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Entry Level Financial Advisor Jobs in Edison, NJ

Be Seen First

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

Be Seen First

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

... be advised that the actual salary offered for any position is subject to the company's sole ... Your Financial Future 401(k) plan with company match Employee Stock Purchase Program Life & Work ...

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entry Level Financial Advisor information

See Edison, NJ salary details

$37.3K

$105.7K

$149.1K

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 Edison, NJ is $105,735.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,600.00 and $135,600.00 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 are the most commonly searched types of Financial Advisor jobs in Edison, NJ?

The most popular types of Financial Advisor jobs in Edison, NJ are:

What are popular job titles related to Entry Level Financial Advisor jobs in Edison, NJ?

For Entry Level Financial Advisor jobs in Edison, NJ, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Edison, NJ look for?

The top searched job categories for Entry Level Financial Advisor jobs in Edison, NJ are:

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

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

Infographic showing various Entry Level Financial Advisor job openings in Edison, NJ as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $105,735 per year, or $50.8 per hour.

Financial Professional (Entry-Level)

Equitable Advisors

New York, NY • On-site

$34K - $125K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. 


Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking 


Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance 


Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations 


Location: New York City, Stamford, CT, Saddle Brook, NJ, Or Melvillve, NY


Work-Life Balance: Flexible schedule to maximize productivity and personal time 


Education: Bachelor's degree or equivalent skills and work experience (Preferred not required)


Licensing: Ability to obtain State Life & Health, SIE, Series 7, Series 66 with the help of our training programs


Personal Attributes: values-driven with a track record of success and accomplishment 


Communication Skills: excellent interpersonal and communication abilities with strong self-confidence

Mindset: entrepreneurial spirit with a desire to positively impact others' lives 


Collaboration: ability to work with and learn from top performers 


Work Authorization: must be authorized to work in the United States 

Training & Development: Coachability and willingness to learn


FINRA Sponsorship: provided for required FINRA licensing 


Preliminary Employment Period (PEP): comprehensive 120-day hands-on training 


Virtual University: access to Equitable Advisors' Virtual University for continuous learning 


Mentorship: opportunities for joint work and mentorship 


Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed 


Leadership Development: access to Leadership Development School for those with management ambition 


Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program  


Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP 

Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management 

Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. 


Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. 

Our Impact & Culture:


Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. 

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) 

Company Description

Equitable is a Fortune 500 company that specializes in Investment management, retirement planning, and asset allocation strategies.


What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859