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Entry Level Financial Advisor Jobs in Jupiter, FL

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Entry Level Financial Advisor information

See Jupiter, FL salary details

$35.2K

$99.9K

$140.8K

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

As of Aug 25, 2026, the average yearly pay for entry level financial advisor in Jupiter, FL is $99,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,300.00 and $128,100.00 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 Jupiter, FL?

The most popular types of Financial Advisor jobs in Jupiter, FL are:

What are popular job titles related to Entry Level Financial Advisor jobs in Jupiter, FL?

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

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

The top searched job categories for Entry Level Financial Advisor jobs in Jupiter, FL are:

What cities near Jupiter, FL are hiring for Entry Level Financial Advisor jobs?

Cities near Jupiter, FL 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 Jupiter, FL as of August 2026, with employment types broken down into 91% Full Time, and 9% Contract. Highlights an 100% In-person job distribution, with an average salary of $99,870 per year, or $48 per hour.

Financial Services Representative

New York Life - Palm Beach Gardens, FL

Palm Beach Gardens, FL • On-site

$115K/yr

Full-time

Re-posted 19 days ago

Job 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 ropes needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$115,917 yearly


Responsibilities:
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • 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 unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Only applicants who live in or around Palm Beach Gardens, FL, will be considered for this position
  • Sales experience preferred, but not required
  • Go-getter mindset
  • Desire to help families and businesses address their financial needs
  • Strong business acumen
  • Professional business demeanor
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud to be recognized by the following organizations.

  • Fortune 2024: World’s Most Admired Companies
  • Handshake 2025: Early Talent Award
  • Forbes 2024: America’s Best Employers for Diversity
  • Seramount: 2024 Best Companies for Multicultural Women

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.