Entry Level Financial Planning Jobs
New grad financial planning jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship or coursework in budgeting, investment analysis, or retirement planning can matter more than a long resume. Most openings include a mix of on-site and remote roles across Insurance, Investment & Asset Management, and Banking & Financial Services, with employers like Stifel, Waters, and Ascensus hiring at this level now.
Find JobsOverview
Showing 4 of 15+ Entry Level Financial Planning 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.
See All 15 Entry Level Financial Planning Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsEntry Level Financial Planning Job Market
Who's Hiring
Top Industries Hiring
- Insurance
- Investment & Asset Management
- Banking & Financial Services
- Healthcare & Medical Services
- Music
Entry Level Financial Planning Jobs: Frequently Asked Questions
How do I get an entry level financial planning job?
Entry level financial planning employers look for candidates who can demonstrate foundational skills in budgeting, financial analysis, and client communication. A completed internship, a finance-related degree, or a certification like the CFP coursework registration signals readiness. Familiarity with financial planning software and the ability to explain financial concepts clearly to clients gives candidates a genuine edge at this stage.
Which companies hire entry level financial plannings?
Companies hiring entry level financial plannings right now include Stifel, Waters, and Ascensus, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large wealth management firms, regional banks, insurance companies, and independent registered investment advisor practices that build out junior talent pipelines.
Are there remote entry level financial planning jobs?
Yes, though most entry level financial planning roles still favor in-person or hybrid arrangements for client-facing and mentorship reasons. About 17% of entry level financial planning openings are remote or hybrid as of November 2026, meaning candidates willing to work on-site will find the widest selection, while remote options do exist for research and paraplanner-type positions.
Are these new grad financial planning jobs?
Yes, these listings include new grad, recent graduate, and junior financial planning roles. A new grad friendly posting typically welcomes zero to two years of experience, accepts internships or co-op placements as qualifying background, and does not require an active CFP license, treating a completed degree, relevant coursework, or a strong internship as sufficient preparation for the role.
Which industries hire the most entry level financial plannings?
Entry Level financial planning 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 hiring at the entry level because they require a steady pipeline of junior planners and paraplanners to support client growth, compliance workloads, and the retirement planning needs of an aging client base.