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Entrylevel Financial Advisor Jobs in Colorado (NOW HIRING)

Bankers Life

Wealth Management Advisor

Denver, CO · On-site

$50K - $80K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

USHA

Entry Level Account Rep - Sales

Littleton, CO

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

AutoNation

Entry Level Technician

Thornton, CO · On-site

Communicating with the Parts Department and Service Advisors regularly to effectively manage ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

Raising Cane's

Cook - Restaurant Image

Aurora, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Nights/Weekends

Brighton, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Colorado Springs, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Thornton, CO

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Loveland, CO · On-site

$16/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entrylevel Financial Advisor information

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.
What are the most commonly searched types of Entrylevel Financial Advisor jobs in Colorado? The most popular types of Entrylevel Financial Advisor jobs in Colorado are:
What are popular job titles related to Entrylevel Financial Advisor jobs in Colorado? For Entrylevel Financial Advisor jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Colorado look for? The top searched job categories for Entrylevel Financial Advisor jobs in Colorado are:
What cities in Colorado are hiring for Entrylevel Financial Advisor jobs? Cities in Colorado with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Entry-Level Financial Sales Professional

New York Life - Northern Colorado

Fort Collins, CO

$75K - $150K/yr

Full-time

Posted 3 days ago

Job description

Our firm is rapidly expanding and we are currently looking for a new financial sales advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$75,000 - $150,000 at plan commission


Responsibilities:
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
  • We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
  • Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
  • Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
  • Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Must live in the state of Colorado, Wyoming, or Nebraska.
  • History of success.
  • Strong interpersonal communication skills.
  • Good reputation in your community.
  • Business-driven ethos.
  • Four-year college degree preferred; High school diploma required.

About Company

New York Life Insurance Company

NYL is one of the largest and most respected mutual life insurance companies in the US. Founded in 1845, the company is owned by its policyholders, which means decisions are made with a long-term focus on financial strength, stability, and client outcomes—not shareholder pressure. New York Life provides life insurance, retirement income solutions, long-term care coverage, and investment products, helping individuals, families, and businesses build and protect their financial futures.

NYLIFE Securities LLC

NYLIFE Securities is the registered broker-dealer and FINRA-member subsidiary of New York Life. It allows financial professionals to offer securities products such as mutual funds, variable annuities, and managed accounts. Through NYLIFE Securities, advisors can provide comprehensive financial guidance that integrates insurance protection with investment strategies, delivering holistic solutions tailored to clients’ goals.