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Entry Level Cfp Jobs (NOW HIRING)

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 ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$75K - $95K/yr

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Bachelor's degree. * Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Bachelor's degree. * Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP ...

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 Aug 18, 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?

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 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.

How to become an entry level CFP with no experience?

To become an entry-level Certified Financial Planner (CFP), candidates must complete a bachelor's degree, fulfill specific coursework in financial planning, and pass the CFP exam. Gaining relevant skills through internships or related financial roles can also improve prospects, even without prior experience. After certification, ongoing education is required to maintain the CFP credential.
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Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in the United States as of August 2026, with employment types broken down into 3% Internship, 86% Full Time, 5% Part Time, and 6% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Associate

BakerAvenue Wealth Management

San Francisco, CA

$1.0K/day

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples.


At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.


BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and as a company committed to sustainability, we are honored to be a certified B Corporation.

The Role:

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in providing administrative and client engagement support for the Wealth Advisory team.

The Wealth Associate will also be responsible for data entry, meeting scheduling, meeting preparation, and proposal generation.


This position will be based out of our San Francisco office.


Responsibilities:

  • Become an active member of the Wealth Advisory team by providing administrative and client engagement support.
  • Collect, organize, and manage client information by assigning and following up on necessary paperwork.
  • Responsible for generating, preparing, and updating client meeting materials and proposals or the client; in collaboration with the Advisor.
  • Accountable for ensuring key client information, risk score, and documentation is up to date.
  • Using professional judgement and corresponding with colleagues to ensure that we are consistently providing outstanding service to our client base.


Qualifications:

  • Bachelor's degree.
  • Chartered Financial Analyst (CFA) or Certified Financial Planning (CFP) designation preferred, but not required.
  • Past experience in financial planning or wealth management preferred.
  • Demonstrated interest in the stock market, wealth management or financial planning.
  • Confidence to work directly with senior leaders and high-net worth clients.
  • Demonstrated ability to work collaboratively in a team environment.
  • Proven success solving problems and working under pressure in a fast-paced environment.
  • Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work.
  • Excellent organization and interpersonal skills.
  • Ability to take immediate ownership of their work.


Benefits:

  • Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid for employees and 75% company paid for spouses and dependents.
  • High-deductible plan option with health savings account.
  • Employee assistance program.
  • Wellness allowance - $75 monthly.
  • Bereavement leave - 3 days paid for immediate family member or pet.
  • 401k with 3% match.
  • Commuter benefits.
  • Parental bonding leave - up to 100% of salary for 12 weeks.
  • Donation match - up to $500 annually.
  • Vacation PTO.
  • Birthday PTO.
  • Learning and Development stipend - up to $1000 annually.
  • Volunteer PTO - 1 day per quarter.
  • Monthly cell phone allowance - $75 monthly.


BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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