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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 Aug 19, 2026, the average yearly pay for entry level financial consultant in Raleigh, NC is $100,977.00, 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?

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 Raleigh, NC?

The most popular types of Financial Consultant jobs in Raleigh, NC are:

What are popular job titles related to Entry Level Financial Consultant jobs in Raleigh, NC?

For Entry Level Financial Consultant jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Consultant jobs in Raleigh, NC look for?

The top searched job categories for Entry Level Financial Consultant jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Entry Level Financial Consultant jobs?

Cities near Raleigh, NC 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 Raleigh, NC as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 74% In-person, and 26% Remote job distribution, with an average salary of $100,977 per year, or $48.5 per hour.

Entry Level Sales Representative

The Compass Business Group

Selma, NC • On-site

$65K - $85K/yr

Full-time

Posted 14 days ago

Job description

Entry-Level Sales Representative

Company: Compass Business Group
Employment Type: Full-Time | Independent Contractor
Industry: Supplemental Insurance | B2B / Direct Sales
Compensation: Commission-Based (Average $65,000–$85,000 per year) — with an optional base draw for the first 6 weeks to help you get started
Location: Local Territory (In-person)

About Us

At Compass Business Group, we operate on principles familiar to those who've served — discipline, integrity, and commitment to the mission. Our mission is to protect what matters most: people and their financial security.

We help businesses and individuals prepare for life's unexpected challenges by providing supplemental insurance solutions that bring peace of mind and stability when it's needed most.

Our team is built on trust, accountability, and a shared commitment to service — values that make this a strong fit for those with military, law enforcement, or public service backgrounds who are ready for a new mission in civilian life.

Your Mission

As an Entry-Level Sales Representative, you'll take point in building relationships with local businesses and individuals, helping them understand benefits that protect their teams, families, and futures.

You'll receive all the training and mentorship needed to succeed — no prior sales experience required — just a strong work ethic, integrity, and a willingness to learn.

Responsibilities:

  • Build and maintain professional relationships with local business owners and clients
     

  • Conduct needs-based consultations to identify coverage options
     

  • Present and enroll clients in supplemental insurance programs
     

  • Follow up with clients to ensure satisfaction and ongoing support
     

  • Participate in weekly training sessions to sharpen your skills and grow your career
     

What We Offer

  • Comprehensive training and field mentorship — we invest in your success
     

  • Licensing assistance and reimbursement
     

  • A team culture built on camaraderie, accountability, and mutual respect
     

  • Unlimited earning potential through commission-based pay (average $65,000–$85,000 annually)
     

  • An optional base draw for the first 6 weeks to help you transition into the role
     

  • Opportunities for leadership and advancement
     

Who You Are

  • You've served — in uniform or in spirit — and take pride in mission-driven work
     

  • You value teamwork, discipline, and integrity
     

  • You're self-motivated and comfortable working independently
     

  • You communicate with confidence and professionalism
     

  • You're ready to apply your service mindset to help others protect their future
     

Join the Team

If you're ready for a career where your sense of duty, work ethic, and leadership make a real impact — Compass Business Group is ready to serve alongside you.

Apply today and begin your next mission: building a career with purpose, freedom, and unlimited potential.

https://www.compass-fhl.com/