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Associate Financial Planner Jobs (NOW HIRING)

Mainspring Wealth Advisors LLC

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Associate Financial Planner

Caldwell, ID · On-site

$63K - $68K/yr

We are seeking an Associate Financial Planner for our wealth management firm in our Caldwell, Idaho Office. Candidates who thrive in a small firm environment and want to be involved in all aspects of ...

MassMutual

Associate Financial Planner

Mercer Island, WA · On-site

$80K - $100K/yr

We are seeking a highly detail-oriented Associate Financial Planner who thrives in both technical execution and client collaboration to join our firm and play a critical role in our financial ...

MassMutual

Associate Financial Planner

Mercer Island, WA · On-site

$80K - $100K/yr

We are seeking a highly detail-oriented Associate Financial Planner who thrives in both technical execution and client collaboration to join our firm and play a critical role in our financial ...

Raymondjames

Associate Financial Planner

Caldwell, ID · Hybrid

As we evolve, we are seeking an Associate Financial Planner who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and ...

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Associate Financial Planner information

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$45.5K

$83.9K

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How much do associate financial planner jobs pay per year?

As of Jun 4, 2026, the average yearly pay for associate financial planner in the United States is $83,905.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs
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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in the United States as of May 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $83,905 per year, or $40.3 per hour.

Associate Financial Planner

GemHarvest Executive Recruiting

Baltimore, MD • Remote

$135K - $145K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Base pay range$135,000.00/yr - $145,000.00/yrAdditional compensation typesAnnual BonusExecutive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices NationwideFULLY REMOTE (US-based only)OverviewHighly successful Independent Wealth Management Firm seeks an Associate Financial Planner to support Lead Advisor in providing high-touch client service, comprehensive financial planning, and investment advisory services to ultra high net worth clientele.The Firm offers comprehensive investment management and financial planning for ultra high net worth clientele and fosters a collegial culture of continuous learning and growth. Not a sales role. No portable book of business required.HighlightsWork closely with Lead Advisor in a high-level, supportive financial planning role that blends strategic planning work with client-facing opportunitiesParticipate in plan development and help present planning recommendations to clients; some responsibilities will also include client onboarding, coordinating financial paperwork, and handling ongoing service needs in collaboration with the teamTeam-based, forward thinking and planning driven culture with an impressive track record of growth, supported by professional managementCareer track within firm, with growth opportunitiesCompetitive compensation package ($135,000 – $145,000 base plus bonuses ranging from $27,000 – $29,000, and excellent benefits).RequirementsBachelor's Degree2-5+ years UHNW Wealth Management client-facing experienceDrive to continuously improve and grow in a collaborative team based environmentAbility to contribute at both strategic and execution levels, including planning support, client communications, and operational follow-throughSeniority levelAssociateEmployment typeFull-timeJob functionFinance, Consulting, and Strategy/PlanningIndustriesFinancial Services and Investment ManagementReferrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2xJ-18808-Ljbffr

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