ZipRecruiter

Log In

1

Junior Financial Planner Jobs (NOW HIRING)

Ho Chunk, Inc.

Junior Financial Analyst

Quantico, VA · On-site

Requires entry-level financial analysis experience in planning, problem solving, and data collection and analysis. Areas include Accounts Receivable/Payables and Budgeting/Reporting. Must be familiar ...

hochunk

Junior Financial Analyst

Quantico, VA

Requires entry-level financial analysis experience in planning, problem solving, and data collection and analysis. Areas include Accounts Receivable/Payables and Budgeting/Reporting. Must be familiar ...

Ho Chunk, Inc.

Junior Financial Analyst

Quantico, VA · On-site

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 ...

Koerber

Junior Financial Analyst

Irving, TX · Hybrid

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

Eccalon LLC

Junior Finance Analyst

Detroit, MI · On-site

The Junior Finance Analyst supports the accounting and finance functions by performing core ... financial reporting and general ledger systems * Familiarity with accounting or ERP systems

previous page

Showing results 41-60

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 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 Paraplanner/ Senior Financial Planner

Team Architects

Mechanicsburg, PA • On-site

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

About The Snook Group
The Snook Group is a growing, independent financial planning firm in Mechanicsburg, PA dedicated to wholistic financial planning. Our team of approximately 30 professionals - advisors, planners, client services, and operations - works collaboratively to deliver comprehensive, client-centered financial plans.
We're a young, energetic, family-oriented group that takes the quality of our work and the quality of our culture equally seriously. People here don't have an hourly mentality - they care about doing the work right.
The Opportunity
We're looking for an experienced financial planning professional to step into a Senior Paraplanner role - what we call a Senior Case Consultant internally. This person is the engine room of our planning department: building comprehensive financial plans from start to finish, supporting our advisors with polished, deadline-driven deliverables, and serving as a technical mentor to two junior planners who are early in their careers.
The right person thinks like a puzzle solver. They pick up a wide array of client facts - investment statements, income, tax situations, account structures - and assemble them into a complete, well-organized financial picture that an advisor can pick up and walk into a meeting with confidence.
We welcome candidates from a range of financial planning backgrounds, including independent RIAs, insurance-based planning practices, wealth management divisions, and MassMutual general agencies. What matters most is demonstrated holistic planning experience - not transactional or product-driven work, but the ability to see a client's complete financial picture and build it from scratch.
What You'll Do
  • Build and maintain comprehensive, multi-area financial plans covering investments, retirement, tax planning, and cash flow analysis
  • Prepare all client deliverables on a defined production schedule - plans go to clients 1-2 weeks before advisor meetings
  • Support advisors with pre-meeting preparation and post-meeting follow-up, including plan refinements and client communications
  • Identify planning opportunities - not just what's in front of you, but what could genuinely benefit the client
  • Mentor and guide two junior case consultants, reviewing their work and accelerating their development
  • Maintain accurate client records across CRM, planning platforms, and portfolio systems
  • Collaborate with the team on process improvements - your input will be heard and acted on

Requirements
Required:
  • 3-5 years of experience in financial services, with at least 2-4 years in a financial planning or paraplanning role
  • Deep, working knowledge of financial planning concepts: retirement planning, investment basics, tax implications, Social Security, account registrations (IRAs, Roth IRAs, 401(k)s, pensions), and cash flow analysis
  • The ability to think holistically - you understand how all the pieces of a client's financial life connect
  • Advanced Excel skills and proficiency with Microsoft Office Suite (Outlook, Word, OneDrive)
  • Exceptional attention to detail and the ability to manage multiple plans under deadline pressure
  • Clear, professional written and verbal communication
  • A team-first mindset and a genuine interest in helping others grow
  • Candidates must be authorized to work in the United States on a permanent basis.

Preferred:
  • CFP (Certified Financial Planner) designation - highly valued
  • Series 7 and 66 licenses, or willingness to obtain within 9 months
  • Life, Health, and Accident Insurance licenses, or willingness to obtain within 3 months
  • Experience with RightCapital, Morningstar, eMoney, Advisor360, Envestnet, or similar planning platforms - if you've used any planning software, you can learn ours
  • Background at an independent RIA, insurance-based planning firm, MassMutual general agency, or wealth management practice with full planning scope
  • Experience in a mentoring or senior contributor capacity

Benefits
  • Base salary: $80,000-$110,000 depending on experience
  • Quarterly team performance bonus - when we hit our goals as a firm, you share in that success
  • Year-end individual performance bonus potential
  • Comprehensive benefits: Health, Life, Disability, Dental, and Vision insurance
  • 401(k) with Safe Harbor employer match
  • Paid time off and holidays
  • Professional development and continuing education support
  • Relocation assistance provided

Culture & Work Environment
Our team skews young (most are in their late 20s to mid-30s), works hard, and genuinely supports each other. We've built something where people don't have an hourly mentality - they care about doing the work right, not just getting through the day. If you're self-directed, technically sharp, collaborative by nature, and energized by being part of a team that's building something together, you'll fit here.
This is a full-time, in-person role at our Mechanicsburg, PA office, Monday through Friday. This role is not eligible for employment visa sponsorship. Background check and fingerprinting required upon offer.
To apply, submit your resume through this posting. Qualified candidates will be contacted directly.

Apply