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Entry Level Finance Advisor Jobs (NOW HIRING)

PlanRight Finances

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Entry Level Financial Advisor

Bremen, OH · Remote

$54K - $150K/yr

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong ...

Hudnall Capital Advisors

Entry Level Financial Advisor

$75K/yr

... finance, or other related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Though ...

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Entry Level Finance Advisor information

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$36K

$102.1K

$144K

How much do entry level finance advisor jobs pay per year?

As of Jun 7, 2026, the average yearly pay for entry level finance advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does an Entry Level Finance Advisor do?

An Entry Level Finance Advisor assists clients with their personal financial planning, such as budgeting, saving, investing, and insurance needs. They typically work under the supervision of more experienced advisors, helping clients understand their financial options and recommending strategies to achieve their financial goals. Their duties often include analyzing financial information, preparing financial reports, and educating clients about various financial products and services. Entry level advisors also help clients develop and stick to a financial plan while gaining experience for future advancement in the field.

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

AspectEntry Level Finance AdvisorFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; basic certifications like CFP or Series 7 (optional)Bachelor's degree in finance, accounting, or related; often requires CFA or CPA certifications
Work EnvironmentFinancial advisory firms, banks, or insurance companies; client-facing rolesCorporate offices, investment firms, or banks; primarily analytical and research-focused
Employer & Industry UsageUsed by financial advisory firms, banks, and insurance companies to serve individual clientsCommon in investment banks, asset management, and corporate finance departments

While both roles require a finance background and involve financial analysis, Entry Level Finance Advisors focus on client interactions and personalized financial planning, whereas Financial Analysts primarily analyze data to support investment decisions. The choice depends on whether you prefer direct client engagement or analytical research within the finance industry.

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

To thrive as an Entry Level Finance Advisor, you need a solid understanding of financial principles, analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 can be advantageous. Strong interpersonal communication, active listening, and problem-solving skills help build trust and rapport with clients. These abilities are essential for providing sound financial advice, fostering client relationships, and supporting business growth in a competitive industry.

What are some common challenges faced by entry level finance advisors during their first year, and how can they overcome them?

Entry level finance advisors often face challenges such as building a client base, understanding complex financial products, and gaining clients' trust. During the first year, it's common to spend significant time networking, learning compliance regulations, and shadowing senior advisors. Overcoming these challenges involves proactively seeking mentorship, regularly participating in training sessions, and developing strong communication and interpersonal skills. Embracing a learning mindset and leveraging support from your team can help accelerate your growth and boost your confidence in client interactions.
More about Entry Level Finance Advisor jobs
What cities are hiring for Entry Level Finance Advisor jobs? Cities with the most Entry Level Finance Advisor job openings:
What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
What states have the most Entry Level Finance Advisor jobs? States with the most job openings for Entry Level Finance Advisor jobs include:
What job categories do people searching Entry Level Finance Advisor jobs look for? The top searched job categories for Entry Level Finance Advisor jobs are:
Entry Level Finance Advisor jobs near you
Infographic showing various Entry Level Finance Advisor job openings in the United States as of May 2026, with employment types broken down into 6% Locum Tenens, 76% Full Time, 9% Part Time, 3% Temporary, 3% Contract, and 3% Nights. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry Level Financial Advisor

PlanRight Finances

Bremen, OH • Remote

$54K - $150K/yr

Other

Posted 6 days ago

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Job description

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong foundation in financial planning, portfolio management, and insurance analysis, with opportunities for advancement into senior advisory positions, specialization in investment products, and deeper financial planning roles. Daily use of financial planning software will support client management and strategy development in a non-travel position.

Responsibilities

  • Develop and implement financial planning strategies for individual clients
  • Manage client investment portfolios with attention to diversification and risk
  • Conduct insurance analysis and provide recommendations
  • Facilitate retirement planning tailored to client goals
  • Engage in insurance sales to complement client financial plans

Preferred Qualifications

  • Entry-level experience in financial advising
  • Strong client communication skills
  • Effective problem-solving abilities
  • Excellent attention to detail
  • Good time management skills
  • Self-motivated and goal-oriented mindset