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TalentLink Solutions

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Junior Advisor - Financial Services

Bryan, TX · On-site

$65K - $75K/yr

In this role, the Junior Advisor will work alongside our Financial Advisors learning from them and engaging in several key functions. There are no prospecting responsibilities and no requirement to ...

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$65.4K

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How much do junior advisor jobs pay per year?

As of Jun 20, 2026, the average yearly pay for junior advisor in the United States is $65,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $74,500.00 per year, depending on experience, location, and employer.

What jobs in the US pay 300,000 a year?

For a Junior Advisor, reaching a $300,000 annual salary typically requires significant experience, advanced certifications, or senior-level positions in finance, consulting, or management. Entry-level roles generally do not offer such high compensation, which is more common in executive or specialized roles with substantial responsibility. Salary levels vary based on industry, location, and individual performance.

What are the typical responsibilities and learning opportunities for a Junior Advisor within a team setting?

As a Junior Advisor, you will typically support senior advisors by conducting research, preparing client materials, and helping manage client communications. This role offers valuable exposure to client interactions and strategic planning, allowing you to develop your analytical and problem-solving skills. You'll often work closely with team members from various departments, gaining insight into different areas of the business and building a strong foundation for career advancement. The collaborative environment encourages learning from experienced colleagues and gradually taking on more responsibility as your confidence grows.

What are the key skills and qualifications needed to thrive as a Junior Advisor, and why are they important?

To thrive as a Junior Advisor, you need foundational knowledge in your advisory field, strong analytical abilities, and a relevant degree such as business, finance, or a related discipline. Familiarity with Microsoft Office Suite, CRM software, and, in some sectors, financial analysis tools or certification like CFA Level I can be beneficial. Exceptional communication, active listening, and problem-solving skills help build trust and rapport with clients and teams. These competencies are important for delivering accurate advice, fostering client relationships, and supporting senior advisors in achieving organizational goals.

What does a junior advisor do?

A junior advisor assists senior advisors by providing support in client consultations, research, and administrative tasks. They often gather information, prepare reports, and develop foundational knowledge of the industry or field, typically requiring strong communication and organizational skills.

What are Junior Advisors?

Junior Advisors are entry-level professionals who assist senior advisors in providing guidance and support to clients or organizations. Their responsibilities often include conducting research, preparing reports, and helping to implement recommendations made by senior staff. Junior Advisors typically work under supervision while gaining experience and developing their skills in areas such as finance, education, or business consulting. This role serves as a stepping stone to more advanced advisory positions.

Can financial advisors make $500,000 a year?

Financial advisors, including junior advisors, typically do not earn $500,000 annually unless they have extensive client portfolios, high commissions, or work in specialized areas. Most earn a combination of salary and commissions, with top earners reaching high six-figure or low seven-figure incomes after years of experience and building a strong client base.

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

For a Junior Advisor, a $200,000 income can be sufficient depending on the location, client base, and firm size. Typically, financial advisors work with clients who have varying assets, and earning potential often depends on commissions, fees, and experience. Having strong communication skills and relevant certifications can also impact success in this role.
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Junior Advisor jobs near you
Infographic showing various Junior Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 91% Full Time, 6% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.
Junior Advisor - Financial Services

Junior Advisor - Financial Services

TalentLink Solutions

Bryan, TX • On-site

$65K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 14 days ago

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Job description

We are a successful and established financial services firm located in Bryan, TX. We have a rich 40+ year history providing personalized financial planning for our clients and their families, and we pride ourselves on navigating the complexities our clients face. Our approach is rooted in thoughtful guidance, clear communication, and a deep understanding of each client's unique goals. We are a close-knit, collaborative team that values professionalism, continuous learning, and high standards of care. Our culture is built around supporting one another, maintaining long-standing client relationships, and delivering a consistently elevated client experience. We believe strong teamwork creates exceptional service, and we take pride in the tenure and development of our team.

This is a salaried, non-exempt position and an outstanding opportunity to join an experienced advisory team in a Junior Advisor capacity. In this role, the Junior Advisor will work alongside our Financial Advisors learning from them and engaging in several key functions. There are no prospecting responsibilities and no requirement to bring a book of business. The ideal candidate has a solid understanding of financial concepts, a strong sense of integrity, and a genuine desire to support the people around them. A preference for structure and well-designed processes will be important. The right person brings a few years of experience and an eagerness to continue growing and transition to more client responsibilities over time.

Responsibilities:

  • Participate in meetings with senior advisors, prospects, and existing clients for the purpose of notetaking and developing relationships with the client.
  • Review and organize meeting notes; document topics covered, client updates, and action items; enter tasks in the CRM; and complete all follow up items using firm procedures
  • Respond promptly to service requests and troubleshoot issues
  • Provide operations and service overflow support, including answering phones, opening new accounts, and processing applications

Knowledge, Abilities, & Skills Required:

  • Bachelor's degree
  • 3+ years of experience working with one or more financial advisors
  • Series 6 or Series 7 license
  • Knowledge of industry-specific software; familiarity with Redtail, Morningstar preferred
  • Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • High level of professionalism and confidentiality, with a strong attention to detail
  • The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
  • Excellent communication (written and verbal), relationship building, and organizational skills
  • Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day