ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs (NOW HIRING)

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Lakeshore Financial Group

Personal Financial Planner

Madison, WI · On-site +1

$76K - $102K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

New

Davis Family Financial LLC

$60K - $80K/yr

As an entry-level financial professional, we strive to put the needs of your family in the ... planning, investments, & insurance) Whether you are looking to start or transition into a new ...

next page

Showing results 1-20

All JobsEntry Level Financial Planner Jobs

Entry Level Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

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 the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 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 cities are hiring for Entry Level Financial Planner jobs? Cities with the most Entry Level Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Entry Level Financial Planner jobs? States with the most job openings for Entry Level Financial Planner jobs include:
What job categories do people searching Entry Level Financial Planner jobs look for? The top searched job categories for Entry Level Financial Planner jobs are:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Planning

Davis Family Financial LLC

Norfolk, VA

$50K - $75K/yr

Part-time

Retirement

Posted 5 days ago

Job description

Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

Apply