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Entry Level Financial Advisor Jobs in Rhode Island

... financial rewards. What You'll Do: As an Entry-Level Field Sales Representative, you'll play a ... Act as a trusted advisor to customers, helping them make informed decisions about their heating ...

Showing results 21-21

Entry Level Financial Advisor information

See Rhode Island salary details

$35.3K

$100K

$141K

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

As of Aug 8, 2026, the average yearly pay for entry level financial advisor in Rhode Island is $100,021.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $128,300.00 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 Rhode Island? The most popular types of Financial Advisor jobs in Rhode Island are:
What are popular job titles related to Entry Level Financial Advisor jobs in Rhode Island? For Entry Level Financial Advisor jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Rhode Island look for? The top searched job categories for Entry Level Financial Advisor jobs in Rhode Island are:
What cities in Rhode Island are hiring for Entry Level Financial Advisor jobs? Cities in Rhode Island with the most Entry Level Financial Advisor job openings:
Infographic showing various Entry Level Financial Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $100,021 per year, or $48.1 per hour.

Account Executive

Petro Home Services

Woonsocket, RI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 24 days ago


Petro Home Services rating

7.9

Company rating: 7.9 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

87th of 278 rated repair and maintenance companies


Job description

Entry-Level Field Sales Representative
Build a Career & Make an Impact
Who We Are:
At Region Energy we deliver reliable, essential energy solutions that keep homes and businesses comfortable all year long. As a trusted leader in the energy industry, we've earned our reputation through decades of dependable service, integrity, and local commitment.
As an organization, we are committed to environmental sustainability by providing clean, efficient energy products. We endeavor to support the communities we live in, serve, and become the employer of choice in our industry.
We're looking for driven, self-starting individuals who are ready to grow their career in a fast paced, high transaction environment with financial rewards.
What You'll Do:
As an Entry-Level Field Sales Representative, you'll play a vital role in expanding our customer base and building long-term relationships in your territory. You'll be out in the field, not behind a desk. We are looking for motivated, self-starting individuals to help grow our heating oil and propane customer base.
  • Generate new residential energy accounts by:
    • Targeting new home sales
    • Following up on high-quality company leads
    • Building referral networks with local community members, businesses and real estate professionals
    • Representing the company at community events and trade shows
  • Identify and pursue small-to-midsize commercial sales opportunities
  • Act as a trusted advisor to customers, helping them make informed decisions about their heating options
  • Manage your own schedule with flexibility and independence
  • Track prospects and progress using our CRM system
  • Collaborate with internal teams to ensure seamless customer onboarding and service

Who You Are:
We're looking for people who bring ambition and discipline to their work-no experience in energy sales required (we'll train you).
Requirements:
  • Self-starter who works well independently and stays on top of daily goals
  • Confident communicator who enjoys connecting with people face-to-face
  • High School Diploma or equivalent
  • Results-oriented and motivated to exceed expectations
  • Organized and able to manage your time and data effectively
  • Previous experience in sales or customer service is a plus
  • Possess the ability to overcome objections
  • Comfortable with tech (CRM systems, mobile apps, email, etc.)
  • Have reliable transportation and be able to conduct field sales activity and travel to assigned territory
  • Valid Driver's License and ability to meet the company's motor vehicle policy

Why This Role Matters:
Heating oil and propane may not be trendy-but they're absolutely essential. We are committed to providing our customers with safe, clean, sustainable, affordable, and renewable BioHeat fuel where applicable. Our customers count on us to keep their homes warm and their businesses running. That's why we count on people like you-to grow those trusted relationships and provide a critical service.
If you're ready to make a real impact and grow your career, this is your opportunity.
What We Offer:
  • Competitive base salary + uncapped performance bonuses
  • Comprehensive training to learn all aspects of the sales process and the industry
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid holidays and time off
  • Comprehensive onboarding and sales training
  • Career growth path

Ready to Start Your Career in Field Sales?
Apply today and take the first step toward a meaningful career in a stable and growing industry. To learn more about our organization and brand portfolio, please visit: www.stargrouplp.com.
We are proud to be an equal opportunity employer and are committed to a drug and alcohol free workplace.

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