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Entry Level Financial Planner Jobs in Raleigh, NC

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

Cornerstone Advisor Group

Financial Advisor

Raleigh, NC · On-site

$50K - $140K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

New York Life

Insurance Agent

Raleigh, NC

$69K - $130K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

WSP

Early Career Aviation Planner

Raleigh, NC · On-site +1

This Opportunity WSP is searching for a full-time Early Career Aviation Planner (entry level) to ... financial stability throughout the employee's career. At WSP, we want to give our employees the ...

WSP

Early Career Aviation Planner

Raleigh, NC · On-site

This Opportunity WSP is searching for a full-time Early Career Aviation Planner (entry level) to ... financial stability throughout the employee's career. At WSP, we want to give our employees the ...

InsuraTec

Sales Representative (Remote)

Durham, NC · 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)

Raleigh, NC · 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)

Chapel Hill, NC · 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)

Knightdale, NC · 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)

Smithfield, NC · 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 JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Raleigh, NC

Entry Level Financial Planner information

See Raleigh, NC salary details

$49.1K

$94K

$135.6K

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

As of Jun 11, 2026, the average yearly pay for entry level financial planner in Raleigh, NC is $93,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $99,200.00 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 be a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on obtaining relevant education such as a bachelor's degree in finance, economics, or related fields. Gaining certifications like the Certified Financial Planner (CFP) designation and developing skills in financial analysis and client communication can improve job prospects; internships or entry-level roles in finance firms also provide valuable experience.

Is $50,000 enough to work with a financial advisor?

For an entry-level financial planner, $50,000 is typically considered a starting salary rather than a budget to work with a financial advisor. Clients usually need a minimum of several thousand dollars to invest or pay for financial planning services, depending on the advisor's fee structure and service offerings. Having a clear understanding of your financial goals and the advisor's fee model helps determine if your funds are sufficient for effective planning.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial planner, $200,000 in assets or income is generally sufficient to seek professional financial advice, as many advisors have minimum account requirements that can range from a few thousand to several hundred thousand dollars. Having this level of assets allows access to a broader range of financial planning services, including investment management and retirement planning, often requiring certifications like CFP to provide tailored advice.

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 does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

Is a CFP better than a CPA?

A Financial Planner with a Certified Financial Planner (CFP) designation specializes in personal financial planning, including investments, retirement, and estate planning. A Certified Public Accountant (CPA) primarily focuses on accounting, tax preparation, and auditing. Both certifications serve different roles, and the better choice depends on the specific financial services needed.

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.
More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Raleigh, NC? The most popular types of Financial Planner jobs in Raleigh, NC are:
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What cities near Raleigh, NC are hiring for Entry Level Financial Planner jobs? Cities near Raleigh, NC 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 Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $93,982 per year, or $45.2 per hour.
Entry Level Insurance Agent - Bilingual (Spanish)

Entry Level Insurance Agent - Bilingual (Spanish)

New York Life

Raleigh, NC

$69K - $130K/yr

Full-time

Posted 15 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Are you looking for a job with no cap on your upside and tremendous support for your career growth? We’re hiring a dynamic sales manager to lead our team to success. You’ll be responsible for setting the sales strategies and objectives, identifying sales targets, and evaluating the team’s sales performance to help us achieve our sales goals. If you’re a natural leader who loves exciting challenges with financial incentives, we want to hear from you! Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Training, Development, and Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major rating agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2. For over 68 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. Responsibilities Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the differenceIn conjunction with in-office training, we’ve created a comprehensive and user-friendly learning experience within New York Life’s online portal system that is accessible anytime, anywhere, and from any device. Learn when and how you want. You can read in full about all benefits1 for our Financial Professional role here: https://www.nylbenefits.com/agents We have Fast Track to Management opportunities for qualified professionals once established in the career
  • Qualifications
  • The candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Enterprising mindset
  • Strong desire to help others
  • It is also a plus if you have strong interpersonal management skills, are a self-starter, and are capable of working individually as well as in a team environment
About New York Life: New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helpinggenerations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable onlyto our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To preparefor the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We’re proud of our financial strength
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)
We’re proud of our positions in the industry
  • New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine
  • Training Magazine’s Training Top 100 for 2021
We’re proud to be recognized by organizations that also value diversity
  • Latino Leaders: 2022 Best Companies for Latinos to Work
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity
We’re proud of the help we’ve provided and continue to provide our clients
  • 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)
  • $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. (Dividends are not guaranteed)
  • $938 million lifetime annuity paid (includes all payouts on individual income annuity products)
  • Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)
NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs