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Entry Level Financial Planning Jobs in Colorado (NOW HIRING)

Prologis

Energy FP&A Associate

Denver, CO · On-site

$102K - $140K/yr

Energy FP&A Associate Company: Prologis Energy, FP&A Associate - Denver, CO A day in the life Prologis Energy is seeking a high-performing Associate to join the Energy Financial Planning & Analysis ...

Ursa Major

Financial Analyst I

Longmont, CO · Hybrid

$70K - $80K/yr

Ursa Major is seeking Financial Analyst I that supports the financial planning, forecasting, reporting, and analysis activities of the Solid Missile Systems business unit. This entry-level role ...

Advanced Energy

Financial Analyst I

Denver, CO

The Financial Analyst I is an entry level role designed for a recent graduate or early career professional seeking broad exposure to enterprise level financial planning and analysis. As part of ...

Ursa Major

Financial Analyst I

Longmont, CO · On-site

$70K - $80K/yr

Ursa Major is seeking Financial Analyst I that supports the financial planning, forecasting, reporting, and analysis activities of the Solid Missile Systems business unit. This entry-level role ...

IMA Financial Group

Client Associate-2

Denver, CO · On-site

$60K - $70K/yr

Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation ... Planning & priority setting * Attention to detail * Data literacy QUALIFICATIONS * 1+ years ...

IMA Financial Group

Client Associate-2

Denver, CO · On-site

$60K - $70K/yr

Supports entry-level financial analysis, claims & utilization reporting, and renewal preparation ... Planning & priority setting * Attention to detail * Data literacy QUALIFICATIONS * 1+ years ...

InsuraTec

Sales Representative (Remote)

Wray, CO · 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)

Lone Tree, CO · 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)

Montrose, CO · 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)

Windsor, CO · 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)

Northglenn, CO · 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)

Thornton, CO · 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)

Canon City, CO · 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 ...

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

Entry Level Financial Planning information

See Colorado salary details

$37.3K

$63.7K

$109.9K

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

As of Aug 24, 2026, the average yearly pay for entry level financial planning in Colorado is $63,740.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $72,000.00 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 Colorado?

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

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

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

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

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

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

Cities in Colorado 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 Colorado as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $63,740 per year, or $30.6 per hour.

Entry-Level Financial Professional - Sales

Fort Collins, CO • On-site

New York Life - Northern Colorado
See more jobs at New York Life - Northern Coloradoexternal

$77K - $92K/yr

Full-time

Posted 26 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! 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, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
$43
Qualifications
• Must live in the state of Colorado, Wyoming, or Nebraska.
• History of success.
• Strong interpersonal communication skills.
• Good reputation in your community.
• Business-driven ethos.
• Four-year college degree preferred; High school diploma required.

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