ZipRecruiter

Log In

2

Entry Level Financial Services Jobs (NOW HIRING)

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for ...

Aston Carter

Entry Level Financial Analyst

Columbia, MD · On-site

$23/hr

Job Title: Entry Level Financial Analyst The Securities Analyst II role sits within the Securities ... Evaluate servicer performance to ensure adherence to stated agreements and servicing standards.

next page

Showing results 1-20

All JobsFinancial Services 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 Jul 10, 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 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?

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.

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.
More about Entry Level Financial Services jobs
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 July 2026, with employment types broken down into 1% Locum Tenens, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,761 per year, or $27.8 per hour.

Entry-Level Financial Professional

New York Life - Nassau County General Office

Uniondale, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 23 days ago

Job description

Description
Applications won't be considered if not within commuting distance of Uniondale, NY
Are you competitive? Do you have grit?
Jump into the world of financial services by applying to join our growing team as an entry-level financial professional! We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you're seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!
Benefits:
  • 401(k) with a 4% match
  • Retirement plan
  • Life and Disability Insurance
  • Health Coverage: Medical/Pharmacy, Dental, Vision
  • Pension Plan

Responsibilities
• Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
• Tailor risk management strategies and client profiles to reflect each customer's individual needs
• Stay updated about insurance industry changes that may affect customers in your portfolio
• Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
• Implement marketing strategies, including but not limited to cold calling and networking, to connect with potential clients while simultaneously maintaining a portfolio of current clients
Qualifications
• Must be a superb communicator able to carefully analyze ideas like programs; experience working in customer service is beneficial
• Basic computer skills, including proficiency with the Microsoft Office Suite is required
• Experience using accounting or sales-related software is beneficial
• Candidates must have or be willing to get a license
• Willingness to learn about the industry, programs, and state and federal regulations that may impact policyholders

Apply