Entry Level Financial Consultant Jobs
New grad financial consultant jobs attract recent graduates and entry level candidates with zero to two years of experience, where a strong internship record or well-documented portfolio can matter more than a lengthy resume. Most openings are on-site roles concentrated in Banking & Financial Services, Insurance, and Accounting & Auditing, with employers like Equitable Advisors, First Community Credit Union, and Centennial Bank hiring at this level now.
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Showing 5 of 23+ Entry Level Financial Consultant jobs
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
- Establishes joint appointments with Financial Advisors and customers
- Works with Financial Advisors on preparing and scheduling meetings
- Assists in covering branches that do not have a dedicated Financial Advisor
- Responds to customer and Financial Advisors' requests
- Updates customer information
- Completes required and assigned training modules
- Becomes familiar and educated with investment products used to meet customers' investment needs
- Demonstrates customer-focused partnership with branch staff
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position is incentive eligible.
Requirements
- High School Diploma or GED
- Six (6) months of related experience
Preferences
- Life Insurance License strongly preferred
- Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills And Competencies
- Ability to engage in a high touch environment
- Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
- Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.
Position Type
Full time
Incentive Pay Plans
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Riverview, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Associate Financial Consultant - Regions Investment Services (RIS) assists Financial Advisors in establishing a portfolio of bank customers based on meeting the financial objectives of the customer through sound guidance and advice.
Primary Responsibilities
- Establishes joint appointments with Financial Advisors and customers
- Works with Financial Advisors on preparing and scheduling meetings
- Assists in covering branches that do not have a dedicated Financial Advisor
- Responds to customer and Financial Advisors' requests
- Updates customer information
- Completes required and assigned training modules
- Becomes familiar and educated with investment products used to meet customers' investment needs
- Demonstrates customer-focused partnership with branch staff
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position is incentive eligible.
Requirements
- High School Diploma or GED
- Six (6) months of related experience
Preferences
- Life Insurance License strongly preferred
- Obtain Financial Industry Regulatory Authority (FINRA) registrations including the Series 6, 7, 63, 65, or 66
Skills And Competencies
- Ability to engage in a high touch environment
- Ability to gain understanding of our customers’ current financial standing and their short and long term financial goals
- Ability to work towards full licensing within six (6) months or a mutually agreed upon time frame
Compensation for this role includes base compensation and variable compensation. Associates in this role have total compensation earning potential of $40,000 - $100,000+.
Position Type
Full time
Incentive Pay Plans
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Riverview, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services10
- Insurance7
- Accounting & Auditing2
- Investment & Asset Management2
- Automotive1
Entry Level Financial Consultant Jobs: Frequently Asked Questions
How do I get an entry level financial consultant job?
Employers at this level look for a finance-related degree, familiarity with financial modeling or data tools like Excel, and demonstrated curiosity about client-facing work. A completed internship, a relevant certification such as a Series 65 or Financial Modeling credential, and a portfolio showing a real or simulated analysis project all give entry level candidates a measurable edge over applicants who rely on coursework alone.
Which companies hire entry level financial consultants?
Companies hiring entry level financial consultants right now include Equitable Advisors, First Community Credit Union, and Centennial Bank, based on current listings on Migrate Mate as of September 2026. Hiring at this level comes from a wide range of employers, including consulting firms, regional banks, insurance providers, and financial planning practices that are actively building junior talent pipelines.
Are there remote entry level financial consultant jobs?
Yes, though on-site roles still dominate at the entry level. About 22% of entry level financial consultant openings are remote or hybrid as of September 2026, giving candidates flexibility without limiting their options to a single metro area. Hybrid arrangements are especially common at larger firms that offer structured onboarding before shifting to a more flexible schedule.
Are these new grad financial consultant jobs?
Yes, many of these postings are new grad friendly, including roles listed as junior or open to recent graduates with no prior professional experience. A new grad posting typically welcomes zero to two years of experience and accepts internships, academic projects, or a portfolio in place of full-time work history, making them realistic first-role targets for candidates coming straight out of a finance or business program.
Which industries hire the most entry level financial consultants?
Entry Level financial consultant roles concentrate in Banking & Financial Services, Insurance, and Accounting & Auditing, based on current listings on Migrate Mate as of September 2026. These sectors drive consistent hiring at the junior level because they rely on growing teams of analysts and consultants to serve expanding client bases and meet ongoing regulatory and advisory demands.