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Remote Entry Level Financial Planner Jobs in New Rochelle, NY

Nexera

Entry Level Remote Insurance Sales

Manhattan, NY · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads skip the "traditional job" path Typical entry-level job This role -- year one potential $42K-$55K ...

Robert Half

Accountant - Entry Level

Fairfield, NJ · Remote

$19.79 - $22.91/hr

... a remote environment. The role offers the opportunity to contribute to day-to-day accounting ... Record and maintain inventory-related financial transactions with a high level of accuracy and ...

New

Mercor

FP&A and Treasury Analyst Expert

New York, NY · Remote

$80 - $120/hr

Remote Role Responsibilities * Design realistic scenarios from your work, including operating budgets, rolling forecasts, and formula-driven financial models. * Review and compare AI-generated FP&A ...

InsuraTec

Sales Representative (Remote)

Westwood, NJ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Garden City, NY · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

River Edge, NJ · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Oceanside, NY · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Planner JobsRemote Entry Level Financial Planner JobsRemote Entry Level Financial Planner Jobs in New Rochelle, NY

Remote Entry Level Financial Planner information

See New Rochelle, NY salary details

$52K

$99.5K

$143.6K

How much do remote entry level financial planner jobs pay per year?

As of Aug 19, 2026, the average yearly pay for remote entry level financial planner in New Rochelle, NY is $99,491.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,200.00 and $105,000.00 per year, depending on experience, location, and employer.

What is the difference between Remote Entry Level Financial Planner vs Remote Junior Financial Advisor?

AspectRemote Entry Level Financial PlannerRemote Junior Financial Advisor
CertificationsCFP, or working towards itCFP or similar entry-level certifications
Work EnvironmentRemote, client-facing, financial planning firmsRemote, assisting senior advisors, financial firms
Industry UsageCommonly used in financial planning firms and advisory servicesUsed in financial advisory firms, often as support roles

The Remote Entry Level Financial Planner and Remote Junior Financial Advisor roles share similarities in certifications and work environments, often involving remote work within financial services firms. The main difference lies in responsibilities: entry-level financial planners focus on developing comprehensive financial plans, while junior advisors typically assist senior advisors and handle more support tasks. Both roles serve as stepping stones in a financial advisory career path.

How to get a remote entry level financial planner job?

To secure a remote entry-level financial planner position, candidates should obtain relevant certifications such as the Series 7 or 66, develop strong communication and analytical skills, and gain experience through internships or entry-level roles in finance. Building a professional network and applying through online job platforms can also improve chances of finding remote opportunities.

What are popular job titles related to Remote Entry Level Financial Planner jobs in New Rochelle, NY?

For Remote Entry Level Financial Planner jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Remote Entry Level Financial Planner jobs in New Rochelle, NY look for?

The top searched job categories for Remote Entry Level Financial Planner jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Remote Entry Level Financial Planner jobs?

Cities near New Rochelle, NY with the most Remote Entry Level Financial Planner job openings:

Remote Entry Level Financial Planner jobs near you
Infographic showing various Remote Entry Level Financial Planner job openings in New Rochelle, NY as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $99,491 per year, or $47.8 per hour.

Entry Level Remote Insurance Sales

Nexera

Manhattan, NY • Remote

$1.5K - $3.2K/wk

Full-time

Posted 25 days ago

Job description

About this role

We're hiring entry-level Financial Sales Consultants for our remote team. You'll help families find the right financial protection for their needs — by phone and Zoom, from wherever you call home. No finance or insurance background needed. We'll train you and get you licensed.

Why recent grads skip the "traditional job" path

Typical entry-level job This role — year one potential $42K–$55K fixed salary $50K–$100K+, no ceiling 2–3% annual raise Your effort sets your pay Income capped from day one Uncapped from day one

What you'll be doing

  • Contacting warm inbound leads — people who've already asked for help protecting their families
  • Running phone and Zoom consultations to understand each client's needs and budget
  • Presenting coverage options from a network of 60+ carriers
  • Following up consistently and managing your own daily activity
  • Attending weekly virtual training with a dedicated mentor
  • Working toward team leadership and override income over time

What you can earn

  • $800–$1,200 commission per closed sale
  • Part-time (~20 hrs/week): typically $50,000–$80,000 in year one with consistent activity
  • Full-time: typically $80,000–$120,000 once established; top performers earn well beyond that
  • Paid weekly
  • Bonuses and incentives available
  • Long-term passive income through team building and overrides

Your path forward

  • Year 1: Get licensed, complete onboarding, land your first sales, build the habit
  • Year 2: Build pipeline consistency, grow activity, reach $80,000–$100,000
  • Year 3: Start building your own team, earn override income on their production
  • Year 5+: Lead a team, generate passive income, work your own schedule

Most of our managers and team leaders started in this exact seat with zero prior experience.

What we provide

  • Full licensing support — we walk you through getting your Life and Health Insurance License (most pass in 2–4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-ones
  • Warm inbound leads plus outbound follow-up opportunities (lead structure covered in the interview)
  • Access to 60+ insurance carriers — independent model, never tied to one company
  • A step-by-step training system built specifically for new agents
  • Weekly pay on every closed sale

Backgrounds that do well here

No specific degree required. These backgrounds tend to produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-driven mindset
  • No degree at all — drive and coachability matter more than credentials

Requirements

  • U.S. citizen or legal resident, currently living in the U.S.
  • Raleigh/Triangle area preferred — fully remote, open to all U.S. locations
  • Able to pass a background check
  • Life and Health Insurance License required before start date (or real willingness to get one — full support provided)
  • Reliable internet and a quiet space for calls
  • Available at least 20 hours per week

Benefits

  • Fully remote — work from anywhere in the U.S.
  • Flexible schedule — full-time or part-time, your call
  • Weekly pay
  • Pay is only 100% commission
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership path with passive income potential