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Entry Level Financial Services Jobs in Alabama (NOW HIRING)

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region. Relocation will not be provided for this position. #LI-OnSite

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Entry Level Financial Services information

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 are the most commonly searched types of Financial Services jobs in Alabama?

The most popular types of Financial Services jobs in Alabama are:

Entry Level Financial Services jobs near you
Infographic showing various Entry Level Financial Services job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Entry-Level Financial Services Professional (Remote)

Traction Forge Financial

Montgomery, AL • On-site, Remote

Part-time

Retirement

Re-posted 2 days 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 along with solutions for clients to reach their goals.

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 days

Employment Type: PART_TIME

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