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Entrylevel Financial Advisor Jobs (NOW HIRING)

New York Life

Entry Level Financial Advisor

Wilmington, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Greensboro, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Wilmington, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC · On-site

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

The Vermont Agency

Associate Financial Advisor

Albany, NY · On-site

$50K - $70K/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 ...

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Entrylevel Financial Advisor information

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$36K

$102.1K

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How much do entrylevel financial advisor jobs pay per year?

As of Jun 16, 2026, the average yearly pay for entrylevel financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 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.
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Entrylevel Financial Advisor jobs near you
Entry Level Financial Advisor

Entry Level Financial Advisor

New York Life

Wilmington, NC • On-site

$69K - $130K/yr

Full-time

Posted 7 days ago

Be an early applicant

Job description

New York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a Pension Plan, New York Life is one of them)Significant income potential plus Training allowanceWe have a brand new contract that will include a base salary plus commissionsThe opportunity to work for a Fortune 100 companyBuilding long-lasting relationships both inside and outside the company About New York Life: 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 our 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)
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

View All NorCal Orange Jobs