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Entry Level Financial Planner Jobs in Rutherford, NJ

Conduent, Inc.

Finance Analyst II

Florham Park, NJ · On-site

... entry-level experience in FP&A, corporate finance, M&A, investment banking, consulting, or a related area. • Demonstrating strong analytical and quantitative skills with attention to detail. • ...

Conduent, Inc.

Finance Analyst II

Florham Park, NJ · On-site +1

Gaining internship, co-op, or entry-level experience in FP&A, corporate finance, M&A, investment banking, consulting, or a related area. Demonstrating strong analytical and quantitative skills with ...

BERJE INCORPORATED

Production Associate

Carteret, NJ

$22 - $24/hr

Our Production employees are a key component in maintaining customer satisfaction. Entry-level ... access to Financial Planner, EAP Compensation -$22 an hr. to $24 an hr. and eligibility to ...

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All JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Rutherford, NJ

Entry Level Financial Planner information

See Rutherford, NJ salary details

$51.5K

$98.6K

$142.2K

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

As of Jul 1, 2026, the average yearly pay for entry level financial planner in Rutherford, NJ is $98,560.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $104,000.00 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.

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.

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 job categories do people searching Entry Level Financial Planner jobs in Rutherford, NJ look for? The top searched job categories for Entry Level Financial Planner jobs in Rutherford, NJ are:
What cities near Rutherford, NJ are hiring for Entry Level Financial Planner jobs? Cities near Rutherford, NJ 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 Rutherford, NJ as of June 2026, with employment types broken down into 83% Full Time, 13% Part Time, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $98,560 per year, or $47.4 per hour.
Accounting & Finance - Join our WPG Talent Community

Accounting & Finance - Join our WPG Talent Community

The Workplace Group

Florham Park, NJ • On-site

Full-time

Posted 8 days ago

Job description


Join The WorkPlace Group’s Accounting & Finance Talent Pool!

Are you a passionate professional in the accounting and finance industry looking for your next career opportunity? The WorkPlace Group is excited to invite you to join our exclusive candidate talent pool!

Why Join Us?

  • Exclusive Opportunities: As a leading Recruitment Process Outsourcing (RPO) and Executive Search provider, we know about job openings before they become public. We also have direct access to the hiring managers of finance companies and serve as their exclusive and in-house recruiter.
  • Priority Consideration: When a job needs to be filled, our recruiting teams first look for candidates in our database and candidate network. By sharing and uploading your resume, you can gain access to a wide range of job openings in leading accounting and finance companies.
  • Accounting & Finance Recruiting Specialists: The WorkPlace Group® has deep expertise in recruiting accounting and finance professionals.

Who We’re Looking For:

  • Accounting and Finance Professionals: Whether you’re in financial analysis, accounting, auditing, or financial planning, we want to hear from you!
  • Common Job Titles: We frequently fill positions such as Financial Analyst, Accountant, Auditor, Financial Planner, and more. Visit our website to see a complete list of job titles.
  • Experienced and Entry-Level Candidates: We welcome candidates at all stages of their careers.
  • Passionate and Driven Individuals: If you’re committed to innovation and excellence in finance, you fit our talent pool perfectly.

How to Join:

  1. Upload Your Resume
  2. Stay Connected: Follow us on LinkedIn, Instagram, and X.
  3. Our Recruiters Will Be in Touch: As soon as we have a potential job opening for you to consider, our recruiters will reach out.

Contact Us:

For more information, visit our website at www.workplacegroup.com