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Entrylevel Financial Professional Jobs in Summit, NJ

Equitable Advisors

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Financial Professional (Entry-Level)

New York, NY · 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 ...

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All JobsEntrylevel Financial Professional JobsEntrylevel Financial Professional Jobs in Summit, NJ

Entrylevel Financial Professional information

See Summit, NJ salary details

$40.9K

$101.5K

$155.1K

How much do entrylevel financial professional jobs pay per year?

As of Aug 3, 2026, the average yearly pay for entrylevel financial professional in Summit, NJ is $101,483.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $117,900.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Professional vs Financial Advisor?

AspectEntrylevel Financial ProfessionalFinancial Advisor
CertificationsMay require Series 6 or 7, depending on roleOften requires Series 7, 66, or CFP certification
Work EnvironmentFinancial firms, banks, insurance companiesIndependent or firm-based, client-facing
Job FocusSupporting financial planning, sales, client serviceProviding comprehensive financial planning and advice

Entrylevel Financial Professionals typically support financial advisors or work in sales roles, requiring basic certifications like Series 6 or 7. Financial Advisors focus on delivering personalized financial planning and often hold advanced certifications like CFP. While both roles operate in financial firms and serve clients, Financial Advisors have a broader advisory scope and higher certification requirements.

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What job categories do people searching Entrylevel Financial Professional jobs in Summit, NJ look for? The top searched job categories for Entrylevel Financial Professional jobs in Summit, NJ are:
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Entrylevel Financial Professional jobs near you

Entry Level Financial Professional (Long Island)

WealthBridge Financial Group

Manhattan, NY • On-site

Full-time

Re-posted yesterday

Job description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Key Responsibilities
  • Develop and maintain long-term client relationships through a client-first, consultative approach
  • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
  • Provide education and guidance to help clients make informed financial decisions
  • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
  • Build and grow your own book of business through networking, referrals, and marketing initiatives
  • Stay current on financial markets, products, and planning strategies

Requirements

Ideal Candidate
  • Entrepreneurial mindset with strong interpersonal and communication skills
  • Desire to build a client-focused business and long-term career
  • Self-motivated, disciplined, and goal-oriented
  • Interest in financial services, wealth management, or business development
  • Prior experience in sales, finance, or client service is a plus (not required)
Who You’ll Work With

You’ll serve a diverse client base including:

  • Individuals and families
  • Business owners
  • Institutions and organizations
Why Join WealthBridge?
  • Be part of a firm focused on people, impact, and outcomes
  • Build a career with uncapped growth potential
  • Work in a supportive environment that values collaboration and innovation
  • Help clients navigate complex financial decisions with confidence

Benefits

What sets us apart from other firms?
  • Access to a collaborative network of experienced professionals and mentors
  • Advanced planning resources, digital marketing support, and business development tools
  • Flexible career path with entrepreneurial growth opportunities
  • Ongoing training, licensing support, and professional development
  • Technology platforms and tools to help streamline client engagement and planning
  • A culture focused on integrity, innovation, and long-term client success