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Entry Level Financial Planner Jobs in Boston, MA

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Boston, MA · Remote

$95K - $575K/yr

... financial planning solutions that build guaranteed wealth, retirement certainty and increased net ... We are looking for a few Entry Level (not currently licensed) to Experienced (licensed) individuals ...

Rise North Capital

Financial Associate

Braintree, MA · On-site

... retirement planning. As a Financial Associate, you will receive the training, mentorship, and ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

Rise North Capital

Financial Associate

Quincy, MA · On-site

$120K/yr

Offer solutions in insurance, asset accumulation, and retirement planning. * Utilize marketing ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

RSM

Director - Financial Due Diligence

Boston, MA

$151K - $304K/yr

You will develop and deliver high-quality planning approaches,identifybusiness opportunities, and ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...

RSM Global

Director - Financial Due Diligence

Boston, MA · On-site

$151K - $304K/yr

You will develop and deliver high-quality planning approaches, identify business opportunities, and ... RSM does not intend to hire entry level candidates who will require sponsorship now OR in the ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Boston, MA

Entry Level Financial Planner information

See Boston, MA salary details

$54.9K

$105K

$151.5K

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

As of Aug 12, 2026, the average yearly pay for entry level financial planner in Boston, MA is $105,029.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,600.00 and $110,800.00 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 Boston, MA? The most popular types of Financial Planner jobs in Boston, MA are:
What are popular job titles related to Entry Level Financial Planner jobs in Boston, MA? For Entry Level Financial Planner jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Boston, MA look for? The top searched job categories for Entry Level Financial Planner jobs in Boston, MA are:
What cities near Boston, MA are hiring for Entry Level Financial Planner jobs? Cities near Boston, MA 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 Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $105,029 per year, or $50.5 per hour.

Financial Planner

NYL - Boston

Westborough, MA

$150K/yr

Full-time

Re-posted 18 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$80,000 - $150,000 yearly


Responsibilities:
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required

About Company

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

  • 401(k)
  • Pension
  • Full health benefit package
  • Life insurance
  • Disability insurance