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Entry Level Cfp Jobs (NOW HIRING)

Lockton, Inc.

Benefits Analyst

Hartford, CT · 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 ...

Equitable Advisors

Entry Level - Financial Planner

Roanoke, VA · On-site

$74K - $100K/yr

Opportunities to pursue advanced credentials (CFP, ChFC) Compensation & Growth Opportunity * Stable Pay: Bi‐weekly stable pay for up to 24 months while you build your practice * Performance‐Based ...

1847Financial

Financial Advisor

Charlotte, NC · Hybrid

$15K - $80K/mo

... CFA, CFP, or other relevant certifications are a plus FINRA Securities Licenses 7/66 Preferred Life/Health/LTC Insurance Licenses Seniority level Seniority level Entry level Employment type ...

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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:
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Entry Level Cfp jobs near you
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.
Wealth - Associate Relationship Manager

Wealth - Associate Relationship Manager

Johnson Financial Group

Milwaukee, WI • On-site

Full-time

Posted 22 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Advisor role. This role will function within and support servicing, planning and client meetings.
Key Responsibilities:
  • Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
  • Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
  • Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
  • Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
  • Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
  • Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
  • Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
  • Clear Touch: contribute to internal client service process and maintain client contact services standards.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills:
  • Bachelor's Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.
  • Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
  • Specialized knowledge of investment management and financial planning.
  • Series 65 (IA) required (will be given 6 months to achieve)
  • Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
  • Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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