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Entry Level Finance Advisor Jobs (NOW HIRING)

Foster Klima

Financial Advisor

Fargo, ND · On-site +1

$80K - $105K/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 ...

Foster Klima

Financial Advisor

Fargo, ND · On-site +1

$80K - $105K/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 ...

Cornerstone Advisor Group

Financial Advisor

Wheeling, WV

$50K - $120K/yr

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 ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC

$50K - $140K/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 ...

Cornerstone Advisor Group

Financial Advisor

Wheeling, WV · On-site +1

$50K - $120K/yr

Description 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 ...

Falcon PG

Entry-Level Financial Advisor

Escondido, CA · On-site

Qualifications Requirements (Entry-Level Financial / Insurance Agent) • No prior experience in ... in finance, insurance, or helping clients achieve financial goals • Comfortable learning new ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

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 ...

Falcon PG

Entry-Level Financial Advisor

Escondido, CA

$250K/yr

... senior advisors or team members with client onboarding and support * Conduct client meetings ... No prior experience in finance is required--comprehensive training is provided. * Demonstrated ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

$76K/yr

At Principal, we specialize in developing new advisors and helping them succeed in the business ... finance, or other work/sales related experience • Stellar communication and math skills ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

$76K/yr

At Principal, we specialize in developing new advisors and helping them succeed in the business ... finance, or other work/sales related experience • Stellar communication and math skills ...

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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 8, 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

New York Life - Kansas City

Kansas City, MO • On-site

$74K - $120K/yr

Full-time

Posted 8 days ago

Job description

Description
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!
Responsibilities
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Qualifications
As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We're looking for people who possess the following characteristics:
• Highly self-motivated and self-disciplined with the ability to work effectively and independently
• Outgoing personality with the ability to develop relationships (i.e., "People Person") and a sincere desire to help others
• Fearless, positive attitude, and willingness to be accountable for results
• Organized, detail-oriented, and excellent time-management skills
• The desire for continuous learning
• Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

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