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Junior Financial Planner Jobs (NOW HIRING)

Faraday Future

Junior FP&A Analyst

El Segundo, CA

$80K - $95K/yr

Your Role As a Junior FP&A Analyst, you will support core FP&A execution, including forecasting, variance analysis, financial reporting, and model maintenance, in a fast‑paced public‑company ...

CGI Inc.

Junior Financial Analyst

Los Angeles, CA · On-site

Junior Financial Analyst Category: Finance Main location: United States, California, Los Angeles ... Updating and reconciling financial data in Excel and ERP systems . Preparing and submitting monthly ...

Main Financial Group LLC

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Junior Financial Advisor

Brighton, MI · On-site

$50K - $65K/yr

Junior Financial Advisor Location: Brighton Headquarters - 1127 S Old US Hwy 23, Brighton, MI 48114 ... planning, as well as income and retirement planning * Partnering with the Advisory Team and ...

Main Financial Group LLC

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Junior Financial Advisor

Brighton, MI · On-site

$50K - $65K/yr

Junior Financial Advisor Location: Brighton Headquarters - 1127 S Old US Hwy 23, Brighton, MI 48114 ... planning, as well as income and retirement planning * Partnering with the Advisory Team and ...

PMA Companies

Jr. Financial Analyst Intern

Blue Bell, PA · On-site

This internship provides hands-on experience in financial planning and analysis (FP&A), including ... Rising junior (or equivalent) with strong academic performance * Basic understanding of financial ...

New

Tarkett

Junior FP&A Construction Analyst

Calhoun, GA · On-site +1

The Junior FP&A Analyst provides analytical and reporting support across the division by handling foundational financial processes, ensuring data accuracy, preparing recurring deliverables, and ...

Weekday AI

Certified Financial Planner

Certified Financial Planner Job Type: Contractor - US ONLY Location: Remote In this position, you ... Experience mentoring junior advisors or developing planning process materials such as checklists ...

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Junior Financial Planner information

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How much do junior financial planner jobs pay per hour?

As of Jun 11, 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, 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.

What does a Junior Financial Planner do?

A Junior Financial Planner assists senior financial planners in helping clients manage their finances and plan for their financial goals. Their tasks often include gathering and analyzing client financial information, preparing reports, conducting research on investments, and supporting the development of financial plans. They may also help with administrative tasks and client communications. This entry-level role provides valuable experience and training in the financial planning industry, often leading to more advanced positions over time.
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
Junior Financial Analyst

Junior Financial Analyst

Cravath, Swaine & Moore LLP

New York, NY • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

OVERVIEW
The Junior Financial Analyst prepares and delivers reporting and analytic support for the Financial Planning & Analysis group.
RESPONSIBILITIES
  • Responsible for various weekly, monthly, quarterly and annual productivity reports and variance analyses for executive management team members;
  • Runs SQL queries and Elite reports to compile data and produce reporting;
  • Updates and maintains various databases utilized by other departments to ensure data accuracy and consistency;
  • Collaborates with the IT department to support the implementation and ongoing use of the Partner Dashboard and business intelligence tools;
  • Provides support on various special projects, as assigned;
  • Handles ad hoc requests, as required; and
  • Performs other duties, as assigned.

QUALIFICATIONS
  • Bachelor's degree in finance or math required;
  • 1-3 years related work experience, law firm experience a plus;
  • Excellent written and verbal communication skills;
  • Strong interpersonal skills, with the ability to work effectively with partners and staff at all levels;
  • Ability to deal discreetly with confidential information;
  • Proficiency in Microsoft Office applications, particularly Excel, with the ability to organize, analyze and present data accurately;
  • Working knowledge of SQL, SQL Server Management Studio and reporting tools;
  • Knowledge of Elite 3E preferred;
  • Ability to analyze and interpret data to support reporting needs for partners and staff;
  • Strong organizational, time-management and problem-solving skills;
  • Must have strong attention to detail;
  • Ability to work well under pressure, coordinate several activities at once and meet strict deadlines; and
  • Availability to work additional hours, as needed.

This position is located in our New York office, and currently has a hybrid work schedule, but that is subject to change. The hours for this position are 9:00 a.m. to 5:00 p.m, Monday through Friday. The estimated salary range for this position is $75,000 to $90,000. The actual salary offered will be based on a wide range of factors, including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and Firm factors are also considered. In addition to base salary and discretionary bonus(es), we offer a generous employee benefits package including, but not limited to, paid time off, medical, dental, vision care, 401(k) and substantial health club discounts.

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