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Entry Level Brokerage Jobs in California (NOW HIRING)

ATALNT LLC

$80K - $100K/yr

This is an experienced producer role, not an entry-level or training position. Candidates must have direct flatbed or open-deck freight brokerage sales experience, established customer relationships ...

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Entry Level Brokerage information

What is an entry level brokerage job?

Entry level brokerage jobs are positions within financial firms or brokerages that are designed for individuals starting their careers in finance. These roles often involve assisting clients with opening accounts, processing transactions, and providing support to more senior brokers or advisors. Typical titles include brokerage assistant, junior broker, or client service representative. They provide on-the-job training and exposure to financial markets, regulations, and investment products, serving as a stepping stone to more advanced roles in finance.

What are the key skills and qualifications needed to thrive as an entry level brokerage associate?

To excel as an Entry Level Brokerage Associate, you need a solid understanding of financial markets, basic investment principles, and typically a bachelor's degree in finance or a related field. Familiarity with trading platforms, financial analysis software, and securities licensing such as the FINRA Series 7 or SIE is often required. Strong communication, attention to detail, and customer service skills help build client relationships and handle transactions effectively. These competencies are vital for ensuring regulatory compliance, client satisfaction, and successful trade execution in a fast-paced financial environment.

What are some common challenges faced by entry-level professionals in a brokerage firm, and how can they be overcome?

Entry-level professionals in brokerage firms often face the challenge of quickly mastering complex financial products and regulations while building client relationships from scratch. The fast-paced environment requires strong time management skills and adaptability to shifting market conditions. To overcome these challenges, new hires should actively seek mentorship from experienced colleagues, participate in available training programs, and consistently stay updated on industry trends. Collaboration and open communication within the team are also key to developing confidence and competence early in your career.

What is the difference between Entry Level Brokerage vs Financial Advisor?

AspectEntry Level BrokerageFinancial Advisor
Required CredentialsHigh School diploma or equivalent; licensing (e.g., Series 7, Series 63)Licensing (Series 7, Series 66), sometimes additional certifications (e.g., CFP)
Work EnvironmentFinancial firms, brokerage houses, trading floorsClient offices, financial planning firms, banks
Employer & Industry UsageUsed by brokerage firms for entry-level sales/support rolesUsed by financial planning firms and banks for client advisory roles

Entry Level Brokerage roles focus on supporting trading activities and sales within brokerage firms, often requiring licensing. Financial Advisors primarily provide personalized financial planning and investment advice to clients, often holding additional certifications. While both roles involve finance and client interaction, Entry Level Brokerage is more transactional and support-oriented, whereas Financial Advisors focus on long-term financial planning.

What are the most commonly searched types of Brokerage jobs in California?

The most popular types of Brokerage jobs in California are:

Entry Level Brokerage jobs near you
Infographic showing various Entry Level Brokerage job openings in California as of August 2026, with employment types broken down into 92% Full Time, 2% Part Time, and 6% Contract. Highlights an 80% Physical, 5% Hybrid, and 15% Remote job distribution.

Outside Sales Representative, Flatbed Freight Brokerage

Remote

ATALNT LLC
See more jobs at ATALNT LLCexternal

$80K - $100K/yr

Full-time

Posted 13 days ago

Job description

This is a remote position.

Outside Sales Representative, Flatbed Freight Brokerage
Location: Remote, United States
Geographic Preference: East Coast preferred
Employment Type: Full-Time
Company Overview

Our client is a growing freight brokerage specializing in flatbed and open-deck transportation. The company partners with customers across the United States, providing reliable transportation solutions backed by responsive service, strong carrier relationships, and operational excellence.

Position Overview

The Outside Sales Representative is responsible for developing direct shipper relationships and building a profitable book of flatbed freight business.

This is an experienced producer role, not an entry-level or training position. Candidates must have direct flatbed or open-deck freight brokerage sales experience, established customer relationships or an actionable pipeline, and the ability to begin generating revenue quickly.

Key Responsibilities

  • Generate new business with direct shippers requiring flatbed, open-deck, step-deck, Conestoga, oversized, or specialized transportation

  • Build and manage a profitable customer portfolio from initial prospecting through long-term account development

  • Conduct outbound prospecting through cold calling, email outreach, referrals, networking, and industry relationships

  • Identify freight opportunities, qualify customer requirements, develop pricing, and negotiate profitable transportation solutions

  • Collaborate with Operations and Carrier teams to ensure reliable load execution and exceptional customer service

  • Maintain regular communication with customers regarding pricing, capacity, service performance, and market conditions

  • Expand existing accounts by identifying additional lanes, facilities, freight types, and decision-makers

  • Maintain an active sales pipeline and provide accurate revenue and gross-profit forecasts


Requirements

  • Proven freight brokerage or third-party logistics sales experience

  • Direct experience selling flatbed or open-deck transportation services

  • Demonstrated success developing and managing profitable shipper accounts

  • Recent track record of producing meaningful weekly or monthly gross profit

  • Established customer relationships, an active pipeline, or a clear strategy for generating immediate business

  • Strong knowledge of flatbed pricing, equipment types, capacity, lanes, seasonality, and shipper requirements

  • Ability to prospect independently and close new business without extensive training or supervision

  • Strong negotiation, communication, and relationship-management skills

  • Ability to work effectively with brokerage operations and carrier teams

  • Comfortable being measured against gross-profit, activity, and account-growth targets

  • Transferable or readily actionable customer relationships

Preferred Qualifications

  • Existing relationships with manufacturers, steel companies, lumber companies, construction material suppliers, equipment manufacturers, or industrial shippers

  • Experience developing business across the East Coast or Southeastern United States