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, Investment & Asset Management, and Banking & Financial Services, with employers like Stifel, Waters, and Ascensus hiring at this level now.
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Showing 4 of 15+ Entry Level Financial Planning Analyst jobs
- Responds to in-bound calls from Financial Advisor and members of their team.
- Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.
- Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuide financial planning software. Complexity of plans generally ranges from the simple to moderate level.
- Works with Financial Planning Specialists to enter data needed to create financial plans.
- Mails and emails completed financial plans to branch offices.
- Provides detailed explanation of completed financial plans to Financial Advisors.
- Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning Questionnaire(s).
- Provides support to branches on how to properly use MoneyGuide as well as best practices.
- Works independently to accomplish all activities required to meet plan preparation deadlines.
- Develop spreadsheets, PowerPoint presentations and other project items as necessary.
- Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business.
- Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.
- Performs other related duties as assigned.
- Basic understanding of the securities industry in general and various securities products.
- General understanding of financial planning products and techniques.
- Solid and reliable mathematical skills.
- Developed interpersonal skills. Able to interact and function as a member of a team; equally able to work independently on tasks or projects. Able to professionally converse with Financial Advisors and other personnel concerning financial planning subjects.
- Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.
- Solid organizational skills with the ability to prioritize tasks in order to meet deadlines in a timely manner.
- Attention to detail and proofreading skills.
- Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- High level of integrity.
- Courteous and efficient telephone skills.
- Minimum Required: Business Degree in a related field or equivalent work-related experience.
- Minimum Required: 0-2 years securities industry or related experience
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with financial planning software
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
- Responds to in-bound calls from Financial Advisor and members of their team.
- Communicates with Financial Advisors to obtain all necessary information for financial plan preparation.
- Creates various levels of financial plans ranging from basic analysis to comprehensive plans using the MoneyGuide financial planning software. Complexity of plans generally ranges from the simple to moderate level.
- Works with Financial Planning Specialists to enter data needed to create financial plans.
- Mails and emails completed financial plans to branch offices.
- Provides detailed explanation of completed financial plans to Financial Advisors.
- Assists Financial Advisors with information gathering while providing knowledge of the Wealth Planning Questionnaire(s).
- Provides support to branches on how to properly use MoneyGuide as well as best practices.
- Works independently to accomplish all activities required to meet plan preparation deadlines.
- Develop spreadsheets, PowerPoint presentations and other project items as necessary.
- Establishes knowledge of department and firm policies/procedures and industry regulations related to financial planning business.
- Combines pieces of information to form general rules or conclusions and applies general rules to specific problems to produce answers that make sense.
- Performs other related duties as assigned.
- Basic understanding of the securities industry in general and various securities products.
- General understanding of financial planning products and techniques.
- Solid and reliable mathematical skills.
- Developed interpersonal skills. Able to interact and function as a member of a team; equally able to work independently on tasks or projects. Able to professionally converse with Financial Advisors and other personnel concerning financial planning subjects.
- Communicates well in both written and verbal form; able to organize subject matter and data well and present/explain it clearly so that others understand complex issues.
- Solid organizational skills with the ability to prioritize tasks in order to meet deadlines in a timely manner.
- Attention to detail and proofreading skills.
- Analytical problem solver who is generally able to tell when something is wrong or is likely to go wrong. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- High level of integrity.
- Courteous and efficient telephone skills.
- Minimum Required: Business Degree in a related field or equivalent work-related experience.
- Minimum Required: 0-2 years securities industry or related experience
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Experience with financial planning software
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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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 Stifel, Waters, and Ascensus, based on current listings on Migrate Mate as of November 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 17% of entry level financial planning analyst openings are remote or hybrid as of November 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, Investment & Asset Management, and Banking & Financial Services, based on current listings on Migrate Mate as of November 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.