Lansing, MI · On-site
$65K - $75K/hr
... practice as an entry level Wealth Associate! Target start date is June 2027. Summary of ... CFP certification a plus * Series 65 License preferred * Experience with eMoney or other financial ...
Lansing, MI · On-site
$65K - $75K/hr
... practice as an entry level Wealth Associate! Target start date is June 2027. Summary of ... CFP certification a plus * Series 65 License preferred * Experience with eMoney or other financial ...
Dallas, TX · On-site
... 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 ...
Dallas, TX · On-site
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
Malvern, PA · On-site
... 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 ...
Malvern, PA · On-site
... 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 ...
Dallas, TX · On-site
... 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 ...
Dallas, TX · On-site
... 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 ...
Malvern, PA · On-site
... 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 ...
Malvern, PA · On-site
... 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 ...
Wichita, KS · On-site
$60 - $80/hr
- Entry Level - Wealth Manager - KS, Wichita (4014) (210000JA) Entry Level - Wealth Manager - KS ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wichita, KS · On-site
$60 - $80/hr
- Entry Level - Wealth Manager - KS, Wichita (4014) (210000JA) Entry Level - Wealth Manager - KS ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
$60 - $80/hr
- Entry Level - Wealth Manager - KS, Wichita (4014) (210000JA) Entry Level - Wealth Manager - KS ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
$60 - $80/hr
- Entry Level - Wealth Manager - KS, Wichita (4014) (210000JA) Entry Level - Wealth Manager - KS ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
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 ...
Quick apply
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 ...
Fort Lauderdale, 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 ...
Quick apply
Fort Lauderdale, 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 ...
Denver, CO · On-site
$18.25 - $24/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 ...
Denver, CO · On-site
$18.25 - $24/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 ...
Columbus, OH · On-site
$17.25 - $22.50/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 ...
Columbus, OH · On-site
$17.25 - $22.50/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 ...
Detroit, MI · On-site
$17.50 - $23/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 ...
Detroit, MI · On-site
$17.50 - $23/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 ...
Auburn Hills, MI · On-site
$16.75 - $22/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 ...
Auburn Hills, MI · On-site
$16.75 - $22/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 ...
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 ...
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 ...
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 ...
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 ...
$16.75 - $22/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 ...
$16.75 - $22/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 ...
$47K - $56.2K
3% of jobs
$56.2K - $65.5K
6% of jobs
$65.5K - $74.7K
4% of jobs
$74.7K - $83.9K
11% of jobs
$84.3K is the 25th percentile. Wages below this are outliers.
$83.9K - $93.1K
17% of jobs
The median wage is $99.7K / yr.
$93.1K - $102.4K
13% of jobs
$102.4K - $111.6K
11% of jobs
$111.6K - $120.8K
11% of jobs
$121.1K is the 75th percentile. Wages above this are outliers.
$120.8K - $130K
9% of jobs
$130K - $139.3K
9% of jobs
$139.3K - $148.5K
6% of jobs
$47K
$103.1K
$148.5K
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.
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.
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.
Cities with the most Entry Level Cfp job openings:
The most popular types of Cfp jobs are:
States with the most job openings for Entry Level Cfp jobs include:
For Entry Level Cfp jobs, the most frequently searched job titles are:
$65K - $75K/hr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
Sourced by ZipRecruiter
Accounting services
51 - 200 Employees
Lansing, MI, US
2019
