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Entry Level Financial Consultant Jobs in Boca Raton, FL

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Financial Consultant

Palm Beach, FL · On-site

$60K - $150K/yr

Current Florida 2-14 or 2-15 insurance license, or willingness to obtain Preferred Qualifications * Entry-level experience in financial consulting * Knowledge of insurance products and regulations

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Entry Level Financial Consultant information

See Boca Raton, FL salary details

$43.2K

$98.6K

$165.1K

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

As of Aug 26, 2026, the average yearly pay for entry level financial consultant in Boca Raton, FL is $98,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $118,600.00 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 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.

What are the most commonly searched types of Financial Consultant jobs in Boca Raton, FL?

The most popular types of Financial Consultant jobs in Boca Raton, FL are:

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For Entry Level Financial Consultant jobs in Boca Raton, FL, the most frequently searched job titles are:

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The top searched job categories for Entry Level Financial Consultant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Entry Level Financial Consultant jobs?

Cities near Boca Raton, FL with the most Entry Level Financial Consultant job openings:

Entry Level Financial Consultant jobs near you
Infographic showing various Entry Level Financial Consultant job openings in Boca Raton, FL as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 100% In-person job distribution, with an average salary of $98,575 per year, or $47.4 per hour.

Financial Consultant

Wealth Companies

Palm Beach, FL • On-site

$60K - $150K/yr

Full-time

Posted yesterday

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Job description

As a Financial Consultant based in Palm Beach, Stuart, or Port St. Lucie, Florida, you will have the opportunity to build a thriving financial services business serving government contract school employees. This role offers significant long-term income potential through dedicated business development, supported by a comprehensive team training and ongoing support system. You will leverage financial planning and CRM software to deliver expert financial guidance and develop strong client relationships in your local community.

Responsibilities

  • Develop comprehensive financial plans tailored to client needs
  • Deliver engaging presentations to individuals and groups
  • Build and maintain strong relationships with school employee clients
  • Utilize financial planning and CRM software to manage client information and transactions
  • Collaborate with team members for training and support
  • Manage time effectively to balance client consultations and business development
  • Maintain compliance with relevant licensing and industry regulations

Required Qualifications

  • Relevant financial certifications
  • Current Florida 2-14 or 2-15 insurance license, or willingness to obtain

Preferred Qualifications

  • Entry-level experience in financial consulting
  • Knowledge of insurance products and regulations
  • Strong client relationship management skills
  • Excellent presentation and communication skills
  • Self-motivated with effective time management abilities
  • Experience in business development and teamwork
  • Basic financial knowledge
  • For highly productive consultants who consistently build and develop their business, our long-term income model can provide significant growth potential.

Illustrative
income potential may include:

·         Years 1–3: $100K–$175K+

·         Years 4–5: $200K–$300K+

·         Years 6–10: $300K–$700K+

·         Years 11–15: $700K–$1.2M

Additional Quarterly bonus and incentive opportunities with the potential to earn $10,000–$50,000+ in additional incentives in
addition to commissions, based on applicable programs and qualifications

These figures represent potential income ranges and are not guarantees. Actual income varies based on production, client retention, business development, licensing, qualifications, team development, applicable compensation programs, and other factors. Our agents are currently earning these commissions and incentives.

Deadline to apply Aug 31, 2026


Company Description

We are the #1 retirement specialist company in the nation! We pride ourselves on training and supporting our agents to succeed.