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Entry Level Financial Advisor Jobs in Chelsea, AL

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

... financial advisors and clients. The Client Onboarding Associate serves as a key liaison between ... This onsite entry level role in Birmingham, AL offers compensation typical for entry-level ...

Transloop

Carrier Executive

Homewood, AL · On-site

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

Birmingham, AL · 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

Birmingham, AL · 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

Birmingham, AL · 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

Customer Service Associate

Birmingham, AL · 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

Customer Service Associate

Birmingham, AL · 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

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Chelsea, AL

Entry Level Financial Advisor information

See Chelsea, AL salary details

$32.6K

$92.6K

$130.6K

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

As of Sep 7, 2026, the average yearly pay for entry level financial advisor in Chelsea, AL is $92,609.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $118,800.00 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 Chelsea, AL?

The most popular types of Financial Advisor jobs in Chelsea, AL are:

What job categories do people searching Entry Level Financial Advisor jobs in Chelsea, AL look for?

The top searched job categories for Entry Level Financial Advisor jobs in Chelsea, AL are:

What cities near Chelsea, AL are hiring for Entry Level Financial Advisor jobs?

Cities near Chelsea, AL 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 Chelsea, AL as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $92,609 per year, or $44.5 per hour.

Entry-Level Financial Advisor

The-Piedmont-Group

Birmingham, AL • On-site

$100 - $125/hr

Other

Posted 14 days ago

Job description

Entry-Level Financial Advisor

The Piedmont Group Birmingham, Alabama, United States

About this position

Interviewing now and ready to hire ~ Financial Advisor. Must be a local candidate

Join us at The Piedmont Group in our Tuscaloosa & Birmingham locations, where we're more than just a financial planning and wealth management firm—we're a family that thrives on teamwork and togetherness. We pride ourselves on helping individuals, families, and business owners achieve their financial goals through innovative insurance, retirement, and investment planning. If you're a licensed Financial Advisor who's passionate about building client relationships and delivering comprehensive financial strategies, you'll find a supportive, collaborative environment here that encourages your growth and success. As a Financial Advisor with The Piedmont Group, you'll have the opportunity to develop new client relationships and provide personalized financial recommendations that make a real difference. You'll be empowered to generate new business and build a long‑term book of business in a performance‑driven setting with substantial income potential. We may offer a $50,000 annual financing subsidy, performance‑based, unlimited commission potential, and comprehensive training to ensure your professional development. With marketing and business development support, along with access to a wide array of investment and insurance solutions, you'll have the tools you need to thrive. Let's build a future of financial security and success together.

Compensation:

$70,000 - $150,000 yearly performance commission based

Responsibilities:
  • Develop and nurture strong client relationships by understanding their financial goals and providing tailored advice.
  • Conduct comprehensive financial assessments to create personalized investment and insurance strategies.
  • Proactively identify and pursue new business opportunities to expand your client base and grow your portfolio.
  • Collaborate with our team to deliver exceptional client service and ensure seamless execution of financial plans.
  • Stay informed about industry trends and regulatory changes to provide clients with up‑to‑date advice and solutions.
  • Utilize our marketing resources to effectively promote financial services and attract potential clients.
  • Guide clients through the complexities of financial planning, ensuring they feel confident and informed about their decisions.
Qualifications:
  • Authorized to work in the United States
  • No need for Visa sponsorship
  • Must be a local candidate
  • Obtain licensure prior to onboarding: Life & Health, SIE, and 66
  • Prior sales experience and/or bachelor's degree
  • Clean Form U4 (no disclosures)
  • Experience in financial advising, with a proven track record of building and maintaining client relationships.
  • Ability to conduct comprehensive financial assessments and develop tailored investment and insurance strategies.
  • Proven track record of identifying and pursuing new business opportunities to expand client portfolios.
  • Strong collaboration skills to work effectively with our team and deliver exceptional client service.
  • Up‑to‑date knowledge of industry trends and regulatory changes to provide informed advice and solutions.
  • Proficiency in utilizing marketing resources to promote financial services and attract potential clients.
  • Ability to guide clients through financial planning complexities, ensuring they feel confident and informed about their decisions.
About Company

We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.

There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.

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