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

USHA

Entry Level Account Rep - Sales

Jersey Village, TX

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

USHA

Entry Level Account Rep - Sales

Jersey Village, TX

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

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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 May 28, 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 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 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 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 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 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

Associate Financial Advisor

NYL - West Houston Office

Houston, TX • On-site

$75K - $135K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? 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 developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
What You'll Do:
• Proactively build and maintain strong client relationships through networking, referrals, and outreach
• Meet with clients to gather and analyze financial information, goals, and risk tolerance
• Design personalized strategies for retirement planning, education funding, wealth protection, and estate planning
• Present and recommend a broad range of financial solutions, including life insurance, annuities, mutual funds, and other investment options
• Guide clients through implementation and conduct ongoing reviews to ensure strategies stay aligned with their evolving goals
• Partner with fellow New York Life professionals to deliver comprehensive, holistic financial solutions
• This role combines relationship-building, strategic thinking, and consultative sales. If you are motivated by helping others while building a rewarding, high-growth career for yourself, this opportunity offers the training, mentorship, and platform to succeed
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Serve as a collaborative team player willing to further development through continued training opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
What We're Looking For
• Excellent interpersonal and communication skills with a genuine client-first mindset
• Business-minded spirit with a strong drive for achievement, growth, and independence
• Strategic thinker with sound judgment, attention to detail, and strong analytical abilities
• Sales, customer service, or financial services experience is a plus - but not required
• Bachelor's degree in business, finance, marketing, or related field preferred (not mandatory)
• Bilingual abilities are highly valued and a strong advantage
Benefits & Support
We are committed to investing in your long-term success and financial well-being:
• 401(k)
• Pension plan
• Health insurance
• Dental insurance
• Vision insurance
• Flexible schedule
• Full training/coaching, Licensing, and mentorship provided
Compensation Package
This is a performance-based role with strong earning potential, including:
• Commission pay
• Performance bonuses
• Growth-based income opportunities
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A required Bachelor's degree in business administration, finance, or similarly related field
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

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