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Junior Financial Advisor Jobs (NOW HIRING)

Junior Financial Analyst Category: Finance Main location: United States, California, Los Angeles ... Acting as a trusted advisor by providing strategic insights and raising issues proactively in a ...

Junior Financial Planner

Madison, WI · On-site

$74K - $99K/yr

About Us: Goldstein Advisors is a client-centric, Registered Investment Advisor dedicated to ... We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid ...

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 ...

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 ...

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 ...

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 ...

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 ...

Contribute to firm-wide growth initiatives and provide mentorship to junior advisors or planners as ... Bachelor's degree in Finance, Economics, Business, or a related field (advanced degree a plus)

Junior/Senior Financial AdvisorCompensation * Attractive base salary to start based on current ... A built-in way to "cash out" should you wish to Role Overview Lead advisors are the primary manager ...

Senior Financial Advisor

Warren, NJ · On-site

$75K - $300K/yr

... other junior advisors build their book of business. Responsibilities * Expertise in Financial Planning, Wealth Management, and Retirement Planning * Strong background in Investments and Finance

Senior Financial Advisor

Warren, NJ · On-site

$75K - $300K/yr

... other junior advisors build their book of business. Responsibilities * Expertise in Financial Planning, Wealth Management, and Retirement Planning * Strong background in Investments and Finance

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How much do junior financial advisor jobs pay per year?

As of Jun 11, 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:
What states have the most Junior Financial Advisor jobs? States with the most job openings for Junior Financial Advisor jobs include:
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 Analyst

Junior Financial Analyst

CGI Inc.

Los Angeles, CA • On-site

Full-time

Retirement, PTO

Posted 9 days ago


CGI rating

7.2

Company rating: 7.2 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

113th of 204 rated it services


Job description

Junior Financial Analyst
Category: Finance
Main location: United States, California, Los Angeles
Alternate Location(s): United States, California, San Diego
Position ID:J0226-2508
Employment Type: Full Time
U.S. - Culture, flexibility and purpose
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Position Description:
CGI is seeking a Junior Financial Analyst to join our CGI team!
This position can be performed in either our CGI office in Los Angeles, CA (preferred) or San Diego, CA.
Are you a Finance professional with strong analytical and problem-solving skills, excellent communication abilities, and a keen eye for detail? Do you enjoy working with forecasting, budgeting, and operational/financial accounting concepts while contributing to impactful business decisions? If so, this is an outstanding opportunity to grow your career with CGI.
Collaborate closely with Project Managers and senior CGI leadership to provide financial insights that drive performance and strategy. You'll be encouraged to expand your skills, explore emerging technologies (including AI), and pursue professional development opportunities that support your long-term career progression within CGI.
Your future duties and responsibilities:
How you'll make an impact
In this role, you will be responsible for full life-cycle project accounting and financial support, including:
. Managing project accounting from setup to closeout
. Performing revenue recognition and ensuring compliance with accounting standards
. Preparing and processing client billing and invoicing
. Conducting financial analysis to track performance metrics and highlight key trends
. Supporting vendor management and contract-related financial oversight
. Building and maintaining financial models and reports in Microsoft Excel
. Acting as a trusted advisor by providing strategic insights and raising issues proactively in a fast-paced environment
Day-to-Day Responsibilities
A typical day in this role may include:
. Managing and maintaining financial data for 6-8 separate client programs, ensuring accuracy and consistency across all accounts
. Reviewing project financials with Project Managers to ensure budgets and forecasts are on track
. Updating and reconciling financial data in Excel and ERP systems
. Preparing and submitting monthly revenue recognition entries
. Drafting and processing client invoices while ensuring compliance with contract terms
. Analyzing variances against budget/forecast and presenting findings to leadership
. Responding to ad-hoc financial data requests from leadership or project teams
. Coordinating with vendors and internal teams to resolve billing or contract issues
. Participating in team meetings and contributing ideas for process improvement
Required qualifications to be successful in this role:
What you'll bring
Education & Experience:
. Minimum of 2+ years of professional experience in accounting, finance, or related analytical roles
. Bachelor's degree in Finance, Accounting, Economics, or a related field
. Strong understanding of technical accounting principles and corporate finance practices
Technical Skills:
. Advanced proficiency in Microsoft Excel (pivot tables, financial modeling, complex formulas)
. Experience with financial reporting and analytics tools
. Familiarity with invoicing, contracts, and revenue recognition processes
. Knowledge of ERP or accounting systems (e.g., SAP, Oracle, NetSuite) preferred
Analytical & Problem-Solving Abilities:
. Demonstrated ability to analyze complex financial data, identify trends, and provide actionable insights
. Proven track record of delivering creative solutions and driving process improvements
Soft Skills & Work Style:
. Highly adaptable and comfortable working in fast-paced, ambiguous, and rapidly changing environments
. Strong independent work ethic with the ability to manage multiple priorities effectively
. Collaborative team player with a proactive, can-do attitude and willingness to take on multiple roles
. Excellent written and verbal communication skills for cross-functional collaboration
Other Information:
CGI is required by law in some jurisdictions to include a reasonable estimate of the compensation range for this role. The determination of this range includes various factors not limited to skill set, level, experience, relevant training, and licensure and certifications. To support the ability to reward for merit-based performance, CGI typically does not hire individuals at or near the top of the range for their role. Compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for this role in the U.S. is $68,100.00 - $119,200.00.
CGI's benefits are offered to eligible professionals on their first day of employment to include:
. Competitive compensation
. Comprehensive insurance options
. Matching contributions through the 401(k) plan and the share purchase plan
. Paid time off for vacation, holidays, and sick time
. Paid parental leave
.Learning opportunities and tuition assistance
. Wellness and Well-being programs
#LI-RS2
Skills:
  • Analytical Thinking
  • Communication
  • Finance & Accounting
  • Financial Accounting
  • Financial Analysis

What you can expect from us:
Together, as owners, let's turn meaningful insights into action.
Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you'll reach your full potential because...
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That's why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company's strategy and direction.
Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
You'll shape your career by joining a company built to grow and last. You'll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our team-one of the largest IT and business consulting services firms in the world.
Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity, and gender expression, familial status or responsibilities, reproductive health decisions, political affiliation, genetic information, height, weight, or any other legally protected status or characteristics to the extent required by applicable federal, state, and/or local laws where we do business.
CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at US_Employment_Compliance@cgi.com. You will need to reference the Position ID of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a Position ID will not be returned.
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All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. Dependent upon role and/or federal government security clearance requirements, and in accordance with applicable laws, some background investigations may include a credit check. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.
CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.

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