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Entry Level Financial Planning Jobs in Massachusetts

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

... an entry-level position that offers room for growth and a promising job outlook. Our ideal ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

Soni Resources

Financial Analyst

Millbury, MA · On-site

$35 - $38/hr

Support financial planning and analysis (FP&A) activities. * Conduct profitability, cost, and ... for many entry-level/mid-level positions. * Strong analytical and problem-solving skills.

Rise North Capital

Financial Associate

Braintree, MA · On-site

... retirement planning. As a Financial Associate, you will receive the training, mentorship, and ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

Rise North Capital

Financial Associate

Braintree, MA

$120K/yr

Offer solutions in insurance, asset accumulation, and retirement planning. * Utilize marketing ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

Rise North Capital

$120K/yr

Offer solutions in insurance, asset accumulation, and retirement planning. * Utilize marketing ... Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial ...

Hologic, Inc.

Financial Operations Analyst

Marlborough, MA · On-site

$60 - $80/hr

This is an entry-level finance/cost accounting role well suited to someone early in their career ... Working knowledge of ERP systems (e.g., SAP, Oracle, or JD Edwards) preferred. * Familiarity with ...

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

Entry Level Financial Planning information

See Massachusetts salary details

$38.8K

$66.2K

$114.1K

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

As of Sep 8, 2026, the average yearly pay for entry level financial planning in Massachusetts is $66,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,800.00 and $74,800.00 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 Massachusetts?

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

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

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

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

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

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

Cities in Massachusetts 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 Massachusetts as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution, with an average salary of $66,201 per year, or $31.8 per hour.

Associate Financial Planner

Strategies for Wealth

Boston, MA

$100K/yr

Full-time

Re-posted 3 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$90,000 - $100,000


Responsibilities:
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
  • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.

  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.

  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.

  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.

  • Education: A bachelor's degree in finance, business, economics, or a related field is preferred.

  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.


About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.