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Entry Level Financial Planner Jobs in California

faircrest advisors

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entry level financial professional

Jurupa Valley, CA · On-site

$1.0K - $3.5K/wk

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and ...

New

faircrest advisors

Be Seen First

entry level financial professional

Jurupa Valley, CA · On-site

$1.0K - $3.5K/wk

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and ...

New

faircrest advisors

Be Seen First

entry level financial professional

Jurupa Valley, CA · On-site

$1.0K - $3.5K/wk

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and ...

New

NextDeavor Inc.

Planner

Irvine, CA

$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 ...

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 ...

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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 Jul 29, 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.

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 does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

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.
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 July 2026, with employment types broken down into 85% Full Time, 11% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $95,415 per year, or $45.9 per hour.

entry level financial professional

faircrest advisors

Jurupa Valley, CA • On-site

$1.0K - $3.5K/wk

Full-time

Life, Retirement

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

Job description

The Entry Level Financial Professional role focuses on personal finance and financial planning. This position involves analyzing financial data, monitoring budgets, conducting financial research, and collaborating within a team environment. Remote work options are available, making it flexible for candidates seeking a balanced work arrangement.

Responsibilities

  • Perform financial analysis to support planning and decision-making
  • Monitor budgets to ensure financial goals are met
  • Conduct research on financial products and market trends
  • Collaborate effectively with team members to achieve objectives
  • Tailor specific financial plans to client

Qualifications

  • Entry-level experience in finance or related fields
  • Can pass a BACKGROUND CHECK
  • WILLING TO GET LICENSED IN 7-14 DAYS
  • Strong communication and problem-solving skills
  • Effective time management abilities
  • Coachable with a growth-oriented mindset