As an Entry-Level Financial Advisor, you'll educate individuals and families on financial ... sales, banking, education, or leadership experience is a plus but not required. • High school ...
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial ... sales, banking, education, or leadership experience is a plus but not required. • High school ...
Entry-Level Financial Advisor
Menifee, CA · Remote
$80K/yr
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial ... Customer service, sales, banking, education, or leadership experience is a plus but not required.
Quick apply
Entry-Level Financial Advisor
Menifee, CA · Remote
$80K/yr
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial ... Customer service, sales, banking, education, or leadership experience is a plus but not required.
Farmers Financial Sales Rep
Newport Beach, CA · On-site
$50K - $70K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry-level applicants will begin with a base salary and an opportunity to earn additional ... Develop insurance quotes, make sales presentations, and close sales. * Develop new Financial ...
Quick apply
Farmers Financial Sales Rep
Newport Beach, CA · On-site
$50K - $70K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry-level applicants will begin with a base salary and an opportunity to earn additional ... Develop insurance quotes, make sales presentations, and close sales. * Develop new Financial ...
Farmers Financial Sales Rep
Newport Beach, CA · On-site
$50K - $70K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry-level applicants will begin with a base salary and an opportunity to earn additional ... Develop insurance quotes, make sales presentations, and close sales. * Develop new Financial ...
Quick apply
Farmers Financial Sales Rep
Newport Beach, CA · On-site
$50K - $70K/yr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry-level applicants will begin with a base salary and an opportunity to earn additional ... Develop insurance quotes, make sales presentations, and close sales. * Develop new Financial ...
Experience in customer service or sales is a plus * Ability to communicate complex financial concepts in a clear and relatable manner. * Proven track record of setting and achieving personal or ...
Quick apply
Experience in customer service or sales is a plus * Ability to communicate complex financial concepts in a clear and relatable manner. * Proven track record of setting and achieving personal or ...
Entry-Level Financial Representative
San Diego, CA · On-site
Medical
Dental
Vision
Life
Retirement
Qualifications • Must located in San Diego, CA • Experience in customer service or sales is a plus • Ability to communicate complex financial concepts in a clear and relatable manner. • ...
Entry-Level Financial Representative
San Diego, CA · On-site
Medical
Dental
Vision
Life
Retirement
Qualifications • Must located in San Diego, CA • Experience in customer service or sales is a plus • Ability to communicate complex financial concepts in a clear and relatable manner. • ...
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
$23 - $25/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
$23 - $25/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee ...
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee ...
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Bilingual Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Bilingual Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$19 - $22.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
Los Angeles, CA · On-site
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
Los Angeles, CA · On-site
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
$23 - $25/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$23 - $25/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Loan Sales Specialist
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
New
Entry Level Financial Sales information
See California salary details
$21.7K - $25.6K
2% of jobs
$25.6K - $29.4K
4% of jobs
$29.4K - $33.3K
8% of jobs
$36.8K is the 25th percentile. Wages below this are outliers.
$33.3K - $37.1K
11% of jobs
$37.1K - $41K
14% of jobs
The median wage is $43.8K / yr.
$41K - $44.9K
15% of jobs
$48.7K is the 75th percentile. Wages above this are outliers.
$44.9K - $48.7K
21% of jobs
$48.7K - $52.6K
14% of jobs
$52.6K - $56.4K
6% of jobs
$56.4K - $60.3K
4% of jobs
$60.3K - $64.1K
1% of jobs
$21.7K
$44.5K
$64.1K
How much do entry level financial sales jobs pay per year?
As of Aug 13, 2026, the average yearly pay for entry level financial sales in California is $44,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $49,300.00 per year, depending on experience, location, and employer.
What is an entry level financial sales job?
Entry level financial sales jobs are positions for individuals starting their careers in selling financial products and services, such as insurance, investments, or banking solutions. These roles typically involve prospecting new clients, building relationships, and educating customers about financial options. Entry level representatives often receive training and work under supervision to learn about the products they sell and industry regulations. Success in this field requires strong communication skills, a willingness to learn, and the ability to meet sales targets. Many positions offer a base salary plus commission and opportunities for advancement based on performance.
What are some common challenges faced by entry level financial sales professionals and how can they be overcome?
Entry level financial sales professionals often face challenges such as building a client base from scratch, handling frequent rejection, and mastering complex financial products. Success in this role typically relies on persistence, effective networking, and continuous learning. New hires can overcome these hurdles by seeking mentorship from experienced colleagues, leveraging company-provided training, and setting realistic short-term goals. Additionally, collaborating with team members and participating in regular sales meetings can provide valuable support and insights.
What is the difference between Entry Level Financial Sales vs Entry Level Financial Advisor?
| Aspect | Entry Level Financial Sales | Entry Level Financial Advisor |
|---|---|---|
| Required Credentials | Typically no formal certifications; may pursue licenses like Series 6 or 7 | Often requires FINRA licenses (Series 7, 66) and relevant degrees |
| Work Environment | Sales-focused, commission-based, often in banks or financial firms | Client-focused, advisory role, working in banks, firms, or independent practices |
| Employer & Industry Usage | Used by financial institutions for sales roles | Used by financial planning firms, banks, and independent advisors |
| Common Search & Comparison Intent | Yes | Yes |
Entry Level Financial Sales roles focus on selling financial products and may require sales licenses, with a sales-driven environment. Entry Level Financial Advisors provide personalized financial advice, often requiring specific licenses and certifications, and focus on client relationships. While both roles operate within the financial industry, their responsibilities and credentials differ significantly.
What are the key skills and qualifications needed to thrive as an entry level financial sales professional?
To succeed in Entry Level Financial Sales, you need a basic understanding of financial products, strong numeracy skills, and at least a bachelor’s degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software, sales platforms, and relevant certifications such as FINRA Series 6 or 7 can be advantageous. Outstanding interpersonal skills, resilience, and persuasive communication help you build client trust and drive sales performance. These competencies are essential for building a client base, meeting sales targets, and maintaining compliance within the financial industry.
What are the most commonly searched types of Financial Sales jobs in California? The most popular types of Financial Sales jobs in California are:
What are popular job titles related to Entry Level Financial Sales jobs in California? For Entry Level Financial Sales jobs in California, the most frequently searched job titles are:
- Entry Level Playground Sales Representative
- Curriculum Sales Representative
- Part Time Pediatric Sales Rep
- Remote Entry Level Financial Planner
- Entry Level Stem Cell Sales
- Entry Level Sales Operations Consultant
- Entry Level Fabric Sales Rep
- Entry Level Insurance Consultant
- Independent Contractor Work From Home Arbitrage Trader
- Entry Level Equine Sales Representative
What job categories do people searching Entry Level Financial Sales jobs in California look for? The top searched job categories for Entry Level Financial Sales jobs in California are:
What cities in California are hiring for Entry Level Financial Sales jobs? Cities in California with the most Entry Level Financial Sales job openings:
Full-time, Part-time
Posted 14 days ago
Job description
Description
The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you're beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client's unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.
This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.
Responsibilities
• Meet virtually with individuals and families to understand their financial goals.
• Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.
• Conduct financial needs analyses and recommend personalized strategies.
• Build and maintain long-term client relationships through ongoing service and support.
• Follow up with prospective clients and schedule virtual appointments.
• Participate in weekly training, mentorship, and professional development sessions.
• Complete required licensing and continuing education.
• Build your business through networking, referrals, and relationship development.
• Maintain accurate client records while adhering to industry compliance standards.
Qualifications
• Strong communication and interpersonal skills.
• Positive attitude with a willingness to learn.
• Self-motivated and goal-oriented.
• Comfortable working independently in a remote environment.
• Passion for helping others achieve financial success.
• Professional, ethical, and dependable.
• Customer service, sales, banking, education, or leadership experience is a plus but not required.
• High school diploma or equivalent.
• Must be eligible to obtain the required state insurance and financial services licenses.
The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you're beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client's unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.
This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.
Responsibilities
• Meet virtually with individuals and families to understand their financial goals.
• Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.
• Conduct financial needs analyses and recommend personalized strategies.
• Build and maintain long-term client relationships through ongoing service and support.
• Follow up with prospective clients and schedule virtual appointments.
• Participate in weekly training, mentorship, and professional development sessions.
• Complete required licensing and continuing education.
• Build your business through networking, referrals, and relationship development.
• Maintain accurate client records while adhering to industry compliance standards.
Qualifications
• Strong communication and interpersonal skills.
• Positive attitude with a willingness to learn.
• Self-motivated and goal-oriented.
• Comfortable working independently in a remote environment.
• Passion for helping others achieve financial success.
• Professional, ethical, and dependable.
• Customer service, sales, banking, education, or leadership experience is a plus but not required.
• High school diploma or equivalent.
• Must be eligible to obtain the required state insurance and financial services licenses.