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Junior Financial Advisor Jobs (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

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

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 ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

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 - $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 ...

Professions Inc

Financial Advisor

Dallas, TX

Financial Advisor Confidential RIA | Dallas, TX A growing independent wealth management firm is ... Partner with internal specialists and junior team members to deliver coordinated, high quality ...

Regions Financial Corporation

Financial Advisor

Tampa, FL · On-site

$43K - $150K/yr

At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the ... Keeps junior level staff informed about investment products and opportunities * Adheres to ...

CFS

Financial Advisor

Grand Rapids, MI

Mentor junior advisors and support staff while contributing to a collaborative team environment. Qualifications * Bachelor's degree in Finance, Business, Accounting, Economics, or a related field ...

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Junior Financial Advisor information

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How much do junior financial advisor jobs pay per year?

As of Aug 12, 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 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 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.

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. Entry-level roles often require strong communication skills, basic knowledge of financial products, and sometimes passing licensing exams such as the Series 7 or Series 63, depending on the employer and jurisdiction.

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.

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.

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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 1% As Needed, 84% 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.

Financial Advisor

Simon Quick Advisors

Morristown, NJ • On-site

$200K - $250K/yr

Full-time

Re-posted yesterday

Job description

Company: Simon Quick Advisors
Position: Financial Advisor
Location: Morristown, NJ
Compensation: Base starting at $200,000
Company Description
Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.
Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.
Mission of the Position
The Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning. This role is critical in designing and executing strategic wealth management solutions that align with each client's unique goals, integrating investment management, tax efficiency, and estate planning. The Client Advisor collaborates closely with internal teams to ensure seamless service and uphold the firm's values of integrity, transparency, and client-centered excellence. This position is expected to expand into people management responsibilities, contributing to the development of team members and the firm's long-term growth.
Top Accountabilities
  • Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs. Ensure consistent communication and high-touch service to foster long-term engagement.
  • Financial Planning & Strategy: Develop and implement comprehensive financial plans that align with clients' long-term goals, considering tax strategies, estate planning, and risk management. Provide informed investment advice tailored to individual client profiles.
  • Investment Oversight: Construct, review, and continuously monitor Investment Policy Statements to ensure alignment with client objectives. Analyze portfolio performance, asset allocation, and risk exposure, making adjustments as necessary.
  • Organic Growth: Identify and pursue organic growth opportunities by deepening existing client relationships, uncovering unmet needs, and generating referrals through exceptional service and strategic engagement.
  • People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services.
Other Duties & Responsibilities
  • Work closely with internal teams, including investment analysts, client service professionals, and operations, to execute client strategies seamlessly.
  • Organize and lead client meetings and phone conferences.
  • Develop relationships with COIs to triangulate the team and better serve the client.
  • Monitor client liquidity needs and daily account activity reports.
  • Interact with third-party service providers (custodians, reporting providers, other advisors).
  • Oversee documentation processes for account opening, investments, money movement, and account maintenance.
  • Ensure all financial planning and investment activities comply with regulatory requirements and firm policies.
  • Maintain client confidentiality and assist in identifying potentially fraudulent activity.

Key Criteria/Requirements
  • 15+ years of relevant experience.
  • CERTIFIED FINANCIAL PLANNER™ certification required.
  • Experience with Microsoft Office (Excel, Outlook, Word).
  • Experience with eMoney Advisor, Orion, and Salesforce.
  • Experience working with Fidelity and Schwab.

Key Competencies
  • Client-Centric Mindset: Ability to maintain and strengthen client relationships.
  • Strategic Financial Planning: Proficiency in investment management and financial strategy.
  • Team Collaboration: Experience working closely with internal teams to deliver client solutions.
  • Analytical Thinking: Ability to assess financial scenarios and develop strategic solutions.
  • Attention to Detail: Accuracy in investment monitoring and financial planning.
  • Time Management: Effectively prioritizing multiple responsibilities.
  • Technology Proficiency: Familiarity with financial software and Microsoft Office.
  • Regulatory Knowledge: Understanding of compliance and client confidentiality standards.
  • Communication Skills: Strong written and oral communication abilities.
  • Growth Oriented: Proactive engagement with clients, COIs and prospects.

Physical Requirements (if applicable)
  • Must be able to remain in a stationary position 50% of the time.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Disclaimer: This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the Employer.
Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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