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Entry Level Financial Planner Jobs in Porter Ranch, CA

ACES

SV BCBA VNY (External)

Van Nuys, CA · On-site

$90K - $105K/yr

... and financial planning assistance. * Technology Support: Receive a company-paid laptop and ... Possess enthusiasm for training, managing, and supporting entry-level staff. * Compliance: Meet ...

New

ACES

SV BCBA VNY (External)

Van Nuys, CA · On-site

$90K - $105K/yr

... and financial planning assistance. * Technology Support: Receive a company-paid laptop and ... Possess enthusiasm for training, managing, and supporting entry-level staff. * Compliance: Meet ...

New

Pennymac

Default Loan Counselor I

Moorpark, CA · On-site

$39K - $55K/yr

PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated ... You'll Bring * Entry-level position, offering a great learning opportunity for those with or ...

Pwc

Transfer Pricing Senior Associate

Los Angeles, CA · On-site

$77K - $214K/yr

... planning, compliance, and strategy. These individuals help businesses navigate complex tax ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

Raising Cane's

Restaurant Crewmember

Los Angeles, CA · On-site

$20/hr

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

Raising Cane's

Restaurant Crewmember

Canoga Park, CA · On-site

$20/hr

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

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Porter Ranch, CA

Entry Level Financial Planner information

See Porter Ranch, CA salary details

$51.8K

$99.2K

$143.2K

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

As of Aug 17, 2026, the average yearly pay for entry level financial planner in Porter Ranch, CA is $99,233.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $104,700.00 per year, depending on experience, location, and employer.

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.

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 related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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.

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 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 cities near Porter Ranch, CA are hiring for Entry Level Financial Planner jobs?

Cities near Porter Ranch, CA 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 Porter Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $99,233 per year, or $47.7 per hour.

SV BCBA VNY (External)

ACES

Van Nuys, CA • On-site

$90K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Salary: $90,000-$105,000 (plus up to $30,000 in annual incentives based on performance)

ACES is a leading provider of Applied Behavior Analysis (ABA) services dedicated to improving the lives of individuals with autism and their families. Through individualized, evidence-based care delivered in homes, centers, schools, and communities, we create meaningful, lasting outcomes. With more than 30+ locations nationwide, ACES continues to expand access to high-quality autism services while making a positive impact in the communities we serve. Learn more at www.acesaba.com.
We believe clinical excellence starts with supporting great clinicians. At ACES, our 2XO (2X Outcomes) initiative reflects our commitment to delivering innovative, evidence-based care while investing in our BCBAs through career growth, strong clinical support, and the tools they need to help children and families thrive.

Why Join ACES? 

Compensation & Incentives: 

  • Competitive Package: $90,000 to $105,000 annually, plus up to $30,000 in annual incentives based on performance.  

  • Competitive Bonus Opportunities: Sign-on, retention, and relocation incentives available based on location and organizational needs.

  • Relocation Assistance: Considering a move? We offer up to $10,000 in relocation assistance to help make your transition smoother. This package provides a lump sum payment to cover your moving expenses, travel costs, and other support to help you settle within 10-15 miles of one of our centers.

  • Generous Paid Time Off: Benefit from up to 23 paid days off annually, including holidays, vacation days, and sick leave. 

  • Comprehensive Benefits: Access medical, dental, and vision insurance within 30 days of joining, along with a 401k retirement plan, and more. 

  • Referral Bonuses: Earn up to $3000 for referring qualified candidates to join our team. 

Professional Development & Support: 

  • Career Growth: Explore a range of advancement opportunities, from Clinical Manager to Clinical Director and beyond.  

  • Ongoing Training: Access 12 free, in-house CEUs annually, along with unwavering support from Regional Directors and Supervisors. 

Employee Benefits & Wellness: 

  • Health and Wellness: Enjoy comprehensive medical, dental, and vision coverage, along with company-paid life insurance and financial planning assistance. 

  • Technology Support: Receive a company-paid laptop and cellphone for enhanced productivity. 

  • Work-Life Balance: Create your schedule to ensure a healthy balance between work and personal life.  

  • Company Culture: Thrive in a flexible, uplifting, and supportive work environment, including company-sponsored social events. 

ACES Achievements: 

  • National Recognition: ACES is the sole autism provider recognized for quality care by Aetna/CVS’s Institute of Quality. 

  • Expert Team: Join a team of over 400 Board Certified Behavior Analysts, renowned for their expertise and dedication. 

  • Industry Accolades: Forbes has named us one of the Best Mid-Sized Workplaces, reflecting our commitment to excellence. 

  • Legacy of Excellence: Benefit from the expertise of one of the longest-standing providers of ABA therapy worldwide. 

What You'll Do: 

  • Craft Tailored ABA Programs: Design, develop, and implement customized ABA programs to meet the unique needs of each child. 

  • Collaborative Approach: Work closely with families and fellow clinicians to ensure the highest quality of care and support. 

  • Mentorship and Supervision: Lead and guide Behavior Technicians to deliver exceptional direct services. 

  • Data-Driven Progress Tracking: Utilize cutting-edge data collection software to evaluate and update client progress reports. 

  • Team Collaboration: Engage with a dynamic cross-functional team committed to fulfilling ACES’ mission of excellence. 

What We're Looking For:

  • BCBA Certification: Hold a valid Board Certified Behavior Analyst certification. 

  • Proven Experience: Demonstrate proficiency in developing and implementing client programs, preferably within the ABA industry. 

  • Leadership Skills: Possess enthusiasm for training, managing, and supporting entry-level staff. 

  • Compliance: Meet requirements for criminal background check, TB test, and immunizations. 

  • Passion for Impact: Share our dedication to enhancing the quality of life for individuals and families affected by autism and special needs. 

Join us at ACES and be part of a team that changes lives every day! We are committed to diversity and inclusion and welcome applicants from all backgrounds. 

Additional Information 

ACES is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age or covered veteran status. 

To find out more about how ACES uses employee data for business purposes, see ourEmployee Privacy Policy.

If you are having any issues with submitting your application, please reach out to us directly at careers@acesaba.com 

If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.

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