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Entry Level Financial Advisor Jobs in Lexington, SC

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Entry Level Financial Advisor information

See Lexington, SC salary details

$30.8K

$87.4K

$123.3K

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

As of Aug 9, 2026, the average yearly pay for entry level financial advisor in Lexington, SC is $87,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $112,100.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

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.

What are the most commonly searched types of Financial Advisor jobs in Lexington, SC? The most popular types of Financial Advisor jobs in Lexington, SC are:
What are popular job titles related to Entry Level Financial Advisor jobs in Lexington, SC? For Entry Level Financial Advisor jobs in Lexington, SC, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Lexington, SC look for? The top searched job categories for Entry Level Financial Advisor jobs in Lexington, SC are:
What cities near Lexington, SC are hiring for Entry Level Financial Advisor jobs? Cities near Lexington, SC 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 Lexington, SC as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $87,423 per year, or $42 per hour.

Entry-Level Financial Representative

Hudnall Capital Advisors

Columbia, SC • On-site

$50K/yr

Full-time

Posted 12 days ago

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.
Benefits include:

  • Flexible schedule with a strong work-life balance

  • Comprehensive benefits package — health, dental, vision, 401(k), pension, and life insurance

  • Training allowance and performance-based incentives

  • Company-sponsored professional development opportunities

  • Sponsorship for required licenses and continuous training

We can only consider applicants authorized to work in the United States.

Compensation:

$50,000+ commission based


Responsibilities:
  • Participate in structured coaching and mentorship programs.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Attend virtual and in-person training to enhance financial expertise.
  • Develop client relationships and provide tailored financial strategies.
  • Utilize marketing tools and resources to grow your client base.

Qualifications:
  • Highly motivated with a strong work ethic.
  • Demonstrated leadership or a proven track record of success.
  • Must be authorized to work in the US.
  • Strong interpersonal and communication skills.
  • No prior experience in finance is required—comprehensive training is provided.

About Company

We believe the best client experience begins with the advisor experience.

That's why we've created an environment where advisors and financial professionals have the freedom to grow their business with exceptional leadership, development, and technology behind them.

Whether you're launching your career or bringing years of experience, you'll find a place that invests in your growth as much as your success.