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Entry Level Financial Advisor Jobs in Forney, TX

The team works closely with financial advisors, branch offices, transfer agents, and mutual fund ... This role is an entry-level position supporting the firm's mutual fund direct business within ...

The team works closely with financial advisors, branch offices, transfer agents, and mutual fund ... This role is an entry-level position supporting the firm's mutual fund direct business within ...

entry level sales

Dallas, TX · Remote

$100K/yr

At The Brewer Agency, we empower individuals to achieve their financial goals while enjoying the ... As a Client Success Advisor, you'll build relationships with clients, educate them, and provide ...

New

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

Showing results 21-40

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:

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.

Risk Management Advisor (College Graduate Program)

C1 Insurance Group

Dallas, TX • On-site

$73K/yr

Full-time

Re-posted 8 days ago


Job description

Risk Management Advisor (College Graduate Program)

$73,000+ Year-1 Target Earnings | $48,000 Base + 50% Commission on New Business

Full-time | In-Office | Dallas, TX

Start your career building a professional network and growing a book of business advising clients on insurance and risk management. You’ll be mentored by experienced advisors who will help you learn how to build a successful career in the industry.

This is not a typical entry-level job. As a Risk Management Advisor, you will build relationships with referral partners who connect you with potential clients who need insurance. Then you help those clients protect their homes, vehicles, and assets by recommending the right insurance coverage for their needs.

You’ll start with a $48,000 base salary while building your pipeline, plus 50% commission on every new policy you sell.

Our Year-1 new business sales target is $50,000, which puts first-year advisors on pace for ~$73,000 total income including base salary. Top performers have earned significantly more than this in their first year.

Over time, the book of business you build begins generating renewal income, creating a long-term career where past work continues to pay you.

If you're competitive, relationship-driven, and motivated by building something of your own, keep reading.

What You’ll Do

You will build a professional network and grow a book of business from the ground up while learning directly from successful advisors on our team.

What a typical week looks like:

  • Meet with realtors, mortgage brokers, and financial advisors to build referral partnerships
  • Introduce yourself to new referral partners and stay top-of-mind with existing partners
  • Advise prospective clients on insurance coverage for homes, autos, and personal assets
  • Help clients understand their risks and choose the right protection
  • Quote and sell insurance policies through our carrier partners
  • Follow up with clients and referral partners to build long-term relationships
  • Maintain organized pipeline activity and notes in our CRM

This is a relationship-driven sales role. Your success comes from building trust with referral partners who send you clients over time, and from happy clients who refer people they know.

Training & Mentorship

You won’t be thrown into the deep end. New advisors complete a 4-week structured training program covering:

  • Insurance fundamentals
  • Sales and relationship development
  • Carrier products and quoting systems
  • Referral partner development strategies

After training you will:

  • Work closely with a Senior Risk Management Advisor mentor
  • Receive ongoing coaching and development
  • Have the support of our Sales Director to help you build and execute your production plan


Our goal is to help you build a long-term career and book of business.

Requirements

Who Thrives in This Role

You’ll likely do very well here if you:

  • Are naturally competitive
  • Enjoy meeting new people and building relationships
  • Want control over your income and career growth
  • Stay organized and follow through on commitments
  • Are comfortable with sales and performance expectations
  • Want to build a professional network early in your career

Strong backgrounds include: Business • Finance • Economics • Marketing • Communications • Sales-oriented internships • Campus leadership roles

Benefits

Compensation & Career Path

This role is designed to help you build a long-term book of business.

Starting compensation:

  • $48,000 base salary
  • 50% commission on new business you produce
  • Year-1 production goal: $50,000 new business
  • Typical first-year earnings: ~$73,000+

As your book grows:

  • Clients continue renewing their policies with you.
  • Those renewals generate ongoing renewal commission income over time.

When renewal commissions on your book consistently exceed your base salary, you transition to Senior Risk Management Advisor and begin receiving those renewal commissions directly. You continue to receive 50% commission on all new customers’ policies you bring in.

Senior advisors earn a significant portion of their income from the renewal book they’ve built. This creates a career where past production continues generating income year after year.

Work Environment

Full-time, in-office role in Dallas, TX

  • Monday–Friday professional schedule
  • Offsite meetings with referral partners and networking events (supported by a company expense account)
  • Collaborative team environment
  • Mentorship from experienced advisors
  • Structured onboarding and development
  • Transparent and engaged leadership
About Us

C1 Insurance Group is a rapidly growing independent insurance agency focused on delivering thoughtful risk management advice to individuals and families. Since our founding in 2011, we’ve grown consistently by building strong referral partnerships and providing exceptional service to our clients.