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Junior Financial Planner Jobs (NOW HIRING)

CentroMotion

Junior Financial Analyst

Waukesha, WI · On-site

Description: The Junior Financial Analyst will support the Finance organization through ... key planning and close processes. This role serves as a critical point of contact for financial ...

CentroMotion

Junior Financial Analyst

Waukesha, WI · On-site

Job Type Full-time Description The Junior Financial Analyst will support the Finance organization ... key planning and close processes. This role serves as a critical point of contact for financial ...

Wealthfront

FP&A Analyst

Palo Alto, CA · On-site +1

$94K - $109K/yr

We are looking for a 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 build a ...

Strategic Employment

FP&A Analyst

Minneapolis, MN

$120K/yr

Mentor and support junior FP&A analysts What they are looking for: * 4+ years of progressive financial analysis or FP&A experience * Advanced Excel proficiency -- Power Query, pivot tables, macros ...

Strategic Employment

FP&A Analyst

Minneapolis, MN

$120K/yr

Mentor and support junior FP&A analysts What they are looking for: * 4+ years of progressive financial analysis or FP&A experience * Advanced Excel proficiency -- Power Query, pivot tables, macros ...

Onterris

Junior Financial Analyst

Little Rock, AR · Hybrid

$5.5K - $65K/mo

A Day in the Life As a Junior Financial Analyst, you'll have a hybrid of tasks that revolve around ... Strong working knowledge of ERP systems (e.g., Workday, Oracle, SAP) with a strong desire to learn ...

hochunk

Junior Financial Analyst

Quantico, VA

Must be familiar with Federal financial, budgeting, planning, policies and standards. Competencies * Organized, know how to manage your time, know how to get results, and attention to detail is a ...

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Junior Financial Planner information

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$15

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$44

How much do junior financial planner jobs pay per hour?

As of Aug 9, 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 August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% 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.

Senior Financial Planner

PERIGON WEALTH MANAGEMENT LLC

San Francisco, CA • On-site

$95K - $115K/yr

Full-time

Posted 19 days ago

Job description

Description:

The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients. This role partners closely with firm Advisors, and client’s allied financial professionals to design, implement, and monitor sophisticated financial strategies that support long-term wealth accumulation, preservation, and transfer.

The ideal candidate combines deep technical expertise with strong client-facing skills and acts as a trusted advisor, mentor, and planning leader within the firm.


Key Responsibilities

Client Advisory & Financial Planning

  • Lead the development and delivery of comprehensive financial plans, including cash flow, retirement, tax, estate, insurance, education, and philanthropic planning
  • Serve as the primary financial planning expert for complex client relationships
  • Translate technical strategies into clear, actionable recommendations for clients
  • Conduct ongoing plan reviews and proactively adjust strategies based on life events, market conditions, and regulatory changes

Collaboration & Relationship Management

  • Partner with Advisors, Portfolio Managers, and external professionals (CPAs, attorneys, trustees) to deliver integrated solutions
  • Participate in client meetings and presentations as a senior subject matter expert
  • Support client acquisition and retention through high-quality planning insights

Technical Expertise & Strategy

  • Analyze complex compensation structures, business ownership, stock options, and concentrated positions
  • Provide advanced tax-efficient planning strategies in coordination with tax professionals
  • Stay current on regulatory changes, financial planning best practices, and industry trends

Leadership & Mentorship

  • Mentor and provide guidance to Advisors, Financial Planners, and Financial Planning Associates in order to support their professional development
  • Review financial plans prepared by junior team members for accuracy and quality
  • Contribute to the development of planning standards, processes, and tools

Compliance & Documentation

  • Ensure all financial plans and recommendations meet regulatory, compliance, and fiduciary standards
  • Maintain accurate and thorough client documentation within planning and CRM systems


Key Competencies & Skills

  • Exceptional analytical and problem-solving skills
  • Strong communication and presentation abilities
  • High level of professionalism, discretion, and ethical standards
  • Ability to manage complex cases and multiple client relationships
  • Collaborative mindset with a client-first approach


Requirements:

Required Qualifications

  • CFP® designation required (or equivalent such as CFA®, CPA, or ChFC®)
  • 4+ years of experience in financial planning within wealth management or advisory firms
  • Proven experience working with complex client relationships
  • Strong knowledge of investment principles, tax planning, retirement planning, and estate strategies

Preferred Qualifications

  • Experience with financial planning software (e.g., eMoney, MoneyGuidePro)
  • Familiarity with trust, estate, and advanced wealth transfer strategies
  • Prior experience mentoring or training junior planners
  • Potential desire to serve as the succession plan for existing practices


The posted base compensation range represents the expected hiring range for this position. Where an individual falls within the range will depend on factors such as experience, qualifications, demonstrated skills, work location, and market conditions


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