Entry Level Financial Planning Analyst Jobs
New grad financial planning analyst jobs open the door for recent graduates and entry level candidates with zero to two years of experience, where a strong internship record or a well-organized portfolio of budgeting and forecasting work can matter more than years on a resume. Most openings combine on-site and hybrid settings across Insurance, Healthcare & Medical Services, and Banking & Financial Services, with employers like CVS Health, Kaiser Permanente, and VTS hiring at this level now.
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Showing 5 of 48+ Entry Level Financial Planning Analyst jobs
Position Summary
The Bruni Group/Northwestern Mutual – Morgantown is seeking a detail-oriented junior or senior pursuing a degree in Finance or Accounting to support financial advisors with the preparation and maintenance of client financial plans. This position is primarily responsible for entering, updating, and validating client data within financial planning systems to ensure plans are accurate, complete, and ready for advisor review. The candidate must be comfortable working with several team members during the client service cycle.
This role is intended for students interested in exploring a career in financial services and who are willing to pursue insurance and securities licensing.
Responsibilities
- Enter client financial information into financial planning software and internal systems.
- Update existing financial plans based on advisor-provided information.
- Review data for accuracy, completeness, and consistency.
- Identify and resolve missing or inaccurate information.
- Maintain organized client records and documentation.
- Generate basic reports and planning materials as requested.
- Support advisors with administrative tasks related to financial plan preparation.
Qualifications
- Current junior or senior pursuing a Bachelor's degree in Finance, Accounting, or a related business field.
- Ability to handle confidential client information professionally.
- Strong attention to detail and commitment to accuracy.
- Comfortable working data and performing data entry tasks.
- Proficient in Microsoft Excel and Microsoft Office applications.
- Strong organizational and time-management skills.
- Reliable, dependable, and able to work independently.
- Willingness to pursue insurance and securities licensing as part of a potential career path in financial services.
- Candidate will be fingerprinted and bonded as within regulations of the industry.
Preferred Qualifications
- Previous experience with data entry, administrative support, or office work.
- Interest in financial planning, wealth management, or financial services.
- 15 hours per week, flexible. $15/hour
This position is based in Northwestern Mutual's Morgantown office and requires on-site attendance throughout the internship. Successful candidates should have an interest in exploring a long-term career in financial services, including obtaining applicable insurance and securities licenses.
Pay: $15.00 per hour
Work Location: In person
Position Summary
The Bruni Group/Northwestern Mutual – Morgantown is seeking a detail-oriented junior or senior pursuing a degree in Finance or Accounting to support financial advisors with the preparation and maintenance of client financial plans. This position is primarily responsible for entering, updating, and validating client data within financial planning systems to ensure plans are accurate, complete, and ready for advisor review. The candidate must be comfortable working with several team members during the client service cycle.
This role is intended for students interested in exploring a career in financial services and who are willing to pursue insurance and securities licensing.
Responsibilities
- Enter client financial information into financial planning software and internal systems.
- Update existing financial plans based on advisor-provided information.
- Review data for accuracy, completeness, and consistency.
- Identify and resolve missing or inaccurate information.
- Maintain organized client records and documentation.
- Generate basic reports and planning materials as requested.
- Support advisors with administrative tasks related to financial plan preparation.
Qualifications
- Current junior or senior pursuing a Bachelor's degree in Finance, Accounting, or a related business field.
- Ability to handle confidential client information professionally.
- Strong attention to detail and commitment to accuracy.
- Comfortable working data and performing data entry tasks.
- Proficient in Microsoft Excel and Microsoft Office applications.
- Strong organizational and time-management skills.
- Reliable, dependable, and able to work independently.
- Willingness to pursue insurance and securities licensing as part of a potential career path in financial services.
- Candidate will be fingerprinted and bonded as within regulations of the industry.
Preferred Qualifications
- Previous experience with data entry, administrative support, or office work.
- Interest in financial planning, wealth management, or financial services.
- 15 hours per week, flexible. $15/hour
This position is based in Northwestern Mutual's Morgantown office and requires on-site attendance throughout the internship. Successful candidates should have an interest in exploring a long-term career in financial services, including obtaining applicable insurance and securities licenses.
Pay: $15.00 per hour
Work Location: In person
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Find JobsEntry Level Financial Planning Analyst Job Market
Who's Hiring
- CVS Health17
- Kaiser Permanente3
- VTS1
- CBIZ1
- Motion1
Top Industries Hiring
- Insurance21
- Healthcare & Medical Services5
- Banking & Financial Services3
- Non-Profit & Social Services3
- Investment & Asset Management3
Entry Level Financial Planning Analyst Jobs: Frequently Asked Questions
How do I get an entry level financial planning analyst job?
Entry level financial planning analyst roles reward candidates who can demonstrate hands-on experience with financial modeling, budgeting, or data analysis, even from internships or coursework. Build a portfolio that shows forecasting work or variance analysis. Proficiency in Excel and familiarity with tools like Power BI or Tableau gives candidates a clear edge. Tailor your resume to highlight quantitative projects and any exposure to financial reporting cycles.
Which companies hire entry level financial planning analysts?
Companies hiring entry level financial planning analysts right now include CVS Health, Kaiser Permanente, and VTS, based on current listings on Migrate Mate as of August 2026. A wide range of employers, from large corporations and financial services firms to healthcare systems and technology companies, recruit at this level throughout the year.
Are there remote entry level financial planning analyst jobs?
Yes, though on-site roles still make up a substantial share of openings at this experience level. About 32% of entry level financial planning analyst openings are remote or hybrid as of August 2026, so candidates who prefer flexibility have real options while also finding strong opportunities by searching for on-site roles in their city.
Are these new grad financial planning analyst jobs?
Yes, the listings here include new grad, recent graduate, and junior financial planning analyst roles. A new grad friendly posting typically welcomes zero to two years of experience and treats internships, co-ops, or a strong academic project portfolio as qualifying credentials. Look for language like "recent graduates encouraged to apply" or "0 to 2 years" in the job description as a reliable signal.
Which industries hire the most entry level financial planning analysts?
Entry Level financial planning analyst roles concentrate in Insurance, Healthcare & Medical Services, and Banking & Financial Services, based on current listings on Migrate Mate as of August 2026. Those sectors tend to run large planning and budgeting functions year-round, which creates a steady pipeline of junior analyst openings for candidates just entering the field.