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Entry Level Vanguard Financial Advisor Jobs (NOW HIRING)

Vanguard

College to Corporate - Advice

Dallas, TX

Upon successful completion of the program, you will be considered for Vanguard's full-time, entry-level positions, including the Financial Advisor Development Program (FADP). This specialty program ...

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site +1

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 ...

Equitable Advisors

- Entry Level - Financial Advisor - WI, Milwaukee (2636) (PIN_15373) Entry Level - Financial Advisor - WI, Milwaukee (2636) ( PIN_15373 ) Primary LocationOrganization Equitable Advisors is dedicated ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is ...

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Entry Level Vanguard Financial Advisor information

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$36K

$102.1K

$144K

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

As of Sep 12, 2026, the average yearly pay for entry level vanguard 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 does an entry level Vanguard Financial Advisor do?

An Entry Level Vanguard Financial Advisor helps clients understand their financial goals and provides guidance on investment options, retirement planning, and wealth management. They work directly with clients to assess their financial situation, answer questions, and recommend suitable Vanguard products and services. Entry-level advisors receive training and support from Vanguard to develop their financial knowledge and client service skills. They typically work as part of a team and may assist more experienced advisors while building their own client relationships.

What does a typical day look like for an entry level Vanguard Financial Advisor, and how do they interact with clients and senior advisors?

As an entry-level Vanguard Financial Advisor, your day often involves assisting clients with account inquiries, providing basic financial guidance, and supporting senior advisors during client meetings. You’ll spend time learning about Vanguard’s investment products and participating in ongoing training. Collaboration is key; you'll work closely with experienced advisors to develop client solutions and participate in team discussions to share insights. Over time, you’ll gradually take on more complex responsibilities as you build your expertise and client management skills.

What are the key skills and qualifications needed to thrive as an entry level Vanguard Financial Advisor, and why are they important?

To thrive as an Entry Level Vanguard Financial Advisor, you generally need a bachelor's degree in finance, business, or a related field, along with a foundational understanding of financial markets and investment strategies. Familiarity with financial planning software, CRM systems, and, in some cases, FINRA Series 7 and 66 licenses is highly beneficial. Exceptional communication, active listening, and client relationship-building skills help differentiate successful advisors. These competencies are essential for building trust, delivering sound financial guidance, and supporting clients in achieving their financial goals.

What is the difference between Entry Level Vanguard Financial Advisor vs Financial Planner?

AspectEntry Level Vanguard Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; CFP preferredCFP, ChFC, or similar certifications often required
Work EnvironmentFinancial institutions, client meetings, sales-focusedIndependent or firm-based, comprehensive financial advice
Employer & Industry UsageVanguard, investment firms, banksFinancial advisory firms, independent practices, banks

While both roles involve providing financial guidance, an Entry Level Vanguard Financial Advisor typically works within Vanguard's investment platform, focusing on client service and product sales. A Financial Planner offers broader, personalized financial planning services, often with advanced certifications. The roles differ mainly in scope, certifications, and work environment, but both serve clients seeking investment and financial advice.

Can you become an entry level vanguard financial advisor with no experience?

Entry level Vanguard Financial Advisor positions typically require some knowledge of financial products and client service skills, but they often do not require prior experience. Candidates usually need a relevant degree and may need to obtain certifications such as the Series 7 or Series 66. Training programs are often provided to new hires to develop necessary skills.

What is an entry level position at Vanguard Financial Advisor?

An entry-level Vanguard Financial Advisor position typically involves supporting clients with investment planning, financial advice, and account management under supervision. It often requires relevant education, such as a degree in finance or related fields, and may involve obtaining certifications like the Series 7 or Series 66. These roles provide foundational experience in financial advising within a structured environment.
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Entry Level Vanguard Financial Advisor jobs near you
Infographic showing various Entry Level Vanguard Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry-Level Financial Advisor

Brooklyn, NY • On-site

New York Life Insurance - Hui Ling Zhang
See more jobs at New York Life Insurance - Hui Ling Zhangexternal

$116K/yr (+ commission)

Full-time

Re-posted 3 days ago

Key responsibilities

  • Develop tailored financial plans for clients based on their life stage, circumstances, and financial needs.

  • Identify, secure, and serve new clients to act as a trusted advisor for financial decisions.

  • Make strategic product, plan, and investment recommendations to help clients achieve their financial goals.

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!

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 monetary goals


Qualifications:

  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is 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 alternate 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

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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. 

We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health.

We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity.