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Entry Level Financial Planner Jobs in Colorado (NOW HIRING)

EMPIRE

Energy FP&A Associate

Denver, CO

$102K - $140K/yr

Energy FP&A Associate Company: Prologis Energy, FP&A Associate - Denver, CO A day in the life Prologis Energy is seeking a high-performing Associate to join the Energy Financial Planning & Analysis ...

Prologis, Inc.

Energy FP&A Associate

Denver, CO · On-site

$102K - $140K/yr

Energy FP&A Associate Company: Prologis Energy, FP&A Associate - Denver, CO A day in the life Prologis Energy is seeking a high-performing Associate to join the Energy Financial Planning & Analysis ...

Prologis

Energy FP&A Associate

Denver, CO

$102K - $140K/yr

Energy FP&A Associate Company: Prologis Energy, FP&A Associate - Denver, CO A day in the life Prologis Energy is seeking a high-performing Associate to join the Energy Financial Planning & Analysis ...

IMA Financial Group

Client Associate-2

Denver, CO · On-site

$60K - $70K/yr

Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation ... Planning & priority setting * Attention to detail * Data literacy QUALIFICATIONS * 1+ years ...

InsuraTec

Sales Representative (Remote)

Wray, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Windsor, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Northglenn, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Denver, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Johnstown, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Lone Tree, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Montrose, CO · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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

Entry Level Financial Planner information

See Colorado salary details

$53.1K

$101.7K

$146.7K

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

As of Jul 26, 2026, the average yearly pay for entry level financial planner in Colorado is $101,662.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,900.00 and $107,300.00 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 Colorado? The most popular types of Financial Planner jobs in Colorado are:
What are popular job titles related to Entry Level Financial Planner jobs in Colorado? For Entry Level Financial Planner jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Colorado look for? The top searched job categories for Entry Level Financial Planner jobs in Colorado are:
What cities in Colorado are hiring for Entry Level Financial Planner jobs? Cities in Colorado 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 Colorado as of July 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution, with an average salary of $101,662 per year, or $48.9 per hour.

Entry-Level Financial Professional

New York Life - Northern Colorado

Fort Collins, CO • On-site

Full-time

Posted 4 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new financial sales advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
• No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
• We sponsor our professionals in obtaining their Life, Accident Health Insurance Licenses as well as their SIE, Series 6, Series 63, and/or Series 7 Licenses. We pay for you to sit for the exam and for state licenses. We also provide the study materials at no cost, so there is no financial exposure on your part.
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.
Qualifications
• Must live in the state of Colorado, Wyoming, or Nebraska.
• History of success.
• Strong interpersonal communication skills.
• Good reputation in your community.
• Business-driven ethos.
• Four-year college degree preferred; High school diploma required.

Apply