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Entry Level Financial Consultant Jobs in Raleigh, NC

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Entry Level Financial Consultant information

See Raleigh, NC salary details

$44.2K

$101K

$169.1K

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

As of Jul 27, 2026, the average yearly pay for entry level financial consultant in Raleigh, NC is $100,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $121,500.00 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.
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Entry Level Financial Consultant jobs near you
Infographic showing various Entry Level Financial Consultant job openings in Raleigh, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $100,971 per year, or $48.5 per hour.

Associate Financial Advisor

Cornerstone Advisor Group

Raleigh, NC

$140K/yr

Full-time

Posted yesterday

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$90,000 - $140,000


Responsibilities:
  • 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
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Job duties include, but are not limited to:

  • Sell & Maintain Life Insurance & Annuities
  • Sell & Maintain Assets Under Management
  • Develop and maintain strong relationships with clients
  • Provide tailored financial advice and solutions to clients
  • Manage the sales process from lead generation to closing
  • Continuously learn and apply new industry knowledge
  • Collaborate with the team and share best practices
  • Maintain accurate and up-to-date client records and compliance documentation

Qualifications:
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

If you are someone who has:

  • The mindset of a capitalist and the heart of an altruist
  • High energy, a strong work ethic, and a positive, optimistic approach
  • A passion for helping people and a strong sense of mission
  • Confidence, resilience, humility, and total commitment to your work
  • Integrity and trustworthiness in everything you do
  • The desire to create your own success while making a meaningful impact in your community


Requirements:

  • Active Life Producer License in your state of residence
  • Proven ability to sell life insurance products and generate leads
  • Excellent phone skills, with the confidence to reach out to new prospects and clients
  • Business mindset with a strong drive to succeed and grow a personal business
  • Strong interpersonal skills and the ability to connect with people from diverse backgrounds
  • Eagerness and willingness to learn and improve

About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.