Entry Level Financial Manager Jobs
New grad financial manager jobs welcome recent graduates and entry level candidates with zero to two years of experience, where strong internship work or a finance-focused portfolio can carry more weight than years on a resume. Most openings are on-site roles across Banking & Financial Services, Investment & Asset Management, and Healthcare & Medical Services, with employers like Bank of America, First Command Financial Services, and CVS Health hiring at this level now.
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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:
$124,000 at plan commission
Responsibilities:
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications:
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Background in sales, business development, leadership, or other performance-driven roles; professional experience preferred
- Strong communication, presentation, and relationship-building skills with the ability to influence and earn trust
- Self-motivated and competitive with a business mindset, capable of managing time, priorities, and client relationships independently
- Demonstrated desire to grow professionally, take on increased responsibility, and pursue leadership and advancement opportunities
About Company
Build a career where your ambition, impact, and income can grow together. As a Financial Services Professional with New York Life, you’ll help individuals, families, and businesses achieve financial confidence while building a career with one of the most respected companies in the industry—backed by over 180 years of financial strength and stability.
If you’re driven by the ability to make a positive impact and want clear paths for advancement and long-term growth, New York Life provides the platform to build a meaningful, rewarding career.
Ready to take control of your future and make a difference? Apply today and start building your career with New York Life.
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Find JobsEntry Level Financial Manager Job Market
Who's Hiring
- Bank of America225
- First Command Financial Services153
- CVS Health55
- Fifth Third Bank48
- Northwestern Mutual36
Top Industries Hiring
- Banking & Financial Services583
- Investment & Asset Management264
- Healthcare & Medical Services175
- Insurance106
- Technology & Software94
Entry Level Financial Manager Jobs: Frequently Asked Questions
How do I get an entry level financial manager job?
Focus on demonstrating practical skills over experience length. Employers at this level look for candidates who understand budgeting fundamentals, financial reporting, and basic analysis tools like Excel or financial modeling software. Internship experience, a finance or accounting degree, and familiarity with accounting software give candidates a clear edge. Tailor your resume to each posting and highlight any hands-on project work or coursework that mirrors the job description.
Which companies hire entry level financial managers?
Companies hiring entry level financial managers right now include Bank of America, First Command Financial Services, and CVS Health, based on current listings on Migrate Mate as of July 2026. A wide range of employers hire at this level, from large corporations with structured rotational finance programs to mid-size firms and nonprofits that need early-career candidates who can step into financial oversight roles with guidance and grow into them.
Are there remote entry level financial manager jobs?
Yes, though on-site roles still dominate at this stage. About 18% of entry level financial manager openings are remote or hybrid as of July 2026, reflecting employers' preference for in-person onboarding for junior finance roles. Hybrid arrangements are more common than fully remote at the entry level, so candidates open to a mix of in-office and remote work will find the most options.
Are these new grad financial manager jobs?
Yes, these listings include new grad, recent graduate, and junior financial manager roles. A posting qualifies as new-grad friendly when it welcomes zero to two years of experience, accepts internship or co-op work in place of full-time history, or lists a degree plus a portfolio as sufficient. If you're searching as a new grad, look for language like "recent graduates welcome" or "entry level considered" in the job description.
Which industries hire the most entry level financial managers?
Entry Level financial manager roles concentrate in Banking & Financial Services, Investment & Asset Management, and Healthcare & Medical Services, based on current listings on Migrate Mate as of July 2026. These sectors tend to drive hiring at the entry level because they run large volumes of financial transactions, maintain dedicated finance teams with clear junior rungs, and have consistent budget cycles that create recurring demand for early-career financial professionals.