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Entrylevel Financial Advisor Jobs in Montclair, NJ

Strategies for Wealth

Personal Financial Planner

New York, NY · On-site

$83K - $111K/yr

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 ...

Equitable Advisors

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Financial Professional (Entry-Level)

New York, NY · On-site

$34K - $125K/yr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

HRPivot

Financial Aid Advisor

Jamaica, NY · On-site

$48K - $52K/yr

In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and ...

New

HRPivot

Financial Aid Advisor

NY · On-site

$48K - $52K/yr

In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and providing individual counseling to current and ...

New

Equitable Advisors

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Financial Consultant (Entry-Level Training Provided)

New York, NY · On-site

$34K - $125K/yr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

Equitable Advisors

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Wealth Management Advisor (Entry-Level Training Provided)

Saddle Brook, NJ · On-site

$34K - $125K/yr

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, ​​Equitable​ Advisors ...

VanEck

Sales Trainee

Manhattan, NY · On-site

$65K - $70K/yr

In this unique entry-level program, candidates will receive the training and development necessary ... Financial Advisor (FA) or Registered Investment Advisor (RIA) Channels. As previously mentioned ...

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Showing results 21-40

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Montclair, NJ

Entrylevel Financial Advisor information

See Montclair, NJ salary details

$36.7K

$104.1K

$146.7K

How much do entrylevel financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for entrylevel financial advisor in Montclair, NJ is $104,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,400.00 and $133,500.00 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 Montclair, NJ?

For Entrylevel Financial Advisor jobs in Montclair, NJ, the most frequently searched job titles are:

What cities near Montclair, NJ are hiring for Entrylevel Financial Advisor jobs?

Cities near Montclair, NJ with the most Entrylevel Financial Advisor job openings:

Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Montclair, NJ as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $104,078 per year, or $50 per hour.

Entry-Level Financial Planner

New York Life Insurance - New York City

New York, NY

$116K/yr

Full-time

Re-posted 16 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.


Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!


This position is based on commission compensation. But it’s not purely 100% commission. We offer training allowances, bonuses, expense support, licensing incentives, and multiple compensation programs to help new agents get started successfully. We can go over all the details in the interviews.

Compensation:

$116,000 at plan yearly


Responsibilities:
  • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • 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
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals

Qualifications:
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • A Bachelor's degree in finance, business administration, or an alternative related analytical field is required
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. We have over 175 years of industry success.

Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • New York Life ranks No. 69 on the 2025 Fortune 500 list and remains the largest mutual life insurer in the U.S.
  • Most MDRT members in any United States Mutual company in 2026
  • Celebrated for exceptional financial strength with the highest ratings awarded to any US life insurer: A++ (A.M. Best), AAA (Fitch), Aa1 (Moody’s), and AA+ (S&P). Source: Individual Third-Party Ratings Reports, as of 5/19/2025