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Entry Level Financial Advisor Jobs in Spring, TX

USHA

Entry Level Account Rep - Sales

Jersey Village, TX

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

USHA

Entry Level Account Rep - Sales

Jersey Village, TX

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

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Entry Level Financial Advisor information

See Spring, TX salary details

$33K

$93.5K

$131.8K

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

As of May 28, 2026, the average yearly pay for entry level financial advisor in Spring, TX is $93,515.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,700.00 and $119,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

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 does an Entry Level Financial Advisor do?

An Entry Level Financial Advisor helps clients understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

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 Spring, TX? The most popular types of Financial Advisor jobs in Spring, TX are:
What are popular job titles related to Entry Level Financial Advisor jobs in Spring, TX? For Entry Level Financial Advisor jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Spring, TX look for? The top searched job categories for Entry Level Financial Advisor jobs in Spring, TX are:
What cities near Spring, TX are hiring for Entry Level Financial Advisor jobs? Cities near Spring, TX with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you

Associate Financial Advisor

NYL - West Houston Office

Houston, TX • On-site

$75K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
What You'll Do:
• Proactively build and maintain strong client relationships through networking, referrals, and outreach
• Meet with clients to gather and analyze financial information, goals, and risk tolerance
• Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
• Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
• Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
• Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
• This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Serve as a collaborative team player willing to further development through continued training opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
What We're Looking For
• Excellent interpersonal and communication skills with a genuine client-first mindset
• Business-minded spirit with a strong drive for achievement, growth, and independence
• Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
• Sales, customer service, or financial services experience is a plus - but not required
• Bachelor's degree in business, finance, marketing, or related field preferred (not mandatory)
• Bilingual abilities are highly valued and a strong advantage
Benefits & Support
We are committed to investing in your long-term success and financial well-being:
• 401(k)
• Pension plan
• Health insurance
• Dental insurance
• Vision insurance
• Flexible schedule
• Full training/coaching, Licensing, and mentorship provided
Compensation Package
This is a performance-based role with strong earning potential, including:
• Commission pay
• Performance bonuses
• Growth-based income opportunities
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A required Bachelor's degree in business administration, finance, or similarly related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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