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Entry Level Financial Planner Jobs in Rhode Island

PuroClean

Construction Apprentice

Cranston, RI · On-site

$18/hr

Includes free consult with financial planner. $18 for entry level employees with opportunities for advancement with company provided training to $23+/hour with profit sharing You don't have to take ...

InsuraTec

Sales Representative (Remote)

Providence, RI · 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)

Newport, RI · 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)

Cumberland, RI · 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)

Newport, RI · 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)

Pawtucket, RI · 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)

Woonsocket, RI · 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)

Cranston, RI · 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)

Warwick, RI · 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 ...

Greystone of Lincoln

Junior Accountant

Lincoln, RI · On-site

$50K - $70K/yr

This role sits within the finance team of a global manufacturer with multiple US-based and foreign ... Exposure to ERP systems (e.g., Epicor, SAP, Infor, JD Edwards, or similar) through internships or ...

Greystone of Lincoln

Junior Accountant

Lincoln, RI · On-site

$50K - $70K/yr

This role sits within the finance team of a global manufacturer with multiple US-based and foreign ... Exposure to ERP systems (e.g., Epicor, SAP, Infor, JD Edwards, or similar) through internships or ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Rhode Island

Entry Level Financial Planner information

See Rhode Island salary details

$49.5K

$94.7K

$136.6K

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

As of Aug 11, 2026, the average yearly pay for entry level financial planner in Rhode Island is $94,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $99,900.00 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 Rhode Island? The most popular types of Financial Planner jobs in Rhode Island are:
What are popular job titles related to Entry Level Financial Planner jobs in Rhode Island? For Entry Level Financial Planner jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Rhode Island look for? The top searched job categories for Entry Level Financial Planner jobs in Rhode Island are:
What cities in Rhode Island are hiring for Entry Level Financial Planner jobs? Cities in Rhode Island 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 Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $94,681 per year, or $45.5 per hour.

Entry Level Accounting Clerk

Addison Group

Providence, RI • On-site

$25 - $30/hr

Temporary

Medical, Dental, Vision, Retirement

Re-posted 16 days ago

Job description

Job Title: Entry Level Accounting Clerk

Industry: Finance & Accounting

Location: Pawtucket, RI

Compensation: $25.00 - $30.00 / Per Hour

Benefits: This position is eligible for medical, dental, vision, and 401(k) benefits.

Work Schedule: Full-time, business hours

Type: Temp-to-Perm

Job Description:

Company Overview

Our client is a growing business services organization seeking support for an active AR cleanup project.

Position Overview

We are seeking an Entry Level Accounting Professional to join a team supporting an accounts receivable cleanup project. This is a great opportunity for someone early in their accounting career to gain hands-on experience with the AR process, exposure to a large, complex environment, and strong potential to convert to a permanent role.

Responsibilities

* Assist with accounts receivable reconciliation and cleanup across multiple

 systems

* Support aging analysis and identify discrepancies across customer accounts

* Perform data scrubbing and validation to ensure accuracy of financial records

* Assist with cash application and payment posting as needed

* Collaborate with team members to research and resolve outstanding/aged AR

 items

* Support month-end close activities including reconciliations and reporting

* Maintain organized documentation and tracking of cleanup progress

* Perform other accounting support duties as assigned

Qualifications

* Bachelor's degree in Accounting, Finance, or related field

* 0-2 years of accounting or finance experience (internship experience considered)

* Comfortable with frequent outreach to clients and troubleshooting client issues/requests

* Detail-oriented with strong organizational and analytical skills

* Comfortable working with large volumes of data and ambiguity

* Strong communication skills and ability to work cross-functionally

* Prior exposure to AR, reconciliations, or ERP systems is a plus

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.