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New Financial Advisor Jobs (NOW HIRING)

Thrivent Financial

Market Developer

Kansas City, KS · On-site

Launch New Financial Advisors into Teams: * Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation ...

Thrivent Financial

Market Developer

Spokane, WA · On-site

$104K - $130K/yr

Launch New Financial Advisors into Teams: Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation ...

Thrivent Financial

$104K - $130K/yr

Launch New Financial Advisors into Teams: Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation ...

Thrivent Financial

Market Developer

Fargo, ND · On-site

$104K - $130K/yr

Launch New Financial Advisors into Teams: Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation ...

Thrivent Financial

Market Developer

Carmel, IN · On-site

$104K - $130K/yr

Launch New Financial Advisors into Teams: Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation ...

Brady Financial

Financial Advisor

Miami, FL · On-site

$100K/yr

Participate in ongoing marketing strategies with goal of maintaining and gaining new client ... Financial Advisor Requirements: * Bachelor's degree in Finance, Business, Accounting, Economics, or ...

Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Developing new client relationships via existing client referrals and local centers of influence ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Developing new client relationships via existing client referrals and local centers of influence ...

SYM Financial Advisors

Financial Advisor

Midland, MI · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Developing new client relationships via existing client referrals and local centers of influence ...

SYM Financial Advisors

Financial Advisor

Fort Wayne, IN · On-site

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Developing new client relationships via existing client referrals and local centers of influence ...

Gulf Coast Bank

FINANCIAL ADVISOR

Abbeville, LA · On-site

The ideal candidate will be an established Financial Advisor who with a history of successfully ... New Business Development: Acquire new customers and continuously build on existing customers:

Gulf Coast Bank

FINANCIAL ADVISOR

Lafayette, LA · On-site

The ideal candidate will be an established Financial Advisor who with a history of successfully ... New Business Development: Acquire new customers and continuously build on existing customers:

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Showing results 21-40

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New Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do new financial advisor jobs pay per year?

As of Sep 13, 2026, the average yearly pay for new financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does a new financial advisor do?

A New Financial Advisor helps clients understand and manage their personal finances, including investments, retirement planning, and insurance. They typically work for financial firms or as independent advisors and assist clients in setting financial goals and creating strategies to achieve them. New Financial Advisors often spend time building their client base, learning financial products, and staying up to date with industry regulations. They also provide ongoing support by monitoring clients’ portfolios and recommending adjustments as needed.

What are the key skills and qualifications needed to thrive as a new financial advisor, and why are they important?

To thrive as a New Financial Advisor, you need a solid understanding of financial principles, investment strategies, and regulatory requirements, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is highly valued. Strong interpersonal skills, active listening, and trust-building abilities help you connect with clients and understand their goals. These skills are crucial for building client relationships, providing sound financial advice, and achieving long-term success in a competitive industry.

What are the common challenges new financial advisors face during their first year, and how can they overcome them?

New financial advisors often face challenges like building a client base, earning trust from prospects, and mastering regulatory requirements. The first year typically involves extensive networking, learning product knowledge, and managing rejections, all while meeting performance targets. To overcome these hurdles, successful new advisors seek mentorship from experienced colleagues, invest time in professional development, and leverage firm-provided training resources. Building strong communication skills and consistently following up with potential clients are also crucial for early success.

What is the difference between New Financial Advisor vs Financial Planner?

AspectNew Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independent agenciesIndependent practice, firms, or advisory firms
Primary FocusClient acquisition, investment products, salesComprehensive financial planning, long-term strategies
Experience LevelEntry to mid-levelMid to senior level, often with experience

While both roles involve advising clients on financial matters, a New Financial Advisor typically focuses on client acquisition and sales with entry-level certifications, whereas a Financial Planner provides comprehensive, long-term financial planning often requiring advanced certifications like CFP. The roles differ mainly in scope and experience level, but both operate within financial services firms and require relevant licenses.

Are New Financial Advisors still in demand?

New financial advisors are still in demand as individuals and businesses seek financial planning and investment management services. The profession requires strong interpersonal skills, certifications like the CFP, and familiarity with financial software, with job growth driven by increasing financial awareness and retirement planning needs.

How do I start working as a New Financial Advisor?

To start working as a new financial advisor, you typically need to obtain relevant licenses such as the Series 7 and Series 63 or 66, which require passing exams administered by the Financial Industry Regulatory Authority (FINRA). Gaining experience through internships or entry-level positions and developing strong communication and analytical skills are also important steps in entering the profession.

How much does a newly qualified financial advisor earn?

A newly qualified financial advisor typically earns between $40,000 and $60,000 annually, depending on location, firm size, and performance-based bonuses. Entry-level advisors often start with a base salary plus commissions or incentives as they build their client base and gain experience.

What cities are hiring for New Financial Advisor jobs?

Cities with the most New Financial Advisor job openings:

What states have the most New Financial Advisor jobs?

States with the most job openings for New Financial Advisor jobs include:

What are popular job titles related to New Financial Advisor jobs?

For New Financial Advisor jobs, the most frequently searched job titles are:

New Financial Advisor jobs near you

Market Developer

Kansas City, KS • On-site

Thrivent Financial
Insurance Services • 5 - 10K employees
Learn more about Thrivent Financialexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

The Market Developer is responsible for providing sales mentorship, practice guidance, and joint field work to increase productivity and total sales for advisors and other sales roles in the area. They serve as the primary support person for new advisors within their first year and offer supplementary support throughout their first four years. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates. This role will foster a culture of excellence, compliance, and client-centric service, ensuring that advisors are equipped with the knowledge, skills, and resources needed to succeed. It is critical in retaining financial advisors and sales roles by helping them get off to a productive start in their new careers.

DUTIES & RESPONSIBILITIES:

Launch New Financial Advisors into Teams:

  • Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation, consultation, and delivery.

  • Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.

  • Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow.

  • Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals, and communities.

  • Advise financial advisors as to what activities will enable them to achieve their sales goals.

  • Serve as an extension of the field training team to enable the development and execution of advisor training deliverables.

Foster Growth within Existing Teams:

  • Support existing practices to launch client facing sales roles directly on to their team.

  • Create an onboarding approach to fit the development path within the team.

  • Communicate consistently with the existing team and leadership on strengths and development gaps.

  • Work closely with the team to connect support and core training needs to deliver purpose-based advice.

Collaborate with Others:

  • Work with market and area leadership to support referrals for talent.

  • Directly influence market and area plans to drive total sales growth.

  • Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals.

  • Facilitate connections with experienced financial advisors to provide additional joint field work and support.

  • Leverage matrix partners to stay informed of best practices or changes that directly impact new financial advisor launch.

Market Leadership:

  • Work with the Community Engagement team to execute financial advisor growth plans.

  • Execute a plan to develop quality talent by spending focused time understanding the development needs of the advisors, staying up to date on processes and systems and working closely with matrix partners for support.

  • Conduct selection interviews and assess candidates as needed in support of the market director.

  • Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.

QUALIFICATIONS & SKILLS:

Required:

  • Four-year college degree strongly preferred.

  • Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.

  • Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.

  • Professional designation or history of significant progress toward achievement preferred.

  • Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote and demonstrate usage of tools as needed.

  • Ability to utilize technology effectively to coach and train new financial advisors.

  • Will and skill to commit to joint field work expectations.

  • Licensing:

  • FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

  • State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.

  • State securities registered and insurance licensed and appointed in all states that comprise the market or are aligned to specific financial advisors that are assigned.

  • Satisfactory background check and clean compliance record.

  • Flexibility to travel within the region (may include overnight), up to 50%, and conduct business during evening hours.

  • Must have own vehicle to use for business purposes.

  • Demonstrated track record of satisfactory performance.

Pay Transparency


Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $104,000 - $130,000, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.


Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.


Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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