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Entry Level Finance Advisor Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Lansing, MI

$76K/yr

At Principal, we specialize in developing new advisors and helping them succeed in the business ... Requires a Bachelor's degree in business administration, finance, or other work/sales related ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI

$76K/yr

At Principal, we specialize in developing new advisors and helping them succeed in the business ... Requires a Bachelor's degree in business administration, finance, or other work/sales related ...

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% ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3K/mo

This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior ...

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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 7, 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

Entry-Level Financial Advisor

Principal

Indianapolis, IN • On-site

$76K/yr

Full-time

Retirement

Posted 16 days ago

Principal Financial Group rating

8.5

Company rating: 8.5 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

87th of 260 rated insurance

Job description

Description
Are you ready to start building a financial practice-without needing prior experience?
Today's technology-powered by AI-handles much of the research, prospecting, and administrative work that used to slow new advisors down. That means you can focus on what truly drives success from day one: building relationships, growing your confidence, and helping clients achieve meaningful financial outcomes.
At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management-all while learning how to apply them in real-world situations. In this role, you'll leverage Principal's platform and AI‑enabled tools to prospect more effectively and uncover opportunities within the business community.
What You'll Do:
  • Use AI‑powered prospecting tools to identify businesses that may benefit from your outreach-eliminating the guesswork of where to start
  • Begin building and growing your own client base within the small and mid-sized business market
  • Learn to use advanced technology to prepare for meetings, uncover insights, and confidently engage with clients
  • Accelerate your development through hands-on training, mentorship from experienced leaders, and AI‑driven coaching

Responsibilities
• Participate in training and development programs while building the skills needed to become a successful Financial Advisor
• Learn how to identify and connect with prospective clients to begin building your network and client base
• Gather and understand basic financial information to help support client conversations and planning
• Assist in developing personalized financial strategies with guidance from experienced advisors and leadership
• Provide thoughtful, client-focused support and recommendations as you grow into a trusted financial resource
Qualifications
• Requires a Bachelor's degree in business administration, finance, or other work/sales related experience
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7/66 required registrations

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