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Entry Level Investment Jobs in Washington (NOW HIRING)

Aston Carter

Entry Level Financial Analyst

Columbia, MD · On-site

$23/hr

Job Title: Entry Level Financial Analyst The Entry Level Analyst is responsible for processing ... to investors. * Evaluate servicer performance to ensure compliance with stated agreements and ...

MLM Home Improvement

Entry Level Sales

Gaithersburg, MD · On-site

Start Your Career in Sales with MLM Home Improvement Entry-Level Sales Representative | $34,000 ... If you're ready to grow, MLM is ready to invest in you. We're hiring immediately. Apply today and ...

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Entry Level Investment information

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 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 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 most commonly searched types of Investment jobs in Washington?

The most popular types of Investment jobs in Washington are:

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

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

Entry Level Investment jobs near you
Infographic showing various Entry Level Investment job openings in Washington as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution.

Entry-Level Investment Sales Associate

Laurel, MD • On-site

Arrow Investment Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Arrow Investment Advisorsexternal

$15 - $25/hr

Contractor

Posted 19 days ago

Job description

Job Description
Arrow Funds is seeking motivated candidates who want to build a career in sales and financial services.
This is a developmental, entry-level opportunity designed for someone who may not have previous investment-industry experience but has the communication skills, work ethic, curiosity, and desire to learn.
The position begins with a minimum commitment of 20 hours per week in our Laurel, Maryland office. During this initial period, the candidate will receive hands-on training while working directly with Arrow's sales team.
Candidates who demonstrate the ability, professionalism, and commitment to succeed will have the opportunity to progress into a full-time sales position and ultimately develop toward a Regional Sales Consultant role.
Primary Responsibilities
Initially, the Investment Sales Associate will focus on learning the business and developing professional sales skills. Responsibilities will include:
  • Making outbound calls to financial advisors and helping generate meetings.
  • Learning how to prospect and develop new business relationships.
  • Developing professional phone, communication, and presentation skills.
  • Learning how to conduct effective sales conversations and ask appropriate discovery questions.
  • Following up with financial advisors and prospective clients.
  • Using Salesforce to document activity and manage relationships.
  • Learning Arrow's investment strategies and basic investment and portfolio concepts.
  • Participating in sales meetings, training, and professional development.

As the candidate develops, responsibilities will expand to include more direct advisor interaction, opportunity development, and participation in the growth of an assigned sales territory.
Qualifications
A college degree is not required.
Previous financial-services experience is also not required. We are interested in candidates who demonstrate:
  • Strong communication and interpersonal skills.
  • A willingness to make outbound calls and develop new relationships.
  • Curiosity about investing, business, and financial markets.
  • A competitive and goal-oriented mindset.
  • Coachability and a desire to improve.
  • Strong follow-through and personal accountability.
  • Ability to work independently and as part of a team.
  • Willingness to study for and obtain required financial-industry licenses as responsibilities increase.

Previous sales, customer service, business development, or financial experience is helpful but not required.
Critical Success Factors
Successful candidates will demonstrate:
  • Consistent effort and reliability.
  • Willingness to learn and accept coaching.
  • Comfort communicating with new people.
  • Persistence and the ability to handle rejection.
  • Curiosity and problem-solving ability.
  • Professionalism and strong follow-through.
  • A genuine interest in developing a career in sales.

Skills & Experience
  • Praxis Candidate/Graduate welcomed.
  • 0-1 year of professional experience preferred.
  • Microsoft Office familiarity.
  • Salesforce experience is a plus.
  • FINRA Series 6 or Series 7 is a plus, but is not required to start.
  • Investment or financial market knowledge is a plus but can be developed through the program.

Compensation & Career Development
The position begins as a developmental opportunity with a minimum commitment of 20 hours per week in the Laurel office. The objective is to identify and develop individuals with the potential to progress to a full-time position at Arrow.
As candidates demonstrate readiness, they can take on greater responsibilities, pursue appropriate financial-industry licensing, participate more directly in advisor relationships, and progress toward a Regional Sales Consultant position.
Full-time sales positions include a base salary with the opportunity to earn additional performance-based compensation as responsibilities and production increase.
About Arrow
Arrow is an investment management firm based in Laurel, Maryland. We develop and manage investment strategies used by financial advisors and their clients across the country. As a smaller, entrepreneurial firm, our employees have the opportunity to work directly with experienced professionals, learn different areas of the business, and take on greater responsibility as they develop.

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