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Entry Level Finance Advisor Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Lansing, MI

$76K/yr

Launch your career as a Financial Advisor with industry-leading training, mentorship, and ... Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is ...

New York Life

Entry Level Financial Advisor

Greenville, NC · On-site

$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

Greensboro, NC · On-site

$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

Greenville, NC · On-site

$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

Wilmington, NC · On-site

$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 · On-site

$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

Wilmington, NC · On-site

$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

Greensboro, NC · On-site

$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% ...

Principal

Entry-Level Financial Advisor

Indianapolis, IN · On-site

$76K/yr

At Principal, we specialize in developing new advisors and helping them succeed in the business ... Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field ...

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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 Jul 19, 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 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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Entry Level Finance Advisor jobs near you
Infographic showing various Entry Level Finance Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry-Level Financial Advisor

True Path Financial

Irvine, CA

$150K/yr

Full-time

Posted 26 days ago

Job description

As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement. Whether you’re launching your career, expanding an existing practice, or transitioning from another profession, you’ll benefit from comprehensive training, ongoing development, and access to a wide range of financial solutions designed to support your success. Build a career that grows with you while making a lasting impact on others. Your opportunity to thrive in financial services starts here.


What you will receive:

  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.


Job Types: Full-time, Contract

Pay: $50,000 - $150,000 per year

Compensation Package: Commission pay

Ability to Commute: Irvine, CA

Work Location: Hybrid in Irvine, CA

This position is not fully remote.


We can only consider applicants authorized to work in the United States.

Compensation:

$50,000 - $150,000+ at plan commission


Responsibilities:
  • Utilize marketing tools and resources to grow your client base.
  • Maintain compliance with industry regulations and licensing requirements.
  • Attend hybrid meetings, including in-person team collaboration, as required.
  • Work with clients to assess financial needs and develop personalized strategies.
  • Participate in structured coaching and mentorship programs.

Qualifications:

Desired Skills & Qualifications:

  • Bachelor's Degree or equivalent in work experience.
  • Excellent communication and relationship-building skills.
  • CA Life/Health License (Preferred)
  • Integrity and Strong Work Ethic.
  • Forward-thinking Spirit.
  • Confidence and Resilience.

About Company

At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals.

As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones.

We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!