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Junior Financial Planner Jobs (NOW HIRING)

Position Responsibilities (Entry/Junior): Apply regulations, policies, and operating instructions ... Business/financial/resource planning and funds management support to various program management ...

New

Junior Financial Specialist

San Diego, CA Ā· On-site

$80K - $100K/yr

Develop, train, brief, integrate, correlate, and analyze various phases of planning, Programming ... Experience preparing financial reports and/or coordinating responses on all requests for program ...

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 ...

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 ...

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 ...

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 ...

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

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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 CFPĀ® 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 (6134)

On-site

Other

Posted 3 days ago

New


Job description

GVI, Inc, a subsidiary of Three Saints Bay, LLC and a Federal Government Contractor industry leader, is seeking a Financial Analyst to join our team onsite at Naval Air Station Patuxent River in Lexington Park, MD. The selectee will serve as a Financial Management Analyst within the NAWCAD Business & Financial Operations Department supporting a major NAWCAD Mission Area and will be accountable for budget execution responsibilities and ensuring compliance with Congressional legislation and Office of Management and Budget (OMB) guidance. The analyst will make determinations and perform or advise in any of the phases or systems of budget and financial management.

Position Responsibilities (Entry/Junior):

Apply regulations, policies, and operating instructions applicable to financial management operations.

Utilize a variety of office automation software (i.e., word processing, presentation, spreadsheet, graphics, and databases) to support financial management initiatives.

Support requirements include, but are not limited to:

Business/financial/resource planning and funds management support to various program management offices.

Prepare and track outgoing funding documents (OFD) using Navy ERP.

Coordinate and prepare Procurement Requests (PR) in Navy ERP.

Prepare fee for service memos.

Coordination and administration of all business and financial formulation, submission, justification, and execution services for Navy Working Capital Fund (NWCF) and direct program funding to include tracking of commitments, obligations, and expenditures.

Provide support in building Project Structures to include Work Breakdown Structures (WBS) and Network and Activity elements, control accounts utilizing Navy ERP.

Validate chargeable objects, and input and track cost recovery charges utilizing the Cost Distribution Accounting Subsystem (CDASS)

May perform additional tasks on an as-needed basis.

Position Requirements:

Ability to pass background check and Investigation for Tier 3 Public Trust Clearance.

Minimum of a High School Diploma or equivalent.

Less than 3 years of Financial Management/Customer Service Experience.

Two (2) years of Navy ERP experience preferred .

Demonstrated proficiency in Microsoft Office applications (to include MS Outlook, Word, Excel, PowerPoint, Teams, etc.).

Strong attention to detail and organizational skills.

Excellent verbal and written communication skills.

Demonstrated problem-solving skills.

Ability to work independently and as a team.

Must possess strong time management skills.

Must be able to work in a fast-paced, changing, and challenging environment.


Three Saints Bay, LLC and its subsidiaries offer a team-oriented working environment and the opportunity to work with exceptional, dedicated industry professionals. We offer our employees a comprehensive benefits package and the opportunity to take part in exciting projects with government and commercial clients, both domestic and international.


We are an Equal Opportunity Employer. We invite resumes from all interested parties without regard to race, color, sex, sexual preference, religion, creed, national origin, age, genetic information, marital or veteran status, disability, or any other category protected by federal, state, or local law.

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