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Entry Level Financial Planning Jobs (NOW HIRING)

Azend Pharma

FP&A Analyst

Edison, NJ

$52K - $58K/yr

Vision insurance Job Summary : FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial ...

Robert Half

Financial Analyst - Entry Level

Tarrytown, NY · On-site

$20 - $25/hr

This opportunity is ideal for an entry-level candidate or an early-career individual who wants practical experience in financial planning and analysis while supporting sales-related budgeting and ...

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Azend Pharma

FP&A Analyst

South Plainfield, NJ

$52K - $58K/yr

Vision insurance Job Summary : FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial ...

Azend Pharma

FP&A Analyst

Piscataway, NJ

$52K - $58K/yr

Vision insurance Job Summary : FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial ...

Azend Pharma

FP&A Analyst

Piscataway, NJ · On-site

$52K - $58K/yr

Vision insurance Job Summary : FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial ...

Azend Pharma

FP&A Analyst

South Plainfield, NJ · On-site

$52K - $58K/yr

Vision insurance Job Summary : FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial ...

Azend Pharma

FP&A Analyst

Edison, NJ · On-site

$52K - $58K/yr

Vision insurance Job Summary : FP&A Analyst (Entry Level) Azend Pharma, a pharmacy consulting and healthcare advisory firm, is seeking a entry-level FP&A Analyst who combines strong financial ...

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Entry Level Financial Planning information

See salary details

$35.5K

$60.6K

$104.5K

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

As of Jun 9, 2026, the average yearly pay for entry level financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 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.

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 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 jobs make $3,000 a month without a degree?

Entry-level financial planning roles typically require some financial knowledge but may not always need a degree, especially if you have relevant certifications like the CFP or experience with financial software. Other jobs that can pay around $3,000 monthly without a degree include sales positions, administrative roles, or certain customer service jobs, often requiring strong communication skills and on-the-job training. Income varies based on location, experience, and performance, so building skills and certifications can improve earning potential in these fields.
More about Entry Level Financial Planning jobs
What cities are hiring for Entry Level Financial Planning jobs? Cities with the most Entry Level Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Entry Level Financial Planning jobs? States with the most job openings for Entry Level Financial Planning jobs include:
What job categories do people searching Entry Level Financial Planning jobs look for? The top searched job categories for Entry Level Financial Planning jobs are:
Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in the United States as of May 2026, with employment types broken down into 2% Locum Tenens, 88% Full Time, 8% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planner

Integrated Financial Concepts

Red Bank, NJ • On-site

$80K - $135K/yr

Full-time

Posted 21 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualifications
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• A Bachelor's degree in finance, business administration, or alternate related analytical field is required
• Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus

Apply