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Entry Level Financial Planner Jobs in Raleigh, NC

Rho Inc

Project Associate

Durham, NC · On-site

$45K - $48K/yr

... financial, workforce, and corporate, which has created a safe environment to innovate and develop ... Please note that this is an entry-level position and it is not a laboratory research position. Our ...

Rho Inc

Project Associate

Durham, NC

$45K - $48K/yr

... financial, workforce, and corporate, which has created a safe environment to innovate and develop ... Please note that this is an entry-level position and it is not a laboratory research position. Our ...

Rho Inc

Project Associate

Durham, NC · On-site

$45K - $48K/yr

... financial, workforce, and corporate, which has created a safe environment to innovate and develop ... Please note that this is an entry-level position and it is not a laboratory research position. Our ...

Raising Cane's

Cashier - Morning Shift

Raleigh, NC · On-site

$15.50/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

Cashier - Morning Shift

Raleigh, NC

$15.50/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

Cashier - Morning Shift

Raleigh, NC · On-site

$15.50/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 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 12, 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
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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.

Sales Associate / Finance Trainee

Classic Ford

Smithfield, NC • On-site

$12 - $16.50/hr

Full-time

Medical, Dental, Retirement

Posted 24 days ago

Job description

SUMMARY
Looking for a job that combines competitive pay with good culture? Have you been considering the automotive industry but don't know how to break in? Are you a car enthusiast and have experience working in a fast pace environment? Are you passionate about delivering a unique customer experience that creates a memorable and outstanding impression? If you answered yes to any of these questions, we want to talk to you. If you are looking for a change and want to be part of a winning team, apply today!
At Classic Ford of Smithfield, you can expect to work on a team of dedicated employees. Our team works with a collaborative approach and encourages success amongst each of our members.
WE OFFER:
  • 60 Days Paid Training
  • Health, Dental, Medical insurance
  • 401K
  • Great work environment
  • Opportunity for rapid advancement

RESPONSIBILITIES:
  • Approach, greet, and offer assistance or direction to any customer who enters the dealership showroom or sales lot.
  • Assist customers in selecting a vehicle by asking questions and listening carefully to their responses.
  • Explain product performance, application, and benefits to prospects.
  • Describe all optional equipment available for customer purchase.
  • Build strong rapport with customers.
  • Perform high-quality, professional, and knowledgeable presentation and demonstration of new/used vehicles.
  • Learn to overcome objections, close sales, and perform all other steps of the sales process in accordance with company standards.
  • Report to the Sales Manager regarding objectives, planned activities, reviews, and analyses.

REQUIREMENTS:
  • Comfortable with compensation based on commission sales
  • Enthusiastic with high energy throughout the sales workday
  • Outgoing with a friendly personality, especially while handling objections & negotiating pricing
  • Must have a clean & valid driver's license
  • Must be willing to submit to a background check to employment.

About the Dealership
Mills Auto Group understands rapid growth in the automotive space. Family-owned and operated for the past 20 years, we are proud to have grown from 1 store to 37. Most of our team of dedicated and motivated leaders have been with us since the beginning, most starting in entry-level roles themselves. We understand the importance of employee growth and promote from within often.
In addition to career development, at Mills Auto Group, you are recognized for your accomplishments. We have quarterly and yearly employee appreciation events. We participate in Degrees at Work and fund our employees' college education! We encourage you to get involved with our community outside of the office as well - whether you choose to participate in the Boys and Girls Club, Wounded Warriors, or Support Future Leaders, there is always an opportunity for our employees to help our community.

Apply