Maintain assigned electronic project files related to financial documentation, which may include ... Participate in pre-task planning. Report any safety issues or concerns to management. * Be ...
Maintain assigned electronic project files related to financial documentation, which may include ... Participate in pre-task planning. Report any safety issues or concerns to management. * Be ...
Maintain assigned electronic project files related to financial documentation, which may include ... Participate in pre-task planning. Report any safety issues or concerns to management. * Be ...
Maintain assigned electronic project files related to financial documentation, which may include ... Participate in pre-task planning. Report any safety issues or concerns to management. * Be ...
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 ...
Entry Level Financial Planning information
See Oklahoma salary details
$32.8K - $38.6K
14% of jobs
$43.1K is the 25th percentile. Wages below this are outliers.
$38.6K - $44.4K
15% of jobs
The median wage is $49.7K / yr.
$44.4K - $50.2K
24% of jobs
$50.2K - $55.9K
17% of jobs
$59.8K is the 75th percentile. Wages above this are outliers.
$55.9K - $61.7K
9% of jobs
$61.7K - $67.5K
6% of jobs
$67.5K - $73.3K
3% of jobs
$73.3K - $79.1K
3% of jobs
$79.1K - $84.9K
3% of jobs
$84.9K - $90.7K
3% of jobs
$90.7K - $96.5K
3% of jobs
$32.8K
$56K
$96.5K
How much do entry level financial planning jobs pay per year?
As of Sep 3, 2026, the average yearly pay for entry level financial planning in Oklahoma is $55,970.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $63,200.00 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?
| Aspect | Entry Level Financial Planning | Financial Advisor |
|---|---|---|
| Certifications | Basic certifications (e.g., CFP® exam prep, FINRA licenses) | Typically holds CFP®, Series 7, 66, or 65 licenses |
| Work Environment | Internships, entry-level firms, financial planning firms | Independent or firm-based, client-facing roles |
| Job Focus | Assisting with financial plans, research, data gathering | Providing personalized financial advice, client management |
| Experience Level | 0-2 years | 2+ 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 Oklahoma?
The most popular types of Financial Planning jobs in Oklahoma are:
What are popular job titles related to Entry Level Financial Planning jobs in Oklahoma?
For Entry Level Financial Planning jobs in Oklahoma, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Oklahoma look for?
The top searched job categories for Entry Level Financial Planning jobs in Oklahoma are:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 25 days ago
Terracon rating
7.2
Based on 121 frontline employees who took The Breakroom Quiz
51st of 72 rated business consultants
Job description
Responsible for coordinating the accurate and timely project registration, billing, collection and procurement practices for an engineering consulting firm.
Terracon is a 100 percent employee-owned multidiscipline consulting firm comprised of more than 8,000 curious minds focused on solving engineering and technical challenges from more than 200 locations nationwide. Since 1965, Terracon has evolved into a successful multi-discipline firm specializing in environmental, facilities, geotechnical, and materials services. Terracon's growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities in the marketplace. Terracon was recognized as the #1 firm in Asbestos and Lead Abatement.
Terracon's vision of "Together, we are best at people" is demonstrated through our excellent compensation and benefits package. Based on eligibility, role and job status, we offer many programs including medical, dental, vision, life insurance, 401(k) plan, paid time off and holidays, education reimbursement, and various bonus programs.
- Entry level position, no experience needed.
- Attention to detail and accuracy.
- Good communication skills for internal coordination.
- Ability to follow instructions and meet deadlines.
- Clear background check and drug screen required.
Under immediate supervision, prepare routine billing for designated projects in accordance with contractual agreements, accounting standards, internal controls, and within defined billing cycles or client deadlines, ensuring that all billing is internally approved and sent to clients on schedule, attaching all necessary backup.Project Setup, Review and Maintenance
- Assist with timely review of project registrations, completed both inside and outside the Regional Finance team, ensuring information matches with contract, purchase order and standard client required information.
- Assist with opening/closing tasks as needed.
- Add executed change orders to the system.
- Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal approvals.
- Apply company quality assurance guidelines and procedures for project document management and retention.
Billing/ WIP Management
- Assist Regional Finance team members with maintaining billing schedule for all projects per contract terms or per schedule arranged with Regional Finance Manager.
- Initiate billing for all eligible projects per schedule.
- Generate draft invoices per client billing requirements; send for appropriate internal review and approvals prior to sending to PM's and additional parties as required by account.
- When no response from PM during billing timeframe, escalate within Regional Finance team appropriately or work directly with PM.
- Finalize invoices in the billing platform and submit invoice packages, including cover pages, applications for payment, lien waivers, and other applicable backup per client billing requirements. Distribute invoices to external clients through various distribution platforms e.g., mail, email, and client portal uploads.
- Assist with CMELMS responsibilities assigned to regional finance staff.
Collections
- Under immediate supervision, perform routine collections efforts which could include phone calls or emails. Communicate with clients regarding past due invoices.
- Add notes in the collections tool for all collection activities including specifics on invoice submission, expected payment dates, and both internal and external follow-up communications.
- Follow up on all invoices open past terms/ average days paid.
- Collaborate with Project Managers, Operational Finance, Corporate Collections, and direct supervisor to resolve outstanding AR issues.
Procurement
- Fill out onboarding forms for new suppliers not currently in procure to pay system.
- Create requisitions for all goods or services purchases.
- Create receipts for invoices once the good or service is received, and the invoice is correct.
- Office credit card reconciliations in expense report portal.
- Follow safety rules and practices and other safety requirements for all projects. Participate in pre-task planning. Report any safety issues or concerns to management.
- Be responsible for maintaining quality standards on all projects.
- Perform other duties as assigned.