ZipRecruiter

Log In

2

Entry Level Financial Planning Jobs in Alabama (NOW HIRING)

Tyson Foods

Accountant-Gadsden, AL

Gadsden, AL · On-site

The Accountant will be responsible for financial planning, analysis, and reporting functions for ... entry-level Finance & Accounting roles, based on completion of both operations and F&A training ...

New

Tyson Foods, Inc.

Accountant-Gadsden, AL

Gadsden, AL · On-site

The Accountant will be responsible for financial planning, analysis, and reporting functions for ... entry-level Finance & Accounting roles, based on completion of both operations and F&A training ...

Tyson Foods

Accountant-Gadsden, AL

Gadsden, AL

The Accountant will be responsible for financial planning, analysis, and reporting functions for ... entry-level Finance & Accounting roles, based on completion of both operations and F&A training ...

New

ACAI OPERATIONS INC

Entry Level Civil Engineer

Auburn, AL · On-site

$60K - $80K/yr

Engineer I is an entry-level engineer-in-training (EIT) position designed to support ongoing civil ... Employer-contributed SIMPLE IRA plan and access to financial planning resources. * Professional ...

InsuraTec

Sales Representative (Remote)

Tuscaloosa, AL · 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)

Helena, AL · 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)

Leeds, AL · 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 ...

next page

Showing results 1-20

All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Alabama

Entry Level Financial Planning information

See Alabama salary details

$32.2K

$54.9K

$94.7K

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

As of Sep 5, 2026, the average yearly pay for entry level financial planning in Alabama is $54,942.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $62,100.00 per year, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as an entry level financial planner?

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 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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in financial analysis and client communication. Gaining internships or certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and applying through company websites or job boards is common for entry-level roles.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience for a career in financial planning.

What are the most commonly searched types of Financial Planning jobs in Alabama?

The most popular types of Financial Planning jobs in Alabama are:

What are popular job titles related to Entry Level Financial Planning jobs in Alabama?

For Entry Level Financial Planning jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planning jobs in Alabama look for?

The top searched job categories for Entry Level Financial Planning jobs in Alabama are:

What cities in Alabama are hiring for Entry Level Financial Planning jobs?

Cities in Alabama with the most Entry Level Financial Planning job openings:

Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Alabama as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $54,942 per year, or $26.4 per hour.

Entry-Level Financial Advisor

The-Piedmont-Group

Birmingham, AL • On-site

$70 - $150/hr

Other

Posted 11 days ago

Job description

Entry-Level Financial Advisor

The Piedmont Group Birmingham, Alabama, United States

About this position

Interviewing now and ready to hire ~ Financial Advisor. Must be a local candidate

Join us at The Piedmont Group in our Tuscaloosa & Birmingham locations, where we're more than just a financial planning and wealth management firm—we're a family that thrives on teamwork and togetherness. We pride ourselves on helping individuals, families, and business owners achieve their financial goals through innovative insurance, retirement, and investment planning. If you're a licensed Financial Advisor who's passionate about building client relationships and delivering comprehensive financial strategies, you'll find a supportive, collaborative environment here that encourages your growth and success. As a Financial Advisor with The Piedmont Group, you'll have the opportunity to develop new client relationships and provide personalized financial recommendations that make a real difference. You'll be empowered to generate new business and build a long‑term book of business in a performance‑driven setting with substantial income potential. We may offer a $50,000 annual financing subsidy, performance‑based, unlimited commission potential, and comprehensive training to ensure your professional development. With marketing and business development support, along with access to a wide array of investment and insurance solutions, you'll have the tools you need to thrive. Let's build a future of financial security and success together.

Compensation:

$70,000 - $150,000 yearly performance commission based

Responsibilities:
  • Develop and nurture strong client relationships by understanding their financial goals and providing tailored advice.
  • Conduct comprehensive financial assessments to create personalized investment and insurance strategies.
  • Proactively identify and pursue new business opportunities to expand your client base and grow your portfolio.
  • Collaborate with our team to deliver exceptional client service and ensure seamless execution of financial plans.
  • Stay informed about industry trends and regulatory changes to provide clients with up‑to‑date advice and solutions.
  • Utilize our marketing resources to effectively promote financial services and attract potential clients.
  • Guide clients through the complexities of financial planning, ensuring they feel confident and informed about their decisions.
Qualifications:
  • Authorized to work in the United States
  • No need for Visa sponsorship
  • Must be a local candidate
  • Obtain licensure prior to onboarding: Life & Health, SIE, and 66
  • Prior sales experience and/or bachelor's degree
  • Clean Form U4 (no disclosures)
  • Experience in financial advising, with a proven track record of building and maintaining client relationships.
  • Ability to conduct comprehensive financial assessments and develop tailored investment and insurance strategies.
  • Proven track record of identifying and pursuing new business opportunities to expand client portfolios.
  • Strong collaboration skills to work effectively with our team and deliver exceptional client service.
  • Up‑to‑date knowledge of industry trends and regulatory changes to provide informed advice and solutions.
  • Proficiency in utilizing marketing resources to promote financial services and attract potential clients.
  • Ability to guide clients through financial planning complexities, ensuring they feel confident and informed about their decisions.
About Company

We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.

There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.

#J-18808-Ljbffr

Apply