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Entrylevel Financial Advisor Jobs in Walpole, MA

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

uAspire

College Affordability Advisor Succeed

Boston, MA · On-site

... financing an affordable path to college. We primarily support students who are low-income and/or ... This is an entry-level position at uAspire with the first year focused on training. We are seeking ...

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All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Walpole, MA

Entrylevel Financial Advisor information

See Walpole, MA salary details

$39.3K

$111.4K

$157K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 29, 2026, the average yearly pay for entrylevel financial advisor in Walpole, MA is $111,358.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $142,800.00 per year, depending on experience, location, and employer.

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 popular job titles related to Entrylevel Financial Advisor jobs in Walpole, MA? For Entrylevel Financial Advisor jobs in Walpole, MA, the most frequently searched job titles are:
What cities near Walpole, MA are hiring for Entrylevel Financial Advisor jobs? Cities near Walpole, MA with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Entry-Level Financial Advisor

NYL - Patrick Piscitelli

Bridgewater, MA • On-site

$100K/yr

Full-time

Posted 22 days ago

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Compensation:

$80,000 - $100,000 at plan


Responsibilities:
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
  • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Hire, develop, and help us expand our field of advisors across the state
  • Lead and motivate our sales team by setting a sales plan for each sales associate, identifying individual sales targets, and overseeing training programs to make sure they’re successful
  • Coach and counsel your sales team members, evaluate their performance, and offer suggestions for improvement
  • Identify new sales opportunities, emerging markets, and lead-generation programs to keep us growing
  • Build and execute business plans to expand our sales volume and help create new sales goals
  • Aid Agents in presenting client solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds
  • Transition into management as an Associate Partner once you have achieved the program requirements
  • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals
  • Select, hire, and grow your financial professional team as an associate partner
  • Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program

Qualifications:
  • Must have the ability to successfully network and prospect for new clients
  • Must have effective relationship management skills
  • Must possess uncompromising integrity and the ability to communicate complex ideas
  • 3-5 years of experience in insurance or investment sales management as a sales executive or in a leadership role in the sales department
  • Exemplary communication skills, leadership skills, and analytical skills
  • Proven track record of sales success
  • Experience in the financial services industry and/or insurance industry is required
  • Sales experience needed
  • Experience in the financial services industry and/or insurance industry is required

If you are:

  • Highly motivated
  • Goal-oriented
  • A strong communicator
  • Organized
  • Seeking a rewarding and challenging career


We would like to learn more about you!


About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 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 the clients.

Awards Accolades...

We’re proud of our financial strength.

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard Poor’s)