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Entry Level Cfp Jobs (NOW HIRING)

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 ...

... * 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 ...

... * 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 ...

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 ...

Financial Advisor

Raleigh, NC · Remote

$38K - $40K/mo

... CFP) designation is a plus Bachelor's degree in finance, Economics, or related field Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your ...

... entry-level advisory position focused on mastering client service and the implementation of the Savant Wealth Management process. The Associate Advisor is pursuing a CFP designation and gaining ...

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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 Jun 6, 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.

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:
What are the most commonly searched types of Cfp jobs? The most popular types of Cfp jobs are:
What states have the most Entry Level Cfp jobs? States with the most job openings for Entry Level Cfp jobs include:
Infographic showing various Entry Level Cfp job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.
Departmental Technician 7-E9 CFP

Departmental Technician 7-E9 CFP

State of Michigan

Saline, MI • On-site

$23.23 - $31.91/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


State Of Michigan rating

7.9

Company rating: 7.9 out of 10

Based on 181 frontline employees who took The Breakroom Quiz

12th of 50 rated states


Job description

Salary: $23.23 - $31.91 Hourly
Location : Saline, MI
Job Type: Permanent Full Time
Job Number: 3920-26-CFP-069-EST
Department: Health and Human Services - Forensic Center
Opening Date: 05/27/2026
Closing Date: 6/3/2026 11:59 PM Eastern
Bargaining Unit: UNITED AUTO WORKERS (UAW)
Job Description
The MDHHS mission is to provide opportunities, services, and programs that promote a healthy, safe, and stable environment for residents to be self-sufficient. We are committed to ensuring a diverse workforce and a work environment whereby all employees are treated with dignity, respect and fairness. For more information, please visit our
This position is responsible for performing a variety of technician assignments within the Department of Forensic Services in the Center for Forensic Psychiatry (CFP) in support of departmental programs, services and activities using independent judgment in making decisions based on established methods, procedures, policies, regulations, and requirement under the mental health code and court systems. This position coordinates and oversees the center-wide registration of clients and the scheduling of all evaluations and hospital admissions of individuals referred to the State Hospital Administration for treatment. The incumbent compiles, reviews, and monitors information either by direct data entry or by monitoring and reviewing information entered by other disciplines that have access to systems. This position also processes information requests from SHA, DHHS staff, Michigan Courts, prosecutors and defense attorneys, and law enforcement agencies. In this role, the individual provides independent oversight in maintaining hospital-wide data integrity and resolution of problems.
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To be considered for this position you must:
  • Apply for this position online via NEOGOV; click on "Apply" in the job posting for instructions on submitting your electronic application. Hard copy applications are not accepted.
  • Relevant experience and/or education referred to in the supplemental questions must be documented in the resume, transcript and/or application to allow for accurate screening.
  • Meet the Selective Position Requirement (SPR) OR SubClass Code (if applicable).
  • Attach a resume identifying specific experience and dates of employment. Dates of employment should include month and year and hours per week.
  • Attach a cover letter.
  • If applicable, attach a copy of an official transcript(s). We accept scanned copies of official transcripts. We do not accept web-based, internet, or copies of unofficial transcripts. Official transcripts provide the name of the institution, confirmation that a degree was awarded and on what date, and the registrar's signature.

Failure to complete any of the above items may result in your application not being considered. See instructions for attaching files here:
Required Education and Experience
Education
Education typically acquired through completion of high school
Experience
Departmental Technician 7
One year of experience performing administrative support activities equivalent to the 7-level in state service.
Departmental Technician 8
One year of experience performing administrative support activities equivalent to the 8-level in state service.
OR
One year of experience as a technician or paraprofessional equivalent to the entry level in state service.
Departmental Technician E9
One year of experience as a supervisor of administrative support activities equivalent to the 9-level in state service.
OR
One year of experience performing administrative support activities equivalent to the 9-level in state service.
OR
Two years of experience as a technician or paraprofessional, including one year of experience equivalent to the intermediate level in state service.
Alternate Education and Experience
Departmental Technician 7
Completion of two years of college (60 semester or 90 term credits) may be substituted for the experience requirement.
Departmental Technician 8
Possession of a Bachelor's degree may be substituted for the experience requirement.
Departmental Technician E9
Possession of a Bachelor's degree and one year of job-related experience may be substituted for the experience requirement.
Additional Requirements and Information
This position is located at the Center for Forensic Psychiatry: 8303 Platt Road, Saline, MI 48176.
Your application for any position does not guarantee you will be contacted by the Department/Agency for further consideration. Only those applicants interviewed will be notified of the results.
The use of artificial intelligence (AI) software of any kind is prohibited in all areas of the selection process; including, but not limited to, responses to application questions, and responses to interview questions or exercises.
As a Condition of Employment: this position requires successful completion of a background investigation and a criminal records check. If you previously held status in this classification and departed within the last three (3) years, please contact Human Resources regarding your interest in a potential reinstatement. Reinstatement is not guaranteed or required.
The Department of Health & Human Services reserves the right to close this posting prior to its original end date once a sufficient number of applications have been received.
For questions about this specific position, please email Please reference this job posting number in subject line.
Follow us on LinkedIn for more job opportunities!
MDHHSJobs #MDHHSJobs #Veteranfriendly #CareersWithPurpose #CommunityHeroes
MDHHS is proud to be a Michigan Veteran's Affairs Agency (MVAA) Gold Level Veteran-Friendly Employer.
Accommodations
If you require a reasonable accommodation to participate in the application or selection processes, please contact the for the agency that posted this position vacancy.
State employment also offers rewarding careers where you can help Michiganders enjoy better lives. Many State of Michigan jobs offer alternate work schedules and remote-work options that can help give the flexibility you need. The State of Michigan has been recognized as a leading U.S. employer by new graduates from 2021-2023 and a best large U.S. and state employer. Recognized on the international stage for fostering positive employee engagement, the State of Michigan is a past recipient of a North America Government Agency Employees Engagement Award.
More details on benefits for our new hires are below:
Rewarding Work: State of Michigan jobs allow you to serve Michiganders in many different ways depending on your interests and skills. Help preserve and protect our environment and the public health; enforce state laws and regulations; advocate for children, families, and victims of discrimination; support our state's military and veterans; rebuild our state's infrastructure; or support other state agencies through our fiscal, IT, and HR systems.
Insurance Benefits: The State of Michigan offers health, mental health, dental, and vision insurance to eligible career employees, their spouses, and their children. The state also covers a life-insurance benefit of two times employees' annual salary (up to $200,000). The state also offers long-term-disability insurance that can provide continuing benefits if an injury or illness prevents employees from working. More information is available at www.mi.gov/employeebenefits.
Retirement Programs: The State of Michigan offers 401(k) and 457 plans for new hires to save for retirement. The state will automatically contribute an amount equal to 4% of your pay to a 401(k) account. The state will also match up to 5% of your pay if you contribute to your 401(k) account. Your contributions vest immediately, and the state's contributions fully vest after just 4 years. More information is available at http://www.mi.gov/orsstatedc.
Vacation and Sick Leave: Eligible full-time employees receive between 15 and 35 personal days and 13 sick days per year that may be rolled over to the following year if not used. Eligible employees also receive an additional day each year for community service or school functions.
Paid Parental Leave: Eligible employees can take 12 weeks of paid leave immediately after a birth or adoption to allow needed time together at home with a new child.
Paid Holidays: Eligible employees receive 13 or 14 paid holidays each year including New Year's Eve and Day, Martin Luther King Jr. Day, Presidents' Day, Memorial Day, Juneteenth, the Fourth of July, Labor Day, Election Day, Veterans Day, Thanksgiving, Thanksgiving Friday, Christmas Eve and Day.
Bonus Programs: Eligible employees with five years of service also receive annual longevity bonuses that grow as seniority increases. Some positions also may qualify for recruitment, retention, and performance bonuses or other special pay premiums.
Military Pay Differential: Employees in the guard or reserves may also qualify for supplemental pay benefits if miliary pay during qualifying duty is less than normal state pay. Prior military service may also allow seniority credits to accelerate eligibility for longevity bonuses and additional personal leave accrual.
Tax-Advantaged Programs: In addition to 401(k) and 457 retirement accounts, the state also offers flexible spending account (FSA), health savings account (HSA), and qualified transportation fringe benefit (QTFB) programs that can help you save money by reducing your taxable income.
Student Loan Forgiveness: Working for the State of Michigan may allow you to participate in programs that forgive the balance of qualifying student loans. Please view Student Loan Information to help determine if you could qualify is available from the U.S. Department of Education.
Tuition Reduction: Some colleges and universities offer savings to eligible employees and family members to further their education while working for the State of Michigan.
Professional Development: To help develop your career, programs are available to apply for reimbursement of up to $2,000 a year for education and training for college course credits and non-degree programs.
Alternative and Remote Work Schedules: Depending on the nature of their duties, many state jobs offer flexible work schedules and remote or hybrid telecommuting options that can help obtain the work-life balance that you seek.
Great Lakes and Great Times: Michigan boasts four Great Lakes, 11,000 inland lakes, 36,000 miles of rivers and streams, 20 million acres of forests, 100 state and national parks and recreation areas, 1,300 miles of bike trails, 6,500 miles of snowmobile trails, the second-most ski areas in the nation, 650 public golf courses, 600 campgrounds, and an international dark-sky park-just for starters. Our cities offer concerts and cultural events, storied sports teams, education hubs, vibrant downtowns, one-of-a-kind craft beverages, and renowned restaurants for every appetite. From urban centers to beach towns to the great outdoors, the opportunities are endless. With your state salary and benefits and Michigan's affordable cost of living, you can explore all that Michigan has to offer.
Updated: 2/28/24
01
DPTLTCH - Do you possess at least an educational level typically acquired through the completion of high school?
  • Yes
  • No

02
Do you possess at least an associate's degree in any field? If yes, please be sure to attach a copy of your official college transcripts.
  • Yes
  • No

03
DPTLTCH - Please select your level of experience.
  • At least one year of experience performing administrative support activities equivalent to the 7-level in state service OR completion of at least two years of college (60 semester or 90 term credits).
  • At least One year of experience performing administrative support activities equivalent to the 8-level in state service. OR One year of experience as a technician or paraprofessional equivalent to the entry level in state service. OR possession of a Bachelor's degree in any major.
  • At least One year of experience as a supervisor of administrative support activities equivalent to the 9-level in state service. OR One year of experience performing administrative support activities equivalent to the 9-level in state service. OR Two years of experience as a technician or paraprofessional, including one year of experience equivalent to the intermediate level in state service. OR possession of a Bachelor's degree in any major and at least one year of job-related experience.
  • At least Two years of experience as a supervisor of administrative support activities equivalent to the 9-level in state service. OR Two years of experience performing administrative support activities equivalent to the 9-level in state service. OR Three years of experience as a technician or paraprofessional, including one year of experience equivalent to the experienced level in state service.

04
Please select from the options below: (Please note, actions that have been expunged, formal counseling, and layoff actions, such as a reduction in force, need not be reported.) Please select all that apply.
  • I have been dismissed within the last two years
  • I have resigned in lieu of discipline or dismissal within the last two years
  • I have been suspended without pay within the last two years
  • I have received a written reprimand within the last two years
  • I have received an unsatisfactory rating within the last two years
  • I have signed a last chance agreement with MDHHS within the last two years
  • I certify that none of the above circumstances a...

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