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Entry Level Financial Planner Jobs in Atlanta, GA

100x Recruiting

Financial Analyst

Atlanta, GA · On-site

You'll report to the Manager of Financial Planning & Analysis, require a BS in Business/Finance, and have strong Excel skills with VBA preferred. This entry-level position emphasizes analysis ...

100x Recruiting

Financial Analyst

Atlanta, GA · On-site

You'll report to the Manager of Financial Planning & Analysis, require a BS in Business/Finance, and have strong Excel skills with VBA preferred. This entry-level position emphasizes analysis ...

firstPRO 360

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

$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 ...

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Entry Level Financial Planner information

See Atlanta, GA salary details

$48.6K

$93K

$134.2K

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

As of Aug 21, 2026, the average yearly pay for entry level financial planner in Atlanta, GA is $92,973.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $98,100.00 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.
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What are the most commonly searched types of Financial Planner jobs in Atlanta, GA?

The most popular types of Financial Planner jobs in Atlanta, GA are:

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

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The top searched job categories for Entry Level Financial Planner jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Entry Level Financial Planner jobs?

Cities near Atlanta, GA 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 Atlanta, GA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $92,973 per year, or $44.7 per hour.

Entry-Level FP&A Analyst: Growth in Forecasting

100x Recruiting

Atlanta, GA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

100x Recruiting is seeking a driven FP&A Analyst to support planning, forecasting and internal reporting. The role gathers data across platforms to produce forward-looking financial statements and operating metrics for senior management and the Board. You'll report to the Manager of Financial Planning & Analysis, require a BS in Business/Finance, and have strong Excel skills with VBA preferred. This entry-level position emphasizes analysis, accuracy, and teamwork in a fast-paced environment. #J-18808-Ljbffr

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