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Entry Level Financial Advisor Jobs in Boca Raton, FL

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · On-site

$250 - $350/hr

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Vertis Wealth

Estate and Document Attorney

Boca Raton, FL · Remote

$250 - $350/hr

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Transloop

Carrier Executive

Fort Lauderdale, FL

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Transloop

Carrier Executive

Fort Lauderdale, FL · On-site

$45K - $55K/yr

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Raising Cane's

Cook

Pompano Beach, FL · On-site

$15/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

Pompano Beach, FL · On-site

$15/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

Pompano Beach, FL

$15/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

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

Raising Cane's

Cashier

Boynton Beach, FL · On-site

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Pompano Beach, FL · On-site

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cashier

Pompano Beach, FL · On-site

$15/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track ... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Boca Raton, FL

Entry Level Financial Advisor information

See Boca Raton, FL salary details

$34.3K

$97.3K

$137.1K

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

As of Aug 4, 2026, the average yearly pay for entry level financial advisor in Boca Raton, FL is $97,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 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 Boca Raton, FL? The most popular types of Financial Advisor jobs in Boca Raton, FL are:
What are popular job titles related to Entry Level Financial Advisor jobs in Boca Raton, FL? For Entry Level Financial Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Boca Raton, FL look for? The top searched job categories for Entry Level Financial Advisor jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Entry Level Financial Advisor jobs? Cities near Boca Raton, FL 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 Boca Raton, FL as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $97,261 per year, or $46.8 per hour.

Entry Level Outside Sales Consultant

Executive Financial Partners LLC

Coral Springs, FL • On-site

$66K - $86K/yr

Contractor

Posted 16 days ago

Job description

Company Overview
At Executive Financial Partners, we believe in hard work, integrity, and building a career that matters. Our mission is to equip individuals with the training and resources to succeed while making a real difference in the lives of families, employees, and business owners. We encourage a culture rooted in responsibility, growth, and servicewhere personal success goes hand in hand with serving others.

Role Summary
We're seeking dependable, goal-oriented individuals who are ready to build a respected career in supplemental health insurance. This entry-level opportunity is ideal for those who take pride in helping others, thrive in fast-paced environments, and are committed to personal and professional development.

Position Overview
As a licensed insurance representative, you'll provide supplemental health insurance solutions that protect individuals and businesses when they need it most. You'll meet with clients face-to-face, explain plan options, and ensure they feel confident in their coverage. From day one, you'll have access to structured training, ongoing mentorship, and the support needed to succeed in the field.

Core Responsibilities:

  • Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

  • Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

  • Deliver engaging group presentations that clearly communicate the value and impact of our products.

  • Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

  • Manage and grow your own book of business, becoming a trusted advisor in your territory.

  • Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

  • Ability to pass a pre-employment background check

  • Valid driver's license and reliable transportation

  • Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)

  • Bachelor's degree or 4+ years of professional experience
    (Relevant sales, leadership, or athletic experience considered)

Compensation & Growth

  • 1099 independent contractor role (self-employed, not a W-2 employee)

  • 100% commission-based compensation with uncapped earnings

  • Optional weekly draw available

  • Monthly cash bonuses and quarterly stock bonuses

  • Incentive trips and vested renewal commissions

  • Performance-based promotions

  • Schedule flexibility based on resultsnot hours

  • Ongoing sales training and leadership development

Apply nowto join a team that rewards effort, values growth, and invests in its people.
www.efpartnersllc.com