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Entry Level Financial Planner Jobs in Washington

Office Assistant / Admin

Columbia, MD

$17.75 - $24/hr

Columbia , MD Job Level: Entry Level Level of Education: High School/GED Job Type: Full-Time ... Create and update records and databases with personnel, financial and other data. Submit timely ...

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Entry Level Financial Planner information

See Washington salary details

$57.2K

$109.5K

$158K

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

As of Aug 14, 2026, the average yearly pay for entry level financial planner in Washington is $109,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $115,500.00 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.

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

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

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

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

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

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

Infographic showing various Entry Level Financial Planner job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $109,501 per year, or $52.6 per hour.

Tax Senior Manager - Washington National Tax - Financial Instruments

RSM

Washington, DC

Full-time

Re-posted yesterday


Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Our national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant advancement opportunities. We advise private equity firms, family offices, privately heldcompaniesand multinational corporations on the tax aspects of planning,structuringand executing M&A transactions.

RSM US LLP is looking for a dynamic Financial Instruments Tax Senior Managerto join our Washington National Tax Practice.This is a rapidly growing consulting practice with significant advancement opportunities. We advise multinational corporations, privatelyheldcompanies, partnerships, and private equity firms on the tax aspects of planning, structuring, and executing M&A transactions.

As a member ofour Washington National Tax team,youwouldplay a critical role providing advice to our clients and firm personnel in the areas of financial instruments, corporate, and M&A tax.In this role you would have the opportunity to advise on wide ranging issues such as recapitalization, restructuring and bankruptcy transactions, classification, sales, and exchanges of financial instruments, deductibility of interest, hedging transactions, and many others.

Responsibilities:

  • Work as a part of amulti-disciplinary teamthat focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients
  • Identifyand develop high value tax opportunities for our clients
  • Assistclients on a range of financial instruments and related M&A tax issues such asrecapitalization, restructuring and bankruptcy transactions, classification, sales, and exchanges of financial instruments, deductibility of interest,andhedging transactions
  • Planning,managingand executing on advice engagements with limited supervision
  • Develop, motivate, and train team members

BasicQualifications:

  • Bachelor'sDegree from an accredited college/university
  • 10+years of federal tax with financial instruments and/or mergers and acquisition experience in a public accounting firm, a corporate tax department, or a law firm or comparable experience
  • ActiveCPA,EAorlicensed attorney
  • Knowledge of a broad range of financial instruments and/or corporate tax matters in various industries
  • Project management and critical thinking skills
  • Excellent research and writing skills

Preferred Qualifications:

  • LLM in Taxation
  • Experience with a national or large regional accounting firm

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $170,700 - $342,700

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.