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Entry Level Financial Professional Jobs (NOW HIRING)

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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 (Long Island)

WealthBridge Financial Group

Levittown, NY โ€ข On-site

Full-time

Re-posted 15 days ago


Job description

About Us

At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

Position Overview

We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.

Key Responsibilities
  • Develop and maintain long-term client relationships through a client-first, consultative approach
  • Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
  • Provide education and guidance to help clients make informed financial decisions
  • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
  • Build and grow your own book of business through networking, referrals, and marketing initiatives
  • Stay current on financial markets, products, and planning strategies

Requirements

Ideal Candidate
  • Entrepreneurial mindset with strong interpersonal and communication skills
  • Desire to build a client-focused business and long-term career
  • Self-motivated, disciplined, and goal-oriented
  • Interest in financial services, wealth management, or business development
  • Prior experience in sales, finance, or client service is a plus (not required)
Who You'll Work With

You'll serve a diverse client base including:

  • Individuals and families
  • Business owners
  • Institutions and organizations
Why Join WealthBridge?
  • Be part of a firm focused on people, impact, and outcomes
  • Build a career with uncapped growth potential
  • Work in a supportive environment that values collaboration and innovation
  • Help clients navigate complex financial decisions with confidence

Benefits

What sets us apart from other firms?
  • Access to a collaborative network of experienced professionals and mentors
  • Advanced planning resources, digital marketing support, and business development tools
  • Flexible career path with entrepreneurial growth opportunities
  • Ongoing training, licensing support, and professional development
  • Technology platforms and tools to help streamline client engagement and planning
  • A culture focused on integrity, innovation, and long-term client success