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Entry Level Financial Planner Jobs in Meridian, ID

InsuraTec

Sales Representative (Remote)

Boise, ID · 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)

Caldwell, ID · 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)

Nampa, ID · 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)

Garden City, ID · 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)

Kuna, ID · 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)

Meridian, ID · 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)

Star, ID · 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)

Eagle, ID · 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 ...

Futura-Title-

Accountant

Boise, ID · On-site

$62 - $73/hr

Prepare accurate and timely financial statements * Maintain and reconcile general ledger accounts * Support annual profit planning and budgeting * Assist with audits and tax filings * Collaborate ...

Raising Cane's

Cook - Weekday Morning

Meridian, ID · On-site

$15/hr

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

Raising Cane's

Cook - Weekday Morning

Meridian, ID · On-site

$15/hr

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

Raising Cane's

Cook - Weekday Morning

Meridian, ID · On-site

$15/hr

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

Raising Cane's

Cook - Weekday Morning

Meridian, ID · On-site

$15/hr

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

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Meridian, ID

Entry Level Financial Planner information

See Meridian, ID salary details

$49K

$93.7K

$135.2K

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

As of Sep 5, 2026, the average yearly pay for entry level financial planner in Meridian, ID is $93,725.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,700.00 and $98,900.00 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.
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For Entry Level Financial Planner jobs in Meridian, ID, the most frequently searched job titles are:

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

The top searched job categories for Entry Level Financial Planner jobs in Meridian, ID are:

What cities near Meridian, ID are hiring for Entry Level Financial Planner jobs?

Cities near Meridian, ID 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 Meridian, ID as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $93,725 per year, or $45.1 per hour.

Entry Level Insurance Sales and Estate planning

Treasure Valley Financial

Meridian, ID • On-site

$30K - $90K/yr

Other

Re-posted 19 days ago

Job description

Our Multi-Million Dollar company is seeking business minded professionals that are ready to take over
the world! We’re looking to hire both licensed and non-licensed life insurance agents. We’re hiring for
full or part time.


What we’re looking for

People who are…

  • Located in the United States
  • Driven to Succeed
  • Self-Motivated
  • Hard Working
  • Coachable- Very Important
  • Team Player
  • Willing to travel 4 times a year to training events

Your responsibilities:

  • Call the lead
  • Book an appointment to meet with them
  • Help them find the best product for their need
  • Fill out the paperwork

Perks:

  • 1099
  • Set Your Own Hours
  • Paid Vacations and Travel Opportunities
  • Tons of Training and Support
  • In-House Leads

Our agents make average $500 commission per sale.
No Experience Necessary…We Will train you on everything!

*This position is a commission only position with incentives, bonuses and no caps or quotas. If you are
looking to supplement your income, or work for yourself full-time, we are interested in talking to you!

READY TO GET STARTED - Reply and we'll be in touch in the next 24-48hrs