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, Healthcare & Medical Services, and Banking & Financial Services, with employers like CVS Health, Kaiser Permanente, and VTS hiring at this level now.
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Showing 5 of 48+ Entry Level Financial Planning jobs
Position Summary
The Bruni Group/Northwestern Mutual – Morgantown is seeking a detail-oriented junior or senior pursuing a degree in Finance or Accounting to support financial advisors with the preparation and maintenance of client financial plans. This position is primarily responsible for entering, updating, and validating client data within financial planning systems to ensure plans are accurate, complete, and ready for advisor review. The candidate must be comfortable working with several team members during the client service cycle.
This role is intended for students interested in exploring a career in financial services and who are willing to pursue insurance and securities licensing.
Responsibilities
- Enter client financial information into financial planning software and internal systems.
- Update existing financial plans based on advisor-provided information.
- Review data for accuracy, completeness, and consistency.
- Identify and resolve missing or inaccurate information.
- Maintain organized client records and documentation.
- Generate basic reports and planning materials as requested.
- Support advisors with administrative tasks related to financial plan preparation.
Qualifications
- Current junior or senior pursuing a Bachelor's degree in Finance, Accounting, or a related business field.
- Ability to handle confidential client information professionally.
- Strong attention to detail and commitment to accuracy.
- Comfortable working data and performing data entry tasks.
- Proficient in Microsoft Excel and Microsoft Office applications.
- Strong organizational and time-management skills.
- Reliable, dependable, and able to work independently.
- Willingness to pursue insurance and securities licensing as part of a potential career path in financial services.
- Candidate will be fingerprinted and bonded as within regulations of the industry.
Preferred Qualifications
- Previous experience with data entry, administrative support, or office work.
- Interest in financial planning, wealth management, or financial services.
- 15 hours per week, flexible. $15/hour
This position is based in Northwestern Mutual's Morgantown office and requires on-site attendance throughout the internship. Successful candidates should have an interest in exploring a long-term career in financial services, including obtaining applicable insurance and securities licenses.
Pay: $15.00 per hour
Work Location: In person
Position Summary
The Bruni Group/Northwestern Mutual – Morgantown is seeking a detail-oriented junior or senior pursuing a degree in Finance or Accounting to support financial advisors with the preparation and maintenance of client financial plans. This position is primarily responsible for entering, updating, and validating client data within financial planning systems to ensure plans are accurate, complete, and ready for advisor review. The candidate must be comfortable working with several team members during the client service cycle.
This role is intended for students interested in exploring a career in financial services and who are willing to pursue insurance and securities licensing.
Responsibilities
- Enter client financial information into financial planning software and internal systems.
- Update existing financial plans based on advisor-provided information.
- Review data for accuracy, completeness, and consistency.
- Identify and resolve missing or inaccurate information.
- Maintain organized client records and documentation.
- Generate basic reports and planning materials as requested.
- Support advisors with administrative tasks related to financial plan preparation.
Qualifications
- Current junior or senior pursuing a Bachelor's degree in Finance, Accounting, or a related business field.
- Ability to handle confidential client information professionally.
- Strong attention to detail and commitment to accuracy.
- Comfortable working data and performing data entry tasks.
- Proficient in Microsoft Excel and Microsoft Office applications.
- Strong organizational and time-management skills.
- Reliable, dependable, and able to work independently.
- Willingness to pursue insurance and securities licensing as part of a potential career path in financial services.
- Candidate will be fingerprinted and bonded as within regulations of the industry.
Preferred Qualifications
- Previous experience with data entry, administrative support, or office work.
- Interest in financial planning, wealth management, or financial services.
- 15 hours per week, flexible. $15/hour
This position is based in Northwestern Mutual's Morgantown office and requires on-site attendance throughout the internship. Successful candidates should have an interest in exploring a long-term career in financial services, including obtaining applicable insurance and securities licenses.
Pay: $15.00 per hour
Work Location: In person
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Find JobsEntry Level Financial Planning Job Market
Who's Hiring
- CVS Health17
- Kaiser Permanente3
- VTS1
- CBIZ1
- Motion1
Top Industries Hiring
- Insurance21
- Healthcare & Medical Services5
- Banking & Financial Services3
- Non-Profit & Social Services3
- Investment & Asset Management3
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 CVS Health, Kaiser Permanente, and VTS, based on current listings on Migrate Mate as of August 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 32% of entry level financial planning openings are remote or hybrid as of August 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, Healthcare & Medical Services, and Banking & Financial Services, based on current listings on Migrate Mate as of August 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.