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Entry Level Cfp Jobs (NOW HIRING)

Coastal Wealth

Financial Advisor - Miami, FL

Miami, FL · Remote

$75K - $125K/yr

This entry-level position offers a unique opportunity to develop core skills in financial planning ... Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. * Prior experience in ...

Plantemoran

2027 Financial Advisor Intern

Southfield, MI · On-site

$16.25 - $21.25/hr

As an intern, you'll be treated just like our entry level staff. Working with staff at all levels ... sit for the CFP exam OR on track to complete requisite bachelor's degree from a CFP Board ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$500 - $10K/mo

... * Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards CFP designation. * Experienced ...

rebel Financial

Financial Coach

Groveport, OH · On-site

... * Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards CFP designation. * Experienced ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Prior experience in financial planning is desirable but not required; this is an entry-level role ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...

Lockton, Inc.

Benefits Analyst

Washington, DC · On-site

Completes the Career Foundations Program (CFP) within 2 years * Attends all training sessions; drive engagement and build a relationship with mentor * Gains entry level knowledge of employee benefits ...

Advyzon

Associate Trader

Lisle, IL · On-site

$15.50 - $20.75/hr

This is an entry level role and we are willing to provide on-the-job training for the right ... Bachelor's degree strongly preferred; interest in obtaining MBA, CFP/CFA a plus * Basic knowledge ...

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Entry Level Cfp information

See salary details

$47K

$103.1K

$148.5K

How much do entry level cfp jobs pay per year?

As of Jul 28, 2026, the average yearly pay for entry level cfp in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is an Entry Level CFP job?

An Entry Level CFP (Certified Financial Planner) job is a starting position in financial planning where professionals assist clients with budgeting, investments, retirement planning, and other financial goals. They typically work under the supervision of senior advisors, gaining hands-on experience while building client relationships. Responsibilities may include financial analysis, preparing reports, and helping clients develop personalized financial strategies. Most entry-level CFP professionals work in financial firms, banks, or investment companies as they work toward full certification and career advancement.

How to start a career as a CFP?

To start a career as a Certified Financial Planner (CFP), you need to meet education requirements, pass the CFP exam, gain relevant work experience, and adhere to ethical standards. Typically, this involves completing a CFP Board-registered education program and accumulating three years of financial planning experience. Obtaining the CFP certification enhances credibility and job prospects in financial planning roles.

How to make $10,000 a month with no degree?

An entry-level Certified Financial Planner (CFP) typically requires a degree and certification, but earning $10,000 a month without a degree is unlikely in this role. High earnings in finance often depend on experience, client base, and commissions, which usually require industry-specific knowledge and credentials. Alternative high-income opportunities without a degree include sales, entrepreneurship, or skilled trades, but they also involve building experience and reputation over time.

What does a first year CFP make?

A first-year Certified Financial Planner (CFP) typically earns between $50,000 and $70,000 annually, depending on location, firm size, and client base. Entry-level CFPs often focus on gaining experience, building their client portfolio, and obtaining necessary certifications while earning a salary that may include bonuses or commissions.

How to get CFP without experience?

To become a Certified Financial Planner (CFP) without prior experience, candidates must complete the required education, pass the CFP exam, and fulfill the experience requirement by working in a financial planning role or related field, which can sometimes be satisfied through internships or volunteer work. Gaining relevant skills and knowledge through coursework and certifications can also support eligibility for the CFP credential.

What types of responsibilities can I expect as an Entry Level CFP, and how will I work with other team members?

As an Entry Level CFP, your daily responsibilities often include gathering and analyzing clients' financial data, preparing initial financial plans, and assisting with portfolio reviews under the supervision of senior advisors. You will usually work as part of a collaborative team, which may include senior CFPs, client service associates, and support staff, providing opportunities to learn from experienced professionals. This teamwork not only builds your technical knowledge but also helps develop client management skills, making it a great starting point for those looking to advance within the financial planning field. You may also engage in client meetings, follow up with clients regarding documentation, and stay updated on financial markets to support client recommendations.

What are the key skills and qualifications needed to thrive in the Entry Level Cfp position, and why are they important?

To excel as an Entry Level CFP (Certified Financial Planner), candidates typically need a bachelor's degree in finance or a related field, strong analytical skills, and successful completion of the CFP certification process. Familiarity with financial planning software, CRM platforms, and proficiency in using spreadsheets like Microsoft Excel are commonly required. Effective communication, active listening, and the ability to build trust with clients are vital soft skills. These competencies enable new CFPs to deliver sound financial advice, build client relationships, and grow in the competitive financial services industry.

More about Entry Level Cfp jobs
What cities are hiring for Entry Level Cfp jobs? Cities with the most Entry Level Cfp job openings:
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What states have the most Entry Level Cfp jobs? States with the most job openings for Entry Level Cfp jobs include:
What job categories do people searching Entry Level Cfp jobs look for? The top searched job categories for Entry Level Cfp jobs are:
Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in the United States as of July 2026, with employment types broken down into 32% Locum Tenens, 4% Internship, 60% Full Time, and 4% Part Time. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
College to Corporate - Advice

College to Corporate - Advice

The Vanguard Group, Inc.

Scottsdale, AZ • On-site

Full-time

Posted 15 days ago

Vanguard rating

8.7

Company rating: 8.7 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

Take a stand for investors

Vanguard's College to Corporate Advice Internship Program is an immersive, hands-on experience for high-potential undergrads passionate about becoming Certified Financial Planner professionals and pursuing a career at one of the world's leading investment firms. The paid internship will provide you an opportunity to develop an in-depth understanding of Vanguard's mission, investment philosophy, and advice services. You will receive a preview of how these factors impact our clients, employees, and the industry. Here, you will gain real-world experiences as you advance our mission and stand up for over thirty million investors, worldwide. Make it count!

In this Summer 2027 internship program you will

  • Spend the summer developing your expertise of the personal financial planning process and enriching your knowledge of Vanguard's business.

  • Learn about what differentiates Vanguard's advice offering and get a firsthand look at how our advisors interact with and serve Personal Advisor Services clients.

  • Meet regularly with your department manager and internship program manager, in order to receive personalized coaching and mentorship.

  • Connect with a dedicated mentor to provide support and help you navigate the corporate environment and form professional relationships during the course of the program.

  • Have the opportunity to share your knowledge and experiences with leaders and your team.

Kickstart a career that counts

Do you have the grit and determination to work and learn in a demanding, unique program? Then take the first step into the constantly evolving field of financial planning. Your real passion for investing with integrity and drive to do what's right for our clients will propel you through the experience and help you gain experience toward your CFP certification. We'll stand by you as you stand up for thirty million investors, worldwide.

Upon successful completion of the program, you will be considered for Vanguard's full-time, entry-level positions, including the Financial Advisor Development Program (FADP). This specialty program is a rotational program designed to provide a work-training experience in advice and support you during pursuit of the CFP certification.

What it takes

The ideal candidate is a current college junior who possesses the following qualities:

  • Undergraduate or graduate degree (required). Cumulative GPA of 3.2 or higher preferred.

  • Currently enrolled in a CFP Board-Registered program (required).

  • Desire to sit for the CFP exam before or after graduation.

  • Effective communication, analytical, leadership, and problem-solving skills.

  • Ability to work well, independently, and as part of a team.

  • Flexibility, drive to take initiative, and the ability to learn quickly.

  • Results-oriented with the ability to manage several priorities.

Special Factors

  • At this time Vanguard is only considering candidates that will not now, or in the future, need sponsorship or other immigration support to obtain US work authorization.

  • This program is a full-time, paid summer internship for the Summer 2027.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

What Vanguard employees say

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