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Entry Level Financial Planning Jobs in Georgia (NOW HIRING)

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Staff Accountant Entry Level

Atlanta, GA · On-site

$50K - $60K/yr

We are looking for new graduates in Accounting or Finance to fill an entry level accountant ... Experience with large ERP is a plus * Fundamental knowledge of GAAP * Detail and deadline-oriented

Modera Wealth Management

Advisory Manager

Atlanta, GA · On-site +1

$145K/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 ...

MedQuest Associates LLC

Accountant

Alpharetta, GA · Hybrid

$53K - $70K/yr

This entry-level accounting role will support daily accounting operations, general ledger ... Support budgeting, forecasting, and financial planning activities. * Assist in developing and ...

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Entry Level Financial Planning information

See Georgia salary details

$30K

$51.2K

$88.2K

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 Georgia is $51,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $57,800.00 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 Georgia? The most popular types of Financial Planning jobs in Georgia are:
What are popular job titles related to Entry Level Financial Planning jobs in Georgia? For Entry Level Financial Planning jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Georgia look for? The top searched job categories for Entry Level Financial Planning jobs in Georgia are:
What cities in Georgia are hiring for Entry Level Financial Planning jobs? Cities in Georgia 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 Georgia as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $51,184 per year, or $24.6 per hour.

Financial Analyst - FP&A - Entry Level

NorthPoint Search Group

Marietta, GA • On-site

Full-time

Re-posted 16 days ago

Job description

Financial Analyst - FP&A - Entry Level
To Apply Now - email your resume to [email protected]
Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating metrics for senior management and Board members.
Supervision
Reports to: Manager, Financial Planning & Analysis
General Qualifications Required
Education: Bachelor's Degree in Business Management, Accounting, Finance, or Real Estate required
Experience:
  • 0 - 1 year of prior work experience
  • Financial modeling experience strongly preferred
  • Experience performing financial analysis in finance or real estate preferred

Skills/Behaviors:
  • Advanced Excel skills
  • Ability to convey analyses and deliverables to senior management
  • VBA experience a plus
  • Strong analytical and problem-solving skills
  • Understanding of financial statements and accounting
  • Proficient in Word and PowerPoint
  • Attention to detail
  • Effective oral and written communication skills
  • Strong organizational skills with proven ability to prioritize
  • Ability to handle multiple tasks while meeting strict deadlines

Major Areas of Responsibility:
  • Responsible for reporting monthly KPI's, preparing quarterly scorecards, and ad hoc reports
  • Assist with preparing annual five-year Business Plan and quarterly reforecast
  • Responsible for preparing quarterly valuations and assisting with annual appraisal process
  • Maintain monthly corporate cash forecast
  • Manage research for competitor analysis, market stats, and regional benchmarks
  • Provide analysis of both internal and external data
  • Act as a liaison between corporate and regional offices
  • Maintain property level cash flow models
  • Manage and develop Excel models
  • Other duties as assigned
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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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