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Entry Level Financial Planner Jobs in Spokane, WA

Morrison-Maierle

Entry-Level ICT Designer

Spokane, WA

$75K - $85K/yr

ENGINEERS | SURVEYORS | PLANNERS | SCIENTISTS Morrison-Maierle is a 100% employee-owned firm ... Our culture empowers every team member to find success--professionally and financially--while ...

InsuraTec

Sales Representative (Remote)

Cheney, WA · Remote

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

Sales Representative (Remote)

Post Falls, ID · Remote

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

Sales Representative (Remote)

Spokane, WA · Remote

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 ...

Parker

QA Tech 1

Airway Heights, WA · On-site

Quality Technician 1 Entry level Technician working under the direction of Quality Engineering to ... Care.com membership and financial planning assistance are provided at no cost to you.

New

Raising Cane's

Cook - Morning & Lunch Shift

Spokane, WA · On-site

$17.50/hr

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

Raising Cane's

Cook - Morning & Lunch Shift

Spokane, WA · On-site

$17.50/hr

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

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Spokane, WA

Entry Level Financial Planner information

See Spokane, WA salary details

$51.1K

$97.8K

$141.1K

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

As of Aug 25, 2026, the average yearly pay for entry level financial planner in Spokane, WA is $97,756.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $103,100.00 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.
More about Entry Level Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Spokane, WA?

The most popular types of Financial Planner jobs in Spokane, WA are:

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

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The top searched job categories for Entry Level Financial Planner jobs in Spokane, WA are:

What cities near Spokane, WA are hiring for Entry Level Financial Planner jobs?

Cities near Spokane, WA 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 Spokane, WA as of August 2026, with employment types broken down into 87% Full Time, and 13% Contract. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $97,756 per year, or $47 per hour.

Estate and Document Attorney

Spokane, WA • Remote

Vertis Wealth
See more jobs at Vertis Wealthexternal

$250 - $350/hr

Contractor

Posted 29 days ago

Job description

Job Description 

We are looking for an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis.  You will be working directly with our clients and will have access to our team of internal Legal Directors and other professionals. 


Principle Duties

  • Receive hand-offs from our Legal Directors to provide estate planning services for our clients.
  • Meet virtually or in-person with clients to confirm estate planning needs.
  • Typical work product includes revocable living trusts, wills, powers of attorney, healthcare directives, deeds, LLCs.
  • Draft estate planning documents using your own methods or use our document templates. 
  • Stay up-to-date with the latest state laws.
  • Work with our team of friendly professionals.
  • Work with an established book of business: Households with average client assets from $1 million to $10 million
  • We give you clients because they are already our clients!


Requirements 

  • Must be licensed in the posted state. Entry level attorneys will be considered.
  • Can conduct client meetings virtually, but must be able to meet clients to oversee document execution. We can help identify conference room space if necessary.
  • Excellent written and verbal communication skills
  • Innovative and creative
  • Ability to lead and be decisive
  • Time management and organization 
  • Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors.


Benefits

  • Compensation: $250-$350 hourly
  • Uncapped earning potential based on client density in your area
  • Not exclusive. You can work with other law firms or continue to build your own. Vertis can be a great referral source to expand your work.
  • Exposure to financial planning
  • Flexible schedule