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Entry Level Financial Advisor Jobs (NOW HIRING)

PlanRight Finances

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Entry Level Financial Advisor

Bremen, OH · Remote

$54K - $150K/yr

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong ...

PlanRight Finances

Be Seen First

Entry Level Financial Advisor

Bremen, OH · Remote

$54K - $150K/yr

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong ...

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Entry Level Financial Advisor information

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$36K

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

As of Jun 4, 2026, the average yearly pay for entry level financial 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 are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an Entry Level Financial Advisor do?

An Entry Level Financial Advisor helps clients understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

More about Entry Level Financial Advisor jobs
What cities are hiring for Entry Level Financial Advisor jobs? Cities with the most Entry Level Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Entry Level Financial Advisor jobs? States with the most job openings for Entry Level Financial Advisor jobs include:
What job categories do people searching Entry Level Financial Advisor jobs look for? The top searched job categories for Entry Level Financial Advisor jobs are:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 1% Internship, 63% Full Time, 32% Part Time, 2% Temporary, 1% Contract, and 1% Nights. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry Level Financial Advisor

PlanRight Finances

Bremen, OH • Remote

$54K - $150K/yr

Other

This job post has expired today. Applications are no longer accepted.

Job description

The Entry Level Financial Advisor will join a small, focused team dedicated to providing personalized financial advice and services primarily to individual clients. This role offers a strong foundation in financial planning, portfolio management, and insurance analysis, with opportunities for advancement into senior advisory positions, specialization in investment products, and deeper financial planning roles. Daily use of financial planning software will support client management and strategy development in a non-travel position.

Responsibilities

  • Develop and implement financial planning strategies for individual clients
  • Manage client investment portfolios with attention to diversification and risk
  • Conduct insurance analysis and provide recommendations
  • Facilitate retirement planning tailored to client goals
  • Engage in insurance sales to complement client financial plans

Preferred Qualifications

  • Entry-level experience in financial advising
  • Strong client communication skills
  • Effective problem-solving abilities
  • Excellent attention to detail
  • Good time management skills
  • Self-motivated and goal-oriented mindset