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Entry Level Financial Consultant Jobs (NOW HIRING)

NYL - West Houston Office

Financial Consultant

Houston, TX · On-site

$135K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... This role combines relationship-building, strategic thinking, and consultative sales. If you are ...

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Entry Level Financial Consultant information

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$45.5K

$103.9K

$174K

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

As of Aug 15, 2026, the average yearly pay for entry level financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 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.
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Entry Level Financial Consultant jobs near you
Infographic showing various Entry Level Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Entry-Level Financial Planner

Infinite Capital Enterprise- Mathew Figueroa Team

Remote

$77K - $104K/yr

Full-time, Part-time

Re-posted 19 days ago

Job description

Description
We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team.
We take an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to sources, financial professionals are currently ranked as the #1 expanding career.
We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or organizations, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance.
Whether you're looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you.
Must live in the United States and have a valid Social Security number to be considered.
Responsibilities
$46
Qualifications
Preferred Qualities
We are looking for individuals who have the following qualities and mindset:
• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal development
• You are a leader or want to learn to lead
• You are a self-starter and goal-oriented
• Minimum 18 years of age
• Legal U.S. Resident, Citizen
• A soft background check is required
• Able to complete licensing requirements within 30 days
• An enterprising spirit is key
• Upside Earning potential with $2,000 to $22,000 per client, or more

Apply