Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Quick apply
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Quick apply
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Quick apply
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Quick apply
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Quick apply
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Provide education and guidance to help clients make informed financial decisions * Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions * Build and grow ...
Entry Level Independent Financial Professional (Remote)
Baltimore, MD · Remote
$20K/yr
... an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO ...
Entry Level Independent Financial Professional (Remote)
Baltimore, MD · Remote
$20K/yr
... an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO ...
... entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position, but a Life License experience is welcomed.
Quick apply
... entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position, but a Life License experience is welcomed.
We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy ...
We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy ...
... entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position, but a Life License experience is welcomed.
... entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position, but a Life License experience is welcomed.
We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy ...
Quick apply
We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy ...
... an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you ...
... an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you ...
... an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you ...
Quick apply
... an entry-level financial professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you ...
Entrylevel Financial Professional information
See salary details
$38.5K - $48.3K
1% of jobs
$48.3K - $58K
7% of jobs
$58K - $67.8K
6% of jobs
$67.8K - $77.6K
9% of jobs
$78.8K is the 25th percentile. Wages below this are outliers.
$77.6K - $87.4K
13% of jobs
The median wage is $93.7K / yr.
$87.4K - $97.1K
21% of jobs
$97.1K - $106.9K
17% of jobs
$107.5K is the 75th percentile. Wages above this are outliers.
$106.9K - $116.7K
10% of jobs
$116.7K - $126.5K
7% of jobs
$126.5K - $136.2K
5% of jobs
$136.2K - $146K
3% of jobs
$38.5K
$95.5K
$146K
How much do entrylevel financial professional jobs pay per year?
What is the difference between Entrylevel Financial Professional vs Financial Advisor?
| Aspect | Entrylevel Financial Professional | Financial Advisor |
|---|---|---|
| Certifications | May require Series 6 or 7, depending on role | Often requires Series 7, 66, or CFP certification |
| Work Environment | Financial firms, banks, insurance companies | Independent or firm-based, client-facing |
| Job Focus | Supporting financial planning, sales, client service | Providing comprehensive financial planning and advice |
Entrylevel Financial Professionals typically support financial advisors or work in sales roles, requiring basic certifications like Series 6 or 7. Financial Advisors focus on delivering personalized financial planning and often hold advanced certifications like CFP. While both roles operate in financial firms and serve clients, Financial Advisors have a broader advisory scope and higher certification requirements.
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Full-time
Posted 17 days ago
Job description
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships.
www.wealthbridgefg.com
Position OverviewWe are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network.
Key Responsibilities- Develop and maintain long-term client relationships through a client-first, consultative approach
- Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning)
- Provide education and guidance to help clients make informed financial decisions
- Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions
- Build and grow your own book of business through networking, referrals, and marketing initiatives
- Stay current on financial markets, products, and planning strategies
Requirements
Ideal Candidate- Entrepreneurial mindset with strong interpersonal and communication skills
- Desire to build a client-focused business and long-term career
- Self-motivated, disciplined, and goal-oriented
- Interest in financial services, wealth management, or business development
- Prior experience in sales, finance, or client service is a plus (not required)
You'll serve a diverse client base including:
- Individuals and families
- Business owners
- Institutions and organizations
- Be part of a firm focused on people, impact, and outcomes
- Build a career with uncapped growth potential
- Work in a supportive environment that values collaboration and innovation
- Help clients navigate complex financial decisions with confidence
Benefits
What sets us apart from other firms?- Access to a collaborative network of experienced professionals and mentors
- Advanced planning resources, digital marketing support, and business development tools
- Flexible career path with entrepreneurial growth opportunities
- Ongoing training, licensing support, and professional development
- Technology platforms and tools to help streamline client engagement and planning
- A culture focused on integrity, innovation, and long-term client success