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Entrylevel Financial Advisor Jobs in Forney, TX (NOW HIRING)

OneMain Financial

Consumer Lending Advisor

Dallas, TX · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

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Entrylevel Financial Advisor information

See Forney, TX salary details

$32.4K

$92K

$129.7K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 27, 2026, the average yearly pay for entrylevel financial advisor in Forney, TX is $92,009.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,600.00 and $118,000.00 per year, depending on experience, location, and employer.

What are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as an Entry-level Financial Advisor, and why are they important?

To thrive as an Entry-level Financial Advisor, you need a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are popular job titles related to Entrylevel Financial Advisor jobs in Forney, TX? For Entrylevel Financial Advisor jobs in Forney, TX, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Forney, TX look for? The top searched job categories for Entrylevel Financial Advisor jobs in Forney, TX are:
What cities near Forney, TX are hiring for Entrylevel Financial Advisor jobs? Cities near Forney, TX with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Forney, TX as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $92,009 per year, or $44.2 per hour.

Entry-Level Financial Advisor

Texas National Financial Group

Dallas, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.

We do not offer visa sponsorship for this position. Please apply only if you are currently authorized to work in the United States without the need for employer sponsorship, now or in the future."
Responsibilities
What You'll Do:
• Learn how to identify and connect with individuals and families in your network
• Have goal-based conversations to understand client needs
• Help clients apply for customized life insurance coverage
• Receive step-by-step training in prospecting, client engagement, and closing
• Begin your journey toward becoming a registered advisor with our sponsorship
• Build long-term client relationships with our team's guidance and mentorship
Qualifications
Who You Are:
• You're not required to have insurance or finance experience
• You're motivated, driven, and eager to grow
• You're passionate about helping others
• You want flexibility, independence, and a career with purpose
• You're excited to earn while you learn

Apply