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Entry Level Financial Services Jobs in Worcester, MA

Entry Level Remote Sales Role

Worcester, MA ยท Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In ... Any customer-facing role -- retail, hospitality, food service, tutoring * Student athletes or ...

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ... Any customer-facing role -- retail, hospitality, food service, tutoring * Student athletes or ...

SIE Tutor

Newton, MA ยท Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

SIE Tutor

Waltham, MA ยท Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

Be Seen First

Entry-Level Insurance Agent / Broker Location: Marlborough, MA Job Type: Full-Time Compensation ... career in sales, financial services, or insurance. If you enjoy helping people, building ...

Financial Planner

Westborough, MA ยท On-site

$78K - $105K/yr

... an entry-level position that offers room for growth and a promising job outlook. Our ideal ... If you're dedicated to delivering excellent client service and this sounds like a good fit, start ...

One to three years of experience in financial services, investment operations, trading support, or a related role preferred; entry-level candidates with strong relevant coursework or internship ...

New

Financial Planner

Westborough, MA ยท On-site

$80K - $150K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ... If you're dedicated to delivering excellent client service and this sounds like a good fit, start ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

Provide detailed costing information as required by Finance. * Identify and lead projects to improve component part and finished goods planning, inventory management, and service. * Provide support ...

Buyer (Entry Level)

Fitchburg, MA ยท On-site

$53K - $71K/yr

Provide detailed costing information as required by Finance. * Identify and lead projects to improve component part and finished goods planning, inventory management, and service. * Provide support ...

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Entry Level Financial Services information

See Worcester, MA salary details

$13

$27

$54

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

As of Aug 29, 2026, the average hourly pay for entry level financial services in Worcester, MA is $27.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $30.00 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 Worcester, MA?

The most popular types of Financial Services jobs in Worcester, MA are:

What cities near Worcester, MA are hiring for Entry Level Financial Services jobs?

Cities near Worcester, MA with the most Entry Level Financial Services job openings:

Infographic showing various Entry Level Financial Services job openings in Worcester, MA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $57,636 per year, or $27.7 per hour.

Entry Level Remote Sales Role

Worcester, MA โ€ข Remote

Nexera
Health Care and Social Assistanceย โ€ขย 11 - 50 employees

$1.5K - $5.3K/wk

Full-time

Re-posted 6 days ago


Job description

About this role

We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs — working by phone and Zoom from your home. No prior experience in finance or insurance is required. We provide full training and licensing support.

Why recent grads choose this over a traditional job
Typical entry-level job
$42K–$55K
Fixed salary. 2–3% annual raise. Income ceiling from day one.
This role — year one potential
$50K–$100K+
No ceiling. Your effort directly determines what you earn.
What you will be doing
  • Contact warm inbound leads — people who have already requested information about protecting their families financially
  • Conduct phone and Zoom consultations to understand each client's needs and budget
  • Present and explain coverage options from our network of 60-plus carriers
  • Follow up consistently with prospects and manage your daily activity
  • Attend weekly virtual training and work closely with a dedicated mentor
  • Work toward team leadership and override income opportunities
Your income potential
  • $800 to $1,200 commission per closed sale
  • Part-time agents (approximately 20 hours per week) typically earn $50,000 to $80,000 in year one with consistent activity
  • Full-time agents typically earn $80,000 to $120,000 once established; top performers earn significantly more
  • Paid every week
  • Performance bonuses and incentives available
  • Long-term passive income through team building and leadership overrides
Your career path
  • Year 1: Get licensed, complete onboarding, make your first sales, build the habit
  • Year 2: Build pipeline consistency, increase activity, hit $80,000 to $100,000
  • Year 3: Begin building your own team, earn override income on their production
  • Year 5+: Lead a team, create passive income, work on your schedule

Most of our managers and team leaders started in this exact role with no prior experience.

What we provide
  • Complete licensing support — we walk you through every step of obtaining your Life and Health Insurance License (most candidates pass within 2 to 4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-one check-ins
  • Warm inbound leads and outbound follow-up opportunities (lead cost structure discussed during interview)
  • Access to products from 60-plus insurance carriers — independent model, never limited to one company
  • Step-by-step training system designed specifically for new agents
  • Weekly pay on every closed sale
Degrees and backgrounds that perform well here

No specific degree is required. The following backgrounds consistently produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-oriented background
  • No degree required — drive and coachability matter more than credentials
Requirements
  • Must be a U.S. citizen or legal resident currently living in the United States
  • Raleigh/Triangle area preferred — fully remote role open to all U.S. locations
  • Must be able to pass a background check
  • Life and Health Insurance License required before start date — or genuine willingness to obtain quickly (full support provided)
  • Reliable internet connection and a quiet workspace for calls
  • Available at least 20 hours per week
Benefits
  • Fully remote — work from home or anywhere in the U.S.
  • Flexible schedule — full time or part time, you set your hours
  • Weekly pay
  • Pay is commission based
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership and team-building opportunities with passive income potential