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Entry Level Financial Consultant Jobs (NOW HIRING)

Foster Klima

Financial Consultant

Fargo, ND · On-site +1

$105K/yr

Our firm is rapidly expanding, and we are currently looking for a new full-time Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

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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 Jul 5, 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 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 the United States as of June 2026, with employment types broken down into 37% Full Time, 61% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Entry-Level Financial Investment Planner (Remote)

Traction Forge Financial

Stamford, CT • Remote

$77K - $104K/yr

Full-time, Part-time

Posted 14 days ago

Job description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days