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Entry Level Financial Advisor Jobs in Largo, FL (NOW HIRING)

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Entry Level Financial Advisor information

See Largo, FL salary details

$30.8K

$87.3K

$123.1K

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

As of Sep 3, 2026, the average yearly pay for entry level financial advisor in Largo, FL is $87,309.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,100.00 and $112,000.00 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 Largo, FL?

The most popular types of Financial Advisor jobs in Largo, FL are:

What are popular job titles related to Entry Level Financial Advisor jobs in Largo, FL?

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

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

The top searched job categories for Entry Level Financial Advisor jobs in Largo, FL are:

What cities near Largo, FL are hiring for Entry Level Financial Advisor jobs?

Cities near Largo, FL 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 Largo, FL as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $87,309 per year, or $42 per hour.

Entry Level - Financial Advisor

Equitable Advisors

Tampa, FL • On-site

Other

Posted 3 days ago

New

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description


Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Tampa, Florida.


The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.


Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:


  1. Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
  2. Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
  3. Contact clients periodically to determine if there have been changes in their financial status.
  4. Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.


What it takes

  1. A four-year college degree
  2. You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
  3. Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  4. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

Benefits and compensation

  1. Compensation you control and a comprehensive benefits package for eligible individuals
  2. Opportunity to work jointly with senior joint-work partners and to be coached by top performers
  3. Personalized and comprehensive training and support in all areas important to building your business
  4. A work-life balance and access to a full suite of remote-work technology solutions
  5. Advancement and management opportunities


You can build your career on your own terms. No one-track path.




Note -- applicants must be authorized to work in the United States.



Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7283422.1 (11/24) (Exp.11/26)







What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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