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Entrylevel Financial Advisor Jobs in Virginia (NOW HIRING)

... meaningful entry-level careers. Founded in 1969, our institution is steeped in a tradition of ... advising. * Perform additional tasks or projects as assigned by the Campus Director of Compliance ...

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 ...

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

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 ...

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

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 ...

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

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 ...

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Entrylevel Financial Advisor information

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.
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 cities in Virginia are hiring for Entrylevel Financial Advisor jobs? Cities in Virginia with the most Entrylevel Financial Advisor job openings:
Entry Level - Financial Planner

Entry Level - Financial Planner

Equitable Advisors

Roanoke, VA • On-site

$74K - $100K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago


Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

Your path to a purposedriven practice starts here.

At Equitable Advisors, you’ll find a purposedriven career path helping people secure their financial wellbeing—while you do the same. Here, you’re part of a collaborative culture that invests in your growth from day one and supports you as you build lasting relationships with clients.

You’ll get to know people not just by their numbers, but by the values and life stories behind them, becoming a trusted coach during life’s biggest milestones. With structured training, experienced mentors, and proven tools, you’ll build the skills, confidence, and relationships needed to grow a meaningful, long‑term practice.


What You’ll Do

Build a PurposeDriven Practice

Develop relationships with individuals and families by listening closely, understanding their goals, and helping turn uncertainty into confidence through thoughtful financial guidance.

Grow Through Client Relationships

Expand your client base through referrals, networking, and community involvement—earning trust over time and becoming the person clients rely on for important financial decisions.

Deliver Insightful Financial Guidance

Introduce investment, insurance, and wealth strategies aligned to each client’s life stage, priorities, and aspirations.

Own Your Growth—With Support

You’ll manage your opportunities and momentum, but never on your own. Our leadership, training, and collaborative culture are designed to support and reward your progress.

Earn Flexibility Through Supported Independence

As your practice grows, you gain greater control over your schedule and work‑life balance—flexibility that’s permanent, backed by mentorship every step of the way.


Who Thrives Here

  • Individuals motivated by helping people and building long‑term relationships
  • Confident communicators who enjoy connecting, listening, and guiding decisions
  • Goal‑oriented professionals excited by personal, professional, and financial growth
  • Candidates with experience in client‑facing roles such as business development, banking, real estate, insurance, or hospitality
  • Those who are coachable, resilient, and eager to learn
  • Prior financial experience is helpful, but not required
  • Must have permanent U.S. work authorization and not require future sponsorship

Training & Development

We invest in your development with industryleading training and a builtin support system, including:

  • FINRA sponsorship for required securities and insurance licensing
  • A structured launch program focused on real‑world client interactions and skill development
  • Opportunities for mentorship from experienced professionals
  • Ongoing coaching and development as your practice grows
  • Opportunities to pursue advanced credentials (CFP®, ChFC®)

Compensation & Growth Opportunity

  • Stable Pay: Bi‑weekly stable pay for up to 24 months while you build your practice
  • PerformanceBased Earnings: Your impact drives your earnings, with milestone recognition starting with a sign-on payment tied to your FINRA licensing completion.
  • LongTerm Income Potential: Recurring revenue from lasting client relationships

Benefits & Support

  • Health, dental, and vision insurance
  • 401(k) and Employee Stock Purchase Plan
  • Life and disability insurance
  • Transportation reimbursement and additional incentives
  • In‑office environment with schedule flexibility

Why Equitable Advisors

  • A career that will serve you well tomorrow—not just today
  • The chance to build something meaningful, without going it alone
  • A firm committed to people, purpose, and long‑term growth

At Equitable Advisors, the fulfillment that comes from helping people pursue what’s possible is at the center of everything we do. If you’re looking for a role where relationships matter, growth is supported, and your work means something, your path starts here.


Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8905639.1(4/26)(Exp.4/30)


What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859