Entry-Level Financial Planning
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an ...
Entry-Level Financial Planning
$50K - $75K/yr
... an entry-level financial planning professional and potentially develop into management and leadership positions. Through our in-depth training program, you will learn how to sit down with an ...
Financial Planning Associate (Remote)
Seattle, WA · On-site
$60K - $75K/yr
... an entry-level financial professional and potentially develop into management and leadership ... planning, investments, & insurance) Whether you are looking to start or transition into a new ...
Financial Planning Associate (Remote)
Seattle, WA · On-site
$60K - $75K/yr
... an entry-level financial professional and potentially develop into management and leadership ... planning, investments, & insurance) Whether you are looking to start or transition into a new ...
Be Seen First
Entry Level Financial Professional
Seattle, WA · Remote
$95K - $575K/yr
... financial planning solutions that build guaranteed wealth, retirement certainty and increased net ... We are looking for a few Entry Level (not currently licensed) to Experienced (licensed) individuals ...
Quick apply
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Entry Level Financial Professional
Seattle, WA · Remote
$95K - $575K/yr
... financial planning solutions that build guaranteed wealth, retirement certainty and increased net ... We are looking for a few Entry Level (not currently licensed) to Experienced (licensed) individuals ...
Be Seen First
Entry Level Financial Advisor
Bellevue, WA · On-site
$70K - $120K/yr
Backed by a Fortune 100 company that is a leader in the financial service industry, New York Life ... planning strategies, and business solutions. * Human guidance - When you join New York Life, you're ...
Quick apply
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Entry Level Financial Advisor
Bellevue, WA · On-site
$70K - $120K/yr
Backed by a Fortune 100 company that is a leader in the financial service industry, New York Life ... planning strategies, and business solutions. * Human guidance - When you join New York Life, you're ...
Finance Transformation - Anaplan Consultant, Senior Associate
Seattle, WA · On-site
$77K - $202K/yr
In this role, you will help clients align financial planning, consolidation, reporting, and ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
Finance Transformation - Anaplan Consultant, Senior Associate
Seattle, WA · On-site
$77K - $202K/yr
In this role, you will help clients align financial planning, consolidation, reporting, and ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...
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 Renton, WA salary details
$40.1K - $47.2K
14% of jobs
$52.7K is the 25th percentile. Wages below this are outliers.
$47.2K - $54.3K
15% of jobs
The median wage is $60.7K / yr.
$54.3K - $61.3K
24% of jobs
$61.3K - $68.4K
17% of jobs
$73.2K is the 75th percentile. Wages above this are outliers.
$68.4K - $75.5K
9% of jobs
$75.5K - $82.6K
6% of jobs
$82.6K - $89.7K
3% of jobs
$89.7K - $96.8K
3% of jobs
$96.8K - $103.9K
3% of jobs
$103.9K - $110.9K
3% of jobs
$110.9K - $118K
3% of jobs
$40.1K
$68.5K
$118K
How much do entry level financial planning jobs pay per year?
As of Jul 5, 2026, the average yearly pay for entry level financial planning in Renton, WA is $68,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $77,400.00 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?
| 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.
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 Renton, WA? The most popular types of Financial Planning jobs in Renton, WA are:
What are popular job titles related to Entry Level Financial Planning jobs in Renton, WA? For Entry Level Financial Planning jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Renton, WA look for? The top searched job categories for Entry Level Financial Planning jobs in Renton, WA are:
What cities near Renton, WA are hiring for Entry Level Financial Planning jobs? Cities near Renton, WA with the most Entry Level Financial Planning job openings:
$50K - $75K/yr
Part-time
Retirement
Posted 20 days ago
Job description
Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Employment Type: PART_TIME