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Entry Level Financial Planner Jobs (NOW HIRING)

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Foster Klima

Personal Financial Planner

Fargo, ND · On-site +1

$105K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

NYL - Melville

Financial Planner

Melville, NY

$100K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

NYL - Melville

Financial Planner

Melville, NY · On-site

$77K - $104K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

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Entry Level Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do entry level financial planner jobs pay per year?

As of Aug 11, 2026, the average yearly pay for entry level financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs
What cities are hiring for Entry Level Financial Planner jobs? Cities with the most Entry Level Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
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What job categories do people searching Entry Level Financial Planner jobs look for? The top searched job categories for Entry Level Financial Planner jobs are:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Planner

Infinite Capital Enterprise- Mathew Figueroa Team

Remote

$77K - $104K/yr

Full-time, Part-time

Re-posted 15 days ago

Job description

Description
We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team.
We take an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to sources, financial professionals are currently ranked as the #1 expanding career.
We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or organizations, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance.
Whether you're looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you.
Must live in the United States and have a valid Social Security number to be considered.
Responsibilities
$46
Qualifications
Preferred Qualities
We are looking for individuals who have the following qualities and mindset:
• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal development
• You are a leader or want to learn to lead
• You are a self-starter and goal-oriented
• Minimum 18 years of age
• Legal U.S. Resident, Citizen
• A soft background check is required
• Able to complete licensing requirements within 30 days
• An enterprising spirit is key
• Upside Earning potential with $2,000 to $22,000 per client, or more

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