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Entry Level Financial Advisor Jobs in New Port Richey, FL

Vertis Wealth

Estate and Document Attorney

Clearwater, FL · 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 ...

Vertis Wealth

Estate and Document Attorney

Clearwater, FL · 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 ...

Raising Cane's

Cook - Closing Shift

Clearwater, FL · On-site

$15/hr

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

Raising Cane's

Cook - Closing Shift

Clearwater, FL · On-site

$15/hr

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

Raising Cane's

Cook - Closing Shift

Clearwater, FL

$15/hr

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

Raising Cane's

Cook - Morning Shift

Clearwater, FL · On-site

$15/hr

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

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in New Port Richey, FL

Entry Level Financial Advisor information

See New Port Richey, FL salary details

$32.1K

$91K

$128.3K

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 New Port Richey, FL is $90,970.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,800.00 and $116,700.00 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 New Port Richey, FL? The most popular types of Financial Advisor jobs in New Port Richey, FL are:
What are popular job titles related to Entry Level Financial Advisor jobs in New Port Richey, FL? For Entry Level Financial Advisor jobs in New Port Richey, FL, the most frequently searched job titles are:
What cities near New Port Richey, FL are hiring for Entry Level Financial Advisor jobs? Cities near New Port Richey, 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 New Port Richey, FL as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $90,970 per year, or $43.7 per hour.

Entry-Level Financial Advisor | Training Provided

COR Financial Partners

Tampa, FL • Remote

Full-time

Posted 12 days ago

Job description

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement.

We utilize every aspect of the financial industry:

  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Business Planning
  • Corporate Group Plans
  • And more...

Responsibilities

  • Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
  • Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
  • Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
  • Maintain strong customer relationships through effective communication and exceptional service.
  • Stay up to date on financial regulations and market trends to provide informed advice.

Qualities we're looking for:

  • Entrepreneurial ambitions
  • Integrity, ethical, and a strong sense of morality.
  • Passion for making a difference and helping people.
  • Self-motivated, accountable, and a team player.
  • Ability to receive coaching and feedback.
  • Strong interpersonal skills
  • Self-motivated
  • Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements - (PLEASE READ)

  • Must be Age 18 or over
  • Background check required - No criminal history whatsoever
  • Willing to obtain a state license if you do not have one yet.

What's provided:

  • A Competitive training program to help you get started
  • Mentorship and professional development training throughout your entire career
  • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
  • The opportunity to pursue leadership and specialized roles
  • Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management

Our financial consultants are paid in various ways, depending on the licenses obtained

(Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)