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Entry Level Financial Consultant Jobs (NOW HIRING)

Precise - Int

Entry-Level Financial Analyst

Boston, MA · On-site

$51K - $56K/yr

... of entry-level financial analysts for our rapidly growing Boston office. We are seeking an ... consulting options available to suit companies of every size and shape. Our uncompromising ...

Equitable Advisors

$45 - $75/hr

- Entry Level - Financial Advisor - WI, Milwaukee (2636) (PIN_15373) Entry Level - Financial ... Product and Service Consultation : Discuss financial products and services tailored to clients ...

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 ... Our successful entry-level financial advisor candidate has a passion for developing long-term ...

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 ...

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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 Sep 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?

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.

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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 85% 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 Services Consultant (Remote)

Traction Forge Financial

Phoenix, AZ • On-site, Remote

Part-time

Re-posted 15 hours ago

Job description

At Traction Forge Financial, leveraging the strength and resources of GFI, we are committed to helping individuals and families create a stronger financial future through education, strategy, and personalized support. Our philosophy is simple: financial guidance should be understandable, accessible, and focused on the real-life goals of the people we serve.
Through partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success.
We are currently expanding our team and seeking motivated individuals who are eager to grow personally and professionally in the financial services industry. This opportunity is ideal for candidates who are hardworking, coachable, people-oriented, and passionate about making a positive impact in the lives of others.
No previous experience in finance is required.
Our structured training and mentorship program is designed to equip entry-level professionals with the knowledge, confidence, and communication skills needed to work with individuals, families, and business owners. Team members will learn how to guide clients through conversations surrounding:
• Financial goal setting
• Retirement planning strategies
• Wealth accumulation and asset growth
• College planning solutions
• Insurance and protection strategies
• Long-term financial preparation
In this role, you will learn how to educate clients, identify financial needs, and help create customized strategies using the products and solutions available through our platform.
Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.
We are looking for individuals who want more than just a job - people who want to build relationships, create impact, and grow into future leaders within the organization.
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

Apply