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Entry Level Financial Advisor Jobs in Rosenberg, TX

Raising Cane's

Cook - Late Night Shift

Houston, TX

$12/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

Cypress, TX · On-site

$12/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 - Lunch/Afternoon Shift

Houston, TX · On-site

$12/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

Katy, TX · On-site

$12/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

Cypress, TX · On-site

$12/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

Cypress, TX · On-site

$12/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

Katy, TX · On-site

$12/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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Showing results 21-40

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

Entry Level Financial Advisor information

See Rosenberg, TX salary details

$32.1K

$91.1K

$128.5K

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

As of Sep 5, 2026, the average yearly pay for entry level financial advisor in Rosenberg, TX is $91,133.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,900.00 and $116,900.00 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 Rosenberg, TX?

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

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

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

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

Cities near Rosenberg, 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 Rosenberg, TX as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $91,133 per year, or $43.8 per hour.

Application Fulfillment Specialist - Bilingual Spanish or Mandarin

Covr Financial Technologies

Houston, TX • On-site

$40K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Application Fulfillment Specialist - Bilingual Spanish or Mandarin
REPORTS TO: Application Fulfillment Team Lead
DEPARTMENT: Operations
FLSA STATUS: Non-Exempt
TRAVEL: None
WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm
LOCATION: Houston, TX onsite
COMPANY OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.
Covr's platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
In a call center setting, the Application Fulfillment Specialist - Bilingual Spanish or Mandarin - is responsible for both inbound and outbound communication with clients who are seeking insurance products through their advisor at a financial institution. This team member will receive inbound calls, make outbound calls from a call queue, and call on specific appointments. They will determine the appropriate carrier and application documents required and complete the insurance application with the client over the phone in the client's preferred language and translate to English on application forms. We fulfill applications for more than 25 different insurance carrier's nuances, required forms, etc. This team member will then verify paperwork and send completed application our for signatures. This is a high-volume position that requires attention to detail, multitasking, and a professional, friendly demeanor.
This is a great entry-level position that can provide great foundational knowledge of what Covr provides its partners as a pioneering insurance technology company. We strive to hire and retain excellent employees, who are looking for career progression and growth within our organization.
Starting pay is approximately $40k annually, with potential incentive bonuses.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
  • Works each application request received through to the formal submission to the carrier for underwriting.
  • Review, screen, and coordinate with other Covr team members to ensure we document all the accurate information necessary to complete each carrier-specific application.
  • Submits life insurance applications "in good order".
  • Performs additional administrative functions as requested.
  • Accurately translates application questions both verbally and in writing to client in Spanish or Mandarin and records back in English on application packet.

JOB SPECIFICATIONS:
Required Education and Experience:
  • High School Diploma or GED Equivalent
  • Minimum 2 years clerical and/or administrative experience
  • Minimum 1 year customer service experience, preferably by phone
  • Bilingual in Spanish or Mandarin with experience in translations

Skills and Experience:
  • Life insurance knowledge is strongly-preferred
  • Exceptional communication and customer service skills, especially via phone
  • Demonstrated ability to accomplish multiple tasks simultaneously in a fast-paced environment
  • Proficient in Microsoft Outlook, Word, Excel, and Adobe
  • Strong attention to detail and ability to multi-task without losing focus
  • Excellent organizational and time management skills
  • Excellent written communication skills
  • Strong work ethic and high level of personal integrity and accountability

BENEFITS PACKAGE:
We offer a competitive benefits package:
  • Hourly Rate: $18.00 to $20.00
  • Paid Time Off (PTO): 3 weeks to start increasing with years of service
  • Paid holiday's - 11 days
  • Medical, Dental and Vision - 80% of monthly premium paid by Covr for all full-time employees
  • Health Savings Account (HSA) with quarterly company contributions
  • Short-Term and Long-Term Disability
  • NEW - Pet insurance for cats and dogs!
  • 401(k) option
  • Company paid Life and AD&D insurance of $25,000 for all full-time employees.
  • Supplemental Life and AD&D insurance up to 5x's salary for employee
  • Supplemental Life and AD& D plans offered for spouse and dependents
  • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit

Apply