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Entry Level Financial Consultant Jobs (NOW HIRING)

Valor Family Financial

Financial Consultant

As an Entry-Level Financial Consultant, you'll be part of a passionate team that partners with leading Fortune 500 companies to deliver personalized financial solutions. This is your chance to make a ...

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Entry Level Financial Consultant information

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

As of Aug 15, 2026, the average yearly pay for entry level financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is an entry level financial consultant?

An Entry Level Financial Consultant helps clients manage their finances by providing guidance on budgeting, investments, insurance, and financial planning. They typically work for financial firms, insurance companies, or banks and assist in identifying clients’ financial goals. This role involves analyzing financial data, recommending suitable financial products, and maintaining client relationships. Entry-level consultants often receive training and work under senior advisors while gaining experience in the industry. Strong communication, analytical, and sales skills are important for success in this role.

What is the best entry-level financial consultant job?

An entry-level financial consultant job typically involves providing financial advice, analyzing client needs, and developing investment strategies. Common roles include financial analyst or associate positions, often requiring strong communication skills and basic knowledge of financial tools like Excel or financial planning software. Certifications such as the Series 7 or CFP can enhance job prospects.

What are the key skills and qualifications needed to thrive as an entry level financial consultant?

To thrive as an Entry Level Financial Consultant, you need a solid understanding of finance principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial analysis tools, spreadsheets (such as Excel), and occasionally CRM or financial planning software is highly valued, and pursuing certifications like Series 7 or Series 66 can be advantageous. Strong communication skills, attention to detail, and a client-focused attitude are essential soft skills for success. These capabilities enable consultants to accurately assess client needs, provide effective recommendations, and build trust with clients and team members.

What are common career advancement opportunities for entry level financial consultants?

Entry Level Financial Consultants who demonstrate strong performance and client management skills often advance to positions such as Financial Advisor, Senior Consultant, or Portfolio Manager. Many firms provide mentorship and training programs to help new consultants build expertise and work toward professional certifications. As you gain experience, you may also take on roles with greater client responsibility or specialize in areas like wealth management or retirement planning. Advancement typically depends on both results and a commitment to ongoing professional development.

How to become an entry-level financial consultant?

To become an entry-level financial consultant, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as financial analysis, customer service, and proficiency with financial software is important, and obtaining certifications like the Series 7 or Series 66 can enhance job prospects. Entry-level roles often require strong communication skills and a willingness to learn about financial products and regulations.

How to get into entry level financial consulting?

To enter an entry-level financial consulting role, candidates typically need a bachelor's degree in finance, accounting, or a related field. Gaining relevant skills such as financial analysis, Excel proficiency, and understanding of financial software, along with internships or related experience, can improve job prospects. Certifications like the CFA Level I or CFP can also enhance a candidate's qualifications.
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Entry Level Financial Consultant jobs near you
Infographic showing various Entry Level Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Entry Level Financial Consultant

G&G Consulting

Houston, TX

Full-time

Re-posted 21 days ago

Job description

Company Description

At G&G Consulting, we pride ourselves on not just our success, but the success of our customers. Our mission is to help our customers become debt-free. Through our certified debt consolidation programs, we have been able to help hundreds of thousands of customers by negotiating with creditors on their behalf to reach more favorable terms.

Job Description

G&G Consulting is seeking a full-time Entry Level Financial Consultant for our busy Houston office. We are a leading debt recovery agency in Houston  and we are looking for motivated, energetic candidates looking for experience in an entry level finance role!

We offer the following benefits to our valued employees:

  • Fun, fast-paced and competitive environment
  • Team of positive, driven employees
  • Opportunities for advancement and career building in the finance and debt relief industry.
  • Hands-on training with our experienced management team.

The Entry Level Financial Consultant will be responsible for:

  • Performing outbound calls to customers interested in our debt relief program.
  • Educating potential clients about our debt relief solutions with the goal of encouraging signups for our program.
  • Gathering financial information from client to qualify them for our debt relief solutions.
  • Assist client to establish a realistic plan for managing their money and debts.
  • Negotiating repayment options on overdue accounts.
Qualifications

The successful Entry Level Financial Consultant applicant should possess the following qualifications:

  • Detail oriented
  • Strong verbal and written communication skills
  • Ability to multitask
  • Ability to follow company policies and strategies
  • Positive energetic attitude
  • Passion for working with and helping people
  • Can commit to the full-time fixed work schedule
  • Experience with finance, debt relief, debt consolidation, third party collections, sales, and call centers is an asset but not required. We provide training!
Additional Information

All your information will be kept confidential according to EEO guidelines.

Apply