Entry-Level Financial Advisor
Tharp Consulting
Dallas, TXFresher2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- BudgetingCustomer service
- Work
- On-site in Dallas
- Pay
- Not stated by the employer.
- Listed
- Oct 31, 2026 · still open
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About the Role
Support the Financial Planning and Advisory team in the Banking, Insurance & Investment space.
Key Responsibilities
- Assist in client financial assessments and the development of basic financial plans
- Support budgeting and savings guidance, including introductory investment education
- Help prepare client presentations and supporting reports
- Collaborate with senior advisors to support recommendations using relevant data
- Contribute to inclusive, mission-driven client services that support economic mobility and long-term financial well-being
Qualifications & Skills
- Strong interest in personal finance, budgeting, savings, and investment concepts
- Ability to work collaboratively with senior team members
- Comfort working with data to inform recommendations
- Clear communication skills for presenting information and preparing reports
- Commitment to inclusive service and helping diverse clients achieve financial goals