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Entry Level Financial Advisor Jobs in Montclair, NJ

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 ropes of financial ...

Equitable Advisors

Be Seen First

Financial Professional (Entry-Level)

New York, NY · On-site

$34K - $125K/yr (+ commission)

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 ...

HRPivot

Financial Aid Advisor

Jamaica, NY · On-site

$48K - $52K/yr

In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and ...

HRPivot

Financial Aid Advisor

NY · On-site

$48K - $52K/yr

In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and ...

Equitable Advisors

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Financial Consultant (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr (+ commission)

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 ...

Equitable Advisors

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Wealth Management Advisor (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr (+ commission)

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 ...

Bankers Life

Wealth Management Advisor

Paramus, NJ · On-site

This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisor s. Why Join * Us? Top-tier ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Montclair, NJ

Entry Level Financial Advisor information

See Montclair, NJ salary details

$36.7K

$104.1K

$146.7K

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

As of Sep 7, 2026, the average yearly pay for entry level financial advisor in Montclair, NJ is $104,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,400.00 and $133,500.00 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 Montclair, NJ?

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

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

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

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

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

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

Cities near Montclair, 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 Montclair, NJ as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $104,078 per year, or $50 per hour.

Personal Financial Planner

Strategies for Wealth

New York, NY

$100K/yr

Full-time

Re-posted 3 days ago

Key responsibilities

  • Serve as a trusted advisor for new clients by seeking, identifying, and establishing prospects.

  • Gather and assess clients' financial information to determine financial status, goals, and related factors.

  • Create and implement customized financial plans based on clients' circumstances and evolving needs.

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 ropes of financial services needed for effective wealth management to help clients achieve their monetary 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:

$90,000 - $100,000


Responsibilities:
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client.
  • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications:
  • 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
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.
  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.
  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.
  • Education: A bachelor's degree in finance, business, economics, or a related field is preferred.
  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.

About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.