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Entry Level Finance Advisor Jobs in Raleigh, NC (NOW HIRING)

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

New York Life

Insurance Agent

Raleigh, NC · On-site

$69K - $130K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Sentinel

Entry Level Account Specialist

Raleigh, NC · On-site

$18.50 - $25.25/hr

Assists Account Advisor in submittal of applications to eligible and appropriate carriers and ... Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.

Raising Cane's

Cook - Nights/Weekends

Raleigh, NC · On-site

$15.50/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 - Nights/Weekends

Raleigh, NC · On-site

$15.50/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 Raleigh, NC

Entry Level Finance Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

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

As of Jul 19, 2026, the average yearly pay for entry level finance advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 per year, depending on experience, location, and employer.

What is the best entry-level finance job?

An entry-level finance advisor typically starts in roles such as financial analyst, junior financial planner, or client service associate, which involve analyzing financial data, assisting clients, and supporting financial strategies. These positions often require strong communication skills, basic knowledge of financial software, and relevant certifications like the Series 7 or Series 66 for advising roles.

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.

How do I get into finance with no experience?

Entry level finance advisors often start by gaining relevant knowledge through online courses or certifications such as the Series 7 or Series 66 exams. Internships, volunteering, or entry-level positions in related fields can provide practical experience and help build industry connections.

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 financial advisors make $500,000 a year?

Entry level finance advisors typically do not earn $500,000 annually, as high earnings usually require extensive experience, a strong client base, and often involve commissions or bonuses. Most financial advisors reach higher income levels after several years in the field, with top earners in the industry sometimes surpassing that amount through a combination of assets under management and performance-based incentives.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong communication and analytical skills. Gaining internship experience can improve job prospects in this competitive 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.

How do you get a job in finance with no experience?

Entry-level finance advisor roles often require strong analytical skills, basic financial knowledge, and good communication. Candidates can gain relevant experience through internships, certifications like the Series 7 or 63, or by developing skills in financial software and tools. Networking and demonstrating a willingness to learn can also improve job prospects without prior experience.

Is 200,000 enough to work with a financial advisor?

For an Entry Level Finance Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require a minimum investment or charge a percentage of assets under management, so the amount needed varies based on their policies and services offered.
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What cities near Raleigh, NC are hiring for Entry Level Finance Advisor jobs? Cities near Raleigh, NC 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 Raleigh, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $99,283 per year, or $47.7 per hour.
Entry Level Financial Advisor

Entry Level Financial Advisor

New York Life

Raleigh, NC

$69K - $130K/yr

Full-time

Re-posted 11 days ago

Job description

New York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing leadership-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a Pension Plan, New York Life is one of them)Significant income potential plus Training allowanceWe have a brand new contract that will include a base salary plus commissionsThe opportunity to work for a Fortune 100 companyBuilding long-lasting relationships both inside and outside the company About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades...We’re proud of our financial strength.• A++ Superior (A.M. Best)• AAA Exceptionally Strong (Fitch)• Aaa Exceptional (Moody’s)• AA+ Very Strong (Standard & Poor’s)
NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs