ZipRecruiter

Log In

1

Junior Financial Planner Jobs (NOW HIRING)

CFS

Junior Financial Analyst

Youngstown, OH · On-site

OVERVIEW OF THE JUNIOR FINANCIAL ANALYST ROLE: * Assist with budgeting, forecasting, and financial planning activities * Prepare and analyze financial reports and management reporting * Perform ...

CFS

Junior Financial Analyst

Youngstown, OH · On-site

OVERVIEW OF THE JUNIOR FINANCIAL ANALYST ROLE: * Assist with budgeting, forecasting, and financial planning activities * Prepare and analyze financial reports and management reporting * Perform ...

ASEGURE SU LEGADO LLC

Be Seen First

Junior Financial Advisor

Riverside, CA · On-site

$16.90 - $17.50/hr (+ commission)

Junior Financial Advisor Trainee Associate Program Location: Riverside, California Employment Type ... Learn the fundamentals of financial and insurance planning * Assist with client onboarding ...

Fox Restaurant Co

Jr. Financial Analyst

Phoenix, AZ · On-site

About the Role As a Junior Financial Analyst you will work with the FP&A team to support ad hoc and end-of-period reporting needs as well as planning and forecasting for all of FRC while growing in ...

Somnia, Inc.

Junior Financial Analyst

Harrison, NY · On-site

$50K - $60K/yr

Junior Financial Analyst DETAILS: Department: Finance Reports To: Director of Finance FLSA ... , healthcare finance, internship experience, or a related analytical role. * Internship or ...

ASEGURE SU LEGADO LLC

Be Seen First

Junior Financial Advisor

Riverside, CA · On-site

$16.90 - $17.50/hr (+ commission)

Junior Financial Advisor Trainee Associate Program Location: Riverside, California Employment Type ... Learn the fundamentals of financial and insurance planning * Assist with client onboarding ...

Somnia, Inc.

Junior Financial Analyst

Harrison, NY · Hybrid

$50K - $60K/yr

Junior Financial Analyst DETAILS: Department: Finance Reports To: Director of Finance FLSA ... , healthcare finance, internship experience, or a related analytical role. * Internship or ...

Somnia, Inc.

Junior Financial Analyst

Harrison, NY · Hybrid

$50K - $60K/yr

Junior Financial Analyst DETAILS: Department: Finance Reports To: Director of Finance FLSA ... , healthcare finance, internship experience, or a related analytical role. * Internship or ...

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 ...

AppleOne

Junior Financial Advisor

Greenville, SC · On-site

$85K/yr

The Junior Financial Advisor will work closely with senior advisors, support client planning activities, participate in client meetings, and help develop financial plans and investment ...

NETO CAPITAL LLC

Be Seen First

Junior Financial Analyst

Sunny Isles, FL · On-site

Junior Financial Analyst Location: Sunny Isles Beach, Florida (On-Site) Company: Neto Capital ... Familiarity with BI/reporting platforms, accounting or ERP systems, CRM, or underwriting tools.

Kratos Defense

Junior Financial Analyst

Washington, DC · On-site

Kratos Defense & Rocket Support Services is currently seeking a Junior Financial Analyst to support ... Monitor the status Navy funds through N-ERP and update weekly and monthly reports, obligation ...

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 ...

next page

Showing results 1-20

All JobsFinancial Planner JobsJunior Financial Planner Jobs

Junior Financial Planner information

See salary details

$15

$27

$44

How much do junior financial planner jobs pay per hour?

As of Sep 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.

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:

What are popular job titles related to Junior Financial Planner jobs?

For Junior Financial Planner jobs, the most frequently searched job titles are:

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

Youngstown, OH • On-site

CFS
See more jobs at CFSexternal

Full-time

Posted 20 days ago

Job description

JUNIOR FINANCIAL ANALYST
Youngstown, OH
$70,000- $90,000

A growing, multi-location organization is seeking a Junior Financial Analyst to join its finance team. This is an excellent opportunity for an early-career accounting or finance professional who wants to transition from a traditional accounting or public accounting environment into FP&A and corporate finance.

The ideal candidate will have a strong accounting foundation, understand how the three financial statements work together, and be comfortable with the fundamentals of debits, credits, journal entries, and financial statement analysis. Experience in public accounting or audit is highly preferred.

OVERVIEW OF THE JUNIOR FINANCIAL ANALYST ROLE:

  • Assist with budgeting, forecasting, and financial planning activities
  • Prepare and analyze financial reports and management reporting
  • Perform financial statement and variance analysis
  • Analyze revenue, expenses, profitability, and operating trends
  • Assist with monthly reporting and financial close-related analysis
  • Maintain and update financial models and Excel-based reporting tools
  • Help develop and track key performance indicators and business metrics
  • Research financial trends and identify areas requiring further analysis
  • Partner with Accounting and operational teams to gather and validate financial information
  • Assist with cash flow analysis and other financial planning activities
  • Support ad hoc financial analysis and special projects
  • Assist with improving reporting processes and analytical tools

PREFERRED QUALIFICATIONS FOR THE JUNIOR FINANCIAL ANALYST POSITION:

  • Bachelor's degree in Accounting, Finance, Economics, or related field
  • 1–3 years of accounting, audit, public accounting, or financial analysis experience
  • Public accounting or audit experience strongly preferred
  • Strong understanding of financial statements and fundamental accounting principles
  • Comfortable with debits, credits, journal entries, reconciliations, and account activity
  • Ability to understand how the income statement, balance sheet, and cash flow statement interact
  • Strong Excel skills
  • Analytical and detail-oriented mindset
  • Excellent problem-solving and communication skills
  • Ability to work with large amounts of financial and operational data
  • CPA eligibility or progress toward the CPA is a plus

Apply