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Entry Level Financial Advisor Jobs in Jackson, NJ

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 ...

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 Seen First

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 ...

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Entry Level Financial Advisor information

See Jackson, NJ salary details

$36.1K

$102.3K

$144.2K

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

As of Aug 19, 2026, the average yearly pay for entry level financial advisor in Jackson, NJ is $102,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $131,200.00 per year, depending on experience, location, and employer.

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

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.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Jackson, NJ?

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

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

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

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

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

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

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

Infographic showing various Entry Level Financial Advisor job openings in Jackson, NJ as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $102,287 per year, or $49.2 per hour.

Remote Entry Level Financial Advisor

Brand & Associates

New York, NY • On-site, Remote

$45K - $95K/yr

Part-time

Re-posted 2 hours 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