ZipRecruiter

Log In

2

Entry Level Financial Planning Jobs (NOW HIRING)

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

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 ...

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 ...

Strategies for Wealth

Financial Planner

New York, NY

$100K/yr

Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives ... As we expand, we're seeking a motivated entry-level financial advisor to join our team. We ...

next page

Showing results 1-20

All JobsFinancial Planning JobsEntry Level Financial Planning Jobs

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 Jul 22, 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.

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?

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 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.
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 July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Entry-Level Financial Planning & Wellness Professional(Remote)

Traction Forge Financial

Los Angeles, CA • Remote

Part-time

Posted 10 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, we are passionate about helping individuals and families create stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to everyone, regardless of background or experience.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients better understand their goals and build a strategy for long-term success.

We are currently expanding our team and seeking motivated, coachable, and people-focused individuals interested in building a career in financial services. This opportunity is ideal for those with strong communication and customer service skills who are passionate about helping others while growing personally and professionally.

No prior experience in the financial industry is required. Our training and mentorship program provides the tools and support needed to develop professionally while learning how to:

Conduct financial consultations
Identify client goals and financial needs
Build personalized financial strategies
Educate clients on retirement planning, wealth accumulation, college planning, investments, and insurance solutions
Develop leadership and relationship-building skills

Whether you are seeking a new full-time career path, part-time supplemental income, or an opportunity to develop valuable business and financial skills, we offer flexible scheduling and a supportive growth-focused environment.

If you are ambitious, service-driven, and excited about making a positive impact while building a rewarding future, Traction Forge Financial could be the opportunity you have been looking for.


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

Apply