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Entry Level Financial Planner Jobs in California

Ingram Micro

Financial Analyst - Corporate FP&A

Irvine, CA · On-site

$61K - $98K/yr

Corporate Financial Analyst - FP&A Data & Analytics The Corporate Financial Analyst is an entry-level role within Corporate FP&A with a strong focus on data analytics, financial systems, forecasting ...

NextDeavor Inc.

Planner

Irvine, CA · On-site

$33.36 - $41.70/hr

At least 1 year of relevant professional experience (entry-level professional position) * Bachelor ... Ability to read, analyze, and interpret financial reports and policies * Ability to respond to ...

Granite

Financial Analyst (FP&A)

Watsonville, CA

$63K - $95K/yr

Review reports prepared by Financial Reporting, JV/Consolidations or General Accounting to ensure ... entry level employees to executive management. * Ability to work with a minimum of supervision.

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

Entry Level Financial Planner information

See California salary details

$49.8K

$95.4K

$137.7K

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

As of Aug 16, 2026, the average yearly pay for entry level financial planner in California is $95,415.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,700.00 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 California?

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

What are popular job titles related to Entry Level Financial Planner jobs in California?

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

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

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

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

Cities in California 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 California as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

Entry-Level Financial Advisor

The Fortitude Team

Murrieta, CA • On-site

Full-time, Part-time

Posted 17 days ago

Job description

Description
The Fortitude Team is seeking motivated, coachable individuals who are passionate about helping others achieve their financial goals. Whether you're beginning your career or looking for a new opportunity, we provide the training, mentorship, and support to help you succeed.
As an Entry-Level Financial Advisor, you'll educate individuals and families on financial strategies, build lasting client relationships, and develop customized solutions based on each client's unique goals. No prior financial services experience is required, we provide comprehensive training and guidance from experienced mentors.
This is a remote opportunity offering flexible full-time and part-time schedules with significant opportunities for personal and professional growth.
Responsibilities
• Meet virtually with individuals and families to understand their financial goals.
• Educate clients on financial planning concepts, retirement strategies, wealth accumulation, and income protection.
• Conduct financial needs analyses and recommend personalized strategies.
• Build and maintain long-term client relationships through ongoing service and support.
• Follow up with prospective clients and schedule virtual appointments.
• Participate in weekly training, mentorship, and professional development sessions.
• Complete required licensing and continuing education.
• Build your business through networking, referrals, and relationship development.
• Maintain accurate client records while adhering to industry compliance standards.
Qualifications
• Strong communication and interpersonal skills.
• Positive attitude with a willingness to learn.
• Self-motivated and goal-oriented.
• Comfortable working independently in a remote environment.
• Passion for helping others achieve financial success.
• Professional, ethical, and dependable.
• Customer service, sales, banking, education, or leadership experience is a plus but not required.
• High school diploma or equivalent.
• Must be eligible to obtain the required state insurance and financial services licenses.

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