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Entry Level Financial Services Jobs in Florida (NOW HIRING)

Wealth Companies

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Financial Consultant

Palm Beach, FL · On-site

$60K - $150K/yr

Lucie, Florida, you will have the opportunity to build a thriving financial services business ... * Entry-level experience in financial consulting * Knowledge of insurance products and regulations

OneMain Financial

Loan Sales Specialist

Sarasota, FL

... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...

OneMain Financial

Loan Sales Specialist

Cape Coral, FL · On-site

... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...

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Entry Level Financial Services information

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

As of Sep 1, 2026, the average hourly pay for entry level financial services in Florida is $20.75, according to ZipRecruiter salary data. Most workers in this role earn between $14.38 and $22.45 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 are the most commonly searched types of Financial Services jobs in Florida?

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

What cities in Florida are hiring for Entry Level Financial Services jobs?

Cities in Florida with the most Entry Level Financial Services job openings:

Entry Level Financial Services jobs near you
Infographic showing various Entry Level Financial Services job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $43,164 per year, or $20.8 per hour.

Financial Consultant

Wealth Companies

Palm Beach, FL • On-site

$60K - $150K/yr

Full-time

Posted 8 days ago

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Job description

As a Financial Consultant based in Palm Beach, Stuart, or Port St. Lucie, Florida, you will have the opportunity to build a thriving financial services business serving government contract school employees. This role offers significant long-term income potential through dedicated business development, supported by a comprehensive team training and ongoing support system. You will leverage financial planning and CRM software to deliver expert financial guidance and develop strong client relationships in your local community.

Responsibilities

  • Develop comprehensive financial plans tailored to client needs
  • Deliver engaging presentations to individuals and groups
  • Build and maintain strong relationships with school employee clients
  • Utilize financial planning and CRM software to manage client information and transactions
  • Collaborate with team members for training and support
  • Manage time effectively to balance client consultations and business development
  • Maintain compliance with relevant licensing and industry regulations

Required Qualifications

  • Relevant financial certifications
  • Current Florida 2-14 or 2-15 insurance license, or willingness to obtain

Preferred Qualifications

  • Entry-level experience in financial consulting
  • Knowledge of insurance products and regulations
  • Strong client relationship management skills
  • Excellent presentation and communication skills
  • Self-motivated with effective time management abilities
  • Experience in business development and teamwork
  • Basic financial knowledge
  • For highly productive consultants who consistently build and develop their business, our long-term income model can provide significant growth potential.

Illustrative
income potential may include:

·         Years 1–3: $100K–$175K+

·         Years 4–5: $200K–$300K+

·         Years 6–10: $300K–$700K+

·         Years 11–15: $700K–$1.2M

Additional Quarterly bonus and incentive opportunities with the potential to earn $10,000–$50,000+ in additional incentives in
addition to commissions, based on applicable programs and qualifications

These figures represent potential income ranges and are not guarantees. Actual income varies based on production, client retention, business development, licensing, qualifications, team development, applicable compensation programs, and other factors. Our agents are currently earning these commissions and incentives.

Deadline to apply Aug 31, 2026


Company Description

We are the #1 retirement specialist company in the nation! We pride ourselves on training and supporting our agents to succeed.