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Junior Financial Planner Jobs (NOW HIRING)

JoshCo Group LLC

Junior Financial Analyst

Las Vegas, NV · On-site

$65K/yr

We are seeking a Junior Financial Analyst to support our financial planning, reporting, budgeting, forecasting, and operational analytics functions. This role is a great opportunity for someone ...

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 ...

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 ...

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

The Junior Financial Analyst may perform a combination of some or all of the following duties:Work ... Perform strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional ...

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 ...

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 ...

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 ...

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

The Junior Financial Analyst may perform a combination of some or all of the following duties ... Perform strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional ...

Wealthfront Corporation

Junior FP&A Analyst

Palo Alto, CA · On-site

$70 - $95/hr

We are looking for a Junior FP&A Analyst to join our Finance team. This role is a great fit for someone who enjoys working with numbers, has a solid foundation in finance or accounting, and wants to ...

Solomon Page

Jr. Financial Analyst

Manhattan, NY · On-site

$34 - $37/hr

Our client, a global entertainment company, is looking for a Jr. Financial Analyst to join their ... Track, analyze, and report on financial data to support business planning and decision making

ICI Services

Junior Financial Analyst

Washington, DC · On-site

... is seeking Junior Financial Analyst to immediately support our Program Executive Office for ... Navy Enterprise Resource Planning (N-ERP), Program Budget Information System (PBIS), Computer ...

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Junior Financial Planner information

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How much do junior financial planner jobs pay per hour?

As of Aug 25, 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 are the key skills and qualifications needed to thrive as a junior financial planner?

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 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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the CFP (Certified Financial Planner) to enhance credibility. Gaining experience through internships or related roles can also improve job prospects, and strong analytical, communication, and interpersonal skills are essential in this field.

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 strategies for savings, investments, and retirement. 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $58,023 per year, or $27.9 per hour.

Junior Financial Analyst

John Staurulakis (jsitel.com)

Remote

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Junior Financial Analyst
Department: Corporate Services - FP&A
Employment Type: Full Time
Location: Remote
Reporting To: Brett Madison
Compensation: $75,000 - $85,000 / year
Description
JSI invites you to join our team as a Junior Financial Analyst on our Corporate Finance
team in a remote capacity, where you'll play a critical role in advancing broadband and
telecommunications initiatives that expand connectivity and drive digital inclusion-while
advancing your career within a mission-driven, growth-focused organization.
About the Company:
JSI is a leading full-service consulting firm specializing in broadband solutions. For over 60
years, we have provided independent communications service providers with expert
financial, engineering, management, operational, regulatory, and strategic guidance. Our
extensive industry knowledge and proven track record of success have empowered clients
to achieve sustainable growth and profitability. With clients nationwide and a powerful
presence in markets across the United States, JSI empowers rural and regional broadband
providers to expand, evolve, and excel in a rapidly shifting digital world.
Position Overview:
As a Junior Financial Analyst, you will support financial reporting, analysis, forecasting,
budgeting, and business performance management while working closely with Finance
leadership, business leaders, and the CFO. This role will have regular exposure to senior
leadership and will play an important role in helping JSI better understand and manage its
financial performance. This is an opportunity for an analytical, highly motivated finance
professional who wants to take on meaningful responsibility and have a direct impact on a
growing organization.
We are looking for someone who is comfortable operating in a less structured,
entrepreneurial environment and is excited by the opportunity to build processes rather
than simply follow established ones. The successful candidate will bring curiosity,
initiative, strong analytical skills, and a willingness to identify opportunities for
improvement and take ownership of solutions.
Responsibilities
Financial Analysis & Reporting
  • Prepare recurring financial reports, dashboards, and analyses for Finance and business leadership.
  • Analyze revenue, expenses, profitability, utilization, and other key financial metrics.
  • Assist with monthly, quarterly, and annual financial reporting processes.
  • Research and explain variances between actual results, budgets, and forecasts.
  • Identify trends, anomalies, and opportunities through analysis of financial and operational
    data.
  • Support the preparation of management presentations and financial summaries.
  • Provide financial analysis and insights directly to business leaders and the CFO.

Budgeting & Forecasting
  • Assist with annual budgeting and periodic forecasting processes.
  • Maintain financial models, forecasts, and supporting schedules.
  • Collect and validate financial information from various departments and business units.
  • Help track performance against budgets and forecasts and communicate significant
    variances.
  • Support scenario analysis and ad hoc financial modeling.
  • Work with business leaders to understand financial drivers and develop accurate forecasts.

Project & Business Financial Support
  • Assist with analyzing project, client, and business-unit financial performance.
  • Monitor revenue, costs, margins, utilization, and other financial indicators.
  • Partner with business leaders to provide meaningful financial information and reporting.
  • Help identify potential billing, revenue, expense, or profitability issues.
  • Analyze staffing, utilization, and other operational metrics that impact financial
    performance.
  • Develop analysis that helps leadership make informed business decisions.

Process Development & Improvement
  • Help build and improve financial processes, reporting tools, and procedures as JSI
    continues to grow.
  • Identify gaps in existing processes and recommend practical solutions.
  • Develop and maintain financial models, templates, and reporting methodologies.
  • Look for opportunities to automate or streamline recurring financial analyses.
  • Help establish greater consistency and visibility across financial reporting.
  • Take ownership of projects and processes rather than waiting for highly structured
    direction.

General Finance Support
  • Assist with accounts receivable, accounts payable, billing, and other finance-related activities as needed.
  • Support internal and external audit requests.
  • Conduct research and prepare ad hoc financial analyses for leadership.
  • Provide analytical support to the CFO and Finance team on special projects and strategic
    initiatives.

Qualifications
Required:
  • Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related
    field.
  • 2-5 years of relevant financial analysis, FP&A, accounting, business analysis, or related
    experience.
  • Strong analytical and problem-solving skills with the ability to translate data into actionable
    insights.
  • Excellent attention to detail and commitment to accuracy.
  • Strong proficiency in Microsoft Excel, including formulas, pivot tables, lookups, and data
    manipulation.
  • Strong organizational and time-management skills with the ability to manage multiple
    priorities.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills and the ability to build effective working relationships with
    business leaders, Finance leadership, and the CFO.
  • Comfortable presenting financial information and explaining financial concepts to nonfinancial stakeholders.
  • Ability to work independently in a remote environment while remaining highly collaborative.
  • Demonstrated initiative, curiosity, and willingness to take ownership.

Preferred:
  • Experience working in a private equity-backed organization or familiarity with the financial
    reporting and performance expectations of a private equity environment.
  • Experience in managed services, professional services, consulting, technology, or
    telecommunications    .
  • Experience with NetSuite or other ERP, accounting, project management, or financial
    reporting systems.
  • Experience with Power BI, Tableau, or other business intelligence/reporting tools.
  • Experience with budgeting, forecasting, financial modeling, and variance analysis.
  • Understanding of revenue, gross margin, project profitability, utilization, and other
    professional services financial metrics.
  • Experience analyzing business performance across multiple projects, clients, or business
    units.

Benefits & Compensation
  • Competitive salary + performance-based bonuses.
  • Comprehensive benefits package (medical, dental, vision, 401(k)).
  • Generous PTO and wellness opportunities.
  • Ongoing professional development and educational opportunities

Apply