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Entry Level Financial Planner Jobs in Alabama (NOW HIRING)

Virgo & Aries LLC

Guiding individuals and families through foundational financial planning * Learning and educating clients about life insurance, retirement options, and income protection * Building long-term client ...

New

Virgo & Aries LLC

Guiding individuals and families through foundational financial planning * Learning and educating clients about life insurance, retirement options, and income protection * Building long-term client ...

New

RSM US LLP

Executes and reviews complex financial analyses and models in support of strategic finance, FP&A, ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...

New

ACAI OPERATIONS INC

Entry Level Civil Engineer

Auburn, AL · On-site

$60K - $80K/yr

Engineer I is an entry-level engineer-in-training (EIT) position designed to support ongoing civil ... Employer-contributed SIMPLE IRA plan and access to financial planning resources. * Professional ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Alabama

Entry Level Financial Planner information

See Alabama salary details

$45.8K

$87.6K

$126.4K

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

As of Aug 22, 2026, the average yearly pay for entry level financial planner in Alabama is $87,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,900.00 and $92,500.00 per year, depending on experience, location, and employer.

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 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.

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 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.

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 a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

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 are the most commonly searched types of Financial Planner jobs in Alabama?

The most popular types of Financial Planner jobs in Alabama are:

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For Entry Level Financial Planner jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planner jobs in Alabama look for?

The top searched job categories for Entry Level Financial Planner jobs in Alabama are:

What cities in Alabama are hiring for Entry Level Financial Planner jobs?

Cities in Alabama with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $87,630 per year, or $42.1 per hour.

Entry-Level Financial Consultant (Remote)

Traction Forge Financial

Birmingham, AL • On-site, Remote

Part-time

Retirement

Re-posted 16 days ago

Job description

Here at Traction Forge Financial (leveraging the strength of GFI), we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help, while providing the products that truly support the clients goals.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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