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Entry Level Financial Planning Jobs in Florida (NOW HIRING)

Modera Wealth Management

Planning Associate

Plantation, FL · Hybrid

$60K - $85K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera ...

Modera Wealth Management

Planning Associate

Plantation, FL · On-site

$60K - $85K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera ...

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

Entry Level Financial Planning information

See Florida salary details

$26.5K

$45.3K

$78.1K

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

As of Aug 2, 2026, the average yearly pay for entry level financial planning in Florida is $45,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,700.00 and $51,200.00 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.

How to become a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on obtaining relevant education such as a bachelor's degree in finance, accounting, or related fields. Gaining knowledge of financial planning tools and concepts, passing certifications like the CFP exam, and developing strong communication and analytical skills can help you enter the field; internships or entry-level positions can provide practical experience.

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 is the best entry-level finance job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial analyst, junior planner, or associate, often requiring basic knowledge of financial software and certifications like the CFP or CFA Level I. These roles provide foundational experience in budgeting, investment strategies, and financial advising.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial planning role, a client with $200,000 in assets is generally considered a moderate amount to work with. Financial advisors often set minimum asset thresholds, which can range from $50,000 to $250,000, depending on the firm and services offered. Having this amount allows for comprehensive financial planning, including investment management and retirement planning, but the specific scope depends on the advisor's policies and client needs.

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 does a first year CFP make?

A first-year Certified Financial Planner (CFP) typically earns between $50,000 and $70,000 annually, depending on location, firm size, and prior experience. Entry-level CFPs often focus on client onboarding, financial analysis, and developing planning strategies, with potential for salary growth as they gain experience and certifications.
What are the most commonly searched types of Financial Planning jobs in Florida? The most popular types of Financial Planning jobs in Florida are:
What are popular job titles related to Entry Level Financial Planning jobs in Florida? For Entry Level Financial Planning jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Florida look for? The top searched job categories for Entry Level Financial Planning jobs in Florida are:
What cities in Florida are hiring for Entry Level Financial Planning jobs? Cities in Florida 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 Florida as of July 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

Financial Planner

New York Life Insurance - Orlando, FL

Orlando, FL • On-site

$70K - $95K/yr

Full-time

Re-posted 11 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
• Guide clients in developing personalized financial plans that align with their life goals and aspirations.
• Analyze clients' financial status and provide strategic advice on investments, risk management, and estate planning.
• Build and nurture long-term relationships with clients, ensuring trust and transparency in all interactions.
• Stay informed about industry trends and regulatory changes to provide clients with the most current advice.
• Collaborate with team members to deliver comprehensive financial solutions and enhance client satisfaction.
• Identify new business opportunities and expand the client base through networking and community engagement.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with changing circumstances and goals.
Qualifications
• Experience in financial advising, with a focus on insurance and investment products.
• Ability to build and maintain strong client relationships through effective communication and trust.
• Proven track record of achieving sales targets and expanding client portfolios.
• Strong analytical skills to assess clients' financial situations and provide tailored advice.
• Commitment to continuous learning and professional development in the financial sector.
• Ability to work collaboratively with team members to deliver comprehensive financial solutions.
• Proficiency in using financial planning software and tools to create customized plans for clients.

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