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Entry Level Finance Advisor Jobs in Georgia (NOW HIRING)

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Entry Level Finance Advisor information

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 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.

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.

Can you become an entry level finance advisor with no experience?

Entry level finance advisor roles typically require some knowledge of financial products and strong communication skills, but many employers are willing to train candidates with no prior experience. Relevant certifications, such as the Series 7 or Series 66, can improve job prospects, though they are often obtained after hiring. Entry-level positions often focus on training and development, making prior experience less critical for entry into the field.

How do I start working as an entry level finance advisor?

To start as an entry-level finance advisor, obtain a bachelor's degree in finance, economics, or a related field, and develop strong analytical and communication skills. Gaining relevant certifications such as the Series 7 or Series 66 may be required, and entry-level roles often involve on-the-job training and mentorship within financial firms or advisory companies.

What are the most commonly searched types of Finance Advisor jobs in Georgia?

The most popular types of Finance Advisor jobs in Georgia are:

What are popular job titles related to Entry Level Finance Advisor jobs in Georgia?

For Entry Level Finance Advisor jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Entry Level Finance Advisor jobs in Georgia look for?

The top searched job categories for Entry Level Finance Advisor jobs in Georgia are:

What cities in Georgia are hiring for Entry Level Finance Advisor jobs?

Cities in Georgia with the most Entry Level Finance Advisor job openings:

Entry Level Finance Advisor jobs near you
Infographic showing various Entry Level Finance Advisor job openings in Georgia as of August 2026, with employment types broken down into 84% Full Time, 6% Part Time, 7% Contract, and 3% Nights. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution.

Sales Representative Entry Level

Executive Financial Partners LLC

Cumming, GA • On-site

$68K - $88K/yr

Full-time

Posted 5 days ago

Job description

Company Overview:
At Executive Financial Partners, we specialize in providing supplemental health insurance solutions that give families, individuals, and businesses peace of mind when they need it most. As we continue to grow, we're building a team of ambitious professionals who want more than just a job—they want a career with impact.

Position Overview:
This entry-level opportunity is designed for individuals who are ready to learn, work hard, and grow into a rewarding career in sales. No prior experience is required—we'll equip you with licensing, training, and hands-on mentorship to help you succeed from day one.

In this role, you will:

  • Develop expertise in our supplemental health insurance products.
     

  • Meet with clients to identify needs and present tailored solutions.
     

  • Build lasting relationships with individuals, families, and local businesses.
     

  • Manage your progress using proven systems and tools, including Salesforce CRM.
     

We're looking for people who bring discipline, are coachable, and ready to hit the ground running. Here, your performance is recognized, your growth is supported, and your work makes a difference.

Core Responsibilities: 

  • Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

  • Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

  • Deliver engaging group presentations that clearly communicate the value and impact of our products.

  • Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

  • Manage and grow your own book of business, becoming a trusted advisor in your territory.

  • Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

  • Ability to pass a pre-employment background check

  • Valid driver's license and reliable transportation

  • Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)

  • Bachelor's degree or 4+ years of professional experience
    (Relevant sales, leadership, or athletic experience considered)
     

Compensation & Growth

  • 1099 independent contractor role (self-employed, not a W-2 employee)

  • 100% commission-based compensation with uncapped earnings

  • Optional weekly draw available

  • Monthly cash bonuses and quarterly stock bonuses

  • Incentive trips and vested renewal commissions

  • Performance-based promotions

  • Schedule flexibility based on results—not hours

  • Ongoing sales training and leadership development

Apply now to join a team that rewards effort, values growth, and invests in its people.
www.efpartnersllc.com