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Entry Level Financial Planner Jobs in Arizona (NOW HIRING)

Colliers Engineering & Design

Planner

Phoenix, AZ · On-site +1

This entry-level planning position offers the opportunity to contribute and participate in a ... Work with project managers to understand project financials and assist in delivering projects on ...

Orbotech

Spares Demand Planner

Chandler, AZ · On-site

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

Kla

Spares Demand Planner

Chandler, AZ · On-site

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

KLA Corporation

Spares Demand Planner

Chandler, AZ · On-site

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

Colliers Engineering & Design

Planner

Phoenix, AZ · On-site

This entry-level planning position offers the opportunity to contribute and participate in a ... Work with project managers to understand project financials and assist in delivering projects on ...

Kla

Spares Demand Planner

Chandler, AZ

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

KLA Corporation

Spares Demand Planner

Chandler, AZ · On-site

$45K - $77K/yr

... This entry-level role supports spares demand planning activities for assigned product areas. The ... KLA never asks for any financial compensation to be considered for an interview, to become an ...

Squaremouth

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

This entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing ...

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

Entry Level Financial Planner information

See Arizona salary details

$47.1K

$90.1K

$130K

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

As of Aug 10, 2026, the average yearly pay for entry level financial planner in Arizona is $90,096.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $95,100.00 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 are the most commonly searched types of Financial Planner jobs in Arizona? The most popular types of Financial Planner jobs in Arizona are:
What are popular job titles related to Entry Level Financial Planner jobs in Arizona? For Entry Level Financial Planner jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Arizona look for? The top searched job categories for Entry Level Financial Planner jobs in Arizona are:
What cities in Arizona are hiring for Entry Level Financial Planner jobs? Cities in Arizona 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 Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $90,096 per year, or $43.3 per hour.

Entry-Level Financial Planning & Consultant (Remote)

Traction Forge Financial

Mesa, AZ • Remote

Part-time

Retirement

Re-posted 3 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

Conduct professional financial consultations
Understand client goals, priorities, and financial concerns
Develop personalized financial game plans and strategies
Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.

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

Apply