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Entry Level Financial Planner Jobs in Silver Spring, MD

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera ...

Insilico Logix

QA Analyst - Entry Level

Herndon, VA · On-site

Analysis and Reporting * Business Planning and Management * Communication and Presentation ... Qualifications Bachelors/ Masters (Computer Science, Information Technology, Engineering, Finance ...

Insilico Logix

QA Analyst - Entry Level

Reston, VA · On-site

Analysis and Reporting * Business Planning and Management * Communication and Presentation ... Qualifications Bachelors/ Masters (Computer Science, Information Technology, Engineering, Finance ...

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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.
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Entry Level Financial Planner jobs near you
Jr. Financial Analyst (Project Control)

Jr. Financial Analyst (Project Control)

Sparksoft Corporation

Columbia, MD

Other

Posted just now

Job description

ROLE & RESPONSIBILITIES: 

Sparksoft Corporation is seeking a Junior Project Control Analyst to join our finance and program control team. This entry level role supports project financial management activities across multiple contracts while working closely with senior analysts, project managers, and internal/external stakeholders. The ideal candidate is detail oriented, eager to learn, and interested in developing a career in project finance and government contracting.

  • Assist with monthly project financial reporting for internal and external stakeholders
  • Support project planning, tracking, analysis, and reporting for contracts of varying size and complexity
  • Participate in forecasting activities, including actual vs. forecast analysis, trend analysis, and maintenance of Estimates at Complete (EACs) under senior team guidance
  • Perform tasks related to monthly billing, vendor reconciliation, and invoice review
  • Help prepare purchase requisitions and monitor subcontractor funding, including invoice coordination and approvals
  • Assist in developing cost estimates for future performance periods and report variances from prior projections
  • Support monthly internal and external program reviews
  • Review accounts receivable and unbilled reports as part of monthly financial cycles
  • Participate in process improvement initiatives within the finance and program control function
  • Help maintain accurate and logical project accounting structures for programs and task orders
  • Support new business pricing efforts, including data entry, model updates, and coordination with senior pricing staff

REQUIRED EXPERIENCE: 

  • Associate or bachelor's degree, or equivalent work experience.
  • Experience in a customer service or fast-paced environment is a plus.
  • 0-2+ years of experience in financial tracking, budgeting, accounting, or related analytical roles
  • Proficient Excel skills, including familiarity with SUMIFS, basic LOOKUP functions
  • Interest in learning how to extract, manipulate, and analyze data from ERP/financial systems.
  • Strong organizational skills and the ability to manage multiple tasks with guidance.
  • Effective communication skills and willingness to work collaboratively in a deadline-driven environment.
  • Demonstrated interest in financial analysis, pricing, or data modeling.
  • Self-motivated, proactive, and eager to learn project control and pricing methodologies
  • Interest in or exposure to government contracting, including contract types such as CPFF, FFP, and T&M

PREFERRED EXPERIENCE: 

  • Exposure to Unanet or similar ERP/financial systems is a plus.
  • Familiarity with government contracting or professional services environments.
  • Experience with data visualization tools (e.g., Power BI) is helpful but not required.
  • Experience or familiarity with DCAA/Government approved accounting systems (e.g., Unanet Financials, Costpoint)
  • Demonstrated hands-on expereince leveraging AI tools and technologies

EDUCATION & CERTIFICATIONS:

  • Associate or bachelor's degree, or equivalent work experience.
  • 0-2+ years of experience in financial tracking, budgeting, accounting, or related analytical roles

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