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Entry Level Financial Planner Jobs in Dallas, TX

Revival Wealth Solutions LLC

Be Seen First

Remote Entry-Level Financial Consultant

Dallas, TX · Remote

$50K - $150K/yr

Remote Entry-Level Financial Consultant Position Overview As an Entry-Level Financial Services ... Educate clients about financial protection, retirement, college planning, wealth accumulation, and ...

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Revival Wealth Solutions LLC

Be Seen First

Remote Entry-Level Financial Consultant

Dallas, TX · Remote

$50K - $150K/yr

Remote Entry-Level Financial Consultant Position Overview As an Entry-Level Financial Services ... Educate clients about financial protection, retirement, college planning, wealth accumulation, and ...

New

Hayes Financial Talent Group

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Entry Level Financial Professional

Dallas, TX · 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 ...

Sekisui House U.S.

Financial Analyst

Dallas, TX · On-site

Overview & Position Summary This position supports financial planning and analysis activities by ... Provide guidance or assistance to entry-level staff or support employees as appropriate Education ...

Sekisui House U.S.

Financial Analyst

Dallas, TX

Overview & Position Summary This position supports financial planning and analysis activities by ... Provide guidance or assistance to entry-level staff or support employees as appropriate Education ...

Hilltop Holdings

Finance Optimization Intern

Dallas, TX · On-site

$17.50 - $23/hr

They will develop entry-level experience in the financial services industry, including development ... Provide strategic planning support by assisting with monthly analysis, projections and identifying ...

New

Hilltop Holdings

Finance Optimization Intern

Dallas, TX · On-site

$17.50 - $23/hr

They will develop entry-level experience in the financial services industry, including development ... With a focus on strategic financial planning and forecasting, we provide valuable insights to guide ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Dallas, TX

Entry Level Financial Planner information

See Dallas, TX salary details

$50.2K

$96K

$138.6K

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

As of Aug 27, 2026, the average yearly pay for entry level financial planner in Dallas, TX is $96,047.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $101,300.00 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 Dallas, TX?

The most popular types of Financial Planner jobs in Dallas, TX are:

What are popular job titles related to Entry Level Financial Planner jobs in Dallas, TX?

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

What job categories do people searching Entry Level Financial Planner jobs in Dallas, TX look for?

The top searched job categories for Entry Level Financial Planner jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Entry Level Financial Planner jobs?

Cities near Dallas, TX 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 Dallas, TX as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $96,047 per year, or $46.2 per hour.

Remote Entry-Level Financial Consultant

Dallas, TX • Remote

Revival Wealth Solutions LLC
See more jobs at Revival Wealth Solutions LLCexternal

$50K - $150K/yr

Part-time

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

Job description

Remote Entry-Level Financial Consultant


Position Overview

As an Entry-Level Financial Services Representative, you will receive structured training, mentorship, and licensing support as you develop the knowledge and skills necessary to work with clients.

Your responsibilities may include conducting virtual needs assessments, discussing financial goals, educating clients about available protection and accumulation strategies, presenting appropriate solutions, maintaining client relationships, and completing required follow-up and documentation.

What You Can Expect

  • Remote work with flexible scheduling
  • Part-time and full-time opportunities
  • Structured onboarding and in-depth training
  • One-on-one mentorship from experienced professionals
  • Guidance through required state licensing
  • Ongoing professional development and education
  • Access to multiple insurance and financial-product providers
  • Opportunity to develop client-facing and financial-services skills
  • Advancement opportunities based on demonstrated performance and qualifications

What You'll Do

  • Participate in onboarding, licensing preparation, and ongoing training
  • Learn to conduct client financial needs and goals assessments
  • Conduct virtual consultations with individuals, families, and business owners
  • Educate clients about financial protection, retirement, college planning, wealth accumulation, and preservation strategies
  • Present insurance and other financial solutions that are appropriate to client needs and within your licensing and regulatory authority
  • Maintain accurate client records and follow applicable compliance requirements
  • Follow up with prospective and existing clients
  • Develop and maintain long-term professional relationships
  • Continue developing your financial-services knowledge and professional skills

Client recommendations are based on individual circumstances and needs; no particular product or company is appropriate for every client.

Qualifications

  • 18 years of age or older preferably with highschool diploma or equivalent
  • Authorized to work in the United States
  • Valid Social Security number
  • Able to successfully complete applicable background and licensing requirements
  • Willingness to obtain the required state life-insurance license and complete licensing requirements within the applicable timeframe
  • Strong verbal and written communication skills
  • Professionalism, integrity, accountability, and attention to detail
  • Ability to work independently while contributing to a team environment
  • Strong follow-through, organization, and time-management skills
  • Comfortable learning a regulated financial-services business
  • No prior financial-services experience required

Compensation

This position is commission-only and does not include a guaranteed base salary or hourly wage.

Compensation varies based on production, experience, time commitment, and individual results with no cap to potential earnings.

Why Join Us?

We believe financial education can help people make more informed decisions about their financial futures. Our goal is to give clients access to knowledgeable professionals who can help them evaluate their options and develop strategies around important financial milestones, including:

  • Financial protection
  • Retirement planning
  • College planning
  • Wealth accumulation
  • Wealth preservation
  • Tax-advantaged financial strategies

If you're motivated to learn, comfortable with a performance-based environment, and interested in developing a career in financial services, we'd like to hear from you.


Apply today to learn more about the opportunity, training process, licensing requirements, and compensation structure!

Company Description

We are expanding our financial-services team and seeking motivated individuals who want to build a long-term career helping individuals, families, and business owners better understand financial protection, retirement planning, wealth accumulation, and preservation strategies!

Our approach is education first. We help clients understand fundamental financial concepts and evaluate strategies based on their individual goals, circumstances, and needs. We work with a broad network of established financial-services companies, allowing licensed professionals to access a range of insurance and financial products rather than representing a single carrier.