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Associate Financial Advisor Jobs in Valley Stream, NY

Td

Financial Advisor Associate - Bethpage, NY

Bethpage, NY · On-site

$66K - $99K/yr

TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with ...

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

Aon

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Melville, NY

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Valley Stream, NY

Associate Financial Advisor information

See Valley Stream, NY salary details

$40.3K

$70.3K

$117.7K

How much do associate financial advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for associate financial advisor in Valley Stream, NY is $70,256.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $86,300.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Valley Stream, NY?

The most popular types of Financial Advisor jobs in Valley Stream, NY are:

What are popular job titles related to Associate Financial Advisor jobs in Valley Stream, NY?

For Associate Financial Advisor jobs in Valley Stream, NY, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Valley Stream, NY look for?

The top searched job categories for Associate Financial Advisor jobs in Valley Stream, NY are:

What cities near Valley Stream, NY are hiring for Associate Financial Advisor jobs?

Cities near Valley Stream, NY with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Valley Stream, NY as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $70,256 per year, or $33.8 per hour.

Melville Associate Financial Advisor

Melville, NY • On-site

Voya Financial Advisors
Finance and Insurance • 5 - 10K employees

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

85th of 151 rated financial services

People enjoy working here

Good employer

Recommended by parents

Learn more about Voya Financial Advisorsexternal

Full-time

Medical, Life, Retirement

Re-posted 21 days ago

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market.

This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Advisor role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations Series 6 and Series 63 (7 & 66 preferred)
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge
At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable
  • Competitive base salary + commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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