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Assistant Financial Planner Jobs (NOW HIRING)

Thompson Financial Group

Financial Planner

Baltimore, MD · On-site

$60K - $75K/yr

Opportunity for professional growth and mentorship Responsibilities • Assist advisors in preparing and updating comprehensive financial plans • Collaborate with senior planners to develop ...

Thompson Financial Group

$60K - $75K/yr

... * Assist advisors in preparing and updating comprehensive financial plans * Collaborate with ... Experience in financial planning or financial services * Strong analytical and organizational ...

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Assistant Financial Planner information

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$35.5K

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$104.5K

How much do assistant financial planner jobs pay per year?

As of Jun 4, 2026, the average yearly pay for assistant financial planner in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

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Assistant Financial Planner jobs near you
Associate Financial Planner

Associate Financial Planner

Mainspring Wealth Advisors LLC

Bend, OR • On-site

$72K - $78K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Full-Time/Onsite (Bend, OR)

Medical, Dental, Vision, Life, Retirement, Bonus Opportunity

Salary Range: $72,000 - $78,000 per year

Compensation is determined based on relevant experience and qualifications.

Position Summary

We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a collaborative team.

Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. An adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate any questions or needs from our clients and team.

Initial Responsibilities:

  • Assist Financial Planner in preparing for and conducting client meetings with attention to detail and accuracy.
  • Involvement in all aspects of pre-client meeting activities, such as data gathering, preparation of meeting agendas, client paperwork, asset allocation, as well as post-client meeting tasks, perform financial situation analysis, and coordinate planning implementation with outside professionals if necessary.
  • Interact with clients over the phone and in person.
  • Assist Financial Planner with appropriate support team members to achieve group goals.

Potential Future Responsibilities:

  • Assist in trading and rebalancing of client investment accounts.
  • Deliver financial planning advice for high-net-worth clientele.
  • Develop and manage ongoing client relationships independently.
  • Provide input on strategic plan and direction of the company.

Key Qualifications:

  • Bachelor’s Degree (B.A. or B.S.)
  • FINRA registration, including SIE, Series 7, and Series 66 (or FINRA recognized equivalents)
  • CFP ® or other industry designations/credentials a plus
  • Highly detail‐oriented and process‐driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
  • Proactive, service-minded, and comfortable supporting a wide range of needs
  • Resource‐oriented mindset skilled at locating answers, tools, and guidance
  • Strong interpersonal and written communication skills
  • Effective problem solver with a collaborative, team-first mindset
  • Strong financial and analytical skills
  • Comfortable working in a support-oriented role with high visibility and impact
  • Able to work independently and keep the Financial Planner aware of progress and hurdles.

Mainspring Wealth Advisors LLC

25 NW Irving Avenue, Bend, OR 97703-2011

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.