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Entry Level Financial Consultant Jobs (NOW HIRING)

Foster Klima

Financial Consultant

Minneapolis, MN · On-site +1

As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ...

Foster Klima

Financial Consultant

Minneapolis, MN

$105K/yr

As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ...

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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 Advisor

New York Life - Kansas City

Kansas City, MO

$120K/yr

Full-time

Re-posted 16 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$74,000 - $120,000 at plan earnings


Responsibilities:
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

As a Financial Professional with New York Life, you will be able to build your practice and help those in your community prepare for their financial futures. We’re looking for people who possess the following characteristics:

  • Highly self-motivated and self-disciplined with the ability to work effectively and independently
  • Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
  • Fearless, positive attitude, and willingness to be accountable for results
  • Organized, detail-oriented, and excellent time-management skills
  • The desire for continuous learning
  • Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner

About Company

A Legacy of Stability & Trust: Founded in 1845, New York Life is the largest mutual life insurer in the U.S., meaning it’s owned by its policyholders rather than shareholders. The company consistently ranks among the top on the Fortune 500 list—currently at No. 69.

Unwavering Financial Strength: New York Life has received the highest possible financial strength ratings from all major credit agencies:

  • A.M. Best: A++
  • Fitch Ratings: AAA
  • Moody’s: Aaa (or Aa1 in some recent updates)
  • Standard & Poor’s: AA+ 

These affirmations highlight the company’s exceptional capital position, diversified liabilities, strong operational performance, and disciplined distribution model.