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Entry Level Financial Advisor Jobs in Silver Spring, MD

Arrow Investment Advisors

Entry Level-Sales

Laurel, MD · On-site

$15 - $20/hr

... Financial Advisors and Brokers. After the initial trial period, the candidate will be hired to help distribute Arrow Funds. At that point, the candidate will work on a team supporting regional sales ...

USHA

Entry Level Account Rep - Sales

Fairfax, VA

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

Arrow Funds

Entry Level-Sales

Laurel, MD

... Financial Advisors and Brokers. After the initial trial period, the candidate will be hired to help distribute Arrow Funds. At that point, the candidate will work on a team supporting regional sales ...

Fortis College

Admissions Advisor

Landover, MD · On-site

$50K - $55K/yr

... entry-level positions. The educational process is a change-oriented approach to education that ... financial aid services and by accepting students without regard to age, sex, religion, race ...

Vertis Wealth

Estate and Document Attorney

Laurel, MD · Remote

Requirements * Must be licensed in the posted state. Entry level attorneys will be considered ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

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Entry Level Financial Advisor information

See Silver Spring, MD salary details

$37.1K

$105.3K

$148.4K

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

As of Jun 13, 2026, the average yearly pay for entry level financial advisor in Silver Spring, MD is $105,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $135,000.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, especially if you are managing your own investments or advising clients with similar assets. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 50,000 enough to work with a financial advisor?

For an entry-level financial advisor, a $50,000 income can be sufficient depending on location, living expenses, and career stage. Many advisors start with lower earnings and build their client base over time, often earning commissions or fees based on assets under management. Success in this role also depends on skills, certifications, and the ability to attract clients.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor with no experience, individuals typically complete relevant education such as a bachelor's degree in finance, economics, or a related field, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining skills in financial planning, customer service, and sales, along with internships or entry-level positions, can help build experience and credibility in the field.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

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 does an Entry Level Financial Advisor do?

An Entry Level Financial Advisor helps clients understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

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 experienced advisors and using financial planning software.

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 Silver Spring, MD? The most popular types of Financial Advisor jobs in Silver Spring, MD are:
What are popular job titles related to Entry Level Financial Advisor jobs in Silver Spring, MD? For Entry Level Financial Advisor jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Silver Spring, MD look for? The top searched job categories for Entry Level Financial Advisor jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Entry Level Financial Advisor jobs? Cities near Silver Spring, MD with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you

Entry-Level Financial Services Professional - Advisor

New York Life - Washington DC - Virginia- Maryland

Bethesda, MD • On-site

$100K/yr

Full-time

Medical, Life

This job post has expired today. Applications are no longer accepted.

Job description

Description
Driven, resilient professionals wanted. Are you ready for a career pivot or growth opportunity? Consider New York Life and NYLIFE Securities.
At New York Life, you're in control of your career journey, and you drive a positive impact on the lives of clients every day. New York Life, a leader in the financial services industry, will invest in you from the start, training you in invaluable skills such as financial, marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll help clients navigate challenges that many of them find complex and confusing, such as preparing for retirement, saving for college, tax diversification strategies, or preparing for the unexpected. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Are you a driven individual with the following traits?
  • Competitive
  • Business-Minded
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic

What We Offer
Training & Development: We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your career. We even have a program where you can obtain financial licenses and designations.
Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions.
Human Guidance: When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
Responsibilities
• Develop and provide financial advice and strategies that are suitable based on financial and goal objectives
• Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter
• Cultivate relationships with a view to helping every family member or individual pursue financial security
• Grow your network by being involved in your community and professional groups
• Drive to add 50 new clients a year
• Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
• Track record of success and goal achievement
• Growth Mindset: This is a lifelong learning position
• Uncompromising integrity
• Strong communication skills
• Ability to successfully network and prospect for new clients
• Excellent calendar management skills
• Sales experience is preferred
• Drive to succeed
• Ability to engage your community and leverage personal networks and contacts
• Coachable
• Valid life and health license preferred, but we can assist with that
• Valid FINRA Series 6 or 7 & 63/66 preferred but not required (we can assist you with this)

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