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Entry Level Investment Jobs in Florida (NOW HIRING)

First Coast Sales Group Inc

Be Seen First

Entry Level Sales Representative

Orange Park, FL · On-site

$750 - $1.1K/wk

Entry Level Sales Representative | Career Change & Recent Graduates Welcome! First Coast Sales ... If you're looking for a company that invests in your growth and rewards hard work, we'd love to ...

First Coast Sales Group Inc

Be Seen First

Entry Level Sales Representative

Orange Park, FL · On-site

$750 - $1.1K/wk

Entry Level Sales Representative | Career Change & Recent Graduates Welcome! First Coast Sales ... If you're looking for a company that invests in your growth and rewards hard work, we'd love to ...

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All JobsInvestment JobsEntry Level Investment JobsEntry Level Investment Jobs in Florida

Entry Level Investment information

See Florida salary details

$16.4K

$72.5K

$159.5K

How much do entry level investment jobs pay per year?

As of Aug 14, 2026, the average yearly pay for entry level investment in Florida is $72,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $87,800.00 per year, depending on experience, location, and employer.

What is an entry level investment job?

Entry level investment jobs are positions for individuals who are new to the finance industry, typically recent graduates or those with limited experience. These roles often include positions such as investment analyst, junior financial advisor, or research associate at banks, investment firms, or asset management companies. Employees in these jobs assist with financial analysis, research, client reporting, and supporting senior investment professionals while learning the fundamentals of the investment industry.

What is the difference between Entry Level Investment vs Investment Analyst?

AspectEntry Level InvestmentInvestment Analyst
Required CredentialsBachelor's degree in finance, economics, or related fieldBachelor's degree; often a master's or CFA is preferred
Work EnvironmentInternships, entry-level roles in banks, asset management firmsResearch, analysis, reporting in financial firms or investment banks
Employer & Industry UsageFinancial services, investment firms, banksAsset management, hedge funds, investment banking

Entry Level Investment roles are typically the starting positions requiring basic finance knowledge and internships, while Investment Analysts perform detailed financial analysis and research, often with more experience or certifications. Both roles are common in financial services, but Investment Analysts usually have more specialized responsibilities.

What are the key skills and qualifications needed to thrive as an entry level investment analyst?

To thrive as an Entry Level Investment Analyst, you need strong analytical abilities, a solid understanding of finance and economics, and a bachelor’s degree in a related field. Familiarity with financial modeling, Excel, Bloomberg Terminal, and possibly CFA Level I certification is typically required. Attention to detail, effective communication, and a proactive attitude are critical soft skills for success. These skills and qualifications are essential for making accurate investment recommendations, supporting senior analysts, and contributing effectively to team objectives.

What are some common challenges faced by entry level investment professionals, and how can they overcome them?

Entry level investment professionals often face the challenge of adapting to a fast-paced environment while mastering complex financial concepts and tools. They may also find it demanding to balance multiple tasks such as market analysis, report preparation, and supporting senior analysts or portfolio managers. Building strong technical skills, seeking mentorship, and proactively asking questions can help new hires navigate these challenges. Developing effective time management habits and staying updated on industry trends are also key to thriving in this role.

What are the most commonly searched types of Investment jobs in Florida?

The most popular types of Investment jobs in Florida are:

What cities in Florida are hiring for Entry Level Investment jobs?

Cities in Florida with the most Entry Level Investment job openings:

Entry Level Investment jobs near you
Infographic showing various Entry Level Investment job openings in Florida as of August 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $72,542 per year, or $34.9 per hour.

Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments

Tampa, FL • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.


The Day-to-Day:

  • Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
  • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
  • Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor’s degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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