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Entry Level Brokerage Firm information

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.

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.
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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 86% Full Time, 3% Part Time, and 11% Contract. Highlights an 83% Physical, 9% Hybrid, and 8% Remote job distribution.

Entry-Level Commercial Real Estate Agent

Marcus & Millichap

Fresno, CA

Contractor

Posted 16 days ago

Marcus & Millichap rating

8.2

Company rating: 8.2 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

51st of 204 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 $50.8 billion in sales volume. Our mission is to help our clients create and preserve wealth through exceptional real estate investment expertise and service.


Through our training and mentorship programs, you will develop the skills, knowledge, and client relationships needed to succeed at the highest level. From day one you are building your own business in commercial real estate investment sales. You do not need industry experience to start. You needdrive, discipline, and the willingness to build your career.Recent and upcoming graduates are encouragedto apply.

Why Join Us?

  • Structured, industry-leading training and mentorshipso you learn directly from successful senior agents and managers
  • Uncapped earning potential
  • No prior commercial real estate experience needed, just a strong work ethic and coachability
  • AI tools that cut the busy work, so you spend more time prospecting, advising clients, and closing deals
  • A clear path to grow into a top producer, market leader, or executive
  • Build a career in the specialty that fits you, with opportunities across multifamily, retail, office, industrial, hospitality, land, and more
  • A national platformwith access to buyers, sellers, and deal flow in every major market
  • Non-competing managers focused solely on your coaching and development


What You'll Be Doing

  • New business development via client outreach, including cold calls and building relationships
  • Prospecting and researching market dataand industry trends
  • Attending networking and industry events
  • Advising clients on real estate investment strategies
  • Presenting marketing proposals and negotiating listings


Who You Are

  • Entrepreneurial mindset witha strong desireto build something of your own
  • Coachable and driven. Backgrounds in athletics, leadership, or community involvement are a plus
  • Excellent verbal and written communication skills
  • Bachelor's or Associate'sdegree preferred in business, finance, real estate, sales, entrepreneurship, economics, marketing, or a related field
  • Real estate license in the state where you will work (notrequiredtointerview)

Your effort should decide your income. Applynow,no commercial real estate experience needed.

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.In accordance withapplicable state and local pay transparency laws, theanticipatedannualized commission range for individuals in this role is:$0.00 to $250,000+.

Actual earnings will depend on the number and size of completed transactions and may vary significantly from this range. Marcus & Millichap is a multi-state employer and posted commission ranges are provided in good faith for compliance with all relevant pay transparency regulations.As an independent contractor, this roleis not eligible for company paidbenefits.


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

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