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Entry Level Fidelity Financial Advisor Jobs (NOW HIRING)

DTS FINANCIAL ADVISORS, LLC

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Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part ...

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Entry Level Fidelity Financial Advisor information

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$36K

$102.1K

$144K

How much do entry level fidelity financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for entry level fidelity financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Entry Level Fidelity Financial Advisor vs Financial Planner?

AspectEntry Level Fidelity Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or other certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companiesIndependent or firm-based, client-facing roles
Job FocusSales, client onboarding, investment recommendationsComprehensive financial planning, long-term strategy

Entry Level Fidelity Financial Advisors typically focus on sales and client onboarding within financial firms, often holding securities licenses. Financial Planners provide broader, long-term financial advice, often with advanced certifications like CFP. While both roles involve client interaction and financial knowledge, the Financial Planner role emphasizes comprehensive planning beyond investment products.

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Entry Level Fidelity Financial Advisor jobs near you
Infographic showing various Entry Level Fidelity Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry Level Financial Advisor

Farmington Hills, MI • On-site

StrategiQly
See more jobs at StrategiQlyexternal

Full-time

Posted 18 days ago

Job description

Associate Financial Advisor (Entry Level)


About the Role

We are hiring an Associate Financial Advisor to join our team directly out of college. This is a build-from-the-ground-up seat. You will work alongside experienced advisors, learn how real client relationships are managed, and grow into running your own book over time.

We are not looking for someone who already knows everything. We are looking for someone who is coachable, genuinely curious about clients' lives, and willing to put in the years it takes to become a trusted advisor.


What You'll Do

  • Support senior advisors in preparing for client meetings, including account reviews, performance summaries, and financial plan updates
  • Sit in on client meetings, take notes, and own the follow-up items
  • Build financial plans in the firm's planning software under advisor supervision
  • Handle service work such as account opening, transfers, beneficiary updates, and client questions
  • Learn the firm's planning philosophy and investment approach
  • Begin developing your own relationships and prospecting activity as you gain experience
  • Study for and pass required licensing exams on the firm's timeline


What We're Looking For

  • Bachelor's degree, ideally in finance, economics, accounting, business, or a financial planning and wealth management program
  • Internship experience in financial advising, wealth management, banking, or a related client-facing role
  • Strong written and verbal communication, since this job is mostly about explaining things clearly to people who are not in finance
  • Comfort with numbers and close attention to detail
  • Willingness to pursue Series 7, Series 66, and eventually the CFP designation
  • Interest in a long-term career in advising, not a stepping stone role