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Entry Level Financial Advisor Jobs (NOW HIRING)

Falcon PG

Entry-Level Financial Advisor

Escondido, CA · On-site

... senior advisors or team members with client onboarding and support • Conduct client meetings ... Qualifications Requirements (Entry-Level Financial / Insurance Agent) • No prior experience in ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

$76K/yr

... financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized ...

Falcon PG

Entry-Level Financial Advisor

Escondido, CA · On-site

$250K/yr

... senior advisors or team members with client onboarding and support * Conduct client meetings ... Requirements (Entry-Level Financial / Insurance Agent) * No prior experience in financial services ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

$76K/yr

... financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

$76K/yr

Participate in training and development programs while building the skills needed to become a successful Financial Advisor * Learn how to identify and connect with prospective clients to begin ...

Principal

Entry-Level Financial Advisor

Indianapolis, IN · On-site

$76K/yr

... financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized ...

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Entry Level Financial Advisor information

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$36K

$102.1K

$144K

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

As of Jun 5, 2026, the average yearly pay for entry level financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, 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 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.

More about Entry Level Financial Advisor jobs
What cities are hiring for Entry Level Financial Advisor jobs? Cities with the most Entry Level Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Entry Level Financial Advisor jobs? States with the most job openings for Entry Level Financial Advisor jobs include:
What job categories do people searching Entry Level Financial Advisor jobs look for? The top searched job categories for Entry Level Financial Advisor jobs are:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 1% Internship, 63% Full Time, 32% Part Time, 2% Temporary, 1% Contract, and 1% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry-Level Financial Advisor

New York Life - Kansas City

Kansas City, MO • On-site

$74K - $120K/yr

Full-time

Posted 5 days ago

Job description

Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

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