Entry Level Financial Planning Assistant Jobs
New grad financial planning assistant jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship or portfolio can matter more than a lengthy resume. Most openings are on-site roles across Investment & Asset Management, Banking & Financial Services, and Insurance, with employers like First Command Financial Services, Stifel, and Waters hiring at this level now.
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Showing 5 of 17+ Entry Level Financial Planning Assistant 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 Assistant Jobs: Frequently Asked Questions
How do I get an entry level financial planning assistant job?
Focus on building foundational skills in financial software, data organization, and client communication, since those are what entry level employers screen for first. A relevant internship, volunteer work with a nonprofit finance team, or a coursework project demonstrating budgeting or analysis gives you a concrete edge. Certifications like a CFP coursework module or Series 65 prep signal commitment even without a long work history.
Which companies hire entry level financial planning assistants?
Companies hiring entry level financial planning assistants right now include First Command Financial Services, Stifel, and Waters, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a wide range of employers, including independent financial advisory firms, regional wealth management offices, and larger financial services companies that run structured new grad programs.
Are there remote entry level financial planning assistant jobs?
Yes, though most openings at this level are on-site or hybrid. About 14% of entry level financial planning assistant openings are remote or hybrid as of November 2026, reflecting employer preference for in-person mentorship during the early career stage. Filtering by work setting on Migrate Mate lets you see which postings match your location preference.
Are these new grad financial planning assistant jobs?
Yes, the listings on this page include new grad, recent graduate, and junior financial planning assistant roles. A posting is typically new-grad friendly when it welcomes zero to two years of experience, accepts internships or academic projects in place of full-time history, or explicitly invites candidates from finance, economics, or related degree programs to apply without prior professional experience.
Which industries hire the most entry level financial planning assistants?
Entry Level financial planning assistant roles concentrate in Investment & Asset Management, Banking & Financial Services, and Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they maintain large client bases that require ongoing financial documentation, scheduling, and administrative support, creating consistent demand for junior candidates who can grow into more analytical responsibilities over time.