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Entry Level Financial Planner Jobs (NOW HIRING)

Future First Financial

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Financial Planner (Training Provided)

Boston, MA · Remote

$1K - $3K/yr

This is an entry-level opportunity designed for individuals who want to develop into a Financial Planner. No prior experience is required--we provide training, licensing guidance, and ongoing ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$80K - $105K/yr

Description Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial Planner to join our entry-level ranks. The ideal candidate will be eager to learn the ...

Robert Half

Financial Analyst - Entry Level

Tarrytown, NY · On-site

$20 - $25/hr

This opportunity is ideal for an entry-level candidate or an early-career individual who wants practical experience in financial planning and analysis while supporting sales-related budgeting and ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$80K - $105K/yr

Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial Planner to join our entry-level ranks. The ideal candidate will be eager to learn the financial ...

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Entry Level Financial Planner information

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$50.5K

$96.7K

$139.5K

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

As of Jun 10, 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:
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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 7% Full Time, 72% Part Time, and 21% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Advisor

Financial Architects Inc

Des Moines, IA • On-site

$80K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new, entry-level Financial Advisor to join our ranks. The ideal candidate will be ready to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Financial Architects is in Des Moines, IA. We can only hire candidates who reside in Iowa. As a Sales Consultant for Financial Architects, Inc., there are no Sales Territories. Our Sales Consultants can do business with any client who resides in the USA.
This is a full-time opportunity offering a flexible schedule. Team members are expected in the office 1-2 days per week, with the remaining time dedicated to remote work and in-person or virtual client appointments.
No territory restrictions - serve clients nationwide!!
Benefits:
  • Medical, Dental, Vision,
  • Flexible Spending Account
  • Short and Long Term DI
  • Group Life and AD&D
  • 401(k) with up to 3% match
  • Pension Plan

Responsibilities
• Guide clients through the financial planning process, ensuring they understand their options and feel confident in their decisions.
• Collaborate with our team to develop personalized financial strategies that align with clients' long-term goals.
• Maintain up-to-date knowledge of financial products and industry trends to provide clients with the best advice.
• Build and nurture client relationships by providing exceptional service and regular communication.
• Analyze clients' financial data to identify opportunities for growth and risk management.
• Conduct in-depth reviews of clients' financial situations to ensure their plans remain relevant and effective.
• Educate clients on the benefits of various financial products and services, empowering them to make informed choices.
Qualifications
• Experience in financial planning or related field is a plus, but not required.
• Ability to communicate complex financial concepts in a clear, relatable manner.
• Proven track record of building strong client relationships through exceptional service.
• Strong analytical skills to interpret financial data and identify growth opportunities.
• Ability to work collaboratively within a team to develop personalized financial strategies.
• Proficiency in using financial software and tools to aid in client planning.
• Eagerness to stay informed about industry trends and financial products to provide the best advice to clients.

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