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Entrylevel Financial Advisor Jobs in Fort Mill, SC

Financial Advisor

Charlotte, NC · Hybrid

$15K - $80K/mo

Life/Health/LTC Insurance Licenses Seniority level Seniority level Entry level Employment type ... Financial Advisor" roles. Financial Consultant - Financial Focus & Flexible Business Model ...

Financial Advisor

Charlotte, NC · Hybrid

$15K - $80K/mo

Life/Health/LTC Insurance Licenses Seniority level Seniority level Entry level Employment type ... Financial Advisor" roles. Financial Consultant - Financial Focus & Flexible Business Model ...

... plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 ... financial institutions. To learn more, please visit: Summary of the Role: The entry-level ...

... plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 ... financial institutions. To learn more, please visit: Summary of the Role: The entry-level ...

New

... plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 ... financial institutions. To learn more, please visit: Summary of the Role: The entry-level ...

... plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 ... financial institutions. To learn more, please visit: Summary of the Role: The entry-level ...

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Showing results 1-20

Entrylevel Financial Advisor information

See Fort Mill, SC salary details

$31.6K

$89.8K

$126.5K

How much do entrylevel financial advisor jobs pay per year?

As of Aug 30, 2026, the average yearly pay for entrylevel financial advisor in Fort Mill, SC is $89,751.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $115,100.00 per year, depending on experience, location, and employer.

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 popular job titles related to Entrylevel Financial Advisor jobs in Fort Mill, SC?

For Entrylevel Financial Advisor jobs in Fort Mill, SC, the most frequently searched job titles are:

What job categories do people searching Entrylevel Financial Advisor jobs in Fort Mill, SC look for?

The top searched job categories for Entrylevel Financial Advisor jobs in Fort Mill, SC are:

What cities near Fort Mill, SC are hiring for Entrylevel Financial Advisor jobs?

Cities near Fort Mill, SC with the most Entrylevel Financial Advisor job openings:

Entry Level Financial Advisor

Charlotte, NC

New York Life
Colleges, Universities, and Professional Schools • 11 - 50 employees

Full-time

Re-posted 26 days ago


Job description

Grow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. We are want motivated self – starters who would like to: Manage their own work schedule and establish an attractive work/life balance.Build their career with significant income potential.Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assetsExperience a lifetime of learning and professional development.Enjoy recognition and rewards for their financial achievements.Qualifications Associate's Degree or Bachelor's DegreeOrganized, detail-oriented and excellent time management skills.Ambitious, disciplined, leaders who demonstrate the utmost professionalismRelationship building and networking abilities, exemplary interpersonal skillsCoachable and the ability to work in a team based environmentJ.D. (attorney) or M.B.A. a STRONG plus and potentially eligible for Fast-Track Partner programSales experience not required but a plusFINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship)Life & Health Insurance License not required (company will pay for sponsorship)Financial Industry background a plus however, financial or insurance sales experience not requiredPersonal Transportation will be required for this positionMust be U.S. Citizen or Permanent residentTraining, Support, and Compensation: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele and grow.We offer a competitive compensation package with significant income potential that includes full benefits (medical, dental, disability, and group life insurance), a 401(k), and pension plan.Company Description: New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. By maintaining superior financial strength, we protect our client’s future and are dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. At New York Life You will be in business for yourself but never by yourself.


NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US