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Junior Financial Planner Jobs (NOW HIRING)

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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 ...

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 ...

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 ...

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 ...

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

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 ...

Comunilife Inc

Junior Financial Analyst

Manhattan, NY · On-site

Under the supervision of the VP of FPNA, the Junior Financial Analyst is responsible for managing ... planning and analysis works as needed. Requires working closely with other FPNA team members.

CentroMotion

Junior Financial Analyst

Waukesha, WI · On-site

Description The Junior Financial Analyst will support the Finance organization through ... Support annual Outlook and Planning processes by coordinating issue resolution and assisting users ...

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Junior Financial Planner information

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$15

$27

$44

How much do junior financial planner jobs pay per hour?

As of Aug 5, 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?

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 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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $58,023 per year, or $27.9 per hour.

Junior Financial Advisor

Strategic Financial Group

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Job description

Job Description
Junior Financial Advisor
Strategic Financial Group (SFG), a MassMutual firm serving Houston since 1903, is seeking a driven individual to join us as a Junior Financial Advisor. This role is built for early-career professionals ready to launch a long-term career in financial services through hands-on mentorship, real client exposure, and increasing autonomy as you grow.
If you're motivated by building relationships, guiding others toward their financial goals, and developing professionally within a supportive environment, we'd love to talk.
The Opportunity
  • Structured Path to Growth: Our Junior Financial Advisor Development Program is designed specifically for early-career professionals - no prior industry experience required. Through formal training, weekly development sessions, and one-on-one mentorship, you'll build the foundation to grow into a full Financial Advisor.
  • Income Support & Performance Upside: A 2-year training stipend plus commission model supports your transition into the role while you build your book of business - so you have a stable foundation while your effort and results start to drive your income.
  • Client Ownership from Day One: Unlike many firms, you'll build and retain ownership of your client relationships from the start, establishing real long-term equity in the business you build.
  • Comprehensive Support: You're backed by a dedicated in-house team across marketing, financial planning, product solutions, and compliance - so you can stay focused on building relationships and delivering value to clients.
  • Collaborative Culture: A team-oriented environment where advisors are supported, challenged, and celebrated as they grow their careers.

Your Development Path
  • Formal training and weekly development sessions designed for early-career advisors
  • One-on-one mentorship from experienced advisors as you build your first client relationships
  • Sponsored licensing (State Life & Health, FINRA SIE, Series 7, Series 66)
  • A defined 2-year runway to grow from Junior Financial Advisor into a full Financial Advisor

About Us
Strategic Financial Group (SFG), a MassMutual firm, is a full-service financial planning practice that's served the Houston community since 1903 - helping individuals, families, and businesses navigate complex financial decisions through thoughtful, goal-oriented planning. Our advisors provide holistic guidance across wealth management, retirement, risk management, business planning, and special needs planning, always with a people-first approach. We combine the feel of a boutique practice with a strong commitment to mentorship, professional growth, and community impact - with a clear path to becoming a licensed Financial Advisor through structured training and hands-on experience.
Skills & Experience
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Willingness to obtain State Life & Health, FINRA SIE, Series 7, Series 66 licenses (full sponsorship provided)
  • Strong communicator, comfortable building relationships and clearly expressing ideas with clients and teammates
  • Coachable, self-motivated, and genuinely interested in helping others reach their goals
  • Must be legally authorized to work in the United States

Featured Benefits
  • 2-year training stipend + commission
  • Full licensing & certification sponsorship
  • Medical, Dental, Vision Insurance
  • 401(k)

Ready to launch your career in financial services? Apply today to start the conversation.
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