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Entry Level Financial Advisor Jobs in Texas (NOW HIRING)

New York Life - San Antonio

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Financial Professional - Entry Level

San Antonio, TX · On-site

$60K - $150K/yr

Financial Professional - Entry Level (Training Provided) We are looking for individuals who are ... financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Texas

Entry Level Financial Advisor information

See Texas salary details

$33.5K

$95.2K

$134.2K

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

As of Jul 30, 2026, the average yearly pay for entry level financial advisor in Texas is $95,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $122,000.00 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 Texas? The most popular types of Financial Advisor jobs in Texas are:
What are popular job titles related to Entry Level Financial Advisor jobs in Texas? For Entry Level Financial Advisor jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Texas look for? The top searched job categories for Entry Level Financial Advisor jobs in Texas are:
What cities in Texas are hiring for Entry Level Financial Advisor jobs? Cities in Texas 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 Texas as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $95,154 per year, or $45.7 per hour.

Entry-Level Financial Advisor

Texas National Financial Group

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.

We do not offer visa sponsorship for this position. Please apply only if you are currently authorized to work in the United States without the need for employer sponsorship, now or in the future."
Responsibilities
What You'll Do:
• Learn how to identify and connect with individuals and families in your network
• Have goal-based conversations to understand client needs
• Help clients apply for customized life insurance coverage
• Receive step-by-step training in prospecting, client engagement, and closing
• Begin your journey toward becoming a registered advisor with our sponsorship
• Build long-term client relationships with our team's guidance and mentorship
Qualifications
Who You Are:
• You're not required to have insurance or finance experience
• You're motivated, driven, and eager to grow
• You're passionate about helping others
• You want flexibility, independence, and a career with purpose
• You're excited to earn while you learn

Apply