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Junior Financial Planner Jobs (NOW HIRING)

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.

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.

Comunilife

Junior Financial Analyst

Manhattan, NY · On-site

$60K - $70K/yr

Under the supervision of the VP of FPNA, the Junior Financial Analyst is responsible for managing ... financial planning and analysis work as needed. The position requires working closely with other ...

Converge Strategies LLC

Junior Financial Analyst

$62K - $70K/yr

Junior Financial Analyst Company Summary Converge Strategies, LLC (CSL) provides consulting ... Experience with Government Contracting (GovCon) ERP systems (such as Unanet or Deltek) is preferred.

Saic

Junior Financial Analyst

Alexandria, VA · On-site

$80K - $120K/yr

Description SAIC is seeking a Junior Financial Analyst with an active Secret clearance to support ... This role focuses on all phases of the Department of War (DoW) Planning, Programming, Budgeting and ...

SAIC

Junior Financial Analyst

Alexandria, VA · On-site

$80K - $120K/yr

ORA_ON_SITE Description SAIC is seeking a Junior Financial Analyst with an active Secret clearance ... This role focuses on all phases of the Department of War (DoW) Planning, Programming, Budgeting and ...

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Junior Financial Planner information

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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:

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

Manhattan, NY • On-site

Comunilife Inc
Offices of Mental Health Practitioners • 201 - 500 employees
Learn more about Comunilife Incexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Comunilife Inc. is looking for an experience Non-profit Finance professional to join its team. Under the supervision of the VP of FPNA, the Junior Financial Analyst is responsible for managing government contracts (Federal, New York State and New York City) and other grants in the portfolio; assisting on preparing variety of reports, analysis and reconciliations, and assisting on other financial planning and analysis works as needed.  Requires working closely with other FPNA team members. Requires frequent interaction with other finance team and other departments. This position is eligible for a generous benefit package including health insurance, dental, vision, dependent care, paid time off starting in the first year, 401(k), tuition assistance program and more. 
 
Essential Duties:
  • Assists on contract budgets preparation, budget modifications, contract amendments, contract closeout, and other contract management matters
  • Prepares and submits monthly or quarterly vouchers to government funders, works with funding agencies on invoice revision, approval and payment disbursement as needed
  • Assists on monthly contract and program budget reports preparation
  • Assists on grant budget and budget modification, and grant reports. 
  • Reviews general ledger to ensure proper recording and allocation of the expense for each contract, grant and program. Collaborates with Finance and Programs to make necessary adjustments as needed. 
  • Works with Finance to ensure proper recording of contract and grant revenue and other program income under the supervision of VP of FPNA
  • Keeps tracking and reconciles contract receivables, refundable advances, and temp restricted revenues under the supervision of VP of FPNA
  • Maintain master contract and grant list and master program budget under the supervision of AP of FPNA
  • Under the direction of VP of FPNA, prepares variety of financial reports and analysis to support program operation and senior management decision making
  • Assists with funder audits and annual year-end audit under the supervision of AP of FPNA
 

Education and Experience Requirement(s)

Applicant must have a Bachelor’s Degree in Accounting or Finance or relevant field combined with experience. Experience in federal, New York State and New York City grants/contracts administration preferred.  

Comunilife is an EEO employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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