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Entry Level Financial Advisor Jobs in Washington, DC

Amtrak

Red Cap - 90345095 - Washington

Washington, DC · On-site

$20.23 - $26.97/hr

... Financial Advisor SessionFertility and Family Building Benefits Some benefits are subject to the collective bargaining agreement. Learn more about our benefits offerings here . Requisition ID: 166964 ...

Fortis College

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Admissions Advisor

Landover, MD · On-site

$23.08 - $25/hr

Fortis educates its students to help meet the economic needs of their community in entry-level ... To minimize economic disadvantages as a barrier to postsecondary education by providing financial ...

Fortis College

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Senior Admissons Advisor

Landover, MD · On-site

$27.89 - $29.81/hr

Collaborate with Financial Aid, Education, and other campus departments to support a smooth ... Fortis educates its students to help meet the economic needs of their community in entry-level ...

Securiport

Personal Accountant (Executive)

Reston, VA · On-site

Liaise with banks, financial institutions, accountants, tax advisors, insurance providers, investment professionals, attorneys, vendors, and other authorized parties on behalf of the executive.

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Washington, DC

Entry Level Financial Advisor information

See Washington, DC salary details

$40.8K

$115.7K

$163.1K

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

As of Sep 1, 2026, the average yearly pay for entry level financial advisor in Washington, DC is $115,655.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $148,300.00 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 Washington, DC?

The most popular types of Financial Advisor jobs in Washington, DC are:

What are popular job titles related to Entry Level Financial Advisor jobs in Washington, DC?

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

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

The top searched job categories for Entry Level Financial Advisor jobs in Washington, DC are:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Washington, DC as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $115,655 per year, or $55.6 per hour.

Entry-Level Financial Planning Professional (Remote) - Columbia

Columbia, MD • On-site, Remote

Traction Forge Financial
See more jobs at Traction Forge Financialexternal

Part-time

Retirement

Re-posted 18 days ago

Job description

Here at Legacy Wealth Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational vs transactional approach to finances, while providing our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
There is no experience needed for this position, but a Life License experience is welcomed. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 - 21 days

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