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Entry Level Finance Advisor Jobs in Minnesota (NOW HIRING)

Foster Klima

Financial Consultant

Minneapolis, MN · On-site

$105K/yr

As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... A Bachelor's degree in finance, business administration, or alternate related analytical field is ...

Foster Klima

Financial Consultant

Minneapolis, MN · On-site +1

As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ...

Raising Cane's

Cook - Nights/Weekends

Saint Cloud, MN · On-site

$15/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Minneapolis, MN · On-site

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Shoreview, MN · On-site

$15/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook

Minneapolis, MN · On-site

$16.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinance Advisor JobsEntry Level Finance Advisor JobsEntry Level Finance Advisor Jobs in Minnesota

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 Minnesota?

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

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

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

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

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

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

Cities in Minnesota 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 Minnesota as of August 2026, with employment types broken down into 60% Full Time, 20% Part Time, and 20% Nights. Highlights an 100% In-person job distribution.

Financial Consultant

Minneapolis, MN • On-site

Foster Klima
Finance and Insurance • 51 - 200 employees
Learn more about Foster Klimaexternal

$105K/yr

Full-time

Re-posted 17 days ago

Job description

The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$80,000 – $105,000 First Year Average


Responsibilities:
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

What You’ll Do

  • Build relationships with clients in your community and beyond
  • Learn to assess financial needs and create customized plans
  • Receive ongoing support and mentorship from experienced advisors
  • Use modern tools and technology to manage client accounts
  • Grow a client base through networking and referrals

Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

What We’re Looking For

  • A self-starter with a strong work ethic and a desire to learn
  • Passionate about helping others and making a difference
  • Comfortable talking to people and building long-term relationships
  • Open to feedback and mentorship
  • Interested in a career with flexibility and growth potential
  • Bachelors degree is preferred

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.