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Entry Level Finance Advisor Jobs in Texas (NOW HIRING)

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site +1

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

New York Life- Sugar Land

Financial Advisor

Houston, TX

$65K - $106K/yr

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed ...

New York Life - San Antonio

Be Seen First

Financial Professional - Entry Level

San Antonio, TX · On-site

$60K - $150K/yr

Financial Professional - Entry Level (Training Provided) We are looking for individuals who are ... financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth ...

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

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 Texas?

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

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

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

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

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

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

Cities in Texas 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 Texas as of August 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution.

Entry Level Finance Assistant

G&G Consulting

Houston, TX • On-site

Full-time

Re-posted 10 days ago

Job description

Company Description
At G&G Consulting, we pride ourselves on not just our success, but the success of our customers. Our mission is to help our customers become debt-free. Through our certified debt consolidation programs, we have been able to help hundreds of thousands of customers by negotiating with creditors on their behalf to reach more favorable terms.
Job Description
We are passionate about delivering exceptional client service and an experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of an Entry Level Finance Assistant to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs.
Why you're going to love it here as an Entry Level Finance Assistant:
  • Participate in fun events to help build your career while enjoying a work-life balance
  • Leaders who support your development through coaching and learning opportunities
  • Work in a dynamic, collaborative, progressive and highly performing team
  • Ability to make a difference and lasting impact

Responsibilities of the Entry Level Finance Assistant
  • Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals.
  • Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions.
  • Proactively take ownership of, resolve, and prevent further client debt problems.
  • Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward-looking financial & banking plan.
  • Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals.
  • Gather and submit documentation for approval and payment of accounts.

Qualifications
What we're looking for in an Entry Level Finance Assistant:
  • Passionate commitment to helping our customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Basic knowledge of specialized sales and business banking solutions.
  • Digitally-savvy and able to identify financial alternatives for our customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

Additional Information
All your information will be kept confidential according to EEO guidelines.

Apply