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Entry Level Financial Consultant Jobs (NOW HIRING)

Foster Klima

Financial Consultant

Bismarck, ND · On-site +1

Description 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 ...

NYL - Melville

Financial Consultant

Melville, NY · On-site

Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be ...

Strategies for Wealth

Financial Consultant

New York, NY · On-site

Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be ...

NYL - Melville

Financial Consultant

Melville, NY

$100K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...

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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.
Financial Consultant

Financial Consultant

Foster Klima

Bismarck, ND • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 3 days ago

Job description

Description
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 ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions - serve clients nationwide!!
Training & Development
The client invests in your growth by providing:
  • Paid training and onboarding support
  • Ongoing coaching and mentorship from experienced leaders
  • Access to proven sales tools and technology
  • Professional development opportunities and career pathing

Benefits & Rewards
  • Competitive compensation structure with bonuses and incentives
  • Full benefits package including retirement savings, health, dental, and vision coverage
  • Personalized coaching and leadership development opportunities
  • Pathways for advancement and long-term career growth
  • Supportive, collaborative team environment

Responsibilities
What You'll Do
• Build relationships with clients in your community and beyond
• Learn to assess financial needs and create customized plans
• Receive ongoing support and mentorship from experienced advisors
• Use modern tools and technology to manage client accounts
• Grow the client base through networking and referrals
Qualifications
What We're Looking For
• A self-starter with a strong work ethic and a desire to learn
• Passionate about helping others and making a difference
• Comfortable talking to people and building long-term relationships
• Open to feedback and mentorship
• Interested in a career with flexibility and growth potential
• Bachelors degree preferred

Apply