Entry Level Financial Planning Associate Jobs
New grad financial planning associate jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or hands-on portfolio can carry more weight than a lengthy resume. Most openings mix on-site and remote 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 5 of 14+ Entry Level Financial Planning Associate 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 Associate Jobs: Frequently Asked Questions
How do I get an entry level financial planning associate job?
Entry level financial planning associate roles typically look for candidates with a bachelor's degree in finance, economics, or a related field, along with any internship or coursework in financial planning. Earning a foundational credential like the SIE exam or pursuing a CFP education program can give you a real edge. Demonstrating proficiency in Excel and familiarity with financial planning software also signals readiness to hiring managers at this stage.
Which companies hire entry level financial planning associates?
Companies hiring entry level financial planning associates right now include Stifel, Waters, and Ascensus, based on current listings on Migrate Mate as of November 2026. At this level, hiring comes from a broad mix of independent advisory firms, regional banks, insurance companies, and wealth management practices actively building out their junior associate pipelines.
Are there remote entry level financial planning associate jobs?
Yes, though most positions at this stage still favor in-person or hybrid arrangements to support onboarding and mentorship. About 18% of entry level financial planning associate openings are remote or hybrid as of November 2026, so candidates who prefer flexibility do have options while also finding strong on-site opportunities with structured training.
Are these new grad financial planning associate jobs?
Yes, these listings include new grad, recent graduate, and junior financial planning associate roles. A new grad friendly posting typically welcomes candidates with zero to two years of experience and may accept internships, relevant coursework, or a demonstrated portfolio in place of full-time work history. Look for language like 'entry level,' 'junior associate,' or 'new graduates encouraged to apply' as reliable signals.
Which industries hire the most entry level financial planning associates?
Entry Level financial planning associate roles concentrate in Insurance, Investment & Asset Management, and Banking & Financial Services, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent demand at the junior level because they rely on growing teams of associates to support client relationship management, retirement planning, and investment analysis across a broad client base.