ZipRecruiter

Log In

2

Entrylevel Financial Advisor Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsEntrylevel Financial Advisor Jobs

Entrylevel Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do entrylevel financial advisor jobs pay per year?

As of Jun 15, 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.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor with no experience, individuals typically pursue relevant education such as a bachelor's degree in finance, economics, or related fields, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining knowledge of financial planning tools and starting in support roles or internships can also help build experience and industry understanding.

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 do entry-level financial advisors do?

Entry-level financial advisors assist clients with financial planning, investment strategies, and goal setting under supervision. They gather client information, prepare financial documents, and use financial software, often working toward certifications like the Series 7 or 66. Their role involves learning industry regulations and developing client communication skills.

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.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial advisor, having $200,000 in assets or investments can be sufficient to start working with a financial advisor, as many firms set minimum investment thresholds around this amount. However, some advisors may have lower or higher minimums, and the suitability depends on the advisor's policies and the client's financial goals. It is also common for advisors to offer different services based on the client's asset level and to require ongoing contributions or planning for comprehensive financial management.

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.

Is $50,000 enough to work with a financial advisor?

For an entry-level financial advisor, a $50,000 annual income can be sufficient to start building a client base and gain experience, especially if working for a firm that provides training and resources. However, personal financial needs and the costs associated with obtaining certifications or licenses, such as the Series 7 or 66, should also be considered when evaluating financial stability in this role.

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:
What job categories do people searching Entrylevel Financial Advisor jobs look for? The top searched job categories for Entrylevel Financial Advisor jobs are:
Entrylevel Financial Advisor jobs near you

Entry-Level Financial Advisor

Lee, Nolan & Koroghlian, LLC / a MassMutual Firm

Saddle Brook, NJ

Other

Posted 4 days ago

Job description

Entry-Level Financial Advisor – Launch Your Career with Lee, Nolan & Koroghlian, LLC

Are you ready to start a career where you can make a meaningful impact on people’s financial futures? Lee, Nolan & Koroghlian, LLC, a MassMutual firm, is seeking motivated, driven individuals to join our team as Entry-Level Financial Advisors.

Whether you’re a recent graduate or exploring a new career path, we provide the training, mentorship, and resources to help you succeed from day one.

What You’ll Do

  • Meet with clients to understand their financial goals, needs, and priorities
  • Develop customized strategies for retirement, wealth building, and protection
  • Build and maintain long-term client relationships
  • Learn financial planning concepts, products, and industry regulations
  • Prospect and network to grow your client base

What We Offer

  • Comprehensive training program and ongoing mentorship
  • Licensing support (Series 6/7, Series 63/65 or 66, Life & Health)
  • Clear career advancement opportunities
  • Access to a wide range of financial products and planning tools
  • Collaborative and supportive team environment
  • A scalable, uncapped commission and bonus compensation structure tied to your book of business

What We’re Looking For

  • Strong communication and interpersonal skills
  • Self-motivated with an entrepreneurial mindset
  • Interest in finance, investing, and helping others succeed
  • Coachable, goal-oriented, and driven to grow
  • Bachelor’s degree preferred
  • Entrepreneurial individuals that are looking to build their book of business

Why Join Us?

At Lee, Nolan & Koroghlian, LLC, you’ll be part of a team that values integrity, professional growth, and community impact. Backed by the strength and reputation of MassMutual, you’ll have the resources of a national firm combined with the personalized support of a local office.

Take the first step toward a rewarding career—apply today.

Apply