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Junior Advisor Jobs (NOW HIRING)

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced ...

rebel Financial

Lead Financial Advisor

Groveport, OH

$85K - $150K/yr

Oversee and mentor junior advisors, support advisors, and financial coaches. * Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy. * Collaborate with ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $200K/yr

Oversee and mentor junior advisors, support advisors, and financial coaches. * Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy. * Collaborate with ...

rebel Financial

Lead Financial Advisor

Groveport, OH · On-site

$85K - $150K/yr

Oversee and mentor junior advisors, support advisors, and financial coaches. * Partner with the investment management team on asset allocation, rebalancing, and portfolio strategy. * Collaborate with ...

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Junior Advisor information

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$32K

$65.4K

$99K

How much do junior advisor jobs pay per year?

As of Aug 21, 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 is a junior advisor?

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.

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.
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Junior Advisor jobs near you
Infographic showing various Junior Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Junior Advisor - Financial Services

SUMMIT FINANCIAL GROUP INC

Dublin, PA • On-site

$45K - $55K/yr

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago

Job description

Benefits:
  • 401(k)
  • Employee discounts
  • Health insurance
  • Paid time off

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.
We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.
Position Required Skills
·       Demonstrates strong leadership and office management skills
·       Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
·       Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
·       Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
·       Develops, promotes, and executes best practices for the day-to-day operation of the office
·       Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
·       Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
·       Applies strong critical thinking and problem-solving skills to meet clients’ needs
Candidate Requirements
·       Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
·       Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
·       Must be willing to obtain the Series 65 and Insurance Life/Health licenses 
·       Knowledge of investment and banking products, policies & procedures
·       Strong client service & technical skills (MS Word & Excel and CRM)
·       Strong communication, time management and organizational skills
·       Excellent attention to detail is a must for processing financial documents
·       Knowledge of investment and annuity systems highly preferred
·       Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team