ZipRecruiter

Log In

2

Entrylevel Financial Advisor Jobs in Virginia (NOW HIRING)

Osaic

Analyst II Capital Solutions

Petersburg, VA · Hybrid

$80K - $90K/yr

Current Employees and Contractors Apply HereOsaic Careers Advisor Support Opportunity in Financial Services Analyst II, Capital Solutions Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

USHA

Entry Level Account Rep - Sales

Fairfax, VA · On-site

$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 ...

USHA

Entry Level Account Rep - Sales

Fairfax, VA

$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 ...

U.S. Army

IT Specialist

Newport News, VA · On-site

This is an entry-level position with no experience necessary. Position requirements: * Attend Basic ... Centrally located in Education and Financial Advisors. * Travel. When you are interested in finding ...

U.S. Army

Military Police Officer

Blacksburg, VA · On-site

This is an entry-level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel * Civilian Employment Assistance

U.S. Army

Military Police Officer

North Chesterfield, VA · On-site

$22K - $44K/yr

This is an entry level position with no experience Position requirements: (Responsibilities ... Centrally located Education and Financial Advisors. * Travel. When you are interested in finding ...

U.S. Army

Military Police Officer

Salem, VA · On-site

This is an entry-level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel * Civilian Employment Assistance

U.S. Army

Information Technology Specialist

Richmond, VA · On-site

$22K - $44K/yr

This is an entry level position with no experience necessary. Position requirements: * Attend Basic ... Centrally located Education and Financial Advisors * Travel When you are interested in finding out ...

U.S. Army

Military Police Officer

Lynchburg, VA · On-site

This is an entry-level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel * Civilian Employment Assistance

U.S. Army

Culinary Specialist (U.S. Army)

Norfolk, VA · On-site

$36.60K - $49.10K/yr

This is an entry level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel When you are interested in finding out ...

U.S. Army

Healthcare Specialist

Richmond, VA · On-site

$22K - $44K/yr

This is an entry level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel When you are interested in finding out ...

next page

Showing results 1-20

People also search for

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Virginia

Entrylevel Financial Advisor information

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

Former Financial Advisor Broker Business Development Role

CXG Holdings Inc

Suffolk, VA • On-site

$200K/yr

Full-time

Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Former Financial Advisor / Broker – Business Development Role REMOTE Compliance Exchange Group (CXG) is a nationally recognized leader in broker-dealer formation and regulatory advisory. We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. We are hiring a performance-driven Sales Executive to close complex, high-value advisory engagements within a structured, accountability-focused environment.

This is not an entry-level position. This role is for a disciplined professional closer. The Role You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.

You are responsible for: Running structured discovery calls Owning pipeline progression and deal velocity Maintaining disciplined CRM reporting and forecasting Closing sophisticated professional service engagements Participating in weekly pipeline accountability reviews This is a full-time, in-office position based in Suffolk County, NY. Who We're Looking For A former broker-dealer professional with strong knowledge of FINRA/SEC regulatory frameworks A proven B2B consultative closer with experience selling complex professional services. You must be: Highly organized and process-driven Comfortable operating within clear performance metrics Confident in executive-level conversations Competitive and internally motivated Accountable for results, not activity alone This is not a lifestyle sales role.

It is a performance role with meaningful upside for serious producers. Compensation Competitive base salary Performance-based commission structure High six-figure earning potential Top performers can exceed $200,000 annually Compensation details will be discussed during the interview process. 401(k) with employer contribution Paid time off Professional growth opportunities Why CXG Established national leader in broker-dealer formation and regulatory advisory Respected reputation within the financial services industry Strong marketing infrastructure and brand presence Structured, accountability-driven sales environment Clear performance expectations and measurable targets Direct access to leadership and decision-makers Stable, profitable organization with long-term growth vision Significant earning potential for disciplined producers Our culture is built on professionalism, ownership, and execution.

We value structure over chaos, accountability over excuses, and performance over politics. This is an environment for serious professionals who want to operate at a high level and be compensated accordingly. This is a remote position.

#J-18808-Ljbffr

Apply