Entry Level Financial Advisor Assistant Jobs
New grad financial advisor assistant jobs attract recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a finance-related portfolio can carry more weight than a lengthy resume. Most openings are on-site roles across Banking & Financial Services, Investment & Asset Management, and Insurance, with employers like First Command Financial Services, Bank of America, and Equitable Advisors hiring at this level now.
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Showing 5 of 263+ Entry Level Financial Advisor Assistant jobs
INTRODUCTION
Our Financial Representatives at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
ROLE AND RESPONSIBILITIES
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
- Uncapped Income Potential
- Flexibility of your schedule – it is not necessary to come into the office daily, you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Expense Allowance
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
BASIC QUALIFICATIONS
- Highschool Diploma/GED
- Candidate must be an accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience preferred
- Candidate must also possess a history of personal and professional success
- Prior financial services experience not needed – extensive training platform provided
PREFERRED QUALIFICATIONS
- A successful representative has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere
- They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance
LOCATION
Work Location: 3 W Hawthorne Pkwy
JOB TYPE
Job Type: Full-time
COMPENSATION
Pay: $10,000.00 - $104,264.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
SCHEDULE
Schedule: Monday to Friday
SUPPLEMENTAL PAY TYPES
- Bonus opportunities
- Commission pay
APPLICATION QUESTION(S)
- This is a Commission Based role is this something you are okay with?
Education
Education: High school or equivalent (Required)
Experience
Experience: Sales: 1 year (Preferred)
PHYSICAL SETTING
Physical setting: Office
INTRODUCTION
Our Financial Representatives at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
ROLE AND RESPONSIBILITIES
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
- Uncapped Income Potential
- Flexibility of your schedule – it is not necessary to come into the office daily, you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Expense Allowance
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
BASIC QUALIFICATIONS
- Highschool Diploma/GED
- Candidate must be an accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience preferred
- Candidate must also possess a history of personal and professional success
- Prior financial services experience not needed – extensive training platform provided
PREFERRED QUALIFICATIONS
- A successful representative has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere
- They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance
LOCATION
Work Location: 3 W Hawthorne Pkwy
JOB TYPE
Job Type: Full-time
COMPENSATION
Pay: $10,000.00 - $104,264.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
SCHEDULE
Schedule: Monday to Friday
SUPPLEMENTAL PAY TYPES
- Bonus opportunities
- Commission pay
APPLICATION QUESTION(S)
- This is a Commission Based role is this something you are okay with?
Education
Education: High school or equivalent (Required)
Experience
Experience: Sales: 1 year (Preferred)
PHYSICAL SETTING
Physical setting: Office
See All 263+ Entry Level Financial Advisor Assistant Jobs
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Find JobsEntry Level Financial Advisor Assistant Job Market
Who's Hiring
- First Command Financial Services118
- Bank of America36
- Equitable Advisors21
- Northwestern Mutual12
- Thrivent Financial For Lutherans11
Top Industries Hiring
- Banking & Financial Services197
- Investment & Asset Management139
- Insurance47
- Science & Research7
- Education3
Entry Level Financial Advisor Assistant Jobs: Frequently Asked Questions
How do I get an entry level financial advisor assistant job?
Start by highlighting any finance coursework, internships, or volunteer work that shows client-facing or administrative experience. Employers at this level look for candidates who understand basic financial concepts, are comfortable with spreadsheets and scheduling tools, and communicate clearly with clients. A relevant certification like a Series 65 or SIE exam pass can also give a junior candidate a meaningful edge over others with similar backgrounds.
Which companies hire entry level financial advisor assistants?
Companies hiring entry level financial advisor assistants right now include First Command Financial Services, Bank of America, and Equitable Advisors, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a broad mix of independent registered investment advisors, regional banks, insurance firms, and national wealth management practices actively building their support teams.
Are there remote entry level financial advisor assistant jobs?
Yes, though most openings at this level skew on-site, particularly at smaller advisory firms that prefer new hires to work in person. About 12% of entry level financial advisor assistant openings are remote or hybrid as of November 2026, so candidates who need location flexibility should filter specifically for those listings and confirm client-contact expectations before applying.
Are these new grad financial advisor assistant jobs?
Yes, many of these postings are new grad friendly and welcome recent graduates, junior applicants, and candidates with little or no prior experience. A new grad role in this field typically accepts zero to two years of experience and may treat a completed internship, relevant coursework, or a strong portfolio as a substitute for formal work history, so candidates should read eligibility requirements carefully before self-screening out.
Which industries hire the most entry level financial advisor assistants?
Entry Level financial advisor assistant roles concentrate in Banking & Financial Services, Investment & Asset Management, and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive the most entry level hiring because they maintain large client-facing advisory teams that rely on assistants to handle scheduling, documentation, and client communication at scale.