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Entrylevel Financial Advisor Jobs (NOW HIRING)

Foster Klima

Entry-Level Financial Advisor

Hopkins, MN · Remote

$105K/yr

As a FULL-TIME Entry-Level Financial Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. Remote Opportunity after training ...

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Entrylevel Financial Advisor information

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$36K

$102.1K

$144K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 6, 2026, the average yearly pay for entrylevel 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 some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

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 a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
More about Entrylevel Financial Advisor jobs
What cities are hiring for Entrylevel Financial Advisor jobs? Cities with the most Entrylevel Financial Advisor job openings:
What are the most commonly searched types of Entrylevel Financial Advisor jobs? The most popular types of Entrylevel Financial Advisor jobs are:
What states have the most Entrylevel Financial Advisor jobs? States with the most job openings for Entrylevel Financial Advisor jobs include:
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Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 98% Full Time, 1% Part Time, and 1% Temporary. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Remote Entry Level Financial Advisor

Brand and Associates

New York, NY • On-site, Remote

$45K - $95K/yr

Part-time

Posted 15 days ago

Job description

Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals.
Responsibilities:
  • Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals
  • Develop personalized financial plans tailored to each client's unique circumstances
  • Recommend appropriate investment strategies, insurance products, and other financial solutions
  • Educate clients on financial concepts and strategies to empower them to make informed decisions
  • Maintain regular communication with clients to monitor their progress and make adjustments as needed
  • Generate leads and expand client base through prospecting and networking activities
  • Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice

Qualifications:
  • Excellent communication and presentation skills to effectively convey complex financial information
  • Strong interpersonal skills to build rapport and trust with clients
  • Ability to work independently and manage time effectively in a remote environment
  • Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals

Benefits:
  • Opportunity to work remotely and enjoy a flexible work-life balance
  • Comprehensive training and mentorship to develop your skills and advance your career
  • A collaborative and supportive work environment with a focus on professional development

Apply