Junior Financial Advisor
Houston, TX · On-site
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 ...
Houston, TX · On-site
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 ...
Houston, TX · On-site
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 ...
Houston, TX · On-site
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 ...
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Houston, TX · On-site
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 ...
Apply Early
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 ...
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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 ...
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New Berlin, WI · On-site
$90K - $114K/yr
Junior Financial Advisor Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients.
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New Berlin, WI · On-site
$90K - $114K/yr
Junior Financial Advisor Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients.
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$60K - $80K/yr
As a Junior Financial Advisor, you will work closely with the firm's existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for ...
$60K - $80K/yr
As a Junior Financial Advisor, you will work closely with the firm's existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for ...
South Milwaukee, WI · On-site
$65K - $85K/yr
The Junior Advisor works under the supervision of Lead Advisors while developing technical expertise, client relationship skills, and industry credentials. Key Responsibilities Financial Planning ...
South Milwaukee, WI · On-site
$65K - $85K/yr
The Junior Advisor works under the supervision of Lead Advisors while developing technical expertise, client relationship skills, and industry credentials. Key Responsibilities Financial Planning ...
New Berlin, WI · On-site
$90K - $114K/yr
Junior Financial Advisor Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients.
New Berlin, WI · On-site
$90K - $114K/yr
Junior Financial Advisor Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients.
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the ...
$3.0K - $5.0K/mo
Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group Upland, CA Full-Time Start your career in financial services with a growing boutique firm that will train, mentor ...
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$3.0K - $5.0K/mo
Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group Upland, CA Full-Time Start your career in financial services with a growing boutique firm that will train, mentor ...
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Pleasanton, CA · Remote
$70K - $90K/yr
What You'll Do As a Junior Financial Advisor, you will support the team in both client-facing and behind-the-scenes work. Responsibilities may include: * Supporting existing client relationships ...
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Pleasanton, CA · Remote
$70K - $90K/yr
What You'll Do As a Junior Financial Advisor, you will support the team in both client-facing and behind-the-scenes work. Responsibilities may include: * Supporting existing client relationships ...
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Fort Wayne, IN · On-site
$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 ...
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Fort Wayne, IN · On-site
$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 ...
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Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in the ...
Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in the ...
Onalaska, WI · On-site
$38K - $48K/yr
... advisors and team to ensure our clients achieve financial success. If you love multitasking ... Jr. Day; plus earned vacation time. * Competitive Compensation : Starting salary range of $38,000 ...
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Onalaska, WI · On-site
$38K - $48K/yr
... advisors and team to ensure our clients achieve financial success. If you love multitasking ... Jr. Day; plus earned vacation time. * Competitive Compensation : Starting salary range of $38,000 ...
Be Seen First
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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Be Seen First
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 ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Professional to join our team in ...
Albany, GA · On-site
Mentor junior advisors and team members. *Please note the role will vary, grow and change and is ... Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 ...
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Albany, GA · On-site
Mentor junior advisors and team members. *Please note the role will vary, grow and change and is ... Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 ...
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Dallas, TX · On-site
Participating in intensive week-long, on-site training in Minneapolis, MN alongside WPA cohort peers and junior Financial Advisors from across the country * Completing credential coursework and a ...
Dallas, TX · On-site
Participating in intensive week-long, on-site training in Minneapolis, MN alongside WPA cohort peers and junior Financial Advisors from across the country * Completing credential coursework and a ...
Dallas, TX · Hybrid
Participating in intensive week-long, on-site training in Minneapolis, MN alongside WPA cohort peers and junior Financial Advisors from across the country * Completing credential coursework and a ...
Dallas, TX · Hybrid
Participating in intensive week-long, on-site training in Minneapolis, MN alongside WPA cohort peers and junior Financial Advisors from across the country * Completing credential coursework and a ...
... Financial Advisor role. In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position. If you are a career ...
... Financial Advisor role. In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position. If you are a career ...
$32K - $38.1K
0% of jobs
$38.1K - $44.2K
3% of jobs
$44.2K - $50.3K
11% of jobs
$53.4K is the 25th percentile. Wages below this are outliers.
$50.3K - $56.4K
21% of jobs
The median wage is $61.6K / yr.
$56.4K - $62.5K
18% of jobs
$62.5K - $68.5K
14% of jobs
$72.5K is the 75th percentile. Wages above this are outliers.
$68.5K - $74.6K
12% of jobs
$74.6K - $80.7K
9% of jobs
$80.7K - $86.8K
6% of jobs
$86.8K - $92.9K
3% of jobs
$92.9K - $99K
2% of jobs
$32K
$65.4K
$99K
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.
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.
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.

Full-time
Medical, Dental, Vision, Retirement
Posted 18 days ago