ZipRecruiter

Log In

1

Junior Financial Planner Jobs (NOW HIRING)

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 ...

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 ...

New

Cusanos Baking Company

Be Seen First

Junior Financial Analyst

Coconut Creek, FL · On-site

$55K/yr

... planning, analysis, and budgeting. · Assists with automation and initiatives involving artificial intelligence (AI). Education & Experience • BA/BS with Major in Accounting or Finance, or BA/BS ...

Acara Solutions

Junior Financial Analyst

Torrance, CA

$20 - $40/hr

Junior Financial Analyst Location : Torrance, CA Employment: Temp (6 months) Industry: Aviation and ... Input standard cost and execute manufacturing / project closure procedures in our ERP. * Assist in ...

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 ...

Artemis Consulting, LLC

JR Financial Analyst

San Diego, CA · On-site

$55K - $80K/yr

Our consultants work directly with government clients to support complex financial Planning, Programming, Budgeting, Execution (PPBE), and programmatic issues. The Junior Financial Management Analyst ...

Körber Group

Junior Financial Analyst

Irving, TX · On-site

Experience with financial software and ERP systems (Sales Force, SAP, LucaNet, Picasso) is preferred * Ability to interpret complex financial data and identify trends, patterns, and insights

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 Jul 17, 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.

Is a CFP better than a CPA?

A Junior Financial Planner typically holds certifications like the CFP (Certified Financial Planner), which focuses on financial planning, investment management, and client advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. Both certifications serve different roles, and which is better depends on the specific financial services a planner offers and client needs.

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.

Is 200,000 enough to work with a financial advisor?

For a Junior Financial Planner, having $200,000 in assets or income can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds that vary widely. However, the specific amount needed depends on the advisor's policies, fee structure, and the financial goals involved. It is common for financial advisors to require a minimum investment ranging from a few thousand to several hundred thousand dollars.

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.

Is 30 too old to become a financial advisor?

Age is not a barrier to becoming a junior financial planner, as many professionals start their careers later in life. Success in this field depends on acquiring relevant certifications, such as the Series 7 and 66 exams, and developing strong financial knowledge and client relationship skills regardless of age.

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 investment, retirement, and savings strategies. 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 July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $58,023 per year, or $27.9 per hour.
Junior Financial Analyst

Junior Financial Analyst

MDW Associates

Huntsville, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 8 days ago

Job description

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile Defense Agency (MDA) in Redstone Arsenal, AL. The Junior Financial Analyst may perform a combination of some or all of the following duties:
  • Work independently to solve complex problems.
  • Perform strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional justification materials) under Government direction with federal funds execution in multiple appropriations.

Required Experience/Skills:
  • Knowledge of DoD and/or MDA Planning, Programming, Budget Formulation and Execution (PPBE)
  • Understanding of the implementation of OSD PPBE guidance to develop budget justification documentation for the Program and Budget Review (PBR) and President's Budget (PB) for RDT&E, O&M, Procurement and MILCON appropriations
  • Ability to independently resolve issues and present solutions to senior leadership using business case analyses, "what if" drills, briefings, issue papers, resource reallocation, analysis of alternatives, etc.
  • Understanding and application of relevant Financial Management Regulations and OMB Circular A-11
  • Organize, analyze and consolidate financial data for program acquisition planning, reviews, and reporting
  • Tracking and reporting on Financial Execution spending rates against established internal and external controls using DoD and MDA databases
  • Maintain financial databases of Agency's operating budget
  • Prepare and execute program funding requests (PRs, MIPR)
  • Defending the budget and spending plans to internal/external stakeholders by developing supporting products
  • Established knowledge of Excel and MS Office Suite

Education Requirement/Required Years of Experience:
  • High School Degree and 0-3 years of related experience
  • BA/BA in a related field preferred

Security Requirement(s):
  • Ability to obtain a US Security Clearance (Secret, TS, TS/SCI)

Company Description
Incorporated in 2012, MDW is a small business with headquarters in McLean, VA, and offices in Huntsville, AL. We provide Federal government clients with consulting, management services, advisory and assistance services, decision support, strategic planning, process planning and improvement, task execution, and metrics analysis. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, prudent advice, direct communication, and hard work.
Our core capabilities include:
  • Strategic Planning
  • Cost Estimating
  • Budget Programming and Justification
  • Budget Execution
  • Acquisition Management
  • Financial Systems Support & Integration

MDW Associates, LLC ("MDW") is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical, and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law.
Additional Information
We offer a competitive and comprehensive benefits and compensation package for our employees, including but not limited to:
  • Health
  • Dental
  • Vision
  • Group Life Insurance/Long Term Disability/Short Term Disability
  • Retirement/401(k)
  • Flexible Leave Policy

All information will be kept confidential according to EEO guidelines

Apply