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Entrylevel Financial Advisor Jobs in Virginia (NOW HIRING)

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

Culinary Specialist (U.S. Army)

Norfolk, VA · On-site

$36K - $49K/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

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

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 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:
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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
Entry-Level Financial Professional

Entry-Level Financial Professional

New York Life Insurance Company

Norfolk, VA

$62K - $73K/yr

Full-time

Posted 6 days ago

Job description

Build a career that’s designed to last.


For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.
As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.


What You’ll Do
• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart
• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and
opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions,
including life insurance, annuities, long-term care insurance, disability income insurance, and
investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².


What We Look For
• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long-term learning and growth, not just a short-term role