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Assistant Financial Planner Jobs (NOW HIRING)

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

Corecruitment

Assistant Financial Controller

Miami, FL · On-site

$59K - $60K/yr

Assistant Financial Controller Location: Turks & Caicos Compensation: Salary starts at USD $60K per ... Support budgeting, forecasting, and financial planning processes * Monitor internal controls and ...

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 

Corecruitment

Assistant Financial Controller

Miami, FL · On-site

$59K - $60K/yr

Assistant Financial Controller Location: Turks & Caicos Compensation: Salary starts at USD $60K per ... Support budgeting, forecasting, and financial planning processes * Monitor internal controls and ...

Corecruitment

Assistant Financial Controller

Miami, FL · On-site

$59K - $60K/yr

Assistant Financial Controller Location: Turks & Caicos Compensation: Salary starts at USD $60K per ... Support budgeting, forecasting, and financial planning processes * Monitor internal controls and ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Caldwell, ID · On-site

$63K - $68K/yr

Input and maintain accurate client data within financial planning software. * Assist in developing and updating financial planning strategies in collaboration with the advisory team. * Conduct ...

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), ...

Range

Senior Financial Planner

New York, NY · On-site

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

Senior Financial Planner

Mclean, VA · On-site

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 ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · On-site

$78K - $105K/yr

Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a ...

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Assistant Financial Planner information

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$35.5K

$60.6K

$104.5K

How much do assistant financial planner jobs pay per year?

As of Aug 2, 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, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Senior Financial Planner

Focus Financial Partners

White Plains, NY • On-site

$130K - $160K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 5 days ago

Job description

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.

We are seeking an experienced Senior Financial Planner to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.

Job Responsibilities:

  • Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
  • Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations
  • Partner closely with senior advisors and firm leadership to support ongoing client relationships
  • Participate in client meetings and contribute to planning discussions and strategic recommendations
  • Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination
  • Develop customized planning strategies tailored to clients' long-term goals and objectives
  • Assist in identifying planning opportunities and delivering proactive client advice
  • Collaborate with internal teams and external professionals to support integrated client solutions
  • Help ensure a high-touch, detail-oriented client experience

Qualifications:

  • CFP certification required
  • 3+ years of experience in financial planning, wealth management, or a related advisory role
  • Advanced proficiency with eMoney and financial planning software
  • Strong technical knowledge across retirement, tax, estate, and wealth transfer planning
  • Experience working with high-net-worth and ultra-high-net-worth clients preferred
  • Excellent analytical, organizational, and problem-solving skills
  • Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments
  • High attention to detail, professionalism, and intellectual curiosity
  • Ability to work collaboratively within a team-oriented environment


This position is an exempt position. The annualized base pay range for this role is expected to be between $130,000-$160,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-JS1

Portfolio Strategy Group (PSG) is part of the Focus Financial Partners' network firm community. As part of the partnership, PSG remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

Apply