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Junior Financial Planner Jobs (NOW HIRING)

DERSE INC

Jr. Financial Analyst

Milwaukee, WI

As the Jr. Financial Analyst, you'll leverage date from diverse internal and external sources to drive financial planning, optimize operational controls, and proved actionable insights for executive ...

DERSE INC

Jr. Financial Analyst

Milwaukee, WI

As the Jr. Financial Analyst, you'll leverage date from diverse internal and external sources to drive financial planning, optimize operational controls, and proved actionable insights for executive ...

DERSE, Inc.

Jr. Financial Analyst

Milwaukee, WI · On-site

As the Jr. Financial Analyst, you'll leverage date from diverse internal and external sources to drive financial planning, optimize operational controls, and proved actionable insights for executive ...

Veseris

Junior Financial Analyst

Austin, TX · On-site

... Junior Financial Analyst to join our Financial Reporting, Planning and Analysis ("FRP&A") team ... Planning & Forecasting * Partnering within the FRP&A and General Ledger ("GL") teams to develop the ...

Veseris

Junior Financial Analyst

Austin, TX · On-site

... Junior Financial Analyst to join our Financial Reporting, Planning and Analysis ("FRP&A") team ... Planning & Forecasting * Partnering within the FRP&A and General Ledger ("GL") teams to develop the ...

Radiant Way Technology Inc

Be Seen First

Junior Financial Analyst (Remote)

Chicago, IL · Remote

$94K/yr

Junior Financial Analyst (Remote) Salary: $94,000 per year Location: Remote (United States ... Financial Planning & Forecasting * Assist with monthly, quarterly, and annual budgeting processes.

New

Veseris

Junior Financial Analyst

Austin, TX · On-site

... Junior Financial Analyst to join our Financial Reporting, Planning and Analysis ("FRP&A") team ... Planning & Forecasting * Partnering within the FRP&A and General Ledger ("GL") teams to develop the ...

Radiant Way Technology Inc

Be Seen First

Junior Financial Analyst (Remote)

Chicago, IL · Remote

$94K/yr

Junior Financial Analyst (Remote) Salary: $94,000 per year Location: Remote (United States ... Financial Planning & Forecasting * Assist with monthly, quarterly, and annual budgeting processes.

New

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced ...

PCRK Group

Junior Financial Analyst

Tempe, AZ · On-site

This role combines FP&A support, financial modeling, operational analysis, analytics oversight, and tactical project execution. The ideal candidate is analytical, business-oriented, technically ...

Massage Envy PCRK

Junior Financial Analyst

Tempe, AZ · On-site

This role combines FP&A support, financial modeling, operational analysis, analytics oversight, and tactical project execution. The ideal candidate is analytical, business-oriented, technically ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3.0K/mo

As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced ...

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Junior Financial Planner information

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How much do junior financial planner jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for junior financial planner in the United States is $27.90, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $30.29 per hour, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Junior Financial Planner typically holds certifications like the CFP (Certified Financial Planner), which focuses on financial planning, investment management, and client advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. Both certifications serve different roles, and which is better depends on the specific financial services a planner offers and client needs.

What is the difference between Junior Financial Planner vs Financial Advisor?

AspectJunior Financial PlannerFinancial Advisor
CertificationsCFP, or working towards CFPCFP, or other licenses like Series 7/66
Work EnvironmentEntry-level, supporting senior plannersClient-facing, providing comprehensive financial advice
ResponsibilitiesAssisting with financial plans, research, data gatheringDeveloping financial plans, advising clients, managing portfolios

Junior Financial Planners typically support senior planners and focus on research and data collection, while Financial Advisors directly advise clients and manage their financial strategies. Both roles often require CFP certification and operate within the financial services industry, but their responsibilities and client interaction levels differ.

Is 200,000 enough to work with a financial advisor?

For a Junior Financial Planner, having $200,000 in assets or income can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds that vary widely. However, the specific amount needed depends on the advisor's policies, fee structure, and the financial goals involved. It is common for financial advisors to require a minimum investment ranging from a few thousand to several hundred thousand dollars.

What are the key skills and qualifications needed to thrive as a Junior Financial Planner, and why are they important?

To thrive as a Junior Financial Planner, you need a solid understanding of financial planning principles, investment strategies, and personal finance, often supported by a relevant degree such as finance or accounting. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro), Excel, and pursuing certifications like CFP® are typical requirements. Strong analytical skills, attention to detail, and excellent interpersonal communication help build trust with clients and support team collaboration. These skills are crucial for delivering accurate advice, maintaining compliance, and fostering long-term client relationships.

What are some common challenges faced by Junior Financial Planners when starting out, and how can they overcome them?

Junior Financial Planners often face challenges such as building client trust, understanding complex financial products, and mastering compliance requirements. To overcome these hurdles, new planners should seek mentorship from experienced colleagues, participate in ongoing training, and actively engage in team meetings to learn best practices. Developing strong communication skills and staying up-to-date on industry regulations will also help in building credibility and confidence with clients.

Is 30 too old to become a financial advisor?

Age is not a barrier to becoming a junior financial planner, as many professionals start their careers later in life. Success in this field depends on acquiring relevant certifications, such as the Series 7 and 66 exams, and developing strong financial knowledge and client relationship skills regardless of age.

What does a junior financial planner do?

A junior financial planner assists clients with financial planning by gathering information, analyzing financial data, and helping develop investment, retirement, and savings strategies. They often support senior planners, use financial planning software, and may pursue certifications like the CFP to advance their careers.
What cities are hiring for Junior Financial Planner jobs? Cities with the most Junior Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Junior Financial Planner jobs? States with the most job openings for Junior Financial Planner jobs include:
Junior Financial Planner jobs near you
Infographic showing various Junior Financial Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $58,023 per year, or $27.9 per hour.
Financial Advisory - Junior Financial Planner

Financial Advisory - Junior Financial Planner

Kestra Holdings

Madison, WI • On-site

$74K - $99K/yr

Full-time

Medical, Retirement

Posted 20 days ago

Job description

Lead with Purpose. Partner with Impact. Goldstein Advisors - Middleton, WI | Financial Planning | Retirement is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.
We are seeking a motivated and detail-oriented Junior Financial Planner to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Senior Financial Planners in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success.
What You'll Do:
  • Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication.
  • Support Senior Financial Planners in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly.
  • Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors.
  • Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional.
  • Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners.
  • Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies.
  • Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions.
  • Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed.
  • Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans.
  • Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations.
  • Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance.
  • Work closely with Senior Financial Planners and portfolio managers to learn best practices in client service and financial planning.
  • Contribute to the firm's client-centric culture by sharing feedback and ideas to improve service delivery.
  • Actively pursue professional development, including studying for certifications like the CFP® or Series 65, with firm support.
  • Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills.

What You Bring:
  • Bachelor's degree in finance, economics, business, or a related field.
  • Certified Financial Planner (CFP®) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered.
  • 2+ years of experience in financial planning, wealth management, or a client-facing advisory role.
  • Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
  • Strong analytical skills
  • Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles.
  • Ability to work independently and collaboratively in a team-oriented environment.
  • Commitment to fiduciary responsibility, ethical conduct, and client-first principles.
  • Series 65 license (or ability to obtain within 90 days of hire).

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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