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

Phillips 66

Advisor I, Contracts

Houston, TX · On-site

$96K - $117K/yr

This entry-level role offers the opportunity to build expertise in contract administration, energy ... Strong numerical and analytical skills applied to financial or contract data * Demonstrated ability ...

Phillips 66

Advisor I, Contracts

Houston, TX · On-site

$96K - $117K/yr

This entry-level role offers the opportunity to build expertise in contract administration, energy ... Strong numerical and analytical skills applied to financial or contract data * Demonstrated ability ...

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All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Spring, TX

Entrylevel Financial Advisor information

See Spring, TX salary details

$32K

$90.9K

$128.1K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for entrylevel financial advisor in Spring, TX is $90,888.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,700.00 and $116,600.00 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 Spring, TX? For Entrylevel Financial Advisor jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Spring, TX look for? The top searched job categories for Entrylevel Financial Advisor jobs in Spring, TX are:
What cities near Spring, TX are hiring for Entrylevel Financial Advisor jobs? Cities near Spring, TX with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Financial Consultant

NYL - West Houston Office

Houston, TX • On-site

Full-time

Posted 11 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
$41

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