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Entry Level Financial Advisor Jobs in Florida (NOW HIRING)

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Entry Level Financial Advisor information

See Florida salary details

$26.9K

$76.3K

$107.6K

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

As of Aug 7, 2026, the average yearly pay for entry level financial advisor in Florida is $76,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $97,900.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

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 interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

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 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.

What are the most commonly searched types of Financial Advisor jobs in Florida? The most popular types of Financial Advisor jobs in Florida are:
What are popular job titles related to Entry Level Financial Advisor jobs in Florida? For Entry Level Financial Advisor jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Florida look for? The top searched job categories for Entry Level Financial Advisor jobs in Florida are:
What cities in Florida are hiring for Entry Level Financial Advisor jobs? Cities in Florida with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $76,324 per year, or $36.7 per hour.

Financial Advisors: Add a Life Insurance Platform to Your Practice

Choate Agency

Palm Beach, FL • On-site, Remote

$6.0K - $20K/mo

Part-time

Medical, Dental, Vision, Life

Posted 17 days ago

Job description

FINANCIAL PROFESSIONALS: ADD A PRODUCTION PLATFORM - NOT ANOTHER JOB
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only
This posting is different from most on this board. We're not looking for entry-level applicants - we're looking for people who already hold a life insurance license or already work in financial services and want to put it to better use.
If any of these describe you, keep reading:
💼 You're an established life insurance agent whose production deserves better comp, better carrier options, or a lead platform you don't currently have.
⏰ You hold an active (or reactivatable) life license you're barely using - and you'd put it to work part-time if the structure was right: warm leads, flexible hours, no cold calling, no full-time grind.
📈 You're a financial advisor, wealth manager, or CFP who currently refers life insurance business elsewhere - and you're ready to capture that revenue with your own life platform instead of handing it to someone else.
WHAT WE PROVIDE
The Choate Agency, powered by Symmetry Financial Group - ranked #9 on Forbes' list of 25 companies hiring the most high-paying jobs - offers a complete production platform:
• Multiple top-rated carriers - find the right product for the client, not the one you're forced to sell
• Proprietary warm lead platform - families who requested information, delivered to you
• Competitive comp with uncapped commissions and advances
• Residual renewal income - your book pays you again every year, and it belongs to YOU
• Full back-office support - contracting, case management, tech platform, CRM
• Health, dental, and vision benefits - available full-time AND part-time
• Optional leadership track - build a team and earn override income
• 100% remote - work from anywhere in the U.S., on your schedule
HOW THIS WORKS FOR EACH SITUATION
ESTABLISHED PRODUCERS
Bring your production to a structure that pays you what it's worth. Multiple carriers, strong comp, lead flow you don't have to generate yourself, and a book you own. Many producers find the comp comparison alone is worth the 20-minute conversation.
PART-TIME / LICENSE HOLDERS
You've kept your license active for a reason. Put it to work 10-15 hours a week with warm leads and no cold calling. Part-time agents working our system consistently earn $2,000-$6,000+/month. If your license is inactive, we'll help you get CE completed and reactivated.
WEALTH MANAGERS & FINANCIAL ADVISORS
Stop referring life insurance revenue out of your practice. We provide the carriers, the back office, and the case support - you provide the client relationships you already have. Add a product line to your practice without changing what you've built. Life-licensed CFPs and advisors integrate our platform alongside their existing book.
EARNING POTENTIAL
This is a 1099 independent contractor, commission-based position with uncapped earnings.
• Part-time producers: $2,000-$6,000+/month
• Full-time experienced producers: $150,000-$400,000+/year
• Top leaders with teams: $750,000+/year
• Residual renewals compound year over year on top of new production
⚠ Results vary based on effort, activity, and existing book/network. Income is not guaranteed.
REQUIREMENTS
• Active life insurance license, an inactive license you're willing to reactivate (we'll guide you through CE), OR current work in financial services with willingness to obtain a license (we contribute $100 toward the course)
• Current U.S. residency and work authorization - no visa sponsorship available
• Must be 18+ and able to pass a background check
• Professional communication skills and a client-first mindset
APPLY
No cover letter needed. Just answer these two questions with your application:
1. What is your current licensing status (active / inactive / financial services professional without life license)?
2. What would this platform need to deliver for it to be worth your time - comp, leads, flexibility, or revenue capture?
Qualified applicants will be contacted within 48 hours for a brief, no-pressure comparison conversation.
Choate Agency | Powered by Symmetry Financial Group
🌐 Remote | 🇺🇸 U.S. Residents Only
⚠ 1099 independent contractor position. Commission-based. Earnings are not guaranteed and depend on individual effort, activity, and existing production capability.

Apply