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Entry Level Financial Planner Jobs in Oklahoma (NOW HIRING)

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 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 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 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 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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Showing results 1-20

Entry Level Financial Planner information

See Oklahoma salary details

$46.6K

$89.3K

$128.8K

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

As of Aug 22, 2026, the average yearly pay for entry level financial planner in Oklahoma is $89,269.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $94,200.00 per year, depending on experience, location, and employer.

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 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 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 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.

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 a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

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.

What are the most commonly searched types of Financial Planner jobs in Oklahoma?

The most popular types of Financial Planner jobs in Oklahoma are:

What are popular job titles related to Entry Level Financial Planner jobs in Oklahoma?

For Entry Level Financial Planner jobs in Oklahoma, the most frequently searched job titles are:

What cities in Oklahoma are hiring for Entry Level Financial Planner jobs?

Cities in Oklahoma with the most Entry Level Financial Planner job openings:

Infographic showing various Entry Level Financial Planner job openings in Oklahoma as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $89,269 per year, or $42.9 per hour.

Budget Analyst - CCaR B-1 (WBN) - 1.2.03 with Security Clearance

Credence Management Solutions

Oklahoma City, OK โ€ข On-site

Other

Re-posted 14 days ago


Job description

Overview At Credence, we support our clients' mission-critical needs, powered by technology. We provide cutting-edge solutions, including AI/ML, enterprise modernization, and advanced intelligence capabilities, to the largest defense and health federal organizations. Through partnership and trust, we increase mission success for war-fighters and secure our nation for a better future. We are privately held, are repeatedly recognized as a top place to work, and have been on the Inc. 5000 Fastest Growing Private Companies list for the last 13 years. We practice servant leadership and believe that by focusing on the success of our clients, team members, and partners, we all achieve greater success. Credence has an upcoming need for a Budget Analyst - CCaRS B-1 (WBN) at the senior level who will be primarily responsible for supporting the B-1 Lancer Division (AFLCMC WBN) at Tinker AFB, OK. The B-1 Lancer division manages readiness and provides logistical, modification, engineering and technical support for the B-1 aircraft system. This division provides complete system management and ensures US airpower through acquisitions excellence by delivering modernization, sustainment, and support to the AF's fleet of B-1 aircraft on-schedule and on-cost. Responsibilities include, but are not limited to the duties listed below * Provide financial management support in the areas of financial analysis, cost estimating, and program integration.
* Assist the F/B Directorate Chief Financial Officer and the entire F/B PEO portfolio; keep senior management informed of program progress and advise leadership of significant financial developments that may impact the mission.
* Determine appropriate financial recommendations for unresolved or questionable problems and perform follow-up actions.
* Monitor the flow of USAF funds via Congressional actions, program authorization, and budget authority using the USAF Congressional domain and AFM System.
* Execute USAF funds within the program office; provide recommendations, identify sources of program shortfalls, prepare below threshold reprogramming/above threshold reprogramming packages, prepare realignment requests, and provide policy guidance on USAF appropriations.
* Perform daily verification of forecast accuracy in Web CCaR.
* Complete monthly reviews of all MIPRs and MORDs to ensure validity and verify required documentation is attached to support audit readiness.
* Serve as the working-level point of contact and independently review and update self-inspection checklists using the MICT tool.
* Track and monitor F/B Directorate financial taskings, consolidate responses, and provide inputs for directorate review.
* Assist with preparation of cost estimate waiver documentation in support of the divisions, directorate, and PEO portfolio.
* Apply knowledge and experience in planning and executing F/B Directorate PMA funding, assist in identifying and defining requirements, and develop horizontally integrated funding strategies for Government consideration.
* Assist in executing the F/B Directorate PMA budget and conduct reconciliation of financial transactions.
* Assist divisions in tracking and reporting expiring year funds on a monthly basis, and assist in building, consolidating, and reporting end-of-year close-out financial data and reports.
* Participate in discussions and meetings or serve on panels or committees; provide written reports and/or briefings outlining findings and recommendations.
* Provide advice to management while coordinating with activities across multiple directorates, organizations, centers, MAJCOMs, and HQ USAF.
* Prepare clear, concise, and well-structured presentations, orally or in writing, that address designated financial issues while considering audience composition, knowledge level, and desired outcome.
* Identify problems in broad and detailed terms and support timely conflict resolution through discussions with responsible members in meetings or working groups.
* Participate in special projects and initiatives, perform special assignments, identify the need for special projects, and initiate milestones and goals.
* Assist in consolidating financial and program inputs from multiple divisions and operating locations into various documents and reports.
* Assist in monitoring and evaluating division activities to determine compliance with applicable regulations, directives, procedures, and policies.
* Review processes and products for compliance with applicable financial regulations, directives, and law to eliminate work problems, remove barriers to mission accomplishment, promote team building, implement quality improvements, respond to regulatory compliance concerns, and meet customer requirements.
* Participate in planning and executing financial and program compliance reviews and support financial and program audits by gathering and consolidating data and summarizing findings.
* Meet with key customers and coordinating officials to assess customer satisfaction, explain organizational financial policy and procedures, and resolve significant problems across the F/B Directorate.
* Support the development, establishment, and maintenance of financial control efforts to ensure compatibility of financial functions.
* Prepare and brief monthly financial execution reviews; work with program managers to identify new requirements, funding sources, and correct appropriations according to policy.
* Articulate financial requirements to senior leadership and work directly with financial managers to update forecasts in Web CCaR.
* Generate required financial charts from Web CCaR.
* Provide financial management support for the F/B Directorate in cost research, cost estimating, EVM implementation and analysis, schedule networking, program control integration and analysis, and financial analysis across a wide variety of programs.
* Independently plan, organize, complete, and present cost estimates for all phases of F/B Directorate acquisition programs/projects from inception through disposal, independently or in concert with Government personnel.
* Provide cost estimate expertise, technical advice, and guidance while performing cost estimate planning and analysis for complex programs with extensive program and financial relationships and complex funding requirements.
* Perform budget and cost solution analyses and produce or support development of draft documentation and presentation materials as requested or required based on cost, schedule, and performance considerations.
* Assist in performing cost estimates for all phases of F/B Directorate acquisition programs from inception through disposal, independently or in concert with Government personnel.
* Support annual or biennial estimates, Most Probable Life Cycle Cost estimates for source selection evaluation, quick-turnaround "what-if" estimates, Cost as an Independent Variable, should/will cost reviews, Reduction in Total Ownership Cost, and other economic analyses.
* Support cost estimate process phases including task definition and planning, data research, collection and analysis, and review, presentation, and documentation using appropriate estimating techniques such as analogy, grassroots, and parametric methods.
* Assist in verifying the accuracy of data inputs into cost estimating systems and working with the Government to maintain the integrity of financial databases by supporting reconciliation and basis of estimate information.
* Support the program office in accomplishing production and modification cost estimates for funded annual POM/FYDP inputs, President's Budget, and Budget Estimate Submissions input.
* Support the program office in formulating should/will cost analyses on budgets and their potential effect on cost estimates.
* Support the program office in developing estimates for quick-turn "what-if" modification program cost updates and support source selection proposal evaluations, ECPs, CCPs, ACSN cost evaluation and analysis, CAIV, RTOC, and other economic analyses.
* Support the program office in developing program definitions needed for cost estimates, including program acquisition strategies, work breakdown structures, ground rules, assumptions, and constraints.
* Perform research of historical costs to support ongoing cost estimates and cost databases/models.
* Assist in analyzing weapon system contractor and supplier earned-value performance measurement data, as needed.
* Support the program office in formulating program plans and strategies and preparing planning documents including, but not limited to, SOWs, LCMPs, and SORAPs.
* Support the program office in analyzing weapon system contractor and supplier cost proposals to ensure reasonableness checks are completed; communicate potential issues and/or concerns to the Government for consideration.
* Provide functional CCaRS application support.
* Assist in maintaining CCaRS user accounts and privileges within the F/B Directorate.
* Assist in populating CCaRS with user accounts, budget structures, custom field reporting, coordination workflows, and system settings.
* Assist in sustaining and administering the CCaRS database, including program planning, financial budgeting, financial management, tracking and reporting, and evaluating metrics.
* Ensure the CCaRS database is properly tailored and configured to meet the Government's unique requirements.
* Provide CCaRS and Executive CCaRS training adapted to the Government's organizational processes and requirements, including general overview, approver, program manager, financial manager, contract manager, and comprehensive capability and business process training.
* Assist in populating the requirements portion of the CCaRS database with existing source data provided by Government organizations to establish a budget baseline.
* Monitor the accuracy of Government organization data and coordinate corrections and solutions with Government personnel when data discrepancies are identified.
* Util