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Entry Level Financial Advisor Jobs in Naperville, IL

OneMain Financial

Consumer Lending Advisor

Chicago, IL

$18 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

TIAA

Distribution Analyst

Chicago, IL · On-site

The Distribution Analyst is an entry level role within our sales organization, where you will have ... Order literature for upcoming meetings or as a follow-up to Financial Advisor meetings. * Update ...

Vertis Wealth

Estate and Document Attorney

Chicago, IL · Remote

$250 - $350/hr

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Vertis Wealth

Estate and Document Attorney

Chicago, IL · On-site

$250 - $350/hr

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Transloop

Carrier Executive

Chicago, IL · On-site

$45K - $55K/yr

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

Transloop

Carrier Executive

Chicago, IL · On-site

We're hiring Carrier Executives at multiple levels, from entry-level professionals looking to ... Personal financial advisor * Wellness Days About TransLoop At TransLoop, we're challenging the ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Naperville, IL

Entry Level Financial Advisor information

See Naperville, IL salary details

$36K

$102K

$143.9K

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

As of Aug 18, 2026, the average yearly pay for entry level financial advisor in Naperville, IL is $102,044.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,900.00 and $130,900.00 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 Naperville, IL?

The most popular types of Financial Advisor jobs in Naperville, IL are:

What are popular job titles related to Entry Level Financial Advisor jobs in Naperville, IL?

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

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

The top searched job categories for Entry Level Financial Advisor jobs in Naperville, IL are:

What cities near Naperville, IL are hiring for Entry Level Financial Advisor jobs?

Cities near Naperville, IL 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 Naperville, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $102,044 per year, or $49.1 per hour.

Entry Level Financial Advisor Opportunity

Year Up United

Franklin Park, IL • On-site

$525/wk

Full-time

Re-posted 18 days ago

Job description

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend.

If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you.

The Customer Experience pathway combines technical and professional training in Banking, Customer Success, or Insurance Operations & Claims, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh.

Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U. S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelor? s degree
- You may be required to answer additional screening questions when applying

What will you gain?
Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
Career growth paths include:
- Financial advisory
- Sales specialist
- Product Support
- Sales operations and analytics
- Patient Services

Get the skills and opportunity you need to launch your professional career.
72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Apply