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Entry Level Financial Advisor Jobs in West Virginia

U.S. Army

Army Soldier

Bridgeport, WV · On-site

This is an entry-level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel When you are interested in finding out ...

U.S. Army

Army Military Police (31B)

Fairmont, WV · On-site

This is an entry-level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel * Civilian Employment Assistance

U.S. Army

Military Police Officer

Princeton, WV · On-site

This is an entry-level position with no experience necessary. Position requirements ... Centrally located Education and Financial Advisors * Travel * Civilian Employment Assistance

U.S. Army

Special Force (18X)

Morgantown, WV · On-site

There are four entry-level Special Forces Military Occupational Specialties. Your specialty will be ... Centrally located Education and Financial Advisors * Travel * Civilian Employment Assistance

Raising Cane's

Cook - Dinner/Close Shift

Morgantown, WV · On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Dinner/Close Shift

Morgantown, WV · On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Dinner/Close Shift

Morgantown, WV · On-site

$14/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in West Virginia

Entry Level Financial Advisor information

See West Virginia salary details

$27.9K

$79.1K

$111.5K

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

As of Sep 6, 2026, the average yearly pay for entry level financial advisor in West Virginia is $79,069.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,100.00 and $101,400.00 per year, depending on experience, location, and employer.

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

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.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in West Virginia?

The most popular types of Financial Advisor jobs in West Virginia are:

What are popular job titles related to Entry Level Financial Advisor jobs in West Virginia?

For Entry Level Financial Advisor jobs in West Virginia, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in West Virginia look for?

The top searched job categories for Entry Level Financial Advisor jobs in West Virginia are:

What cities in West Virginia are hiring for Entry Level Financial Advisor jobs?

Cities in West Virginia 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 West Virginia 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 $79,069 per year, or $38 per hour.

Financial Professional

Cornerstone Advisor Group

Wheeling, WV • On-site

$150K/yr

Full-time

Re-posted 3 days ago

Job description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$90,000 - $150,000


Responsibilities:
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation



Qualifications:
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Active Life Producer License in your state of residence (Virginia or West Virginia)
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Business mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and the ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.