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Entry Level Financial Professional Jobs (NOW HIRING)

Hayes Financial Talent Group

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Entry Level Financial Professional

Virginia Beach, VA · Remote

$95K - $575K/yr

Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level to experienced individuals into successful financial professionals who transform lives and impact ...

AD Capital Consulting

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Entry-Level Financial Professional

Austin, TX · Remote

$30K - $150K/yr

  • Life

  • Retirement

Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services ...

AD Capital Consulting

Be Seen First

Entry-Level Financial Professional

Austin, TX · Remote

$30K - $150K/yr

  • Life

  • Retirement

Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services ...

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Entry Level Financial Professional information

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How much do entry level financial professional jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for entry level financial professional in the United States is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.05 per hour, depending on experience, location, and employer.

What is an entry level financial professional?

Entry level financial professionals are individuals who have recently started their careers in finance, often after completing a relevant degree or certification. These professionals typically hold positions such as financial analyst, junior accountant, or associate advisor, and assist with tasks like data analysis, budgeting, financial reporting, and client support. They work under the guidance of more experienced colleagues as they build their knowledge and skills in the finance industry. Entry level roles are an important stepping stone for those seeking long-term careers in areas such as banking, investment, or financial planning.

What are the key skills and qualifications needed to thrive as an entry level financial professional?

To succeed as an Entry Level Financial Professional, a solid grasp of financial concepts, analytical skills, and a relevant degree in finance, accounting, or a related field are essential. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and possibly certifications such as FINRA Series 7 or 63 can be highly beneficial. Strong communication, attention to detail, and a proactive attitude help individuals excel in client-facing tasks and team collaborations. These competencies are crucial for delivering accurate financial advice, maintaining compliance, and building trust with clients and colleagues.

What are some common challenges faced by entry level financial professionals in their first year, and how can they overcome them?

Entry level financial professionals often face challenges such as quickly learning complex financial products, adapting to fast-paced environments, and building client relationships with limited experience. To overcome these hurdles, it's important to actively seek mentorship, participate in training opportunities, and communicate openly with team members. By staying organized, embracing feedback, and continuously expanding industry knowledge, new professionals can build confidence and establish a strong foundation for career growth.

What is the difference between Entry Level Financial Professional vs Financial Analyst?

AspectEntry Level Financial ProfessionalFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are optionalBachelor's degree often in finance, economics, or accounting; CFA certification preferred for advanced roles
Work EnvironmentFinancial firms, banks, insurance companies, or investment firms; entry-level rolesCorporate finance departments, investment banks, asset management firms
Employer & Industry UsageUsed by financial service providers for entry-level roles; common in banking and insuranceCommon in finance departments, investment firms, and consulting

The Entry Level Financial Professional and Financial Analyst roles share similar educational backgrounds and work environments, often found in financial services. However, Financial Analysts typically have more specialized responsibilities, require advanced certifications, and work in more analytical and strategic capacities within finance departments or investment firms.

What cities are hiring for Entry Level Financial Professional jobs?

Cities with the most Entry Level Financial Professional job openings:

What are the most commonly searched types of Financial Professional jobs?

The most popular types of Financial Professional jobs are:

What states have the most Entry Level Financial Professional jobs?

States with the most job openings for Entry Level Financial Professional jobs include:

Entry Level Financial Professional jobs near you

Entry-Level Financial Professional

New York Life - Nassau County General Office

Uniondale, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

Description
Applications won't be considered if not within commuting distance of Uniondale, NY
Are you competitive? Do you have grit?
Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you're seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!
Benefits:
  • 401(k) with a 4% match
  • Retirement plan
  • Life and Disability Insurance
  • Health Coverage: Medical/Pharmacy, Dental, Vision
  • Pension Plan

Responsibilities
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Tailor risk management strategies and client profiles to reflect each customer's individual needs
• Stay updated about insurance industry changes that may affect customers in your portfolio
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients
Qualifications
• Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial
• Basic computer skills, including proficiency with the Microsoft Office Suite is required
• Experience using accounting or sales-related software is beneficial
• Candidates must have or be willing to get a license
• Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders

Apply