ZipRecruiter

Log In

2

Entry Level Financial Services Jobs (NOW HIRING)

Thompson Financial Group

$60K/yr (+ commission)

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 ...

next page

Showing results 1-20

All JobsFinance And Insurance JobsEntry Level Financial Services Jobs

Entry Level Financial Services information

See salary details

$13

$27

$54

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

As of Sep 13, 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 is an entry level financial services job?

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.

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.

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 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.

How do I start a career in entry level financial services with no experience?

To start an entry-level financial services career with no experience, focus on gaining relevant skills such as basic accounting, customer service, or financial literacy through online courses or certifications like the FINRA Securities Industry Essentials (SIE) exam. Entry-level roles often require strong communication, attention to detail, and a willingness to learn, and they may provide on-the-job training for new employees.

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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $57,761 per year, or $27.8 per hour.

Entry-Level Financial Services Professional Career

Fishkill, NY • On-site

New York Life - Robert Rice
See more jobs at New York Life - Robert Riceexternal

Full-time

Posted 29 days ago

Job description

Description
Applicants must be within a 30-mile radius of New Windsor, NY, and be authorized to work in the U.S. to be considered for this position.
Entry-Level Financial Services Professional in Fishkill, NY, US
Seeking a career opportunity as a Financial Services Professional with New York Life, where you can establish your own practice with the backing of a Fortune 100 company.
Responsibilities include guiding individuals, families, and businesses in defining their financial objectives and devising strategies to attain them through our range of insurance and financial solutions. Join a prestigious organization that values hard work and offers growth prospects, allowing you to be in charge of your own future. Take control of your career, shape your destiny, and build a successful path with the leading Mutual Insurance and Financial institution in the country.
Responsibilities
• Create and execute marketing and business strategies to increase your client base
• Help clients achieve their financial objectives with our exclusive line of products and services
• Obtain the necessary credentials to sell securities and investment products to facilitate wealth management and advanced planning
• Expand your proficiency and expertise through the New York Life teaching course
Qualifications
• A growth mindset and sales experience are strongly preferred
• Desire to build a better life for yourself as well as the clients
• Articulate complicated concepts using superb written and verbal communication skills
• Must possess uncompromising integrity
• Strong business acumen
• Business mindset
• Motivated

Apply