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Entrylevel Financial Advisor Jobs in Missouri (NOW HIRING)

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We're hiring an entry-level financial advisor to help service an established book of clients. This is a service and planning role, not a sales role. You will not be asked to prospect, cold call, or ...

Posted today

Be Seen First

We're hiring an entry-level financial advisor to help service an established book of clients. This is a service and planning role, not a sales role. You will not be asked to prospect, cold call, or ...

Posted today

... financial services and benefits provider expanding in the Cape Girardeau area. Our client provides ... Serve as a trusted advisor, handling client questions and supporting policy renewals. * Manage your ...

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Entrylevel Financial Advisor information

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 most commonly searched types of Entrylevel Financial Advisor jobs in Missouri?

The most popular types of Entrylevel Financial Advisor jobs in Missouri are:

What job categories do people searching Entrylevel Financial Advisor jobs in Missouri look for?

The top searched job categories for Entrylevel Financial Advisor jobs in Missouri are:

What cities in Missouri are hiring for Entrylevel Financial Advisor jobs?

Cities in Missouri with the most Entrylevel Financial Advisor job openings:

Entry-Level Financial Advisor

New York Life - Kansas City

Kansas City, MO • On-site

Full-time

Re-posted 20 days ago


Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Qualifications
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner