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Entry Level Financial Advisor Jobs in Houston, TX

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site +1

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

New York Life- Sugar Land

Financial Advisor

Houston, TX · On-site

$65K - $106K/yr

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed ...

NYL - West Houston Office

Financial Consultant

Houston, TX · On-site

$75K - $135K/yr

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Houston, TX

Entry Level Financial Advisor information

See Houston, TX salary details

$34.4K

$97.5K

$137.5K

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 Houston, TX is $97,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,600.00 and $125,100.00 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 Houston, TX?

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

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

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

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

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

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

Cities near Houston, 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 Houston, TX as of August 2026, with employment types broken down into 78% Full Time, 9% Part Time, 9% Contract, and 4% Nights. Highlights an 78% In-person, and 22% Remote job distribution, with an average salary of $97,536 per year, or $46.9 per hour.

Financial Advisor

Houston, TX • On-site, Remote

New York Life- Sugar Land
See more jobs at New York Life- Sugar Landexternal

Full-time

Posted 23 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Qualifications
• Must be based out of the greater Houston area

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