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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

The Piedmont Group

Training Manager

Atlanta, GA · On-site

$60K - $75K/yr

Manage all aspects of the onboarding training process for new entry-level and experienced ... About Company We are a financial planning and wealth management firm offering insurance, retirement ...

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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 Sep 1, 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 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 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 August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $51,184 per year, or $24.6 per hour.

Entry-Level Financial Planner

Equitable Advisors

Savannah, GA • On-site

Other

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Career Opportunity at Equitable Advisors

Are you ready to take the next step in your wealth management career? Join Equitable Advisors in a dynamic, relationship-driven role that empowers you to guide individuals and families toward impactful financial decisions. At Equitable Advisors, we cultivate a culture of collaboration and connection, empowering you to grow both personally and professionally. We’re on a mission to hire top performing, competitive, collaborative, like-minded individuals into our financial advisor leadership development program. Together, we create impactful work that drives meaningful change and builds a strong sense of community.


Why Choose Equitable Advisors?

We understand the importance of building your career early in the wealth management industry. Here’s how we support your success:

  • Flexibility and Work-Life Balance: Shape your career path on your terms with a company that values work-life harmony.
  • Mentorship and Collaboration: Work alongside experienced professionals who are committed to helping you grow and succeed.
  • Personal and Professional Growth: Maximize your potential by leveraging your unique talents to make a difference in the lives of others.
  • Leadership Development Track: Carve your path on your terms through our Leadership Development School.


Unique Credential Opportunity

Elevate your career with our exclusive Credentialed Holistic Financial Coach program. Developed in collaboration with Columbia University’s Coaching Center of Excellence, this research- based program is available only to Equitable Advisors’ financial professionals. It combines traditional financial planning with advanced coaching techniques, equipping you to lead clients toward their best lives through insightful, purpose-driven financial plans.


What We’re Looking For

We’re seeking motivated individuals with early-career experience in the wealth management industry who are ready to grow their skills and make an impact.


Ideal Candidate Profile:

  • Bachelor’s degree or equivalent skills
  • State Life and Health License (or willingness to obtain)
  • FINRA Series 7 and 66 (or willingness to obtain with company sponsorship)


Comprehensive Training and Support

We know starting your career in wealth management can be challenging. That’s why we provide:

  • Licensing Sponsorship: We’ll sponsor your required FINRA licensing and offer an optional sign-on payment based on how quickly you complete the company-sponsored licenses.
  • Skill Development: Gain expertise in client relationship management, product knowledge, market development, and cutting-edge remote-work technology.
  • Advanced Learning Opportunities: Participate in local and national development programs, hands-on joint-work experiences, and mentorship from seasoned professionals.


Compensation & Benefits

We offer a competitive total compensation package designed to support your career growth and financial stability:

  • Biweekly stable pay, commissions and revenue and bonus for eligible financial professionals
  • Comprehensive benefits for eligible financial professionals, including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP), subject to applicable program terms.


Our Mission

At Equitable Advisors, we are committed to understanding the needs, goals, and aspirations of our clients. We deliver exceptional customer experiences and build long-lasting relationships grounded in trust, guidance, and technology, crafting personalized financial strategies.

Join us to become the best version of yourself while guiding your clients on a journey to a fulfilled life.


The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program.


Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.M/F/D/V. GE- 8402760.1(9/25)(Exp.9/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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