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Entry Level Financial Planner Jobs in Miami, FL (NOW HIRING)

Coastal Wealth

Financial Advisor - Miami, FL

Miami, FL · Remote

$75K - $125K/yr

This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people ...

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera ...

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera ...

InsuraTec

Sales Representative (Remote)

Miami, FL · 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)

Miami, FL · 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)

Miami, FL · 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 ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Miami, FL

Entry Level Financial Planner information

See Miami, FL salary details

$48.3K

$92.5K

$133.4K

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 Miami, FL is $92,470.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,700.00 and $97,600.00 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 Miami, FL?

The most popular types of Financial Planner jobs in Miami, FL are:

What are popular job titles related to Entry Level Financial Planner jobs in Miami, FL?

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

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

The top searched job categories for Entry Level Financial Planner jobs in Miami, FL are:

What cities near Miami, FL are hiring for Entry Level Financial Planner jobs?

Cities near Miami, FL 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 Miami, FL as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $92,470 per year, or $44.5 per hour.

Financial Advisor - Miami, FL

Coastal Wealth

Miami, FL • Remote

$75K - $125K/yr

Full-time

Re-posted 9 days ago

Job description

About Us:

Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success.

The Opportunity:

As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients' financial futures. This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives.

Job Responsibilities:
  • Assist clients in defining their financial goals and creating tailored investment plans.
  • Conduct thorough financial assessments to recommend appropriate products and services.
  • Develop and maintain strong client relationships through exceptional customer service.
  • Stay informed on market trends and investment strategies to provide informed advice.
  • Participate in ongoing training and professional development to enhance your expertise.
Desired Qualifications:
  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain client relationships.
  • Motivated and eager to learn about the financial services industry.
Nice-to-Haves:
  • Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus.
  • Prior experience in customer service or sales is advantageous.
  • Familiarity with financial planning software and tools.
  • Basic understanding of investment products and financial markets.
  • Community involvement or volunteer experience in finance-related initiatives.