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Entry Level Financial Advisor Jobs in San Rafael, CA

Raising Cane's

Restaurant Crewmember

Colma, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Colma, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Colma, CA · On-site

$20/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... 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 San Rafael, CA

Entry Level Financial Advisor information

See San Rafael, CA salary details

$40.1K

$113.8K

$160.5K

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

As of Aug 10, 2026, the average yearly pay for entry level financial advisor in San Rafael, CA is $113,850.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,600.00 and $146,000.00 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 San Rafael, CA? The most popular types of Financial Advisor jobs in San Rafael, CA are:
What are popular job titles related to Entry Level Financial Advisor jobs in San Rafael, CA? For Entry Level Financial Advisor jobs in San Rafael, CA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in San Rafael, CA look for? The top searched job categories for Entry Level Financial Advisor jobs in San Rafael, CA are:
What cities near San Rafael, CA are hiring for Entry Level Financial Advisor jobs? Cities near San Rafael, CA 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 San Rafael, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $113,850 per year, or $54.7 per hour.

Entry Level Insurance Financial Sales Professional - Remote

Infinite Wise Soultions

San Francisco, CA • Remote

$20K/mo

Part-time

Retirement

Re-posted 8 days ago

Job description

Financial Sales Professional - Leads and Training Provided
  1. ALL Work from Home Capacity
  2. Part time or Full Time positions available you do not have to quit your job as you learn
  3. Great training and best mentorship provided; no experience is needed
  4. Very lucrative - COMMISSION ONLY, performance-based business model, potentially can earn over six figures or more
  5. Leadership and upward advancement

The need for financial services professionals continues to grow as more baby-boomer advisors retire each year. Eventually, there may be fewer advisors available to provide needed guidance and other services to middle-income people. These consumers are in search of a well-respected, value-driven financial services company that can help them develop strategies for their families' long-term financial security, and this is where we come in.

Here's what sets this opportunity apart:

  1. Ownership: Own your book of business, generational agency ownership that can be transferred to your future generations, equity, stock options and beneficiary to your business and agency, provided you get to a certain leadership level.
  2. Rewarding Career: Make a real difference in people's lives by inspiring and helping them achieve their financial goals & dreams.
  3. Meaningful Growth: We invest in your development with hands-on training, support, and world class mentorship to help you reach your full potential
  4. Get paid what you are worth: Producer, Agency Bonus, Expansion bonus, Yearly Renewal, Profit Sharing, world-class travel, etc.
  5. Opportunity Description:
  6. -Develop Financial Need Analysis (FNA) for Clients
    -Leads: We utilize 3 tiers to lead generations. Hot, Warm, and Cold leads. We are partnered with ETHOS as a lead generation tool as well.
    -Place families, individuals, and business owners in a financial position of advantage for some of the following:
    -Protect Retirement Assets/401k and all IRA Funds
    -College Planning
    -Tax-Free and Tax-Deferred Index Strategies
    -Debt Management Services
    -Build and Leave a Legacy
    -Estate Planning with our legal team

If you are a highly motivated and ambitious individual with a passion for wanting to add value to people's lives, desire a flexible schedule, and seeking a rewarding career path, I encourage you to connect to learn more.

LUCRATIVE COMPENSATION:

  • Uncapped 1099 / production-based commission income (one client may be $3,500 in compensation and another may be $20,000)
  • Residual income (paid from work done last year, every year)
  • Passive income
  • Bonuses, Equity (must qualify) paid world travel, and more

REQUIREMENTS:

  • Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners like Mutual of Omaha, Ethos, AIG, and over fortune 500 companies.
  • Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
  • Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
  • Build meaningful and lasting relationships and experiences with clients, business associates, and partners
  • Expand business, management, and leadership skills working with clients, team members, and new associates
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
  • Minimum 18 years of age
  • Legal U.S. Resident, Citizen or Work Permit with SSN
  • Able to pass a Background Screening
  • Able to complete licensing requirements within 45 days
  • Accountable with high level of integrity (critical in this regulated and customer based industry)
    Employment Type: PART_TIME

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