Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource * Complete a structured training program focused on financial planning ...
Quick apply
Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource * Complete a structured training program focused on financial planning ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Merrillville, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Merrillville, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Fort Wayne, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Fort Wayne, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Merrillville, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Merrillville, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Merrillville, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Merrillville, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Fort Wayne, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Fort Wayne, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Fort Wayne, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Fort Wayne, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign on Bonus!)
Indianapolis, IN · On-site
$45K/yr
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 ...
... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...
New
... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...
New
... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...
... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...
... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...
... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...
Entry Level Financial Services information
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?
| Aspect | Entry Level Financial Services | Entry Level Financial Analyst |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer finance-related certifications | Bachelor's degree in finance, accounting, or related field; certifications like CFA are optional but beneficial |
| Work Environment | Bank branches, insurance companies, financial firms; client-facing and administrative roles | Corporate offices, investment firms; data analysis and reporting focus |
| Employer & Industry Usage | Financial institutions, insurance companies, banks | Investment 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.
What are the most commonly searched types of Financial Services jobs in Indiana? The most popular types of Financial Services jobs in Indiana are:
What cities in Indiana are hiring for Entry Level Financial Services jobs? Cities in Indiana with the most Entry Level Financial Services job openings:
Principal Financial Group rating
8.6
Based on 58 frontline employees who took The Breakroom Quiz
77th of 281 rated insurance
Job description
Are you ready to start building a financial practice—without needing prior experience?
Today’s technology—powered by AI—handles much of the research, prospecting, and administrative work that used to slow new advisors down. That means you can focus on what truly drives success from day one: building relationships, growing your confidence, and helping clients achieve meaningful financial outcomes.
At Principal, we specialize in developing new advisors and helping them succeed in the business market. You’ll gain access to innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management—all while learning how to apply them in real-world situations. In this role, you’ll leverage Principal’s platform and AI‑enabled tools to prospect more effectively and uncover opportunities within the business community.
What You’ll Do:
- Use AI‑powered prospecting tools to identify businesses that may benefit from your outreach—eliminating the guesswork of where to start
- Begin building and growing your own client base within the small and mid-sized business market
- Learn to use advanced technology to prepare for meetings, uncover insights, and confidently engage with clients
- Accelerate your development through hands-on training, mentorship from experienced leaders, and AI‑driven coaching
$76,000 at plan earnings
Responsibilities:
- Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
- Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
- Analyze client financial information to help develop customized strategies aligned with their goals
- Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
- Complete a structured training program focused on financial planning, business development, and client relationship management
- Identify and connect with prospective clients using AI-powered technology, networking, and community engagement
- Build and grow a client base by developing relationships, networking, and connecting with prospective clients
Qualifications:
- Experience in sales, customer service, account management, recruiting, business development, retail leadership, or other relationship-driven roles is preferred
- Self-motivated with a strong desire to learn and grow
- Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
- Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
- Interest in financial planning, wealth management, and helping clients achieve long-term financial success
- Strong communication and interpersonal skills
- Demonstrated ability to build trust and develop professional relationships
About Company
You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.
We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.
And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.
What Principal Financial Group employees say
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