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Entrylevel Financial Advisor Jobs in Reston, VA (NOW HIRING)

Fortis College

Admissions Advisor

Landover, MD · On-site

$50K - $55K/yr

... entry-level positions. The educational process is a change-oriented approach to education that ... financial aid services and by accepting students without regard to age, sex, religion, race ...

Raising Cane's

Cook

Falls Church, VA

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Falls Church, VA

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Sterling, VA · On-site

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Falls Church, VA · On-site

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Sterling, VA

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Sterling, VA

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Pwc

Partner Tax Preparation Advisor Manager

Washington, DC · On-site +1

$73K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

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All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Reston, VA

Entrylevel Financial Advisor information

See Reston, VA salary details

$37.5K

$106.3K

$149.8K

How much do entrylevel financial advisor jobs pay per year?

As of Jun 22, 2026, the average yearly pay for entrylevel financial advisor in Reston, VA is $106,256.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $136,300.00 per year, depending on experience, location, and employer.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor with no experience, individuals typically pursue relevant education such as a bachelor's degree in finance, economics, or related fields, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining knowledge of financial planning tools and starting in support roles or internships can also help build experience and industry understanding.

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 do entry-level financial advisors do?

Entry-level financial advisors assist clients with financial planning, investment strategies, and goal setting under supervision. They gather client information, prepare financial documents, and use financial software, often working toward certifications like the Series 7 or 66. Their role involves learning industry regulations and developing client communication skills.

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.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial advisor, having $200,000 in assets or investments can be sufficient to start working with a financial advisor, as many firms set minimum investment thresholds around this amount. However, some advisors may have lower or higher minimums, and the suitability depends on the advisor's policies and the client's financial goals. It is also common for advisors to offer different services based on the client's asset level and to require ongoing contributions or planning for comprehensive financial management.

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.

Is $50,000 enough to work with a financial advisor?

For an entry-level financial advisor, a $50,000 annual income can be sufficient to start building a client base and gain experience, especially if working for a firm that provides training and resources. However, personal financial needs and the costs associated with obtaining certifications or licenses, such as the Series 7 or 66, should also be considered when evaluating financial stability in this role.

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 popular job titles related to Entrylevel Financial Advisor jobs in Reston, VA? For Entrylevel Financial Advisor jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Reston, VA look for? The top searched job categories for Entrylevel Financial Advisor jobs in Reston, VA are:
What cities near Reston, VA are hiring for Entrylevel Financial Advisor jobs? Cities near Reston, VA with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Entry-Level Financial Services Professional - Advisor

New York Life - Greater Washington DC - Maryland

Bethesda, MD

$100K/yr

Full-time

Posted 13 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.


Compensation Benefits

You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income.

Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵


For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Compensation:

$100,000 + at plan earnings


Responsibilities:
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Develop and provide financial advice and strategies that are suitable based on financial and goal objectives
  • Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter
  • Cultivate relationships with a view to helping every family member or individual pursue financial security
  • Grow your network by being involved in your community and professional groups
  • Drive to add 50 new clients a year
  • Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
  • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional

Qualifications:


  • 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 
  • Track record of success and goal achievement
  • Uncompromising integrity
  • Ability to successfully build relationships
  • Excellent calendar management skills
  • Sales experience is preferred
  • Valid life and health license preferred, but we can assist with that
  • Valid FINRA Series 6 or 7 & 63/66 preferred but not required (we can assist you with this)

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 the long-term success of our clients.

We’re proud to be recognized by the following organizations:¹⁰

  • Fortune (2026): World’s Most Admired Companies
  • Handshake (2026): Early Talent Award
  • Seramount (2025): 100 Best Companies for Workplace Programs

The results we’ve delivered for our clients include:

  • 5 million policyowners protected
  • $1 billion in lifetime annuity income paid
  • $7.8 billion in living benefits awarded (dividends not guaranteed)
  • $1.2 trillion in life insurance protection in force
  • #1 largest mutual insurer in the U.S.

¹Based on revenue as reported by Fortune magazine June/July 2025