJunior (<2 years)
  • Great Waters Financial, LLC

    Great Waters Financial, LLC

    6 days ago

    Financial planning advisor

    The Planning Advisor at Great Waters Financial serves as a key liaison between new clients, existing clients, and our client-facing advising team. This role is responsible for gathering client data,...

    onsite, Shoreview, MN, United States
    $62k – $80k/yrFull TimeJunior (<2 years)
  • Revision Wealth Management

    Revision Wealth Management

    7 days ago

    Financial advisor

    Location: Jacksonville, Florida (in-office) Employment Type: Full-time Compensation Range: $49,250–$60,000 base, plus incentive compensation on advisory business you service About Revision Wealth...

    onsite, Jacksonville, FL, United States
    $49k – $60k/yrFull TimeMiddle (2-4 years)
  • Langan Financial Group, LLC

    Langan Financial Group, LLC

    8 days ago

    Sr. financial advisor

    Senior Financial Advisor - Retirement Planning Central Pennsylvania | Full-time Build meaningful retirement-planning relationships with a team that has your back. Langan Financial Group is an...

    onsite, Camp Hill, PA, United States
    Full TimeSenior (5+ years)
  • MERIWEST CREDIT UNION

    MERIWEST CREDIT UNION

    10 days ago

    Financial advisor

    Position Summary As a Financial Advisor, you will acquire and deepen relationships with members through comprehensive needs-based marketing and promotion of investment products within the branch...

    onsite, San Jose, CA, United States
    $140k – $190k/yrFull TimeJunior (<2 years)
  • Synovus

    Synovus

    10 days ago

    Financial advisor (private wealth)

    Job Summary: A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development...

    onsite, Sarasota, FL, United States
    Full TimeSenior (5+ years)
  • Dividend Assets Capital

    Dividend Assets Capital

    13 days ago

    Financial advisor

    Financial Advisor | Wealth Management For an experienced advisor who believes good wealth management starts with knowing the client-and extends well beyond the portfolio. We are looking for an...

    onsite, Ridgeland, WI, United States
    Full TimeSenior (5+ years)
  • TalentLink Solutions

    TalentLink Solutions

    13 days ago

    Financial advisor

    Your Future Team We are an established, fee-only independent wealth management firm located in the Rocky Point area of Tampa, FL. Our firm is celebrating our 41st year of business providing high...

    onsite, Tampa, FL, United States
    $100k – $140k/yrFull TimeMiddle (2-4 years)
  • LED FastStart

    LED FastStart

    14 days ago

    Financial advisor - with full training & development

    JOB SUMMARY About the job Change your career while making an impact. Full training and mentorship program in sales, finance, leadership, and entrepreneurship. Are you ready to take the reins and lead...

    onsite, Shreveport, LA, United States
    $52k/yrFull TimeJunior (<2 years)
  • FourPoint People

    FourPoint People

    15 days ago

    Financial advisor

    Description: A growing wealth management firm in the Brentwood area is looking for a Financial Advisor ready to take the next step in their career. If you have about 2 years of experience working...

    onsite, Brentwood, CA, United States
    $60k – $80k/yrFull TimeJunior (<2 years)
  • HBKS Wealth Advisors

    HBKS Wealth Advisors

    16 days ago

    Financial advisor

    HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of...

    onsite, Stuart, FL, United States
    Full TimeSenior (5+ years)
  • LMCU

    LMCU

    16 days ago

    Financial advisor

    Job Description Primary Location: Grand Rapids, MI Employee Status: Full-Time Estimated Hours/Week: 38 Remote: No % of Travel for the Position: 25% Who we are: As Michigan's largest credit union, we...

    onsite, Grand Rapids, MI, United States
    Full TimeMiddle (2-4 years)
  • b1BANK

    b1BANK

    17 days ago

    Financial advisor, wealth solutions

    Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust...

    onsite, Houma, LA, United States
    Full TimeMiddle (2-4 years)
  • Center for Wealth Preservation

    Center for Wealth Preservation

    19 days ago

    Financial advisor- wealth management

    Job Description Financial Advisor - Wealth Management Position Summary This role is designed for early-career or experienced financial professionals who are looking to build a long-term career in...

    onsite, Woodbury, NY, United States
    $75k/yrFull TimeJunior (<2 years)
  • N

    New York Life -Orlando

    19 days ago

    Licensed financial advisor

    Already licensed or experienced in financial services? Your next move shouldn't mean starting over. New York Life is seeking experienced financial professionals who are ready to take the next step in...

    onsite, Orlando, FL, United States
    Full TimeJunior (<2 years)
  • Adventure Credit Union

    Adventure Credit Union

    20 days ago

    Financial advisor

    Adventure Credit Union has been providing financial services to our members for over 90 years and are continuing to grow to meet our members’ changing needs. We strive to recruit and retain ambitious...

    onsite, Grand Rapids, MI, United States
    Full TimeMiddle (2-4 years)
  • Farm-Bureau-Financial-Services

    Farm-Bureau-Financial-Services

    21 days ago

    Financial advisor

    Farm Bureau Financial Services Financial Advisor Job Overview Company: Farm Bureau Financial Services Job Title: Investment Advisor Representative Job Location: Sandy, UT Industry: Insurance,...

    onsite, Sandy, UT, United States
    $72k/yrFull TimeJunior (<2 years)
  • Strategic Financial Group

    Strategic Financial Group

    21 days ago

    Financial advisor

    Job Description About Strategic Financial Group Strategic Financial Group (SFG), a MassMutual firm, has served the Houston community since 1903, helping individuals, families, and business owners...

    onsite, Houston, TX, United States
    Full TimeJunior (<2 years)
  • Northern Trust

    Northern Trust

    22 days ago

    Financial advisor

    About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most...

    onsite, Denver, CO, United States
    $96k – $162k/yrFull TimeLead / Manager
  • N

    New York Life- Sugar Land

    22 days ago

    Associate financial advisor

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the...

    onsite, Houston, TX, United States
    $65k – $106k/yrFull TimeJunior (<2 years)
  • Parcion Private Wealth

    Parcion Private Wealth

    24 days ago

    Financial advisor (family advisor)

    Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering with business owners and their families through life-changing liquidity events and beyond. We serve...

    onsite, Bellevue, WA, United States
    $90k/yrFull TimeJunior (<2 years)
  • C

    Capital Strategies

    a month ago

    Entry-level financial advisor

    Build a Career That Matters At Capital Strategies, we help individuals, families, and business owners make informed financial decisions that create confidence for the future. If you're ambitious,...

    onsite, Austin, TX, United States
    $80k/yrFull TimeEntry with Degree
  • C

    Capital Strategies

    a month ago

    Experienced financial advisor

    Experienced Financial Advisor- Fee-Based Planning Platform | Advanced Planning Support Build a Better Advisory Practice Are you an established financial advisor looking for a stronger planning...

    onsite, Austin, TX, United States
    $150k – $300k/yrFull TimeMiddle (2-4 years)
  • The McKernan Group

    The McKernan Group

    a month ago

    Financial advisor - career changer opportunity

    Benefits: 401(k) Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Ready to turn your...

    onsite, West Palm Beach, FL, United States
    Full TimeJunior (<2 years)
  • B

    Better Talent

    a month ago

    Financial advisor

    Fellowship Financial Group - Financial Advisor Position Location: Maitland, Florida (On-site) Company Overview Fellowship Financial Group empowers clients through education-driven financial planning....

    onsite, Maitland, FL, United States
    $120k – $200k/yrFull TimeMiddle (2-4 years)
  • Lake Trust Credit Union

    Lake Trust Credit Union

    a month ago

    Financial advisor ii

    Financial Advisor More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating...

    onsite, Brighton, MI, United States
    Full TimeMiddle (2-4 years)
  • Northwestern Mutual - Buffalo District

    Northwestern Mutual - Buffalo District

    a month ago

    Financial advisor with competitive drive

    Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are You an...

    onsite, Williamsville, NY, United States
    Full TimeJunior (<2 years)

10,000,000+ more jobs available!