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Entry Level Financial Planner Jobs in California

LHH US

Entry Level Accounting Clerk

Corona, CA

$19 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Accurately enter and maintain financial information within the company's accounting system ... Experience working with ERP systems or accounting software preferred * Strong attention to detail ...

Techoundsllc

Accountant

Chino Hills, CA

... financial planning * -- Recommend fiscally advantageous methods to save money * -- Work with tax returns and analyze financial information to ensure taxes are paid on time * -- Audit accounts for ...

BakerAvenue Wealth Management

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Past experience in financial planning or wealth management preferred. * Demonstrated interest in ...

BakerAvenue

Wealth Associate

San Francisco, CA

$1.0K/day

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Past experience in financial planning or wealth management preferred. * Demonstrated interest in ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$75K - $95K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Past experience in financial planning or wealth management preferred. * Demonstrated interest in ...

BakerAvenue

Wealth Associate

San Francisco, CA · On-site

$1.0K/day

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking an entry level Wealth Associate. The Wealth Associate plays a critical role in ... Past experience in financial planning or wealth management preferred. * Demonstrated interest in ...

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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 17, 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 Transportation Engineer/Planner (Summer 2026)

Fehr & Peers

Walnut Creek, CA • On-site

$91K - $94K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

If you are interested in multiple locations please only apply once, your preference will be discussed during the screening process.
 
At Fehr & Peers, we are a diverse group of individuals with one thing in common-a passion for transportation. We highly value that same passion in candidates for our team. Our Entry-Level Engineers and Planners may expect to build a career foundation through a wide variety of experiences. Our emphasis on the early development of project management and technical skills provides the tools for success as well as a foundation for increasing career growth. These opportunities for personal and professional growth are maximized through experience in both planning and engineering project work and by exposure to a multitude of project types and tasks, including the following:
 
- Transportation impact studies 
- Bicycle and pedestrian planning 
- Access, circulation, and parking studies 
- Multimodal operations assessments 
- Complete streets planning, operations, and design 
- Cost estimates and project specifications 
- Transit forecasting and operations 
- Travel behavior forecasting 
- Vehicle miles of travel (VMT) assessments 
- Systemic safety studies 
- Highway interchange/corridor studies 
- Climate action plans 
- Freight planning 
- Transportation demand management (TDM) plans 
- Design drawings from the conceptual stage all the way to construction-ready documents, including the following: 
- Bikeways/complete streets 
- Signing and striping 
- Traffic signals/ITS 
- Street lighting 
- Roundabouts 
- Temporary traffic control 
 
Please review the responsibilities below.
Ongoing:
  • Conduct transportation analysis and write reports 
  • Participate in meetings, including preparing presentations and public outreach materials 
  • Handle project management responsibilities  
  • Participate in professional organizations 
  • Conduct site visits and collect field data  
  • Explore the Fehr & Peers internal Research and Development program 
By the end of the first month:
  • Participate in on-the-job training and mentoring 
  • Work on a few different projects 
  • Seek additional work from project managers 
By the end of six months:
  • Work on a variety of projects with most staff in the office 
  • Use several technical software programs 
  • Prepare deliverables, including memos, reports, and presentations 
By the end of the first year:
  • Attend multiple client meetings 
  • Increase responsibility for managing small projects 
Qualifications (We encourage all applicants to apply, even if you don't meet all of the qualifications listed below)
  • An entrepreneurial spirit and proactive approach to communication and getting work done 
  • Genuine curiosity for the work and familiarity with the challenges of day-to-day travel within your community 
  • Completed bachelor's or in-progress master's degree in transportation, civil or electrical engineering, urban and regional planning, or a related major (e.g., geography, math, statistics, economics) 
  • Coursework in transportation, engineering, urban and regional planning, geography, math, statistics, economics, or other related courses (an EIT for engineering candidates is preferred) 
  • Experience or exposure related to the following topic areas (note that experience in all these areas is not required) Topic Areas: Field work, traffic operations analysis, signal design, transportation planning (e.g., bicycle or transit plans, infrastructure finance, transportation and land use policy, and/or travel demand modeling) 
  • Experience or exposure to relevant software (note that experience with all software is not required). General-Microsoft Excel, GIS (ArcGIS, QGIS), and/or CAD (AutoCAD, Microstation). Traffic Operations Analysis-HCS, Synchro/SimTraffic, Vistro, VISSIM, and/or Sidra.  Travel Demand Modeling-Cube/Voyager, TransCAD, VISUM, and/or Emme. Programming-Python and/or R. 
  • Previous work experience in an office setting related to a topic area listed above 
  • Experience with technical writing and public speaking through school and/or work experience 
  • Interpersonal skills, a desire to collaborate, and a creative approach to problem-solving 
  • Organizational skills and the ability to balance priorities between multiple tasks within a defined timeline 
$91,500 - $94,500 a year
Placement within the stated pay range will be determined based upon education, experience, and qualifications.
Benefit Highlights:
Medical, Dental, Vision, Life and Disability Insurance.
401(k) Plan with matching and profit sharing.
Flexible Spending Accounts.
Commuter Benefits.
Paid Vacation, holidays and sick leave.
8 weeks of Paid Parental Leave.
Mentoring and Career Development programs.
Research and Development group participation, and more.
 
Full information about the benefits we offer can be found by visiting our careers page.
 
EEO: Fehr & Peers is an Equal Opportunity Employer committed to providing a workplace free from discrimination and harassment. We recruit, hire, develop, and promote employees based on qualifications, merit, and business needs. We do not discriminate against applicants or employees on the basis of race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, ancestry, citizenship, age, disability, genetic information, veteran or military status, marital status, or any other characteristic protected by applicable federal, state, or local law.

We value the unique experiences, perspectives, and contributions of our employees and are committed to creating an environment where everyone can thrive.

Nondiscrimination: Fehr & Peers ensures nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act of 1964. If you need more information or special assistance for persons with disabilities or limited English proficiency, contact Human Resources.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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