ZipRecruiter

Log In

2

Entry Level Fidelity Financial Advisor Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is ...

WizeHire, Inc

Entry-Level Financial Advisor

Lansing, MI · On-site

Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required--we ...

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site +1

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Wilmington, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

previous pagenext page

Showing results 21-40

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsEntry Level Fidelity Financial Advisor Jobs

Entry Level Fidelity Financial Advisor information

See salary details

$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.

More about Entry Level Fidelity Financial Advisor jobs

What cities are hiring for Entry Level Fidelity Financial Advisor jobs?

Cities with the most Entry Level Fidelity Financial Advisor job openings:

What are the most commonly searched types of Fidelity Financial Advisor jobs?

The most popular types of Fidelity Financial Advisor jobs are:

What states have the most Entry Level Fidelity Financial Advisor jobs?

States with the most job openings for Entry Level Fidelity Financial Advisor jobs include:

What are popular job titles related to Entry Level Fidelity Financial Advisor jobs?

For Entry Level Fidelity Financial Advisor jobs, the most frequently searched job titles are:

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

Ankeny, IA

New York Life Iowa General Office
See more jobs at New York Life Iowa General Officeexternal

$65K/yr

Full-time

Medical, Dental, Vision, Life

Re-posted 20 days ago

Key responsibilities

  • Gather and assess clients' financial information to determine their financial status, goals, and wealth management factors.

  • Create and adjust personalized financial plans based on clients' life stage, circumstances, and needs.

  • Provide strategic recommendations on products, plans, and investments to help clients achieve their financial goals.

Job description

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 need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$65,000 plus


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Develop personalized financial plans for clients, focusing on their unique needs and goals.
  • Engage with clients regularly to review their financial progress and adjust plans as necessary.
  • Educate clients on various insurance and investment options to empower informed decision-making.
  • Collaborate with team members to enhance service delivery and client satisfaction.
  • Stay updated on industry trends and regulatory changes to provide the best advice.
  • Participate in ongoing training and development programs to expand your expertise.
  • Build and maintain strong client relationships through excellent communication and trust-building efforts.

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Experience in customer service or sales is a plus, but not required.
  • Ability to communicate complex financial concepts in a clear and relatable manner.
  • Proven track record of building strong, trust-based relationships with clients.
  • Eagerness to learn and adapt in a dynamic industry environment.
  • Strong organizational skills to manage multiple client accounts effectively.
  • Ability to work collaboratively within a team to achieve common goals.
  • Proficiency in using digital tools and platforms for client management and communication is beneficial.

About Company

About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹.

1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

2- Source: Individual Third Party Ratings Reports as 7/30/18.

3- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/