ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs in Georgia (NOW HIRING)

firstPRO 360

Be Seen First

Staff Accountant Entry Level

Atlanta, GA · On-site

$50K - $60K/yr

We are looking for new graduates in Accounting or Finance to fill an entry level accountant ... Experience with large ERP is a plus * Fundamental knowledge of GAAP * Detail and deadline-oriented

MedQuest Associates LLC

Accountant

Alpharetta, GA · Hybrid

$53K - $70K/yr

This entry-level accounting role will support daily accounting operations, general ledger ... Support budgeting, forecasting, and financial planning activities. * Assist in developing and ...

The Piedmont Group

Training Manager

Atlanta, GA · On-site

$60K/yr

Manage all aspects of the onboarding training process for new entry-level and experienced ... About Company We are a financial planning and wealth management firm offering insurance, retirement ...

next page

Showing results 1-20

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

Entry Level Financial Planner information

See Georgia salary details

$42.6K

$81.6K

$117.8K

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

As of Aug 7, 2026, the average yearly pay for entry level financial planner in Georgia is $81,636.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,200.00 and $86,100.00 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 Georgia? The most popular types of Financial Planner jobs in Georgia are:
What are popular job titles related to Entry Level Financial Planner jobs in Georgia? For Entry Level Financial Planner jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Georgia look for? The top searched job categories for Entry Level Financial Planner jobs in Georgia are:
What cities in Georgia are hiring for Entry Level Financial Planner jobs? Cities in Georgia 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 Georgia as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $81,636 per year, or $39.2 per hour.

Financial Analyst - FP&A - Entry Level

NorthPoint Search Group

Atlanta, GA • On-site

Full-time

Re-posted 23 days ago

Job description

Financial Analyst - FP&A - Entry Level
To Apply Now - email your resume to [email protected]
Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating metrics for senior management and Board members.
Supervision
Reports to: Manager, Financial Planning & Analysis
General Qualifications Required
Education: Bachelor's Degree in Business Management, Accounting, Finance, or Real Estate required
Experience:
  • 0 - 1 year of prior work experience
  • Financial modeling experience strongly preferred
  • Experience performing financial analysis in finance or real estate preferred

Skills/Behaviors:
  • Advanced Excel skills
  • Ability to convey analyses and deliverables to senior management
  • VBA experience a plus
  • Strong analytical and problem-solving skills
  • Understanding of financial statements and accounting
  • Proficient in Word and PowerPoint
  • Attention to detail
  • Effective oral and written communication skills
  • Strong organizational skills with proven ability to prioritize
  • Ability to handle multiple tasks while meeting strict deadlines

Major Areas of Responsibility:
  • Responsible for reporting monthly KPI's, preparing quarterly scorecards, and ad hoc reports
  • Assist with preparing annual five-year Business Plan and quarterly reforecast
  • Responsible for preparing quarterly valuations and assisting with annual appraisal process
  • Maintain monthly corporate cash forecast
  • Manage research for competitor analysis, market stats, and regional benchmarks
  • Provide analysis of both internal and external data
  • Act as a liaison between corporate and regional offices
  • Maintain property level cash flow models
  • Manage and develop Excel models
  • Other duties as assigned
NorthPoint Search Group logo

About NorthPoint Search Group

Sourced by ZipRecruiter

NorthPoint Search Group is a full-service recruiting firm specializing in the placement of Top Tier professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Atlanta, GA, US

Year founded

2003

View All NorthPoint Search Group Jobs

Apply