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Entry Level Financial Planner Jobs in Manchester, CT

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Whether that is in an entry level or leadership role, Gandara will provide the tools and resources ... To be capable of assuming enhanced responsibilities for planning and overseeing on and off unit ...

Whether that is in an entry level or leadership role, Gandara will provide the tools and resources ... To be capable of assuming enhanced responsibilities for planning and overseeing on and off unit ...

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Showing results 21-40

Entry Level Financial Planner information

See Manchester, CT salary details

$51K

$97.6K

$140.9K

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

As of Aug 31, 2026, the average yearly pay for entry level financial planner in Manchester, CT is $97,647.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $103,000.00 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.

What are the most commonly searched types of Financial Planner jobs in Manchester, CT?

The most popular types of Financial Planner jobs in Manchester, CT are:

What are popular job titles related to Entry Level Financial Planner jobs in Manchester, CT?

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

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

The top searched job categories for Entry Level Financial Planner jobs in Manchester, CT are:

What cities near Manchester, CT are hiring for Entry Level Financial Planner jobs?

Cities near Manchester, CT with the most Entry Level Financial Planner job openings:

Infographic showing various Entry Level Financial Planner job openings in Manchester, CT as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $97,647 per year, or $46.9 per hour.

Future Opening: Customer Relations Representative - State Farm Agent Team Member

Portland, CT • On-site

$18/hr

Other

Re-posted 7 days ago


Job description

Customer Relations Representative – Sales Trainee

Launch Your Career in Insurance with The Burke Agency

About the Role

Are you eager to break into the world of sales but don't yet have your insurance license? The Burke Agency is offering an exciting opportunity for a motivated, customer-focused individual to start as a

Customer Relations Representative and grow into a licensed sales team member. This entry-level role is perfect for someone who enjoys connecting with people, solving problems, and building relationships—while also preparing for a long-term career in sales. We'll provide the training, support, and licensing assistance you need to succeed.

What You'll Do
  • Handle customer inquiries with professionalism and care.
  • Keep records up to date and assist with client account management.
  • Support customer retention by delivering excellent service and identifying opportunities for added value.
  • Coordinate with team members to ensure clients receive the best possible experience.
  • Begin developing sales skills through customer conversations, with growth into a licensed sales role.
What We're Looking For
  • Strong communication and problem-solving abilities.
  • Previous customer service experience preferred, but not required.
  • Positive attitude and ability to stay calm under pressure.
  • Interest in sales and willingness to obtain an insurance license (with our support).
Why Join The Burke Agency?
  • Paid training and licensing support to grow into a sales role.
  • Clear career path with opportunities for advancement.
  • Supportive, team-oriented environment.
  • Competitive pay with increased earning potential as you advance.

Start here. Grow here.

If you're ready to take the first step toward a rewarding career in insurance sales, apply today and join The Burke Agency! This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives. Compensation: $18.00 per hour

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Portland, CT and help customers with their insurance and financial services needs, including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.