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Entry Level Fidelity Financial Advisor Jobs (NOW HIRING)

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

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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 Aug 20, 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 August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Equitable Advisors - Southern New Hampshire

Portsmouth, NH

$75K/yr

Full-time

Posted 23 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000+ yearly


Responsibilities:
  • 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
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time

Qualifications:
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Demonstrated sales experience or an enterprising attitude
  • Excellent communicative skills, both written and verbal
  • Dedicated to helping families and businesses live their best lives
  • Knowledgeable about the business industry
  • Well-presented and professional in all interactions
  • Resilient and determined when faced with adversity
  • Skilled in leveraging personal connections and networks to build relationships
  • Must be a US citizen or legally authorized to work in the US

About Company

Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.

We act with integrity and humanity in all our interactions with policyholders and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.