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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 ...

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 ...

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 ...

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 ...

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 ...

Mercer Advisors

Financial Planner

Woodland Hills, UT · Hybrid

$69K - $92K/yr

This is an entry level financial planning position perfect for the candidate who seeks to gain ... Has begun CFP coursework * At least 1 year of financial industry related experience preferred

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

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$47K

$103.1K

$148.5K

How much do entry level cfp jobs pay per year?

As of Jul 8, 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.

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Entry Level Cfp jobs near you

Financial Planning Associate

Prestige Worldwide Enterprises LLC

Saint Cloud, MN • On-site

$45K - $60K/yr

Full-time

Posted 7 days ago

Job description

Financial Planning Associate

About Stone Arch Advisory Group: https://www.stonearchadvisorygroup.com/our-story.htm

Stone Arch Advisory Group is searching for a highly motivated and organized Financial Planning Associate to join their financial planning team. This is an entry-level position that provides critical technical and client planning support to our financial advisors, vital to our success in delivering exceptional financial guidance to our clients. You'll report to the CFO/Director of Financial Planning and work with an exceptional team of experienced CFP's.

Core Expectations Include (not limited to):

  • Create, modify, and monitor comprehensive financial plans for clients/prospects
  • Use the financial planning analysis to create/develop personal recommendations for clients/prospects, including, but not limited to:
    • Insurance (Life, Disability, Long-term Care)
    • Asset accumulation/distribution strategies
    • Asset allocation analysis
    • Tax planning strategies
  • Host weekly case prep meetings with Advisors to prepare them on client meeting content for the week, while clearly communicate planning recommendations and reasoning to all parties
  • Develop and understand life, disability, annuity, long-term care products available to clients through Northwestern Mutual and outside brokerage firms utilized by Stone Arch Advisory Group
  • Prepare for client meetings by gathering financial information, analyzing data, and creating a concise agenda to ensure a productive meeting
  • Support in maintaining the firm’s planning philosophies
  • Maintaining a positive, professional, and team-focused attitude while working internally with team members and externally with clients

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
  • Strong attention to detail with the ability to work with a high degree of accuracy and autonomy
  • Demonstrate organizational skills, ability to multitask, and time management skills with the ability to set priorities and meet deadlines
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong work ethic and ability to work in a fast-paced environment
  • Ability to maintain confidentiality in dealing with client matters
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other proprietary financial planning software; along with embracing innovation and open to adopting AI-enabled tools and technologies
  • Desire and capacity to further financial education and pursue credentials (ex. CFP, RICP)
  • Minnesota Life, Accident & Health License (or ability to obtain within 90 days)
  • FINRA SIE, Series 7 & 63 (or ability to obtain within 1 year)