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Entry Level Financial Planner Jobs in Boston, MA

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

... an entry-level position that offers room for growth and a promising job outlook. Our ideal ... financial goals through a variety of planning services. Join our team to begin honing your skills ...

NYL - Boston

Financial Planner

Westborough, MA

$80K - $150K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

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

Braintree, MA

$60K - $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 ...

Rise North Capital

$60K - $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 ...

CPS Healthcare

Discharge Planner (F/T)

Boston, MA · On-site

$26.50/hr

This is an excellent entry-level opportunity for someone looking to begin a career in healthcare ... financial assistance, as well as resumption of benefits for patients awaiting release from the ...

RSM

Director - Financial Due Diligence

Boston, MA · On-site

$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

$55K

$105.3K

$152K

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

As of Aug 26, 2026, the average yearly pay for entry level financial planner in Boston, MA is $105,319.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $111,100.00 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.
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:

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

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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 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $105,319 per year, or $50.6 per hour.

Associate Financial Planner

Strategies for Wealth

Boston, MA

$90K - $100K/yr

Full-time

Posted 21 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$90,000 - $100,000


Responsibilities:
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
  • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.

  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.

  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.

  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.

  • Education: A bachelor's degree in finance, business, economics, or a related field is preferred.

  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.


About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.