Entry Level Financial Planning Consultant Jobs

New grad financial planning consultant jobs attract recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or hands-on portfolio work can matter more than a lengthy resume. Most openings cover on-site, remote, and hybrid settings across Consulting & Professional Services, Technology & Software, and Manufacturing, with employers like Charles River Associates, Cleveland-Cliffs, and Kimley-Horn hiring at this level now.

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Overview

Open roles102+
Top stateCalifornia
Top employerCharles River Associates
Top citySan Francisco, CA
Work type64% On-site
Top industryConsulting

Showing 5 of 102+ Entry Level Financial Planning Consultant jobs

Aviation Planning Analyst
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New 9h ago
Aviation Planning Analyst
Kimley-Horn
Mesa, Arizona
Customer Success
Solutions Engineering & Architecture
Technical Product & Program Management
On-Site
Bachelor's degree in urban planning
5,001-10,000

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Wealth Management - Fiduciary Consulting Group (FCG), Performance Analyst - Analyst / Associate
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New 14h ago
Wealth Management - Fiduciary Consulting Group (FCG), Performance Analyst - Analyst / Associate
Morgan Stanley
Greenwood Village, Colorado
Business Analyst
Customer Service
Customer Support
$57k - $110k/yr
10,000+

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Healthcare Strategic Planning Analyst
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New 15h ago
Healthcare Strategic Planning Analyst
Memorial Healthcare System
Hollywood, Florida
Business Analysis
Strategy & Corporate Development
Healthcare Administration
Business Analyst
Business Strategy
On-Site
Bachelor's

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Space Planning Analyst
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Added 1d ago
Space Planning Analyst
Best Buy
Minneapolis, Minnesota
Business Analysis
Project & Program Management
Project Management
$55k - $99k/yr
Bachelor's degree
10,000+

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Consulting Manager
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Added 1d ago
Consulting Manager
Huron Consulting Group
New York, New York
Consulting & Professional Services
Project & Program Management
Human Resources
$130k - $214k/yr
On-Site
None
5,001-10,000

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Entry Level Financial Planning Consultant Job Market

Who's Hiring

Charles River Associates6 open roles
Cleveland-Cliffs4 open roles
Kimley-Horn3 open roles

Top Industries Hiring

  • Consulting & Professional Services22
  • Technology & Software11
  • Manufacturing8
  • Healthcare & Medical Services7
  • Investment & Asset Management7

Entry Level Financial Planning Consultant Jobs: Frequently Asked Questions

How do I get an entry level financial planning consultant job?

Start by earning a relevant degree in finance, economics, or business, and pursue certifications like the CFP exam's education requirement or Series 65 licensure where applicable. Employers at this level look for internship experience, familiarity with financial planning software, and strong analytical skills. A well-organized case study or financial plan built during coursework can give you a real edge over candidates with similar credentials.

Which companies hire entry level financial planning consultants?

Companies hiring entry level financial planning consultants right now include Charles River Associates, Cleveland-Cliffs, and Kimley-Horn, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes from a mix of independent registered investment advisors, regional wealth management firms, insurance companies, and large financial services institutions that run structured new-hire training programs.

Are there remote entry level financial planning consultant jobs?

Yes, though on-site roles remain common for new professionals who benefit from hands-on mentorship. About 36% of entry level financial planning consultant openings are remote or hybrid as of November 2026, with hybrid arrangements being especially common at mid-size firms where client meetings still require some in-person presence while administrative and planning work is done from home.

Are these new grad financial planning consultant jobs?

Yes, many of these postings are new grad and junior roles that explicitly welcome recent graduates with little or no professional experience. A new grad-friendly posting typically accepts zero to two years of experience, counts internships or co-ops as qualifying background, and considers a strong academic record or a sample financial plan as evidence of readiness, making them accessible to candidates entering the field for the first time.

Which industries hire the most entry level financial planning consultants?

Entry Level financial planning consultant roles concentrate in Consulting & Professional Services, Technology & Software, and Manufacturing, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent entry level hiring because they serve large client bases that require ongoing financial guidance, creating steady demand for junior consultants who can be trained and developed within established planning frameworks.