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Entry Level Financial Services Jobs (NOW HIRING)

J. Miller Financial Services LLC

Be Seen First

Entry Level Financial Services Representative

Houston, TX · Remote

$45K - $120K/yr

No prior financial services experience is required. We are looking for individuals with integrity, a willingness to learn and a genuine desire to serve others. WHAT YOU'LL DO * Educate clients on ...

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

As of Jul 31, 2026, the average hourly pay for entry level financial services 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 the key skills and qualifications needed to thrive as an Entry Level Financial Services professional, and why are they important?

To thrive in Entry Level Financial Services, strong analytical skills, attention to detail, and a bachelor's degree in finance, economics, or a related field are essential. Familiarity with financial software like Excel, CRM systems, and sometimes certifications such as FINRA Series 7 or 63 can be advantageous. Excellent communication, customer service orientation, and integrity help professionals build trust and effectively support client needs. These skills are critical for ensuring accuracy, compliance, and positive client relationships in the highly regulated financial industry.

What types of projects and responsibilities can I expect in an entry-level financial services position?

In an entry-level financial services role, you can expect to handle a variety of foundational tasks such as assisting with client onboarding, preparing financial reports, updating databases, and supporting senior advisors with research and administrative duties. You'll likely interact with both internal teams and clients, learning about investment products, compliance protocols, and industry regulations. These responsibilities provide a strong introduction to the financial sector and offer valuable opportunities to develop analytical, communication, and organizational skills essential for career advancement.

How do I start a career in finance with no experience?

Entry level financial services roles often require a basic understanding of financial concepts and strong communication skills. To start, consider obtaining relevant certifications like the Series 6 or 63, gaining knowledge through online courses, and applying for internships or entry-level positions to build experience.

What is the best entry-level finance job?

Entry-level finance jobs include roles such as financial analyst, bank teller, or accounting assistant. These positions typically require strong math skills, proficiency with Excel, and a relevant degree or certification like the CFA Level I or CPA. They offer foundational experience in financial services and often serve as stepping stones to more advanced roles.

What is an entry-level role in the financial sector?

An entry-level financial services role is a position suitable for individuals with little to no professional experience in finance. Common roles include financial analyst, customer service representative, or banking associate, often requiring basic knowledge of financial concepts and proficiency with tools like Excel. These positions typically offer on-the-job training and may require relevant certifications or a degree in finance, accounting, or related fields.

What is an entry-level position in finance?

An entry-level position in finance is a role suitable for individuals with little to no professional experience in the field, often requiring basic knowledge of financial concepts and skills such as data analysis, Excel, or financial software. Common roles include financial analyst, junior accountant, or banking associate, and they typically serve as a starting point for a career in financial services.

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

AspectEntry Level Financial ServicesEntry Level Financial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsBachelor's degree in finance, accounting, or related field; certifications like CFA are optional but beneficial
Work EnvironmentBank branches, insurance companies, financial firms; client-facing and administrative rolesCorporate offices, investment firms; data analysis and reporting focus
Employer & Industry UsageFinancial institutions, insurance companies, banksInvestment firms, corporate finance departments, consulting firms

Entry Level Financial Services roles typically require basic financial knowledge and focus on customer service or administrative tasks within financial institutions. Entry Level Financial Analysts usually need a degree in finance or related fields and perform data analysis, financial modeling, and reporting. While both roles serve the financial industry, they differ in responsibilities, required credentials, and work environment.

What are entry level financial services jobs?

Entry level financial services jobs are positions within banks, investment firms, insurance companies, and other financial institutions that are designed for individuals who are new to the industry or have limited professional experience. These roles often include positions like bank teller, financial advisor trainee, customer service representative, or junior analyst. They provide foundational training, exposure to industry regulations, and opportunities to learn about financial products and client services. Entry level jobs are a great way for recent graduates or career changers to gain experience and start building a career in finance.
More about Entry Level Financial Services jobs
What cities are hiring for Entry Level Financial Services jobs? Cities with the most Entry Level Financial Services job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Entry Level Financial Services jobs? States with the most job openings for Entry Level Financial Services jobs include:
Entry Level Financial Services jobs near you
Infographic showing various Entry Level Financial Services job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,761 per year, or $27.8 per hour.

Entry-Level Financial Services Trainee

Nobility Financial - Relentless Team

Plano, TX • On-site

$40K - $49K/yr

Full-time

Posted 4 days ago

Job description

Description
Step into a dynamic career with Nobility Financial - Relentless Team as an Entry-Level Financial Services Trainee. This isn't your average desk job; it's a chance to grow your leadership skills and boost your income through performance-driven rewards. You'll be part of a company that values innovation and supports your professional development every step of the way. With our comprehensive training program, you'll gain the skills needed to secure your state-approved life insurance license and thrive in the financial services industry.
Join us, and you'll be equipped with marketing and recruiting strategies that include person-to-person financial marketing, creative digital campaigns, and social media outreach. Your efforts will be pivotal in expanding our reach and strengthening client relationships. At Nobility Financial, we're all about empowering you to increase your income potential while building a fulfilling career. If you're eager to elevate your professional journey and be part of a supportive, growth-oriented environment, let's connect and explore the possibilities together.
Responsibilities
• Engage with potential clients to understand their financial needs and offer tailored solutions
• Develop and implement creative digital marketing strategies to enhance brand visibility
• Utilize social media platforms to build and maintain a strong online presence
• Participate in networking events to foster relationships and expand a client base
• Collaborate with team members to refine marketing and recruiting strategies
• Conduct community outreach initiatives to promote our services and brand
• Assist in the recruitment process by identifying and attracting top talent for our team
Qualifications
• Competitive
• Strong communication and interpersonal skills
• Ability to engage and communicate effectively with people from diverse backgrounds
• Comfortable using social media, networking, and relationship-building to connect with others
• Must be coachable, self-motivated, and willing to learn
• Must be willing to obtain a Life Insurance License
• No prior experience required
• High school diploma or equivalent required
• Must be at least 18 years old
• Must pass a background check
• Must be authorized to work and currently reside in the United States
• DFW-area candidates preferred; remote opportunities available for qualified applicants nationwide

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