ZipRecruiter

Log In

2

Entry Level Financial Advisor Jobs in Chicago, IL

DTS FINANCIAL ADVISORS, LLC

Be Seen First

Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part ...

New

OneMain Financial

Consumer Lending Advisor

Chicago, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Consumer Lending Advisor

Schaumburg, IL · On-site

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

TIAA

Distribution Analyst

Chicago, IL · On-site

The Distribution Analyst is an entry level role within our sales organization, where you will have ... Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings. * Update ...

Vertis Wealth

Estate and Document Attorney

Chicago, IL · 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 ...

Vertis Wealth

Estate and Document Attorney

Chicago, IL · 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 ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Chicago, IL

Entry Level Financial Advisor information

See Chicago, IL salary details

$37.1K

$105.2K

$148.3K

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

As of Aug 27, 2026, the average yearly pay for entry level financial advisor in Chicago, IL is $105,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $134,900.00 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 Chicago, IL?

The most popular types of Financial Advisor jobs in Chicago, IL are:

What are popular job titles related to Entry Level Financial Advisor jobs in Chicago, IL?

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

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

The top searched job categories for Entry Level Financial Advisor jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Entry Level Financial Advisor jobs?

Cities near Chicago, IL 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 Chicago, IL as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, 2% Contract, and 1% Nights. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $105,213 per year, or $50.6 per hour.

Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL • On-site

DTS FINANCIAL ADVISORS, LLC
See more jobs at DTS FINANCIAL ADVISORS, LLCexternal

$55K - $65K/yr

Full-time

Retirement, PTO

Posted yesterday

New

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part of the role.

This is an excellent opportunity for someone who enjoys working with people, has an interest in personal finance, and wants to develop a broad understanding of financial planning, investments, retirement strategies, and tax preparation. Prior financial advising or tax experience is not required—we are willing to train the right candidate.


Key Responsibilities

  • Meet with clients to understand their financial goals, needs, and priorities.
  • Assist with developing financial plans and recommendations under appropriate supervision.
  • Learn and explain basic financial products, retirement strategies, investments, insurance, and other planning concepts.
  • Assist with client onboarding, account paperwork, documentation, and follow-up.
  • Learn the fundamentals of individual income tax preparation.
  • Communicate with clients to gather necessary financial and tax information.
  • Stay current with relevant financial and tax rules, regulations, and industry developments.
  • Maintain accurate and confidential client records.
  • Participate in ongoing training and professional development.
  • Follow all applicable compliance, privacy, and regulatory requirements.


Qualifications


Required:

  • Bachelor's degree in finance, accounting, business, or a related field preferred.
  • Strong interest in financial planning and tax preparation.
  • Excellent communication and interpersonal skills.
  • Professional demeanor and commitment to providing excellent client service.
  • Ability to handle confidential financial information responsibly.


Preferred, but not required:

  • Internship or coursework in finance, accounting, or business.
  • Customer service, sales, banking, accounting, or financial services experience.
  • Experience with tax preparation software.
  • Progress toward industry licenses or professional credentials.
  • Basic knowledge of individual income taxes and personal financial planning.


What We Offer

  • Comprehensive training in financial advising and tax preparation.
  • Exposure to both financial planning and tax services.
  • Support for obtaining applicable industry licenses and credentials.
  • A collaborative and client-focused work environment.
  • Opportunities to develop a long-term career in financial services.


Ideal Candidate

The ideal candidate is someone who is curious, coachable, trustworthy, and motivated to grow. You do not need to know everything on day one. We are looking for someone who is willing to learn, enjoys helping people, pays attention to details, and wants to develop expertise in both financial advising and tax preparation.


If you're looking for an opportunity to start a career in financial services while developing valuable tax preparation skills, we'd love to hear from you.


Equal Opportunity

We are an equal opportunity employer and consider qualified applicants without regard to legally protected characteristics under applicable federal, state, or local law.