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Entry Level Finra Series 27 Jobs (NOW HIRING)

Modera Wealth Management

Planning Associate

Wayne, PA · Hybrid

$60K - $85K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

Wells Fargo

Registered Client Associate

Denver, CO · On-site

US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 ... Employees may also be eligible for incentive opportunities. $27.88 - $41.83 Benefits Wells Fargo ...

Modera Wealth Management

Planning Associate

Wayne, PA · On-site

$60K - $85K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... Prepare for and pass the FINRA Series 65 within the mandated company timeline * Additional projects ...

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term ... Valid FINRA Series 7 & 63/66 preferred but not required * Working knowledge of financial products ...

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Entry Level Finra Series 27 information

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How much do entry level finra series 27 jobs pay per year?

As of Aug 9, 2026, the average yearly pay for entry level finra series 27 in the United States is $45,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $50,000.00 per year, depending on experience, location, and employer.
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Entry Level Finra Series 27 jobs near you
Infographic showing various Entry Level Finra Series 27 job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $45,046 per year, or $21.7 per hour.

Entry-Level Financial Planner

New York Life Insurance - New York City

New York, NY • On-site

$83K - $111K/yr

Full-time

Re-posted 9 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!
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

Apply