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Entry Level Financial Advisor Jobs in Kentucky (NOW HIRING)

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Entry Level Financial Advisor information

See Kentucky salary details

$31.3K

$88.7K

$125.1K

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

As of Aug 1, 2026, the average yearly pay for entry level financial advisor in Kentucky is $88,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $113,800.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, depending on the firm's requirements and client base. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 30 too old to become a financial advisor?

Entry level financial advisor roles are open to individuals of various ages, including those starting later in life. Success in the field depends on acquiring necessary certifications like the Series 7 and 66, developing relevant skills, and gaining experience, regardless of age.

How to become a financial advisor without experience?

Entry level financial advisors can start by obtaining relevant certifications such as the Series 7 or Series 66, which are often required by employers. Gaining knowledge of financial planning, investment products, and client service skills through online courses or internships can also help build a foundation for the role.

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 with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often using tools like financial software. This role typically requires strong communication skills and may involve obtaining certifications such as the Series 7 or Series 66.

How to be a financial advisor with no experience?

To become an entry-level financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 66, and develop strong communication and analytical skills. Entry-level roles often provide on-the-job training, and gaining knowledge of financial planning software and industry regulations can improve your prospects.

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.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including commissions and bonuses based on client acquisition and sales performance. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 66 to enhance earning potential.
What are the most commonly searched types of Financial Advisor jobs in Kentucky? The most popular types of Financial Advisor jobs in Kentucky are:
What are popular job titles related to Entry Level Financial Advisor jobs in Kentucky? For Entry Level Financial Advisor jobs in Kentucky, the most frequently searched job titles are:
What cities in Kentucky are hiring for Entry Level Financial Advisor jobs? Cities in Kentucky with the most Entry Level Financial Advisor job openings:
Infographic showing various Entry Level Financial Advisor job openings in Kentucky as of July 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $88,706 per year, or $42.6 per hour.

Sales Support Associate - Entry Level Financial Services Sales

DPL Financial Partners

Louisville, KY

$33K - $45K/yr

Full-time

Re-posted 22 days ago


Job description

Job Title: Sales Support Associate

Work Location: DPL Headquarters, Louisville, Ky, Onsite

Employment Type: Full Time

Reports to: VP, Head of Advisor Engagement

Job Purpose: Sales Support Associate (SSA) is an entry level sales position that involves a clear career development path to a grow within DPL for driven and motivated employees. As a SSA, you will be mentored by experienced Sales Managers that will equip you with the resources and tools to successfully engage new and existing prospects, schedule appointments with customers and partner with sales consultants.

Essential Duties and Responsibilities:

  • Ability to clearly articulate DPL products and services to prospects and clients via phone calls and emails.
  • Contact new and existing prospects from established leads database
  • Set appointments and participate in onboarding calls/meetings to inform business to business customers about DPL products and services
  • Maintain and monitor membership opportunities within the Salesforce platform
  • Provide support to your team by using our technology to find better solutions for clients.
  • Collaborate with Sales Consultants and Operations support team to ensure completeness and accuracy of applications
  • Partner with sales consultants to enhance territory management and product sales knowledge
  • Learn DPL's systems, sales model, and carrier products
  • If you do not already have them, you will be required to obtain state life and health licenses, SIE, and Series 6 and 63 licensing.

Qualifications:

  • Possess an excellent work ethic and a strong desire to learn and succeed
  • Clear and persuasive communication in both positive and negative situations
  • Comfortable on the phone for periods of time communicating with prospects.
  • Be an active listener who seeks clarification if necessary
  • Be a team player who can also work independently
  • The ability to analyze complex and diverse information
  • A quick learner with the ability to apply product and market knowledge effectively
  • The ability to build rapport, establish trust, and ask questions to discover the client's business needs
  • Organize, prioritize, and plan work activities efficiently
  • A four-year college degree or equivalent work experience

Physical Requirements and Working Conditions:

While performing the duties of this Job, the employee will be required to sit or utilize standing desk while working on computer for long periods of time. The employee may occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually moderate. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment is representative of what an employee encounters while performing essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.