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Junior Financial Planner Jobs (NOW HIRING)

Kestra Holdings

Junior Financial Planner

Madison, WI · On-site

$74K - $99K/yr

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 ...

Northbound Search

Junior Financial Analyst

Stamford, CT

$80K - $100K/yr

The FP&A Analyst will interface extensively with the CFO and senior management. This is a great opportunity for junior to mid-level candidates. Job Responsibilities: * Prepare quarterly track records ...

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 ...

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 ...

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 ...

Allora

Junior Financial Advisor

Mount Pleasant, SC · On-site

$3K/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 ...

Faraday Future

Junior FP&A Analyst

El Segundo, CA

$80K - $95K/yr

Your Role As a Junior FP&A Analyst, you will support core FP&A execution, including forecasting, variance analysis, financial reporting, and model maintenance, in a fastpaced publiccompany ...

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How much do junior financial planner jobs pay per hour?

As of Jun 11, 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.

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.

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.

What does a Junior Financial Planner do?

A Junior Financial Planner assists senior financial planners in helping clients manage their finances and plan for their financial goals. Their tasks often include gathering and analyzing client financial information, preparing reports, conducting research on investments, and supporting the development of financial plans. They may also help with administrative tasks and client communications. This entry-level role provides valuable experience and training in the financial planning industry, often leading to more advanced positions over time.
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

Junior Financial Planner

Kestra Holdings

Madison, WI • On-site

$74K - $99K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted yesterday

Job description

About Us:
Goldstein Advisors 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.
Job Summary:
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.
Key Responsibilities:
Client Relationship Support:
  • 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.

Financial and Tax Planning Support:
  • 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.

Client Education and Engagement:
  • 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.

Team Collaboration and Professional Development:
  • 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.

Qualifications:
  • 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).

Why Join Us?
  • Opportunity to make a meaningful impact on clients' lives through personalized financial planning.
  • Collaborative, supportive team environment with a focus on professional growth and development.
  • Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.).
  • A desire to work in-person with a phenomenal team of like-minded individuals.
  • Access to cutting-edge tools, resources, and ongoing training to enhance your expertise.

DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment.

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