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Entry Level Financial Consultant Jobs in Boca Raton, FL

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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 Jul 29, 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 job?

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 an entry-level financial consultant?

An entry-level financial consultant is a professional who provides financial advice and planning services to clients with limited work experience in the field. They typically assist with budgeting, investment strategies, and financial analysis, often requiring relevant certifications such as the Series 7 or Series 65 and strong communication skills. This role usually involves on-the-job training and opportunities for career growth in the finance industry.

How many financial advisors make $500,000 a year?

Entry level financial consultants typically do not earn $500,000 annually; such high earnings are usually achieved by experienced financial advisors with established client bases, strong sales skills, and often involve commissions and bonuses. Most financial advisors reach this level after several years in the industry, often holding certifications like the CFP or CFA and working in high-net-worth client segments.

Is $100,000 enough to work with a financial advisor?

For an entry-level financial consultant, a $100,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment, which can range from a few thousand to several hundred thousand dollars, so it’s important to confirm specific requirements before engaging. Additionally, understanding fee models such as flat fees, commissions, or assets under management is helpful when planning your investment.

What are the key skills and qualifications needed to thrive in the Entry Level Financial Consultant position, and why are they important?

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.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial consultant, $200,000 is generally sufficient to start working with a financial advisor, as many advisors recommend a minimum investment of $50,000 to $100,000. However, the amount needed depends on the advisor's fee structure, investment goals, and the complexity of financial planning required.
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:
What are popular job titles related to Entry Level Financial Consultant jobs in Boca Raton, FL? For Entry Level Financial Consultant jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Consultant jobs in Boca Raton, FL look for? 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 July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 85% Full Time, 9% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $98,575 per year, or $47.4 per hour.

Bilingual Loan Consultant

OneMain Financial

Pembroke Pines, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

OneMain Financial rating

7.6

Company rating: 7.6 out of 10

Based on 100 frontline employees who took The Breakroom Quiz

112th of 150 rated financial services

Job description

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.  This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.  
In the Role   
  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service  
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals  
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options  
Requirements:     
  • High School Diploma or GED      
Preferred:  
  • Sales, Collections or Customer Service experience    
  • Bilingual - Spanish    
Location: On site    
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     
Who we Are 
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 
  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances  
  • Up to 4% matching 401(k)    
  • Employee Stock Purchase Plan (10% share discount)    
  • Tuition reimbursement    
  • Paid time off (15 days’ vacation per year, prorated based on start date)  
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)  
  • 11 Paid holidays (4 floating holidays, prorated based on start date)  
  • Paid volunteer time (3 days per year, prorated based on start date) 
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  
Key Word Tags    
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

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