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Entry Level Financial Planner Jobs in Ohio (NOW HIRING)

HR4Me

Entry Level Finance Analyst

Cincinnati, OH · On-site

Identify areas for improvement in financial planning and analysis processes, including automation and data integration. Requirements : • Strong analytical skills and ability to interpret complex ...

Hybrid Promtions LLC

Financial Analyst

Lewis Center, OH · On-site

$50K - $60K/yr

This entry-level role will focus on P&L analysis, forecasting, and profitability analysis across ... Support the annual budget, quarterly forecast, and long-range planning processes. * Partner with ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$500 - $10K/mo

Bachelor's degree required (Financial Planning or Business preferred). * Certifications: Series 65 ... * Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining ...

rebel Financial

Financial Coach

Groveport, OH · On-site

$45K - $60K/yr

Bachelor's degree required (Financial Planning or Business preferred). * Certifications: Series 65 ... * Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining ...

rebel Financial

Financial Coach

Groveport, OH · On-site

Bachelors degree required (Financial Planning or Business preferred). * Certifications: Series 65 ... * Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining ...

Clayton Homes

Transportation Planner

Columbus, OH

$66K - $78K/yr

... financing, and insuring homes. From entry-level to more experienced positions, we're actively ... Transportation Planner Full Time/Salary Why Clayton Connect? Clayton Connect began in 2017 as part ...

Nidec Corporation

Finance Analyst I

Canton, OH · On-site

Job Summary The Financial Analyst I is an entry-level professional role responsible for supporting financial analysis, reporting, and planning activities under close supervision. This position ...

Clayton Homes

Transportation Planner

Columbus, OH

$66K - $78K/yr

... financing, and insuring homes. From entry-level to more experienced positions, we're actively recruiting individuals who are passionate, positive, and eager to learn. We then equip you for success ...

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

Entry Level Financial Planner information

See Ohio salary details

$48K

$91.9K

$132.6K

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

As of Aug 3, 2026, the average yearly pay for entry level financial planner in Ohio is $91,914.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,000.00 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 Ohio? The most popular types of Financial Planner jobs in Ohio are:
What are popular job titles related to Entry Level Financial Planner jobs in Ohio? For Entry Level Financial Planner jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Ohio look for? The top searched job categories for Entry Level Financial Planner jobs in Ohio are:
What cities in Ohio are hiring for Entry Level Financial Planner jobs? Cities in Ohio 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 Ohio as of July 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 100% In-person job distribution, with an average salary of $91,914 per year, or $44.2 per hour.

Entry-Level Financial Growth & Investment Planner (Remote) - Cincinnati

Traction Forge Financial

Cincinnati, OH

$72K - $97K/yr

Part-time

Retirement

Re-posted 12 days ago

Job description

Here at Traction Forge Financial, an affiliate of GFI, we strive to put families first by putting every family in the forefront of our decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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