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Entry Level Financial Planner Jobs in Silver Spring, MD

Jensen Hughes

Financial Analyst I (FP&A)

Columbia, MD · On-site +1

$68K - $75K/yr

This is an entry-level role designed for candidates looking to build a strong foundation in financial planning and analysis. Responsibilities * Support the monthly financial reporting process ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA · On-site

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

USHA

Entry Level Account Rep - Sales

Fairfax, VA

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

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All JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Silver Spring, MD

Entry Level Financial Planner information

See Silver Spring, MD salary details

$52.2K

$99.9K

$144.2K

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

As of Jun 15, 2026, the average yearly pay for entry level financial planner in Silver Spring, MD is $99,947.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,600.00 and $105,400.00 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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Entry Level Financial Planner jobs near you

Entry-Level Financial Representative

Worthington Financial Partners

Timonium, MD

$50K - $75K/yr

Full-time

Posted 12 days ago

Job description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.


What you will receive:

  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.


We can only consider applicants authorized to work in the United States.

Compensation:

$50,000 - $75,000 at plan commission


Responsibilities:
  • Develop client relationships and provide tailored financial strategies.
  • Engage in structured coaching, mentorship, and training programs.
  • Maintain compliance with industry regulations and licensing requirements.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Attend hybrid meetings, including in-person team collaboration, as required.

Qualifications:
  • Excellent communication and relationship-building abilities.
  • Highly motivated with a strong work ethic.
  • Must be authorized to work in the US.
  • Competitive mindset with a history of leadership or achievement.
  • No prior financial experience is required, and comprehensive training is included.
  • Sales experience is highly recommended
  • Certifications/Licenses are preferred

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.