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Entry Level Financial Consultant Jobs in Boca Raton, FL

OneMain Financial

Bilingual Loan Consultant

Lauderhill, FL

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Actalent

Entry Level Recruiter/Sales Trainee

Fort Lauderdale, FL · On-site

$195K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Building trusted relationships with our network of engineering and sciences consultants under our ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

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All JobsFinancial Consultant JobsEntry Level Financial Consultant JobsEntry Level Financial Consultant Jobs in Boca Raton, FL

Entry Level Financial Consultant information

See Boca Raton, FL salary details

$43K

$98.3K

$164.6K

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

As of Aug 14, 2026, the average yearly pay for entry level financial consultant in Boca Raton, FL is $98,279.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $118,300.00 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.

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 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 $98,279 per year, or $47.2 per hour.

Entry Level - Financial Advisor - FL, Boca Raton (2311)

Equitable

Boca Raton, FL • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 10 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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