Entry Level Financial Planning Specialist Jobs
New grad financial planning specialist jobs attract recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or a portfolio of financial plans and analysis work can matter more than a long resume. Most openings are Investment & Asset Management, Banking & Financial Services, and Insurance roles with a mix of on-site, remote, and hybrid positions, and employers like First Command Financial Services, Stifel, and Waters are hiring at this level now.
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Showing 5 of 16+ Entry Level Financial Planning Specialist 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 Specialist Jobs: Frequently Asked Questions
How do I get an entry level financial planning specialist job?
Start by earning a relevant degree in finance, economics, or accounting, and pursue internships or volunteer financial counseling experience while still in school. Employers at this level look for candidates who understand basic financial planning concepts, can work with spreadsheets and planning software, and hold or are actively pursuing credentials like the Series 65 or CFP coursework. A well-organized sample financial plan in your portfolio helps you stand out.
Which companies hire entry level financial planning specialists?
Companies hiring entry level financial planning specialists right now include First Command Financial Services, Stifel, and Waters, based on current listings on Migrate Mate as of November 2026. At this level, you will typically find openings at independent financial advisory firms, regional banks, insurance companies, and wealth management practices that run structured junior associate or analyst programs.
Are there remote entry level financial planning specialist jobs?
Yes, though remote availability at this level is more limited than for senior roles. About 15% of entry level financial planning specialist openings are remote or hybrid as of November 2026, so candidates who prefer flexibility should filter accordingly. Many firms do prefer new hires to start on-site for training and client shadowing before transitioning to hybrid schedules.
Are these new grad financial planning specialist jobs?
Yes, these listings include new grad, recent graduate, and junior financial planning specialist roles. A posting is new-grad friendly when it welcomes zero to two years of experience, accepts internships or practicum work in place of full-time history, or values a portfolio of planning projects alongside your degree. Look for language like "entry level," "associate," or "training provided" as reliable signals.
Which industries hire the most entry level financial planning specialists?
Entry Level financial planning specialist 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 junior hiring because they serve large client bases that need ongoing financial guidance, retirement planning, and investment education, creating steady demand for trained entry level professionals who can grow into advisor roles.