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Entry Level Financial Planner Jobs (NOW HIRING)

Strategies for Wealth

Personal Financial Planner

New York, NY · On-site

$83K - $111K/yr

... entry-level ranks. The ideal candidate will be eager to learn the ropes of financial services ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

Foster Klima

Personal Financial Planner

Fargo, ND · Remote

$105K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

Miller & Hurt Wealth Advisors

Be Seen First

Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

This isn't simply an entry-level position. It is an opportunity to develop the skills and experience needed to build a meaningful career in financial planning and wealth management. You'll work ...

Miller & Hurt Wealth Advisors

Be Seen First

Associate Financial Planner

Rockledge, FL · On-site

$60K - $80K/yr

This isn't simply an entry-level position. It is an opportunity to develop the skills and experience needed to build a meaningful career in financial planning and wealth management. You'll work ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$75K - $101K/yr

... our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes ... Successful financial planning is rooted in excellent communication, superb math and analytical ...

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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 Sep 5, 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 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.
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What states have the most Entry Level Financial Planner jobs?

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What job categories do people searching Entry Level Financial Planner jobs look for?

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Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Entry-Level Financial Planning (Remote)

Traction Forge Financial

Juneau, AK • Remote

Full-time

Re-posted 29 days ago

Job description

At Traction Forge Financial, leveraging the strength and resources of GFI, we are committed to helping individuals and families create a stronger financial future through education, strategy, and personalized support. Our philosophy is simple: financial guidance should be understandable, accessible, and focused on the real-life goals of the people we serve.

Through partnerships with leading Fortune 500 companies and respected financial institutions, we provide complimentary financial consultations designed to help clients better understand their current financial position and build a roadmap toward long-term success.

We are currently expanding our team and seeking motivated individuals who are eager to grow personally and professionally in the financial services industry. This opportunity is ideal for candidates who are hardworking, coachable, people-oriented, and passionate about making a positive impact in the lives of others.

No previous experience in finance is required.

Our structured training and mentorship program is designed to equip entry-level professionals with the knowledge, confidence, and communication skills needed to work with individuals, families, and business owners. Team members will learn how to guide clients through conversations surrounding:

Financial goal setting
Retirement planning strategies
Wealth accumulation and asset growth
College planning solutions
Insurance and protection strategies
Long-term financial preparation

In this role, you will learn how to educate clients, identify financial needs, and help create customized strategies using the products and solutions available through our platform.

Whether you are looking to begin a new full-time career, develop an additional stream of income, or gain valuable business and leadership experience on a flexible schedule, Traction Forge Financial offers an opportunity for growth with ongoing mentorship and advancement potential.

We are looking for individuals who want more than just a job people who want to build relationships, create impact, and grow into future leaders within the organization.



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