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Entry Level Series 63 Jobs (NOW HIRING)

AmeriServe

Life Skills Coach

Council Bluffs, IA

$17 - $17.63/hr

Entry-Level Pay:$17.00 - $17.63 per hour Location:Council Bluffs, IA 51503 About us: Would you like to have fun accompanying some very special people to the College World Series? Movies? Bowling?

AmeriServe

Life Skills Coach

Council Bluffs, IA · On-site

$17 - $17.63/hr

Entry-Level Pay:$17.00 - $17.63 per hour Location:Council Bluffs, IA 51503 About us: Would you like to have fun accompanying some very special people to the College World Series? Movies? Bowling?

Valor Family Financial

Personal Financial Planner

$70K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... date FINRA Series 7 & 63/66 documents are a bonus • Stellar communication and math skills ...

Falcon PG

Financial Consultant

Escondido, CA · On-site

$132K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Series 7 & 63/66 license is considered a plus • Computer proficiency in Microsoft Office, CRM ...

NYL - Boston

Associate Financial Advisor

Westborough, MA · On-site

$80K - $150K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... FINRA Series 7 & 63/66 documents are a bonus • Working knowledge of financial products, the ...

NYL - Melville

Financial Consultant

Melville, NY · On-site

$100K/yr

... an entry-level position that offers room for growth and a promising job outlook. Our ideal ... Series 7 & 63/66 license is considered a plus • Experience working with Microsoft Office, Excel ...

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Entry Level Series 63 information

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How much do entry level series 63 jobs pay per year?

As of Jun 9, 2026, the average yearly pay for entry level series 63 in the United States is $63,444.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $75,500.00 per year, depending on experience, location, and employer.
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Entry Level Series 63 jobs near you

Entry-Level Financial Planner

New York Life Insurance - New York City

New York, NY • On-site

$116K/yr

Full-time

Posted 8 days ago

Job 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.

Compensation:

$116,000 at plan yearly


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

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success.

Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S.
  • Most MDRT members in any United States Mutual company in 2026
  • Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025