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Entry Level Financial Advisor Jobs in Forney, TX

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Entry Level Financial Advisor information

See Forney, TX salary details

$32.4K

$92K

$129.7K

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

As of Aug 19, 2026, the average yearly pay for entry level financial advisor in Forney, TX is $92,009.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,600.00 and $118,000.00 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 Forney, TX?

The most popular types of Financial Advisor jobs in Forney, TX are:

What are popular job titles related to Entry Level Financial Advisor jobs in Forney, TX?

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

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

The top searched job categories for Entry Level Financial Advisor jobs in Forney, TX are:

What cities near Forney, TX are hiring for Entry Level Financial Advisor jobs?

Cities near Forney, TX 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 Forney, TX as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% In-person job distribution, with an average salary of $92,009 per year, or $44.2 per hour.

Entry-Level Financial Advisor

Texas National Financial Group

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 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