Entry Level Financial Professional Jobs
New grad financial professional jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship or relevant coursework can carry more weight than a long resume. Most openings are Insurance and Investment & Asset Management roles with employers like New York Life, LPL Financial, and Thrivent hiring at this level now.
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Showing 5 of 9+ Entry Level Financial Professional jobs
INTRODUCTION
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Join a collaborative, team-oriented environment where you'll build lasting relationships with the same client base, allowing you to develop deep expertise and deliver exceptional service. You'll have access to strong support resources, ongoing career development opportunities, and a culture that encourages growth, innovation, and community involvement.
Responsibilities:
- Communicating directly with our clients by phone and email for up to 85 percent of your day
- Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
- Educate clients on the use of technology to monitor, maintain, and service their operational needs
- Communicate operational and financial industry policies and procedures
- Assume ownership of inquiries and see them through to a timely resolution and consistent follow-up
- Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interest
- Complete operational tasks including data input
- Communicate with internal departments to ensure we meet our clients' expectations for timely service delivery
- Actively participate in training to remain current with operational policies and procedures
- Drive customer experience to high levels of satisfaction by adhering to our corporate values
Requirements
- Triple skilled in Move Money, Account Transfers, and New accounts Direct Business
- Bachelor’s degree from an accredited institution or equivalent education and experience
- 1+ years in a client-facing, service-oriented role, ideally in a team-based environment
Core Skills
- Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
- Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously
- Curiosity coupled with a desire for continuous learning
- Customer focus
- Communication skills
- Work ethic
- Organized
- Track record in relationship management and customer satisfaction
- Ability to work with all levels of clients, management and employees
Preferences
- Upskilling on: Tax, Cost Basis, Margins and Advisory
- SIE obtained and/or 2+ years in the Service Center
Work Schedule and Locations:
Locations: Fort Mill, SC/ Tempe, AZ
Work Schedules: We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and end as late as 7pm EST Monday-Friday.
The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.
Pay Range:
$23.72-$39.52/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
INTRODUCTION
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Join a collaborative, team-oriented environment where you'll build lasting relationships with the same client base, allowing you to develop deep expertise and deliver exceptional service. You'll have access to strong support resources, ongoing career development opportunities, and a culture that encourages growth, innovation, and community involvement.
Responsibilities:
- Communicating directly with our clients by phone and email for up to 85 percent of your day
- Research complex situations, set client expectations, and define the actions necessary to resolve inquiries
- Educate clients on the use of technology to monitor, maintain, and service their operational needs
- Communicate operational and financial industry policies and procedures
- Assume ownership of inquiries and see them through to a timely resolution and consistent follow-up
- Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investors’ best interest
- Complete operational tasks including data input
- Communicate with internal departments to ensure we meet our clients' expectations for timely service delivery
- Actively participate in training to remain current with operational policies and procedures
- Drive customer experience to high levels of satisfaction by adhering to our corporate values
Requirements
- Triple skilled in Move Money, Account Transfers, and New accounts Direct Business
- Bachelor’s degree from an accredited institution or equivalent education and experience
- 1+ years in a client-facing, service-oriented role, ideally in a team-based environment
Core Skills
- Empathy and a passion for helping people, strong problem-solving abilities with an initiative-taking attitude and high sense of ownership
- Attention to detail, proficiency in using computers and customer service software, with the ability to navigate multiple systems simultaneously
- Curiosity coupled with a desire for continuous learning
- Customer focus
- Communication skills
- Work ethic
- Organized
- Track record in relationship management and customer satisfaction
- Ability to work with all levels of clients, management and employees
Preferences
- Upskilling on: Tax, Cost Basis, Margins and Advisory
- SIE obtained and/or 2+ years in the Service Center
Work Schedule and Locations:
Locations: Fort Mill, SC/ Tempe, AZ
Work Schedules: We offer a variety of schedules designed to meet our customers’ needs. Applicants must be able to support working a regularly scheduled shift anytime between the hours of 8am EST and end as late as 7pm EST Monday-Friday.
The role is based in the office locations mentioned in the job description and follows our hybrid working model. Your schedule will depend on the business needs and requirements of your assigned team.
Pay Range:
$23.72-$39.52/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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Entry Level Financial Professional Jobs: Frequently Asked Questions
How do I get an entry level financial professional job?
Entry level financial professional roles reward candidates who can demonstrate applied knowledge, even without years of experience. Employers at this level look for relevant coursework in finance, accounting, or economics, familiarity with tools like Excel or financial modeling software, and any internship or co-op experience. A well-organized resume that highlights analytical projects, certifications like the Bloomberg Market Concepts, or coursework in financial analysis can give junior candidates a real edge.
Which companies hire entry level financial professionals?
Companies hiring entry level financial professionals right now include New York Life, LPL Financial, and Thrivent, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a broad range of employers, including regional banks, insurance firms, corporate finance departments, and financial services startups that actively recruit recent graduates and junior talent.
Are there remote entry level financial professional jobs?
Yes, though on-site roles remain common at this stage. About 20% of entry level financial professional openings are remote or hybrid as of November 2026, giving new grads flexibility without limiting their options. Many hybrid roles are structured to include in-person time for training, which can be especially valuable when you are building foundational skills early in your career.
Are these new grad financial professional jobs?
Yes, the listings here include new grad, recent graduate, and junior financial professional roles. A posting is new-grad friendly when it welcomes zero to two years of experience, accepts internships or academic projects in place of full-time history, or explicitly invites applications from recent graduates. If a role lists a portfolio, relevant degree, or coursework as sufficient, it is a strong fit for a new grad entering the field.
Which industries hire the most entry level financial professionals?
Entry level financial professional roles concentrate in Insurance and Investment & Asset Management, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at the junior level because they rely on large teams of analysts, associates, and coordinators to handle financial reporting, client accounts, risk assessment, and compliance work that suits candidates who are just starting out.