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Entry Level Financial Planner Jobs in Reading, PA

... planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location ... accounting or entry-level finance experience preferred Intermediate Microsoft Office skills ...

... planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location ... accounting or entry-level finance experience preferred Intermediate Microsoft Office skills ...

... planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location ... entry-level finance experience preferred • Intermediate Microsoft Office skills - primarily in ...

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 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 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 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 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 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 ...

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

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

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

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Showing results 1-20

Entry Level Financial Planner information

See Reading, PA salary details

$48.5K

$92.8K

$134K

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

As of Aug 23, 2026, the average yearly pay for entry level financial planner in Reading, PA is $92,847.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $98,000.00 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.

What are the most commonly searched types of Financial Planner jobs in Reading, PA?

The most popular types of Financial Planner jobs in Reading, PA are:

What are popular job titles related to Entry Level Financial Planner jobs in Reading, PA?

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

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

The top searched job categories for Entry Level Financial Planner jobs in Reading, PA are:

What cities near Reading, PA are hiring for Entry Level Financial Planner jobs?

Cities near Reading, PA with the most Entry Level Financial Planner job openings:

Infographic showing various Entry Level Financial Planner job openings in Reading, PA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $92,847 per year, or $44.6 per hour.

Associate Financial Analyst

Penske

Reading, PA

Full-time

Re-posted 22 days ago


Job description

We expect to have positions like this available in the future, and are looking to identify talent for those roles today. Please apply if you are interested.

Position Summary:
Come join our team! We are looking for candidates that want grow their career in the field of Finance. Penske offers competitive benefits, pay, tuition reimbursement, development opportunities, and more!
Under general supervision, this position provides critical accounting and analytical support for financial processes (billing, payroll, metrics, planning, pricing, forecasting) for PL Field Operations.  This could be one customer/one location, one customer/many locations, or many customers/many locations.
Responsibilities:
Provide overall financial analytical support (interpret financial results, ad hoc analysis, etc.) to drive operational decisions in a sound financial manner
Assist in preparation of annual business plans for internal (PL) and external customers  
Capture and report on critical Key Performance Indicators (internal focus and external focus)
Actively participate in month-end close processes (internal (PL) and external focus)
Identify and implement LEAN principles (Process Improvements, Kaizen, etc.) for continuous improvement
Provide financial training to field operations 

Other Projects as assigned

About Penske Logistics
Penske Logistics engineers state-of-the-art transportation, warehousing and supply chain management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more.

Qualifications:
Bachelor's degree in Accounting or Finance preferred, or willingness to get Bachelor's degree
0-2 years of general accounting or entry-level finance experience preferred
Intermediate Microsoft Office skills - primarily in Excel, Outlook, PowerPoint
Strong written and verbal communication
Not afraid to ask questions and challenge processes
Ability to travel
Ability to multi-task and meet deadlines
Analytical mind-set
Regular, predictable, full attendance is an essential function of the job 
Physical Requirements:
The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines
While performing the duties of this job, the associate may be required to stand, walk, and sit.  The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms.  The associate must be able to occasionally lift and/or move up to 25lbs/12kg
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus 
Penske is an Equal Opportunity Employer.