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Entrylevel Financial Advisor Jobs (NOW HIRING)

Falcon PG

Entry-Level Financial Advisor

Escondido, CA · On-site

... senior advisors or team members with client onboarding and support • Conduct client meetings ... Qualifications Requirements (Entry-Level Financial / Insurance Agent) • No prior experience in ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

$76K/yr

... financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized ...

Falcon PG

Entry-Level Financial Advisor

Escondido, CA

$250K/yr

... senior advisors or team members with client onboarding and support * Conduct client meetings ... Requirements (Entry-Level Financial / Insurance Agent) * No prior experience in financial services ...

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

$76K/yr

... financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized ...

Principal

Entry-Level Financial Advisor

Indianapolis, IN · On-site

$76K/yr

... financial outcomes. At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized ...

Principal

Entry-Level Financial Advisor

Lansing, MI · On-site

$76K/yr

Participate in training and development programs while building the skills needed to become a successful Financial Advisor * Learn how to identify and connect with prospective clients to begin ...

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Entrylevel Financial Advisor information

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$36K

$102.1K

$144K

How much do entrylevel financial advisor jobs pay per year?

As of Jun 15, 2026, the average yearly pay for entrylevel financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

How do you become a financial advisor with no experience?

To become an entry-level financial advisor with no experience, individuals typically pursue relevant education such as a bachelor's degree in finance, economics, or related fields, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining knowledge of financial planning tools and starting in support roles or internships can also help build experience and industry understanding.

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 do entry-level financial advisors do?

Entry-level financial advisors assist clients with financial planning, investment strategies, and goal setting under supervision. They gather client information, prepare financial documents, and use financial software, often working toward certifications like the Series 7 or 66. Their role involves learning industry regulations and developing client communication skills.

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.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial advisor, having $200,000 in assets or investments can be sufficient to start working with a financial advisor, as many firms set minimum investment thresholds around this amount. However, some advisors may have lower or higher minimums, and the suitability depends on the advisor's policies and the client's financial goals. It is also common for advisors to offer different services based on the client's asset level and to require ongoing contributions or planning for comprehensive financial management.

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.

Is $50,000 enough to work with a financial advisor?

For an entry-level financial advisor, a $50,000 annual income can be sufficient to start building a client base and gain experience, especially if working for a firm that provides training and resources. However, personal financial needs and the costs associated with obtaining certifications or licenses, such as the Series 7 or 66, should also be considered when evaluating financial stability in this role.

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.
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Entrylevel Financial Advisor jobs near you

Entry-Level Financial Advisor

Hudnall Capital Advisors

Greenville, SC • On-site

$75K/yr

Full-time

Posted 23 days ago

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation:

$75,000+ Commission


Responsibilities:
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications:
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Bachelor’s degree in business administration, finance, or related field is required
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

About Company

Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.

We can be different by doing the right thing!