ZipRecruiter

Log In

2

Entry Level Financial Consultant Jobs in Rochester, NY

Nexera

Entry Level Remote Sales Role

Rochester, NY · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Nexera

Entry Level Remote Insurance Sales

Rochester, NY · Remote

$1.5K - $3.2K/wk

About this role We're hiring entry-level Financial Sales Consultants for our remote team. You'll help families find the right financial protection for their needs -- by phone and Zoom, from wherever ...

Bob Johnson Auto Group

Sales Consultant

Rochester, NY · On-site

$70K - $200K/yr

This is not an entry-level position. We are seeking someone who understands the complete automotive ... Work collaboratively with management, finance, service, and other team members * Consistently ...

APD Engineering & Architecture

Staff Accountant

Fairport, NY · On-site

$52K - $68K/yr

This is an entry-level position with significant growth potential for the right candidate. The ... Financial Closing & Analysis * Project and Employee Metric Reporting. * Vendor and Sub-Consultant ...

Devara

Be Seen First

Inside Sales Representative

Macedon, NY · On-site

$760 - $920/wk

Inside Sales Representative (Entry-Level) Position Overview We are seeking a highly motivated ... Consultative Selling & Product Selection * Engage inbound prospects to identify their marketing ...

Actalent

Recruiter | Sales Trainee

Rochester, NY · On-site

$210K/yr

We're looking for a highly motivated Entry-Level Recruiter | Sales Trainee to join our team and ... Building trusted relationships with our network of engineering and sciences consultants under our ...

New

next page

Showing results 1-20

All JobsFinancial Consultant JobsEntry Level Financial Consultant JobsEntry Level Financial Consultant Jobs in Rochester, NY

Entry Level Financial Consultant information

See Rochester, NY salary details

$44.9K

$102.5K

$171.7K

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

As of Sep 1, 2026, the average yearly pay for entry level financial consultant in Rochester, NY is $102,519.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $123,400.00 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 Rochester, NY?

The most popular types of Financial Consultant jobs in Rochester, NY are:

What are popular job titles related to Entry Level Financial Consultant jobs in Rochester, NY?

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

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

The top searched job categories for Entry Level Financial Consultant jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Entry Level Financial Consultant jobs?

Cities near Rochester, NY 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 Rochester, NY as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,519 per year, or $49.3 per hour.

Entry Level Remote Sales Role

Rochester, NY • Remote

Nexera
Health Care and Social Assistance • 11 - 50 employees
Learn more about Nexeraexternal

$1.5K - $5.3K/wk

Full-time

Re-posted 14 days ago

Job description

About this role

We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs — working by phone and Zoom from your home. No prior experience in finance or insurance is required. We provide full training and licensing support.

Why recent grads choose this over a traditional job
Typical entry-level job
$42K–$55K
Fixed salary. 2–3% annual raise. Income ceiling from day one.
This role — year one potential
$50K–$100K+
No ceiling. Your effort directly determines what you earn.
What you will be doing
  • Contact warm inbound leads — people who have already requested information about protecting their families financially
  • Conduct phone and Zoom consultations to understand each client's needs and budget
  • Present and explain coverage options from our network of 60-plus carriers
  • Follow up consistently with prospects and manage your daily activity
  • Attend weekly virtual training and work closely with a dedicated mentor
  • Work toward team leadership and override income opportunities
Your income potential
  • $800 to $1,200 commission per closed sale
  • Part-time agents (approximately 20 hours per week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid every week
  • Performance bonuses and incentives available
  • Long-term passive income through team building and leadership overrides
Your career path
  • Year 1: Get licensed, complete onboarding, make your first sales, build the habit
  • Year 2: Build pipeline consistency, increase activity, hit $80,000 to $100,000
  • Year 3: Begin building your own team, earn override income on their production
  • Year 5+: Lead a team, create passive income, work on your schedule

Most of our managers and team leaders started in this exact role with no prior experience.

What we provide
  • Complete licensing support — we walk you through every step of obtaining your Life and Health Insurance License (most candidates pass within 2 to 4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-one check-ins
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Access to products from 60-plus insurance carriers — independent model, never limited to one company
  • Step-by-step training system designed specifically for new agents
  • Weekly pay on every closed sale
Degrees and backgrounds that perform well here

No specific degree is required. The following backgrounds consistently produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-oriented background
  • No degree required — drive and coachability matter more than credentials
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Raleigh/Triangle area preferred — fully remote role open to all U.S. locations
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or genuine willingness to obtain quickly (full support provided)
  • Reliable internet connection and a quiet workspace for calls
  • Available at least 20 hours per week
Benefits
  • Fully remote — work from home or anywhere in the U.S.
  • Flexible schedule — full time or part time, you set your hours
  • Weekly pay
  • Pay is commission based
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership and team-building opportunities with passive income potential