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Entry Level Financial Advisors Jobs (NOW HIRING)

... senior advisors or team members with client onboarding and support * Conduct client meetings ... Requirements (Entry-Level Financial / Insurance Agent) * No prior experience in financial services ...

At Principal, we specialize in developing new advisors and helping them succeed in the business ... Gather and understand basic financial information to help support client conversations and planning ...

Entry Level Financial Advisor

Greenville, NC · On-site

$69.60K - $130K/yr

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

At Principal, we specialize in developing new advisors and helping them succeed in the business ... successful Financial Advisor • Learn how to identify and connect with prospective clients to ...

A New York Life Financial Advisors will entail: Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% ...

At Principal, we specialize in developing new advisors and helping them succeed in the business ... Gather and understand basic financial information to help support client conversations and planning ...

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Entry Level Financial Advisors information

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$36K

$102.1K

$144K

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

As of May 30, 2026, the average yearly pay for entry level financial advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Entry Level Financial Advisors vs Financial Analysts?

AspectEntry Level Financial AdvisorsFinancial Analysts
Required CertificationsSeries 7, Series 66, CFP (optional)None mandatory, CFA often preferred
Work EnvironmentFinancial firms, banks, advisory firmsCorporations, investment firms, banks
Primary ResponsibilitiesClient consultations, financial planning, investment adviceData analysis, financial modeling, market research
Industry UsageHigh in retail and independent advisory firmsHigh in investment banking, asset management

Entry Level Financial Advisors focus on client-facing financial planning and investment advice, often requiring certifications like Series 7 and 66. Financial Analysts primarily analyze data, create financial models, and support investment decisions, with less emphasis on client interaction. Both roles are common in financial services but serve different functions within the industry.

More about Entry Level Financial Advisors jobs
What cities are hiring for Entry Level Financial Advisors jobs? Cities with the most Entry Level Financial Advisors job openings:
What are the most commonly searched types of Financial Advisors jobs? The most popular types of Financial Advisors jobs are:
What states have the most Entry Level Financial Advisors jobs? States with the most job openings for Entry Level Financial Advisors jobs include:
Infographic showing various Entry Level Financial Advisors job openings in the United States as of May 2026, with employment types broken down into 71% Full Time, 28% Part Time, and 1% Contract. Highlights an 75% Physical, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Entry-Level Financial Advisor

Falcon PG

Escondido, CA

$250K/yr

Full-time

Posted 2 days ago


Job description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.


What you will receive:

  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.


We can only consider applicants authorized to work in the United States.

Compensation:

$250,000 at plan earnings


Responsibilities:
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Maintain compliance with industry regulations and licensing requirements.
  • Follow a leadership advancement track with career growth opportunities.
  • Attend hybrid meetings, including in-person team collaboration, as required.
  • Work with clients to assess financial needs and develop personalized strategies.
  • Learn about financial products, insurance policies, and investment strategies through structured training
  • Assist senior advisors or team members with client onboarding and support
  • Conduct client meetings (virtual or in-person) to understand needs and provide guidance
  • Develop and maintain relationships with clients by providing ongoing support and service
  • Generate leads through networking, referrals, and prospecting activities
  • Support the team in achieving sales and performance goals
  • Maintain accurate records in CRM systems and ensure compliance with company and regulatory standards
  • Stay up-to-date on industry trends, products, and licensing requirements
  • Demonstrate professionalism, ethical standards, and a client-first mindset in all interactions

Qualifications:
  • Highly motivated with a strong work ethic.
  • Must be authorized to work in the US.
  • No prior experience in finance is required—comprehensive training is provided.
  • Demonstrated leadership or a proven track record of success.
  • Excellent communication and relationship-building abilities.

Requirements (Entry-Level Financial / Insurance Agent)

  • No prior experience in financial services required — comprehensive training and mentorship provided
  • Bachelor’s degree preferred but not required
  • Strong communication and interpersonal skills with the ability to build relationships
  • Self-motivated, goal-oriented, and driven to succeed in a performance-based environment
  • Interest in finance, insurance, or helping clients achieve financial goals
  • Comfortable learning new tools and technology (CRM systems, virtual meeting platforms, etc.)
  • Professional, coachable, and open to feedback


Licensing (Preferred or Willing to Obtain)

  • Life & Health Insurance License (or willingness to obtain)
  • FINRA licenses (Series 6/7 and 65/66) a plus, but not required


What We Look For

  • Business mindset with a desire to grow a career or business
  • Strong work ethic and discipline
  • Leadership potential or experience in sales, customer service, or team environments
  • High ethical standards and a client-first mentality
  • Ability to work independently and as part of a team


Additional Requirements

  • Must be authorized to work in the U.S.

About Company

At Falcon PG, we believe in the power of ventureship—driving positive change in our communities and helping families build lasting financial security. We've been at the forefront of empowering individuals to thrive, regardless of life’s uncertainties. Our innovative financial products give families the tools to confidently plan for tomorrow while navigating today’s challenges.

We offer a dynamic, business-driven platform with world-class training, cutting-edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to build your own career, develop authentic client relationships, and craft tailored financial solutions that truly make a difference.

We’re looking for motivated professionals with an enterprising spirit, ready to create their own success.

If you're a driven self-starter and passionate about making an impact, we’d love to connect. Let’s build something extraordinary—together!