Entry Level Financial Advisor Jobs
New grad financial advisor jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a relevant certification can matter more 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, Equitable Advisors, and Bank of America hiring at this level now.
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Showing 4 of 274+ Entry Level Financial Advisor jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Role Specifics:
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Role Specifics:
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Shift:
1st shift (United States of America)Hours Per Week:
40See All 274+ Entry Level Financial Advisor Jobs
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Find JobsEntry Level Financial Advisor Job Market
Who's Hiring
- First Command Financial Services118
- Equitable Advisors33
- Bank of America25
- Thrivent Financial For Lutherans13
- Northwestern Mutual12
Top Industries Hiring
- Banking & Financial Services194
- Investment & Asset Management146
- Insurance56
- Science & Research6
- Education4
Entry Level Financial Advisor Jobs: Frequently Asked Questions
How do I get an entry level financial advisor job?
Entry level financial advisor roles typically look for candidates with a relevant degree in finance, economics, or business, plus any internship or client-facing experience you can point to. Earning a foundational license like the Series 65 or SIE exam before applying gives you a real edge. Employers at this level also value strong communication skills and a demonstrated interest in financial planning over a long work history.
Which companies hire entry level financial advisors?
Companies hiring entry level financial advisors right now include First Command Financial Services, Equitable Advisors, and Bank of America, based on current listings on Migrate Mate as of August 2026. Hiring at this level covers national wealth management firms, regional banks, insurance companies, and independent financial planning practices that recruit and train new advisors from the ground up.
Are there remote entry level financial advisor jobs?
Yes, though most entry level roles still favor in-person or hybrid arrangements given the client-relationship training involved. About 12% of entry level financial advisor openings are remote or hybrid as of August 2026, concentrated mainly at larger firms with established virtual onboarding and compliance infrastructure.
Are these new grad financial advisor jobs?
Yes, these listings include new grad, recent graduate, and junior financial advisor roles alongside other entry level postings. A new grad-friendly posting typically welcomes candidates with zero to two years of experience, accepts internship work or a senior project as relevant experience, and does not require prior client books or established portfolios to apply.
Which industries hire the most entry level financial advisors?
Entry Level financial advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Insurance, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring at this level because they rely on growing advisor pipelines to serve expanding retail, institutional, and individual client bases.