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Entry Level Financial Advisor Jobs in Stuart, FL

ALPINE BROKERAGE GROUP

Be Seen First

Insurance Licensing Specialist

Jupiter, FL · On-site

... entry-level candidates with strong potential will also be considered. * Computer Skills ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

ALPINE BROKERAGE GROUP

Be Seen First

Insurance Licensing Specialist

Jupiter, FL · On-site

... entry-level candidates with strong potential will also be considered. * Computer Skills ... Our goal is to help financial advisors and independent insurance agencies to grow business rapidly ...

All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Stuart, FL

Entry Level Financial Advisor information

See Stuart, FL salary details

$31.8K

$90.2K

$127.1K

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

As of Aug 8, 2026, the average yearly pay for entry level financial advisor in Stuart, FL is $90,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,200.00 and $115,600.00 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 Stuart, FL? The most popular types of Financial Advisor jobs in Stuart, FL are:
What job categories do people searching Entry Level Financial Advisor jobs in Stuart, FL look for? The top searched job categories for Entry Level Financial Advisor jobs in Stuart, FL are:
What cities near Stuart, FL are hiring for Entry Level Financial Advisor jobs? Cities near Stuart, 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 Stuart, FL as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $90,154 per year, or $43.3 per hour.

Financial Services Representative

New York Life - Palm Beach Gardens, FL

Palm Beach Gardens, FL • On-site

$115K/yr

Full-time

Re-posted yesterday

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.