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Entry Level Financial Advisor Jobs in Colts Neck, NJ

The Quintessential Experience

Financial Advisor

Queens, NY · On-site

$60K - $128K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take ...

Strategies for Wealth

Personal Financial Planner

New York, NY · On-site

$83K - $111K/yr

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 ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Colts Neck, NJ

Entry Level Financial Advisor information

See Colts Neck, NJ salary details

$36.3K

$102.9K

$145.1K

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

As of Aug 16, 2026, the average yearly pay for entry level financial advisor in Colts Neck, NJ is $102,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $132,000.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

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

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What cities near Colts Neck, NJ are hiring for Entry Level Financial Advisor jobs?

Cities near Colts Neck, NJ with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Colts Neck, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,944 per year, or $49.5 per hour.

Remote Entry Level Financial Advisor

Brand & Associates

New York, NY • On-site, Remote

$45K - $95K/yr

Part-time

Re-posted 26 days ago

Job description

Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals.

Responsibilities:

  • Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals
  • Develop personalized financial plans tailored to each client's unique circumstances
  • Recommend appropriate investment strategies, insurance products, and other financial solutions
  • Educate clients on financial concepts and strategies to empower them to make informed decisions
  • Maintain regular communication with clients to monitor their progress and make adjustments as needed
  • Generate leads and expand client base through prospecting and networking activities
  • Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice

Qualifications:

  • Excellent communication and presentation skills to effectively convey complex financial information
  • Strong interpersonal skills to build rapport and trust with clients
  • Ability to work independently and manage time effectively in a remote environment
  • Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals

Benefits:

  • Opportunity to work remotely and enjoy a flexible work-life balance
  • Comprehensive training and mentorship to develop your skills and advance your career
  • A collaborative and supportive work environment with a focus on professional development
Employment Type: PART_TIME

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