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Entry Level Behavioral Finance Jobs (NOW HIRING)

Morton Wealth

Relationship Manager

Calabasas, CA · On-site

... behavioral finance. This Relationship Manager role is a designed pathway for experienced professionals who are purposefully transitioning into the wealth management industry. It is not an entry-level ...

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How much do entry level behavioral finance jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for entry level behavioral finance in the United States is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.05 per hour, depending on experience, location, and employer.

Is 40 too late to start a career in finance?

Entry level behavioral finance roles are accessible to individuals of various ages, including those starting later in life. Success depends on relevant skills, such as understanding financial behavior, data analysis, and obtaining certifications like CFA or CFP, which can be pursued at any age. Many professionals transition into finance careers after gaining experience in related fields or through additional education.

How do you get a job in finance with no experience?

Entry level behavioral finance roles often require strong analytical skills and understanding of financial concepts; candidates can gain relevant knowledge through online courses, certifications like CFA Level I, or internships. Building a network, tailoring resumes to highlight transferable skills, and demonstrating enthusiasm for finance can improve chances of securing an entry-level position without prior experience.

What are the key skills and qualifications needed to thrive as an Entry Level Behavioral Finance professional, and why are they important?

To thrive as an Entry Level Behavioral Finance professional, you need a solid grounding in finance, economics, and psychology, typically supported by a relevant bachelor's degree. Familiarity with data analysis tools like Excel, SPSS, or R and exposure to behavioral research methodologies are often required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and explain complex findings to diverse audiences. These skills are essential for understanding investor behaviors, influencing financial decision-making, and supporting organizational objectives.

What is the best entry-level finance job?

An entry-level behavioral finance role typically involves analyzing investor behavior, market trends, and decision-making patterns. Common positions include research assistant, financial analyst, or client services associate, often requiring strong analytical skills and familiarity with financial tools like Excel or statistical software.

What is the difference between Entry Level Behavioral Finance vs Entry Level Financial Analyst?

AspectEntry Level Behavioral FinanceEntry Level Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or psychology; often no certifications requiredBachelor's degree in finance, accounting, or related field; CFA Level I may be preferred
Work EnvironmentResearch-focused, analyzing investor behavior and market psychologyData analysis, financial modeling, and reporting for investment decisions
Employer & Industry UsageFinancial firms, consulting, research institutionsBanks, investment firms, corporate finance departments

In summary, Entry Level Behavioral Finance focuses on understanding investor psychology and market behavior, often involving research and analysis, while Entry Level Financial Analysts primarily analyze financial data to support investment decisions. Both roles require a strong foundation in finance but differ in focus and daily tasks.

What is an entry level behavioral finance job?

An entry level behavioral finance job involves assisting with research and analysis on how psychological factors influence financial decision-making. Professionals in this role typically help gather and interpret data about investor behavior, create reports, and support senior analysts or advisors. Tasks may include reviewing academic literature, analyzing market trends, and helping develop strategies to improve financial outcomes based on behavioral insights. This position is ideal for recent graduates interested in the intersection of finance and psychology.

What are some common challenges faced by entry-level professionals in behavioral finance, and how can they be addressed?

Entry-level professionals in behavioral finance often face the challenge of translating complex psychological theories into practical financial strategies. Adapting to interdisciplinary collaboration—working with data analysts, financial advisors, and psychology experts—can also be demanding. To overcome these hurdles, it's helpful to seek mentorship, participate in cross-functional team meetings, and continuously build technical and communication skills. Proactively engaging in ongoing training and staying updated with the latest research can further ease the transition and enhance job performance.

Does behavioral finance pay well?

Entry level behavioral finance roles typically offer starting salaries that are comparable to other entry-level finance positions, often ranging from $50,000 to $70,000 annually. Salary potential increases with experience, advanced skills, and certifications such as CFA or CFP, and can grow significantly in specialized or senior roles.
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Entry Level Behavioral Finance jobs near you
Infographic showing various Entry Level Behavioral Finance job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 74% Full Time, 18% Part Time, 1% Temporary, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $57,761 per year, or $27.8 per hour.
Relationship Manager

Relationship Manager

Morton Wealth

Calabasas, CA • On-site

Full-time

Re-posted yesterday

Job description

Morton Wealth is currently looking to add a new Relationship Manager to our growing team. We are an RIA that manages roughly $3 billion in assets across 1,200+ families. Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
This Relationship Manager role is a designed pathway for experienced professionals who are purposefully transitioning into the wealth management industry. It is not an entry-level finance position - it is an accelerated development opportunity for disciplined, client-oriented professionals who want to become a Wealth Advisor and are willing to invest in their growth.
Unlike other opportunities where you may be asked to 'start over', the Relationship Manager position is for individuals who are ready to apply what they already know about people, trust and communication and pair it with financial planning and investment expertise to build a meaningful second (or third) career. You'll be supported by a structured, multi-year development model, mentorship from senior advisors, and real-world client exposure - all while earning a highly competitive salary.
Who We're Looking For
This role is ideal for professionals with 10+ years of experience in client-facing or leadership environments who are ready to pivot into wealth advisory work.
  • Common backgrounds include, but are not limited to:
    • Healthcare or therapy professionals
    • Educators or administrators
    • Professional services or consulting
    • Sales or relationship management roles
    • Mid-level leaders seeking a long-term advisory career
  • We are looking for individuals who:
    • Excel in high-touch client relationships
    • Communicate clearly and professionally
    • Take ownership of outcomes
    • Are intellectually curious and coachable
    • Are committed to continuous learning outside of working hours

Core Competencies We Value
  • Interpersonal effectiveness and trust-building
  • Strong written and verbal communication
  • Critical thinking and adaptability
  • Personal accountability and self-awareness

What We Provide
  • Explicit career path toward becoming a Wealth Advisor
  • Accelerated development timeline compared to traditional routes
  • Hands-on client exposure early in your tenure
  • Firm-sponsored education and training
  • Revenue sharing upside as you progress
  • Compensation increases as you progress into advanced roles
  • Revenue participation aligned with advisor roles over time

The Developmental Path (High Level)
  • Client Operations Administrator (6 months)
    • Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
    • Management of client accounts and households through internal reporting system.
    • Send documents to clients and follow up as needed.
    • Ensure compliance policies are being completed, including the sourcing of supporting documents.
  • Client Coordinator (12 months)
    • Coordinate client meetings through scheduling, preparation and recording of notes.
    • Respond to client requests in a timely manner, tracking interactions in CRM.
    • Communicate timing expectations with clients for all deliverables/follow ups.
    • Support Advisors in maintaining communication with prospects and existing clients.
    • Lead weekly Advisor check-in meetings..
  • Financial Planner (18-24 months)
    • Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
    • Provide advisory team with updates on current financial planning news and changes.
    • Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.

Apply