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Entry Level Financial Advisor Training 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 ...

New York Life

Entry Level Financial Advisor

Greensboro, NC · On-site

$69K - $130K/yr

Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a ...

New York Life

Entry Level Financial Advisor

Wilmington, NC · On-site

$69K - $130K/yr

Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a ...

Principal

Entry-Level Financial Advisor

Lansing, MI

$76K/yr

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

Entry Level Financial Advisor

Greenville, NC · On-site

$69K - $130K/yr

Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a ...

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Entry Level Financial Advisor Training information

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$102.1K

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

As of Jul 14, 2026, the average yearly pay for entry level financial advisor training 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 are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need a foundational understanding of finance and economics, typically supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and progress toward certifications like the Series 7 or Series 66 is often required. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for accurately assessing client needs, providing tailored advice, and succeeding in a competitive financial services environment.

What are some common challenges faced by entry-level financial advisors during the initial training period?

During the initial training period, entry-level financial advisors often encounter challenges such as building a client base from scratch, mastering complex financial products, and adapting to a highly regulated environment. Balancing the need to meet sales targets while developing trusted client relationships can also be demanding. However, most firms provide structured mentorship, comprehensive training programs, and ongoing support to help new advisors build confidence and develop the necessary skills for long-term success.

What is an entry level financial advisor training program?

An entry level financial advisor training program is a structured educational and practical experience designed to prepare individuals for a career as a financial advisor. These programs typically offer coursework in financial planning, investment strategies, client communication, and regulatory compliance, as well as mentorship and hands-on experience. Trainees may also study for relevant certifications, such as the Series 7 or CFP, while gaining exposure to real-world client interactions. The goal is to equip participants with the knowledge and skills necessary to advise clients on financial matters and build a client base.

What is the difference between Entry Level Financial Advisor Training vs Financial Advisor?

AspectEntry Level Financial Advisor TrainingFinancial Advisor
CertificationsOften includes CFP, Series 7, Series 66Requires certifications like CFP, Series 7, Series 66
Work EnvironmentTraining programs, mentorship, entry-level rolesClient meetings, financial planning, portfolio management
Employer & Industry UsageUsed by firms to prepare new advisorsPracticing professionals providing financial advice

Entry Level Financial Advisor Training is a preparatory phase focusing on education and skill development for aspiring financial advisors. In contrast, a Financial Advisor is a professional actively providing financial planning and investment advice to clients. The training helps individuals meet certification requirements and gain industry knowledge, while experienced advisors serve clients directly. Both roles often require similar certifications and work within the same industry environment.

What cities are hiring for Entry Level Financial Advisor Training jobs? Cities with the most Entry Level Financial Advisor Training job openings:
What are the most commonly searched types of Financial Advisor Training jobs? The most popular types of Financial Advisor Training jobs are:
Entry Level Financial Advisor Training jobs near you

Entry Level Financial Advisor

New York Life Insurance - Hudson Valley

Beacon, NY • On-site

$119K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Donation matching
  • Employee discounts
  • Flexible schedule
  • Free food & snacks
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Tuition assistance
  • Vision insurance
  • Wellness resources

About the Role:
Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their financial goals. This is an exciting opportunity to develop your skills in a supportive environment while making a positive impact in the community.
Responsibilities:
  • Assist clients in identifying their financial goals and developing tailored strategies.
  • Provide expert guidance on insurance products, investments, and retirement planning.
  • Conduct comprehensive financial needs analyses for clients.
  • Build and maintain strong client relationships through excellent service and follow-up.
  • Stay updated on industry trends and regulatory changes to provide informed advice.
  • Participate in ongoing training and development programs to enhance your skills.
  • Collaborate with team members to share insights and best practices.
  • Utilize CRM tools to track client interactions and manage your pipeline effectively.
Requirements:
  • Bachelor's degree in finance, business, or a related field preferred.
  • Strong communication and interpersonal skills to engage with clients effectively.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Desire to learn and grow within the financial services industry.
  • Previous experience in sales or customer service is a plus.
  • Life and Health Insurance licenses are preferred or must be obtained shortly after hiring.
  • Proficiency in Microsoft Office Suite and CRM software.
  • Strong ethical standards and a commitment to client confidentiality.
Qualifications:
  • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
  • Ability to successfully network to prospect new potential clients is a must
  • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required
  • Relationship management skills are required
About New York Life - Robert Rice
New York Life Insurance - Hudson Valley has been a trusted provider of financial services for over 175 years. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.
Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Some of our accolades include:
  • A promise to work with you to build a strong financial future for both you and your clients
  • #62 on the 2026 Fortune 500 list
  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poors (AA+); A.M. Best (A++); Moodys (Aaa); and Fitch (AAA)
  • Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance.
  • 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

Flexible work from home options available.