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Entry Level Brokerage Firm information

What are entry level positions at a brokerage firm?

Entry level positions at a brokerage firm typically include roles such as brokerage assistant, client service representative, junior analyst, or trainee broker. These roles involve supporting senior brokers, assisting with client accounts, processing trades, conducting research, and learning about financial markets. Entry level employees receive on-the-job training and may need to obtain industry licenses, such as FINRA's Series 7, to advance in their careers. These positions are ideal for individuals interested in finance and looking to gain experience in the securities industry.

What are the key skills and qualifications needed to thrive as an entry level brokerage firm employee?

To thrive in an entry-level position at a brokerage firm, you need strong analytical abilities, foundational financial knowledge, and at least a bachelor's degree in finance, business, or a related field. Familiarity with trading platforms, financial analysis software, and possibly licenses such as the Series 7 or Series 63 is often required. Exceptional communication, attention to detail, and a proactive attitude help build client relationships and support team goals. These skills and qualifications are crucial for accurate trade execution, regulatory compliance, and establishing a successful career in the financial services industry.

What are some common challenges faced by entry-level professionals at a brokerage firm, and how can they overcome them?

Entry-level professionals at brokerage firms often encounter challenges such as mastering complex financial products, adapting to a fast-paced environment, and building a client base from scratch. To overcome these, it's important to actively seek mentorship from experienced colleagues, take advantage of on-the-job training programs, and continuously improve communication and sales skills. Establishing strong organizational habits and staying updated on market trends can also help new hires quickly build confidence and succeed in their roles.

What is the difference between Entry Level Brokerage Firm vs Entry Level Financial Advisor?

AspectEntry Level Brokerage FirmEntry Level Financial Advisor
Required CredentialsSeries 7, Series 63/66 (often required)Series 7, Series 66, CFP (preferred but not always required)
Work EnvironmentBrokerage offices, financial institutions, call centersClient meetings, financial planning firms, independent practices
Employer & Industry UsageFinancial services firms, brokerage housesFinancial planning firms, independent advisory practices
Common Search & ComparisonYesYes

Entry Level Brokerage Firm roles typically focus on executing trades and supporting clients within brokerage houses, requiring licenses like Series 7. Entry Level Financial Advisors often provide comprehensive financial planning and advice, with similar licensing but a broader focus on client relationships. While both roles require similar credentials and are found in the financial industry, they differ in daily responsibilities and client interaction scope.

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What are the most commonly searched types of Brokerage Firm jobs?

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What job categories do people searching Entry Level Brokerage Firm jobs look for?

The top searched job categories for Entry Level Brokerage Firm jobs are:

Entry Level Brokerage Firm jobs near you
Infographic showing various Entry Level Brokerage Firm job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 6% Part Time, and 9% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution.

Entry-Level Commercial Real Estate Agent

Marcus & Millichap Real Estate Investment Services, Inc.

Louisville, TN • On-site

$225 - $275/hr

Other

Posted 5 days ago

Marcus & Millichap rating

8.2

Company rating: 8.2 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

55th of 209 rated real estate companies

Job description

Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. With a national platform spanning 80+ offices across the U.S. and Canada, the firm completed over 8,800 transactions in 2025 with $50.8billion in sales volume.

What You Will Do
  • Learn the business through structured training and mentorship while building your own book of business.
  • Represent clients in the sale of commercial real estate investment properties.
  • Execute transactions from engagement through closing.
  • Advise owners and investors on pricing, positioning, and execution strategy.
  • Manage negotiations, deal workflows, and collaborate across markets.
Who You Are
  • Bachelor's degree in business, finance, real estate, economics, marketing, or a related field.
  • Competitive and coachable with a strong work ethic.
  • Clear communicator who builds relationships naturally.
  • Drawn to entrepreneurial, performance‑based environments.
  • A real estate license is required prior to your start date but is not required to interview.
What Sets Us Apart
  • Non‑competing managers focused solely on your coaching and development.
  • Marcus & Millichap University with structured training and one‑on‑one mentorship.
  • MNet: proprietary deal‑matching technology with $12.5B+ in inventory and 2,700+ exclusive listings.
  • In‑house financing and auction capabilities to serve clients across the full spectrum of investment strategies.
  • AI tools integrated across your daily workflow.
  • A national platform of 80+ offices, giving you access to buyers, sellers, and deal flow across every major market.

Compensation – This is a 100% commission‑based, 1099 independent contractor position with unlimited earning potential. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. The anticipated annualized commission range for individuals in this role is: $0.00 to $250,000+.

As an independent contractor, this role is not eligible for company paid benefits.

Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.

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