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Entry Level Financial Planner Jobs in Basking Ridge, NJ

Robert Half

Accountant - Entry Level

Parsippany, NJ · On-site

$23.75 - $27.50/hr

We are looking for an entry-level Accountant to support day-to-day financial operations for a ... and ERP-based systems. * Enter and update financial data in systems including Dynamics NAV and ...

Equitable Advisors

Be Seen First

Financial Professional (Entry-Level)

New York, NY · On-site

$34K - $125K/yr

Our network of over 4,300 financial professionals across the U.S. is committed to fostering ... planning, and asset allocation strategies.

BERJE INCORPORATED

Production Associate

Carteret, NJ · On-site

$22 - $24/hr

Our Production employees are a key component in maintaining customer satisfaction. Entry-level ... access to Financial Planner, EAP Compensation -$22 an hr. to $24 an hr. and eligibility to ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Basking Ridge, NJ

Entry Level Financial Planner information

See Basking Ridge, NJ salary details

$52K

$99.6K

$143.8K

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

As of Aug 9, 2026, the average yearly pay for entry level financial planner in Basking Ridge, NJ is $99,635.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $105,100.00 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 job categories do people searching Entry Level Financial Planner jobs in Basking Ridge, NJ look for? The top searched job categories for Entry Level Financial Planner jobs in Basking Ridge, NJ are:
What cities near Basking Ridge, NJ are hiring for Entry Level Financial Planner jobs? Cities near Basking Ridge, NJ 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 Basking Ridge, NJ as of June 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $99,635 per year, or $47.9 per hour.

Analyst, Financial Advisory (Entry-Level, New York and San Francisco)

ICONIQ

New York, NY • On-site

$95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

*Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027*

About Investment Management

ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world's most influential families and an array of mission-driven institutions. Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care.           

The Opportunity: Financial Advisory, Analyst

 

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

This Early Careers role is designed for undergraduate students graduating in Winter 2026 or Spring 2027, with a planned start date in Summer 2027.

 

What You'll Do: 

 

  • Prepare client balance sheets and develop asset allocation analyses.
  • Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
  • Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
  • Perform ad hoc analyses for clients' financial and estate planning needs.
  • Participate in equity and option trading activities with increasing responsibilities for investment execution.
  • Gather, prepare, and coordinate client tax data and documentation.
  • Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

 

Ideal Candidate Background: 

  • Undergraduate of Winter 2026 or Spring 2027 are eligible
  • Bachelor's degree with a minimum 3.2 GPA
  • Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
  • Proactively and independently solve problems while exercising sound judgment
  • Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
  • Strong communication skills both written and verbal
  • Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
  • Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
  • Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel)
  • Authorization to work permanently in the U.S.

 

 

Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • A matching 401(k) program.
  • Commuter Benefits program.
  • Stipends to support wellness and hybrid working arrangements.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • Smart-casual dress code.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary is $95,000 together with the benefits listed above.

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About ICONIQ

Sourced by ZipRecruiter

Industry

Software development

Company size

11 - 50 Employees

Headquarters location

San Francisco, CA, US

Year founded

2020

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