ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs in Dacula, GA

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

InsuraTec

Sales Representative (Remote)

Atlanta, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Suwanee, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Athens, GA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

next page

Showing results 1-20

All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Dacula, GA

Entry Level Financial Planner information

See Dacula, GA salary details

$46.5K

$89K

$128.4K

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

As of Sep 7, 2026, the average yearly pay for entry level financial planner in Dacula, GA is $88,959.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $93,900.00 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 job categories do people searching Entry Level Financial Planner jobs in Dacula, GA look for?

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

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

Cities near Dacula, 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 Dacula, GA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $88,959 per year, or $42.8 per hour.

Entry-Level Financial Advisor

The Piedmont Group

Dunwoody, GA • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 14 days ago

Job description

Description
Financial Advisor (May Graduates, Early Acceptance)
About The Piedmont Group
At The Piedmont Group, we believe great financial advisors aren't born-they're developed. Backed by the strength and stability of The Piedmont Group, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers.
From your first day, you'll have access to experienced mentors, professional development resources, and prior to starting, a structured path to earn industry licenses and build your expertise. If you're looking for an opportunity to learn, grow, and make a meaningful difference in people's lives, this could be the perfect place to start. Join our collaborative team and begin building a career with purpose.
Why The Piedmont Group?
  • Comprehensive training and mentorship
  • Industry licensing support
  • Career growth opportunities
  • Backing of a respected financial services organization
  • Meaningful work helping clients achieve their financial goals
  • Collaborative and supportive team culture

The Opportunity
As a Financial Advisor, you'll learn how to help individuals and families make informed financial decisions and work toward their long-term goals. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance.
Licensing & Professional Development
We'll provide the resources, study materials, training, and support necessary to help you earn key industry licenses prior to onboarding:
Life & Health Insurance License
  • Securities Industry Essentials (SIE)
  • FINRA Series 66

You'll receive guidance throughout the licensing process and ongoing mentorship to help you build a long-term career in financial services. Series 7 after onboarding.
Compensation & Growth
We offer a competitive compensation structure designed to support your success as you build your career.
  • Performance/commission-based compensation
  • Bonuses and incentives
  • Practice allowances to support your professional development and business growth
  • Significant advancement and income-growth potential

Benefits
Eligible advisors have access to a comprehensive benefits package, including:
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Disability Coverage

If you're a recent graduate or early-career professional looking for more than just a job, join The Piedmont Group and begin building a career that can make a lasting impact on the lives of others-and your own future.
To qualify, you must be a U.S. citizen or permanent resident with work authorization that does not require sponsorship and have the ability to obtain required licenses and registrations.
Responsibilities
With training and support, you will:
• Learn how to conduct client conversations to understand financial goals, priorities, and needs
• Build professional relationships through networking, referrals, and community involvement
• Assist in developing financial strategies that may include investments, insurance, and retirement planning
• Present recommendations and solutions tailored to each client's unique situation
• Deliver outstanding client service and help create long-term, trusted relationships
• Continuously develop your financial knowledge, business skills, and professional network
Qualifications
$48

Apply