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 ...
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 ...
Advisory Manager
Mclean, VA · On-site +1
$145K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...
Advisory Manager
Mclean, VA · On-site +1
$145K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...
Advisory Manager
Annapolis, MD · On-site +1
$145K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...
Advisory Manager
Annapolis, MD · On-site +1
$145K/yr
... entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a ... CFP or CFA certification * Minimum of 5-8 years of experience in a wealth management-related or ...
Entry Level Cfp information
See Washington salary details
$53.2K - $63.7K
3% of jobs
$63.7K - $74.1K
6% of jobs
$74.1K - $84.6K
4% of jobs
$84.6K - $95K
11% of jobs
$95.5K is the 25th percentile. Wages below this are outliers.
$95K - $105.5K
17% of jobs
The median wage is $112.9K / yr.
$105.5K - $115.9K
13% of jobs
$115.9K - $126.4K
11% of jobs
$126.4K - $136.8K
11% of jobs
$137.1K is the 75th percentile. Wages above this are outliers.
$136.8K - $147.3K
9% of jobs
$147.3K - $157.7K
9% of jobs
$157.7K - $168.2K
6% of jobs
$53.2K
$116.7K
$168.2K
How much do entry level cfp jobs pay per year?
As of Jul 28, 2026, the average yearly pay for entry level cfp in Washington is $116,748.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,600.00 and $139,900.00 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.
What are the most commonly searched types of Cfp jobs in Washington? The most popular types of Cfp jobs in Washington are:
What are popular job titles related to Entry Level Cfp jobs in Washington? For Entry Level Cfp jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Entry Level Cfp jobs in Washington look for? The top searched job categories for Entry Level Cfp jobs in Washington are:
Lockton rating
9.0
Based on 47 frontline employees who took The Breakroom Quiz
37th of 299 rated insurance
Job description
Job Summary:
Description - External
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Overview:
The Benefits Analyst is Lockton Northeast's entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.
Core Responsibilities:
A successful candidate will:
Requirements:
Description - External
About Lockton Northeast
For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Overview:
The Benefits Analyst is Lockton Northeast's entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.
Core Responsibilities:
- Responds to Client's inquiries, maintaining documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal
- Sends compliance communications as needed
- Manages open enrollment communications process including presentation support
- Reviews plan documents and materials for accuracy
- Responds to emails in timely manner (within 24 hours)
- Updates client call logs
- Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicating to team if they anticipate any challenges meeting deliverables
- Develops proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools outlined in Client Engagement workbook
- 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 and group insurance
- Develops a basic understanding of Lockton and the services we provide
- Performs other responsibilities and duties as needed
A successful candidate will:
- Solicit feedback regularly from team and actively make progress towards goals
- Take meeting notes and send out within 24 hours
- Exhibit an eagerness and enthusiasm to learn and be a part of a team
- Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
- Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients' needs
- Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
- Exhibit intellectual curiosity
- Take initiative to solve problem independently before seeking help
- Actively participate in the Career Foundations Program
- Pursue technical excellence through professional designations, industry workshops, etc.
- Seek out new work assignments and assist other team members when capacity allows
Requirements:
- Bachelor's degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Exhibits strong written and oral communication
- Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future