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Junior Financial Advisor Jobs (NOW HIRING)

IMA Financial Group

Financial Advisor

Wichita, KS · On-site

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)

MassMutual - NJ/NYC

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

MassMutual - NJ/NYC

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 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 - RIA

Professions Inc

Minneapolis, MN • On-site

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Job description

Financial Advisor

Confidential RIA | Minneapolis, MN

A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Minneapolis office. This role is ideal for an advisor who enjoys comprehensive planning, client service, investment analysis, and working in a collaborative team environment.

Responsibilities

  • Serve as a key point of contact for client communications and partner with Lead Advisors to deliver timely, thoughtful responses.
  • Support client relationships through financial planning, investment analysis, portfolio reviews, and ongoing service.
  • Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
  • Evaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer.
  • Review and help execute trades, rebalances, wire requests, journals, and other time sensitive client requests.
  • Attend and contribute to client meetings, present planning topics, and ensure follow up items are completed.
  • Partner with internal specialists and junior team members to deliver coordinated, high quality client advice.
  • Maintain accurate client records, meeting notes, planning updates, and action items within firm systems.

Qualifications

  • 4+ years of experience in financial planning, wealth management, investment advisory, or a related field preferred.
  • Undergraduate degree required.
  • CFP, CPA, CFA, or JD strongly preferred or required.
  • Experience supporting affluent or high net worth client relationships preferred.
  • Strong Excel, communication, organization, and analytical skills.
  • Ability to manage multiple client relationships and competing priorities in a team based environment.

Ideal Candidate

The ideal candidate is planning oriented, detail focused, client centric, and comfortable working with sophisticated client relationships. This person should be proactive, collaborative, professional, and interested in growing within a high quality RIA platform.

Compensation and Benefits

The firm offers competitive base compensation, potential bonus or profit sharing, ownership or equity related opportunities, 401(k) match, health benefits, paid time off, professional development support, and long term career growth.