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Junior Financial 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 ...

Firstnational

Jr. Financial Advisor

Minneapolis, MN · On-site

$60K - $80K/yr

The Junior Advisory Program is a foundational initiative designed to cultivate and refine the sales ... Eagerness to learn and grow within the financial services industry; takes direction well and ...

Firstnational

Jr. Financial Advisor

Minneapolis, MN · On-site

$60K - $80K/yr

The Junior Advisory Program is a foundational initiative designed to cultivate and refine the sales ... Eagerness to learn and grow within the financial services industry; takes direction well and ...

M&T Bank

Junior Financial Advisor

Long Neck, DE

Financial Advisor - Long Neck, DE Launch your advisory career with M&T Bank. We're seeking a licensed banker or early-career advisor to grow within the Western Sussex County market-partnering with a ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 _____ Company ... Serve as a player-coach by managing a team of junior advisors or support staff, providing ...

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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How much do junior financial advisor jobs pay per year?

As of Sep 2, 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 is a junior financial advisor?

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 does a junior financial advisor do?

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.

What are the key skills and qualifications needed to thrive as a junior financial advisor?

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.

How much does a junior financial advisor earn?

A junior financial advisor typically earns between $40,000 and $60,000 annually, depending on experience, location, and the firm. Entry-level roles may also include bonuses and commissions, especially if they involve client sales or asset management. Certifications like the CFP can enhance earning potential.

How to become a junior financial advisor?

To become a junior financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as financial analysis and client communication, and obtaining certifications like the Series 7 or Series 66 license, can improve job prospects. Entry-level roles often require some internship experience and a strong understanding of financial products and regulations.
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Junior Financial Advisor jobs near you
Infographic showing various Junior Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,434 per year, or $31.5 per hour.

Junior Financial Advisor

Allora

Mount Pleasant, SC • On-site

$3.0K/mo

Full-time

Retirement

Re-posted 6 days ago

Job description

Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. 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 professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical standards are essential for success in this role. Our client prioritizes professional development and provides ongoing training, enabling our advisors to stay ahead in the fast-paced financial industry. Joining the team means becoming part of a company that values integrity, client satisfaction, and continuous growth. If you are passionate about finance and dedicated to helping clients secure their financial future, this is the perfect opportunity to launch your career as a Junior Financial Advisor with our client.

Responsibilities
  • Assist senior financial advisors in creating and implementing customized financial plans for clients.
  • Conduct research on financial products, market trends, and economic data to support client advice.
  • Analyze clients’ financial situations, including income, expenses, investment portfolios, and risk tolerance.
  • Maintain accurate and detailed records of client interactions, transactions, and financial plans.
  • Prepare presentations and reports to effectively communicate financial strategies to clients.
  • Build and maintain strong relationships with clients by providing timely and professional support.
  • Stay up-to-date with industry regulations, compliance requirements, and best practices.

Requirements

  • Prior experience in financial services
  • Has demonstrated some success but is seeking stronger mentorship and structure
  • Active licenses required: Series 7, Series 66
  • Willingness to pursue CFP® certification
  • Clean background and strong professional ethics
  • Strong interpersonal and communication skills
  • Motivated, coachable, and growth-oriented

Benefits

  • Base Salary: $3,000/month
  • Total Target Compensation: ~$50,000+ (base + commission)
  • Commission Split: Participation in revenue from both existing and new clients
  • Annual Increase: 10% to 20% compensation growth potential year-over-year
  • Discretionary Bonus based on performance
  • Benefits Package Includes:
  • 401(k) with employer match + profit sharing
  • Cash Balance Plan (employer-funded only; 3-year vesting schedule)