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Entry Level Financial Coach Jobs in New York (NOW HIRING)

Equitable Advisors

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Financial Professional (Entry-Level)

New York, NY · On-site

$34K - $125K/yr

Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... Coaching : Benefit from the training and guidance of a local Vice President who will assist you ...

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Entry Level Financial Coach information

What is an entry level financial coach?

An Entry Level Financial Coach is a professional who helps individuals or small groups manage their personal finances, typically starting with foundational guidance. They educate clients on budgeting, debt management, saving, and basic financial planning. While they do not provide investment advice or manage assets, they support clients in setting and achieving financial goals. Entry level coaches often work with people who are new to financial planning and need help building good money habits.

What are the key skills and qualifications needed to thrive as an entry level financial coach, and why are they important?

To thrive as an Entry Level Financial Coach, you need a solid understanding of personal finance principles, budgeting, and debt management, typically supported by a relevant degree or financial education coursework. Familiarity with financial planning software, spreadsheets, and sometimes certifications like AFCPE’s Accredited Financial Counselor (AFC) can be advantageous. Outstanding interpersonal skills, active listening, and the ability to communicate complex concepts simply help coaches connect with and motivate clients. These skills and qualifications are crucial for empowering clients to achieve financial goals and fostering trust in the coaching relationship.

What are some common challenges faced by entry level financial coaches when working with clients?

Entry level financial coaches often encounter clients who are hesitant to discuss personal finances or who may lack basic financial literacy. Overcoming these barriers requires patience, active listening, and the ability to build trust quickly. Additionally, new coaches may find it challenging to tailor advice to diverse client situations while adhering to ethical guidelines and maintaining confidentiality. Collaborating with experienced team members and staying current with financial education best practices can help new coaches develop their skills and confidence.

What are the most commonly searched types of Financial Coach jobs in New York?

The most popular types of Financial Coach jobs in New York are:

What are popular job titles related to Entry Level Financial Coach jobs in New York?

For Entry Level Financial Coach jobs in New York, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Coach jobs in New York look for?

The top searched job categories for Entry Level Financial Coach jobs in New York are:

What cities in New York are hiring for Entry Level Financial Coach jobs?

Cities in New York with the most Entry Level Financial Coach job openings:

Entry Level Financial Coach jobs near you
Infographic showing various Entry Level Financial Coach job openings in New York as of August 2026, with employment types broken down into 72% Full Time, 17% Part Time, and 11% Contract. Highlights an 83% In-person, and 17% Remote job distribution.

Entry-Level Financial Planner

New York Life Insurance - New York City

New York, NY • On-site

$83K - $111K/yr

Full-time

Re-posted 6 hours 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!
This position is based on commission compensation. But it's not purely 100% commission. We offer training allowances, bonuses, expense support, licensing incentives, and multiple compensation programs to help new agents get started successfully. We can go over all the details in the interviews.
Responsibilities
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• 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
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals
Qualifications
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required
• A Bachelor's degree in finance, business administration, or an alternative related analytical field is required
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

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