Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...
Entry Level Staff Auditor We are seeking a highly motivated and detail-oriented individual to join ... In this role, you will be responsible for assisting with financial statement audits, internal ...
Entry Level Staff Auditor We are seeking a highly motivated and detail-oriented individual to join ... In this role, you will be responsible for assisting with financial statement audits, internal ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...
Entry Level Finance information
What are some typical projects or tasks an entry level finance professional might work on in their first year?
Entry Level Finance professionals often support senior analysts and managers by preparing financial reports, reconciling accounts, assisting with budgeting processes, and analyzing financial data. They may also help with internal audits, process invoices, and participate in month-end or quarter-end closing activities. Collaborating with accounting, operations, and other departments is common, providing exposure to various aspects of the finance function and helping to build a strong foundational skill set.
What are the key skills and qualifications needed to thrive as an entry level finance professional?
To thrive as an Entry Level Finance professional, you need a strong grasp of financial principles, analytical skills, and a degree in finance, accounting, or a related field. Familiarity with Microsoft Excel, financial modeling software, and basic accounting systems is typically expected. Attention to detail, strong communication, and a willingness to learn are standout soft skills in this role. These abilities are essential for ensuring accuracy, effective collaboration, and growth within the finance industry.
What is the best entry-level finance job?
An entry-level finance job such as a financial analyst or accounting assistant typically involves data analysis, financial reporting, and using tools like Excel or financial software. These roles often require a bachelor's degree in finance, accounting, or a related field and may offer opportunities for certification like the CFA or CPA to advance in the field.
What is the difference between Entry Level Finance vs Financial Analyst?
| Aspect | Entry Level Finance | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field | Bachelor's degree; often preferred: finance, economics, or accounting; certifications like CFA are a plus |
| Work Environment | Corporate offices, banks, financial institutions | Corporate finance departments, investment firms, banks |
| Employer & Industry Usage | Entry-level roles across finance sectors | Mid-level roles, but often entry-level for new graduates |
| Common Search & Comparison | Yes | Yes |
Entry Level Finance roles are typically the starting positions requiring a bachelor's degree and involve basic financial tasks. Financial Analysts usually have similar educational backgrounds but may require additional certifications and handle more complex analysis. Both roles are found in similar environments like banks and corporate finance departments, with Financial Analyst roles often serving as a step up from Entry Level Finance positions.
What is the best entry-level finance job?
An entry-level finance job such as a financial analyst or accounting assistant typically involves data analysis, financial reporting, and using tools like Excel or accounting software. These roles often require a bachelor's degree in finance, accounting, or a related field and may offer opportunities for certification like the CFA or CPA to advance in the field.
What are entry level finance jobs?
Entry-Level Finance jobs are an excellent way to get your start in a career in the finance industry. Jobs like Financial Analyst, Junior Tax Associate, Financial Auditor, Investment Banking Analyst, Financial Advisor, and Stockbroker are entr-level positions in the financial sector. The financial industry is quite competitive, so your qualifications and network are essential elements for getting hired. Staying current with financial news will ensure that you have talking points for networking events and job interviews.
What are entry level finance jobs?
Entry level finance jobs are positions designed for individuals who are just starting their careers in the finance industry, often requiring little to no prior professional experience. These roles may include positions such as financial analyst, junior accountant, bank teller, or finance assistant. Entry level finance jobs typically focus on tasks like data analysis, preparing financial reports, assisting with budgeting, and supporting senior finance staff. They provide valuable hands-on experience and foundational knowledge necessary for advancement in the finance field.
What is an entry-level position in finance?
An entry-level position in finance is a role suitable for individuals with little to no professional experience in the field. Common positions include finance assistant, junior analyst, or accounting clerk, often requiring basic knowledge of financial principles and tools like Excel. These roles typically involve supporting senior staff, data entry, and learning industry practices.
How do I get into entry level finance with no experience?
Entry level finance positions often require strong analytical skills, basic understanding of financial concepts, and proficiency with tools like Excel. Gaining relevant certifications such as the CFA Level 1 or completing internships can improve your chances, even without prior experience. Networking and applying for entry-level roles that offer on-the-job training are also effective strategies.
Can you get a finance entry level job with no experience?
Finance entry-level jobs often do not require prior experience, focusing instead on basic skills such as math, attention to detail, and proficiency with spreadsheets or financial software. Candidates may improve their chances by obtaining relevant certifications like Excel or basic accounting courses and demonstrating a willingness to learn. Employers may also consider internships or related coursework as valuable experience.
More about Entry Level Finance jobs
What are the most commonly searched types of Finance jobs in Puerto Rico? The most popular types of Finance jobs in Puerto Rico are:
What job categories do people searching Entry Level Finance jobs in Puerto Rico look for? The top searched job categories for Entry Level Finance jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Entry Level Finance jobs? Cities in Puerto Rico with the most Entry Level Finance job openings:
Other
Medical, Dental, Vision, Life, Retirement
Re-posted 2 days ago
Equitable rating
8.2
Based on 22 frontline employees who took The Breakroom Quiz
Job description
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
- Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
- Location: In-office presence required
- Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
- Education: Bachelor's degree or equivalent skills and work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66
- Personal Attributes: values-driven with a track record of success and accomplishment
- Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
- Mindset: entrepreneurial spirit with a desire to positively impact others' lives
- Collaboration: ability to work with and learn from top performers
- Work Authorization: must be authorized to work in the United States
Training & Development
- FINRA Sponsorship: provided for required FINRA licensing
- Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
- Virtual University: access to Equitable Advisors' Virtual University for continuous learning
- Mentorship: opportunities for joint work and mentorship
- Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
- Leadership Development: access to Leadership Development School for those with management ambition
- Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
- Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
- Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
- Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
- Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
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About Equitable
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At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US
Year founded
1859