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Entry Level Financial Planning Jobs (NOW HIRING)

CFS

Entry-Level Financial Analyst

Fresno, CA

Entry-Level Financial Analyst Fresno, CA | Full-Time | On-Site Immediate Hiring Need $45,000 -52 ... Hands-on exposure to budgeting, forecasting, and financial planning processes. * Collaborative team ...

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CFS

Entry-Level Financial Analyst

Fresno, CA

Entry-Level Financial Analyst Fresno, CA | Full-Time | On-Site Immediate Hiring Need $45,000 -52 ... Hands-on exposure to budgeting, forecasting, and financial planning processes. * Collaborative team ...

New

PlanRight Finances

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Entry Level Financial Advisor

Bremen, OH · Remote

$54K - $150K/yr

The Entry Level Financial Advisor will join a small, focused team dedicated to providing ... This role offers a strong foundation in financial planning, portfolio management, and insurance ...

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$35.5K

$60.6K

$104.5K

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

As of Jun 6, 2026, the average yearly pay for entry level financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry-level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

What is the difference between Entry Level Financial Planning vs Financial Advisor?

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

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 solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What jobs make $3,000 a month without a degree?

Entry-level financial planning roles typically require some financial knowledge but may not always need a degree, especially if you have relevant certifications like the CFP or experience with financial software. Other jobs that can pay around $3,000 monthly without a degree include sales positions, administrative roles, or certain customer service jobs, often requiring strong communication skills and on-the-job training. Income varies based on location, experience, and performance, so building skills and certifications can improve earning potential in these fields.
More about Entry Level Financial Planning jobs
What cities are hiring for Entry Level Financial Planning jobs? Cities with the most Entry Level Financial Planning job openings:
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What states have the most Entry Level Financial Planning jobs? States with the most job openings for Entry Level Financial Planning jobs include:
What job categories do people searching Entry Level Financial Planning jobs look for? The top searched job categories for Entry Level Financial Planning jobs are:
Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in the United States as of May 2026, with employment types broken down into 2% Locum Tenens, 88% Full Time, 8% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.
Financial Analyst - FP&A - Entry Level

Financial Analyst - FP&A - Entry Level

NorthPoint Search Group Inc

Chicago, IL • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Financial Analyst - FP&A - Entry Level

To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Who:

A fast-growing real estate and finance organization seeking a proactive finance professional to support its corporate financial planning and analysis team.

What:

An entry-level Financial Analyst role responsible for supporting business planning, reforecasting, valuations, and internal reporting processes.

Where:

Hybrid work structure with the expectation of being located in the Atlanta, GA area, supporting corporate and regional offices.

When:

Immediate need; applications are being reviewed on a rolling basis.

Why:

This position exists to provide critical financial insights that inform management and board-level decision-making.

Salary:

Competitive entry-level compensation, commensurate with experience.

Job Summary / Description:

This highly visible role assists in gathering and analyzing financial data across the platform to produce forward-looking financial statements, operating metrics, and performance insights. You will support FP&A initiatives and provide actionable analysis for senior management and the Board.

Key Responsibilities:

  • Report monthly KPI's, prepare quarterly scorecards, and generate ad hoc reports.
  • Assist with preparing the annual five-year Business Plan and quarterly reforecast.
  • Support quarterly valuations and the annual appraisal process.
  • Maintain the monthly corporate cash forecast.
  • Conduct research on competitors, market stats, and regional benchmarks.
  • Analyze both internal and external data to provide actionable insights.
  • Act as a liaison between corporate and regional offices.
  • Maintain property-level cash flow models.
  • Develop and manage complex Excel models.
  • Perform other duties as assigned.

Qualifications:

  • Bachelor's Degree in Business Management, Accounting, Finance, or Real Estate required.
  • 0–1 year of prior work experience; financial modeling experience preferred.
  • Experience performing financial analysis in finance or real estate preferred.
  • Advanced Excel skills and proficiency in Word and PowerPoint.
  • VBA experience is a plus.
  • Strong analytical, problem-solving, and organizational skills.
  • Effective oral and written communication abilities.
  • Ability to manage multiple tasks and meet strict deadlines.

Benefits:

  • Comprehensive benefits including medical, dental, vision, and life insurance.
  • 401(k) plan with company match.
  • Paid time off and holidays.
  • Professional development opportunities.

Entry-level FP&A Financial Analyst in Atlanta supporting budgeting, forecasting, valuations, and financial reporting for senior management.

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About NorthPoint Search Group

Sourced by ZipRecruiter

NorthPoint Search Group is a full-service recruiting firm specializing in the placement of Top Tier professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

Industry

Recruiting and staffing services

Company size

1 - 10 Employees

Headquarters location

Atlanta, GA, US

Year founded

2003

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