NextChapter

Entry-level financial advisor associate jobs in New York, NY: 13 open roles

13 open entry-level financial advisor associate jobs in New York, NY, taken from employers’ own career sites and checked to still be open. Listings that state pay show a median of $66,500 a year. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.

Open entry-level financial advisor associate jobs in New York, NY

Verified against the employer’s own career site within the last week.

Showing the newest 6 of about 13 verified open jobs here. Search all jobs

Search all financial advisor associate jobs in New York, NY · What a financial advisor associate does and the skills it takes

Get new financial advisor associate jobs in New York, NY by email

We’ll email you when new matches are posted. No account needed.

The financial advisor associate job in New York, NY

The job is the same anywhere; what changes is who is hiring.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Skills it uses

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software
Find training for these skills

Employers hiring in New York, NY

  • Aon 2
  • Morgan Stanley 2
  • NFP, an Aon company 2
  • Citigroup 1
  • eTeam 1
  • Invesco 1
  • Jambalaya Group 1
  • Marsh McLennan 1

More entry-level jobs

Other entry-level jobs in New York, NY

Applying and hearing nothing back?

Find out where you stand: your odds, the jobs that fit you and a plan for the week ahead. Free. No résumé needed.

Already a member? Log in

Get my Market Reality Assessment