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Entry Level Financial Professional Jobs (NOW HIRING)

Bankers Life

Financial Professional

Chattanooga, TN

As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

Thompson Financial Group

$60K/yr

Our Baltimore-based firm is expanding and seeking motivated career changers to join us as Financial Services Professionals . This commission-based role is ideal for individuals who want to help ...

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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 Jun 15, 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 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 are entry level financial professionals?

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 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 are the key skills and qualifications needed to thrive as an Entry Level Financial Professional, and why are they important?

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 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 Planning Specialist (Remote) - Columbus

    Traction Forge Financial

    Columbus, OH

    Part-time

    Retirement

    Posted 5 hours ago

    Job description

    Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

    This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

    There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


    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 - 21 days

    Employment Type: PART_TIME

    Apply