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Entrylevel Financial Advisor Jobs in Jupiter, FL

Cashier

Boynton Beach, FL · On-site

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cashier

Boynton Beach, FL · On-site

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Cashier

Boynton Beach, FL · On-site

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Showing results 1-20

Entrylevel Financial Advisor information

See Jupiter, FL salary details

$35.2K

$99.9K

$140.8K

How much do entrylevel financial advisor jobs pay per year?

As of Aug 4, 2026, the average yearly pay for entrylevel financial advisor in Jupiter, FL is $99,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,300.00 and $128,100.00 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 Jupiter, FL? For Entrylevel Financial Advisor jobs in Jupiter, FL, the most frequently searched job titles are:
What cities near Jupiter, FL are hiring for Entrylevel Financial Advisor jobs? Cities near Jupiter, FL with the most Entrylevel Financial Advisor job openings:

Financial Services Representative

New York Life - Palm Beach Gardens, FL

Palm Beach Gardens, FL

$115K/yr

Full-time

Re-posted 27 days ago


Job description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$115,917 yearly


Responsibilities:
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Ability to understand the needs and financial concerns of clients
  • Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
  • Promote customized ways for clients to achieve their long-term financial goals
  • Cultivating relationships with a view to helping every family member or individual pursue financial security
  • Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
  • Providing compassion and guidance to clients when unfortunate life circumstances arise
  • Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of client relationships over time

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Only applicants who live in or around Palm Beach Gardens, FL, will be considered for this position
  • Sales experience preferred, but not required
  • Go-getter mindset
  • Desire to help families and businesses address their financial needs
  • Strong business acumen
  • Professional business demeanor
  • Perseverance in the face of a challenge
  • Ability to engage your community and leverage personal networks/contacts

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients.

We’re proud to be recognized by the following organizations.

  • Fortune 2024: World’s Most Admired Companies
  • Handshake 2025: Early Talent Award
  • Forbes 2024: America’s Best Employers for Diversity
  • Seramount: 2024 Best Companies for Multicultural Women

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.