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Assistant Financial Planner Jobs (NOW HIRING)

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management ... Be an active part of a collaborative team and share best practices * Assist our engineering and ...

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management ... Be an active part of a collaborative team and share best practices * Assist our engineering and ...

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

Be an active part of a collaborative team and share best practices * Assist our engineering and ... Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), ...

UMB Financial Corporation

Sr Financial Planner

Kansas City, MO · On-site

$74K - $99K/yr

Review activities within the job scope for sufficient controls to prevent errors, breaches of client confidentiality, and misstatements of financial planning recommendations * Assist Wealth Advisors ...

IDBNY

Financial Planner

Manhattan, NY · On-site

$130K - $150K/yr

Identify financial planning gaps and proactively recommend solutions aligned with clients ... solutions. * Assist in onboarding new clients by conducting needs assessments and preparing ...

Strategies for Wealth

Financial Planner

New York, NY

$100K/yr

Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and ...

Integrated Financial Concepts

Financial Planner

Red Bank, NJ · On-site

$78K - $104K/yr

Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in ...

Elite Partners

Financial Planner

$77K - $104K/yr

Description We are seeking a financial professional to assist clients in designing and implementing ... retirement planning, wealth building, investments, college savings, and insurance options. • ...

Boulay

Senior Financial Planner

Eden Prairie, MN · Hybrid

$80K - $110K/yr

Prepare financial scenarios * Assist in researching technical issues and client questions * Client ... Provide planning recommendations and communicate them effectively with the advisor and/or client

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Prepare financial scenarios * Assist in researching technical issues and client questions * Client ... Provide planning recommendations and communicate them effectively with the advisor and/or client

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Prepare financial scenarios  * Assist in researching technical issues and client questions ... Provide planning recommendations and communicate them effectively with the advisor and/or client 

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Be an active part of a collaborative team and share best practices * Assist our engineering and ... Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), ...

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Assistant Financial Planner information

See salary details

$35.5K

$60.6K

$104.5K

How much do assistant financial planner jobs pay per year?

As of Jul 16, 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 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.

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.
More about Assistant Financial Planner jobs
What cities are hiring for Assistant Financial Planner jobs? Cities with the most Assistant Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Assistant Financial Planner jobs? States with the most job openings for Assistant Financial Planner jobs include:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.
Financial Planner

Financial Planner

Range

New York, NY • On-site

$83K - $111K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family - members can get answers to their questions anytime and feel confident that their money is working for them.
Our team is full of all-stars who love to disrupt, collaborate, and build the next big thing in WealthTech. Join us as we make financial wellness accessible for millions more people!
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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