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Entry Level Financial Coach Jobs in California (NOW HIRING)

MassMutual Alabama

Financial Advisor

San Jose, CA

  • Life

  • Retirement

MassMutual Silicon Valley is now actively hiring for entry-level positions for a Financial Advising ... coaching and training Confidence and an entrepreneurial spirit Additional Information ...

MassMutual Alabama

Financial Advisor

San Jose, CA · On-site

  • Life

  • Retirement

MassMutual Silicon Valley is now actively hiring for entry-level positions for a Financial Advising ... coaching and training • Confidence and an entrepreneurial spirit Additional Information ...

Button Finance, Inc

Be Seen First

Entry-Level Mortgage Sales

Anaheim, CA · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Coachable with a strong work ethic--no mortgage experience required * Call center or phone sales experience is a plus, but not mandatory Why Button Finance? ✅ Paid training and hands-on script ...

Aerotek

Entry Level Recruiter/Sales Trainee

Irvine, CA · On-site

$38K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

Aerotek

Entry Level Recruiter/Sales Trainee

Irvine, CA

$70K/mo

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

Actalent

Entry Level Recruiter | Sales Trainee

Torrance, CA · On-site

$205K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

Actalent

Entry Level Recruiter | Sales Trainee

Oxnard, CA

$205K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

Actalent

Entry Level Recruiter | Sales Trainee

Torrance, CA · On-site

$205K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

Actalent

Entry Level Recruiter | Sales Trainee

Oxnard, CA · On-site

$205K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ... Performing critical relationship-building activities, including coaching your consultants for ...

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All JobsFinancial Coach JobsEntry Level Financial Coach JobsEntry Level Financial Coach Jobs in California

Entry Level Financial Coach information

What is an entry level financial coach?

An Entry Level Financial Coach is a professional who helps individuals or small groups manage their personal finances, typically starting with foundational guidance. They educate clients on budgeting, debt management, saving, and basic financial planning. While they do not provide investment advice or manage assets, they support clients in setting and achieving financial goals. Entry level coaches often work with people who are new to financial planning and need help building good money habits.

What are the key skills and qualifications needed to thrive as an entry level financial coach, and why are they important?

To thrive as an Entry Level Financial Coach, you need a solid understanding of personal finance principles, budgeting, and debt management, typically supported by a relevant degree or financial education coursework. Familiarity with financial planning software, spreadsheets, and sometimes certifications like AFCPE’s Accredited Financial Counselor (AFC) can be advantageous. Outstanding interpersonal skills, active listening, and the ability to communicate complex concepts simply help coaches connect with and motivate clients. These skills and qualifications are crucial for empowering clients to achieve financial goals and fostering trust in the coaching relationship.

What are some common challenges faced by entry level financial coaches when working with clients?

Entry level financial coaches often encounter clients who are hesitant to discuss personal finances or who may lack basic financial literacy. Overcoming these barriers requires patience, active listening, and the ability to build trust quickly. Additionally, new coaches may find it challenging to tailor advice to diverse client situations while adhering to ethical guidelines and maintaining confidentiality. Collaborating with experienced team members and staying current with financial education best practices can help new coaches develop their skills and confidence.

What are the most commonly searched types of Financial Coach jobs in California?

The most popular types of Financial Coach jobs in California are:

What are popular job titles related to Entry Level Financial Coach jobs in California?

For Entry Level Financial Coach jobs in California, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Coach jobs in California look for?

The top searched job categories for Entry Level Financial Coach jobs in California are:

What cities in California are hiring for Entry Level Financial Coach jobs?

Cities in California with the most Entry Level Financial Coach job openings:

Entry Level Financial Coach jobs near you
Infographic showing various Entry Level Financial Coach job openings in California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Associate Financial Advisor

NYL - Los Angeles, CA

Los Angeles, CA

$123K/yr

Full-time

Re-posted 3 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$123,000 at plan earnings


Responsibilities:
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • 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
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
  • Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs
  • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional

Qualifications:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity
  • Strong relationship management skills and/or experience
  • Ability to successfully network to prospect for new potential clients
  • Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
  • Ability to work at our office at least three days per week

About Company

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with the client's interests and priorities. With over 170 years of industry success. Some of our accolades include:

  • A promise to work with you to build a strong financial future for both you and your clients
  • #73 on Fortune 100 in 2020
  • A leading company with many agents qualifying for MDRT2 year after year
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)

Agents and dependents are immediately eligible for medical, dental, vision, long-term disability, and group-term life insurance. 2MDRT (Million Dollar Round Table) is recognized in the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity