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Entry Level Fidelity Financial Advisor Jobs (NOW HIRING)

The Piedmont Group

Financial Advisor

Dunwoody, GA

$70K - $150K/yr

Financial Advisor Experienced & Entry-Level Opportunities. Local Candidates Only Build Your Financial Career with the Right Partner. Build Your Practice with Independence and Support. At The Piedmont ...

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% ...

New York Life

Entry Level Financial Advisor

Greenville, 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% ...

New York Life

Entry Level Financial Advisor

Greensboro, 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% ...

New York Life

Entry Level Financial Advisor

Raleigh, 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% ...

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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 Jun 16, 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 job categories do people searching Entry Level Fidelity Financial Advisor jobs look for? The top searched job categories for Entry Level Fidelity Financial Advisor jobs 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 June 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry-Level Financial Advisor

New York Life - Kansas City

Kansas City, MO • On-site

$74K - $120K/yr

Full-time

Posted 16 days ago

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:

$74,000 - $120,000 at plan earnings


Responsibilities:
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Qualifications:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
  • Fearless, positive attitude, and willingness to be accountable for results
  • Organized, detail-oriented, and excellent time-management skills
  • The desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

About Company

A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.

Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:

  • A.M. Best: A++
  • Fitch Ratings: AAA
  • Moody’s: Aaa (or Aa1 in some recent updates)
  • Standard & Poor’s: AA+ 

These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.