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Junior Financial Advisor Jobs (NOW HIRING)

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3K/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 ...

Main Financial Group LLC

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Junior Financial Advisor

Brighton, MI · On-site

$50K - $65K/yr

Junior Financial Advisor Location: Brighton Headquarters - 1127 S Old US Hwy 23, Brighton, MI 48114 Type: Full-Time | On-site Reports to: Mark Zeigler II About Main Financial Group Main Financial ...

Main Financial Group LLC

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Junior Financial Advisor

Brighton, MI · On-site

$50K - $65K/yr

Junior Financial Advisor Location: Brighton Headquarters - 1127 S Old US Hwy 23, Brighton, MI 48114 Type: Full-Time | On-site Reports to: Mark Zeigler II About Main Financial Group Main Financial ...

W3Global Inc.

Financial Advisor

Fort Wayne, IN

$100K - $120K/yr

Mentor and support junior financial advisors in their professional development * Participate in business development and growth initiatives Requirements * Bachelor's degree in finance, accounting, or ...

CFG Wealth Management

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Jr Financial Advisor - SALES

Statesboro, GA · On-site

$65K/yr

We are seeking a motivated and professional Junior Financial Advisor to join our growing team. In this role, you will support lead advisors with client service, financial planning preparation ...

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How much do junior financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for junior financial 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 does a typical day look like for a Junior Financial Advisor?

A typical day for a Junior Financial Advisor involves meeting with clients to discuss their financial goals, assisting in the creation of personalized investment or savings plans, and conducting market research to support senior advisors' recommendations. You’ll spend time updating client records, preparing reports, and responding to client emails or phone calls. Collaboration is key, as you'll often work under the guidance of senior advisors and participate in team meetings to review strategies and growth opportunities. This dynamic environment provides continuous learning and a clear pathway for advancement to more senior advisory roles.

Is $100,000 enough to work with a financial advisor?

For a Junior Financial Advisor, having $100,000 in assets or investments can be sufficient to start working with a financial advisor, as many advisors set minimum investment thresholds ranging from $1,000 to $100,000. However, the specific amount needed depends on the advisor's policies, the services required, and the client's financial goals.

What is a Junior Financial Advisor job?

A Junior Financial Advisor assists senior advisors in providing financial guidance to clients. They help conduct market research, analyze financial data, and develop investment strategies. Their responsibilities may also include preparing client reports, managing administrative tasks, and maintaining client relationships. This role is an entry-level position designed to provide hands-on experience and training in financial planning and investment management. Over time, Junior Financial Advisors work toward building their own client base and advancing in their careers.

What do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with compensation often including base salary and commissions or bonuses based on client sales. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 63 to enhance earning potential.

What does a junior financial advisor do?

A junior financial advisor assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior advisors. They analyze financial data, prepare reports, and help implement financial plans, often using tools like financial software and requiring relevant certifications or training. Their role involves gaining experience and developing client relationship skills in a professional environment.

How do you become a financial advisor with no experience?

To become a junior financial advisor with no experience, individuals typically start by obtaining relevant certifications such as the Series 7 or Series 65, which are often required by employers. Gaining knowledge of financial planning, investment products, and client management through courses or internships can also help entry-level candidates qualify for the role.

What are the key skills and qualifications needed to thrive in the Junior Financial Advisor position, and why are they important?

To thrive as a Junior Financial Advisor, you typically need a strong background in finance or a related field, analytical skills, and familiarity with financial products and regulations. Knowledge of financial planning software, CRM systems, and progress toward industry certifications such as FINRA Series 7 or 65 is often expected. Excellent communication, active listening, and relationship-building abilities distinguish high performers in this role. These skills are crucial for accurately assessing client needs, providing sound advice, and building long-term client trust and satisfaction.

More about Junior Financial Advisor jobs
What cities are hiring for Junior Financial Advisor jobs? Cities with the most Junior Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
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Junior Financial Advisor jobs near you
Infographic showing various Junior Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 6% As Needed, 84% Full Time, 4% Part Time, 4% Temporary, and 1% 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 Financial Advisor

Junior Financial Advisor

Strategic Financial Group

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 27 days ago

Job description

Junior Financial Advisor

Strategic Financial Group (SFG) is seeking a driven, entrepreneurial individual to join us as a Junior Financial Advisor. This role offers a unique opportunity to build a long-term career in financial services through hands-on mentorship, meaningful client exposure, and increasing autonomy as you grow.

If you’re motivated by building relationships, guiding others toward their financial goals, and developing professionally within a supportive environment, we encourage you to explore this opportunity with SFG.


The Opportunity

  • Structured Path to Growth: Our Junior Financial Advisor Development Program is designed for early-career professionals. Through formal training, weekly development sessions, and mentorship, you’ll build the foundation needed to grow into a full Financial Advisor.
  • Income Support & Performance Upside: We offer a 2-year training stipend + commission model to support your transition into the role while you build your book of business, allowing your success and effort to directly drive your income.
  • Client Ownership from Day One: Unlike many firms, our advisors build and retain ownership of their client relationships from the start, empowering you to grow your own book of business and establish long-term equity in your work.
  • Comprehensive Support: Our advisors are backed by a dedicated in-house team across marketing, financial planning, product solutions, and compliance support, so you can stay focused on building relationships and delivering value to clients.
  • Collaborative, Entrepreneurial Culture: We pride ourselves on a team-oriented environment that blends collaboration with an entrepreneurial spirit. Advisors are supported, challenged, and celebrated as they grow their careers.


About us

Strategic Financial Group (SFG) is a full-service financial planning firm serving the Houston community since 1903, helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. As a collaborative, values-driven firm, we combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact—offering a clear path to becoming a Financial Advisor through licensing support, training, and hands-on experience.


Skills & Experience

  • Bachelor’s degree in Finance, Economics, or a related Field preferred
  • Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (sponsorship provided)
  • Strong communicator, comfortable building relationships and clearly expressing ideas with clients and team members
  • Motivated, collaborative, and coachable, with an entrepreneurial mindset and a genuine interest in helping others reach their goals
  • Must be legally authorized to work in the United States

Featured benefits:

  • Salary + Commission
  • Licensing & Certification Support
  • Medical, Dental, Vision Insurance
  • 401(k)