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Entry Level Cfp Jobs (NOW HIRING)

Kestra Holdings

Financial Advisor

Brookfield, WI · On-site

Train entry-level positions as needed * Grow existing client relationships by adding more assets ... CFP certification (or currently pursuing) preferred * Minimum 3 years' experience in financial ...

Modera Wealth Management

Advisory Manager

Charlotte, NC · 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 ...

Modera Wealth Management

Advisory Manager

Boston, MA · 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 ...

Modera Wealth Management

Advisory Manager

Atlanta, GA · 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 ...

Modera Wealth Management

Advisory Manager

Wayne, PA · 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 ...

Modera Wealth Management

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 ...

Modera Wealth Management

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 ...

Modera Wealth Management

Advisory Manager

Westwood, NJ · 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 ...

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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.

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What cities are hiring for Entry Level Cfp jobs? Cities with the most Entry Level Cfp job openings:
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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.
Entry Level - Wealth Manager - KS, Wichita (4014)

Entry Level - Wealth Manager - KS, Wichita (4014)

Equitable Holdings

Wichita, KS • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

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

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time
Qualifications Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States
Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNERTM (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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