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Associate Financial Planner Jobs in Alabama (NOW HIRING)

AltaPointe Health

Financial Planner

Mobile, AL · On-site

$57K - $77K/yr

Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and ... Associates degree preferred Must be computer literate, detail oriented, dependable, focused, detail ...

AltaPointe Health

Financial Planner

Mobile, AL · On-site

$57K - $77K/yr

Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and ... Associates degree preferred Must be computer literate, detail oriented, dependable, focused, detail ...

AltaPointe Health

Financial Planner

AL · On-site

$57K - $77K/yr

Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and ... Associates degree preferred Must be computer literate, detail oriented, dependable, focused, detail ...

Cetera Financial Group

Financial Advisor

Gadsden, AL · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

New

Cetera Financial Group

Financial Advisor

Tuscaloosa, AL · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

New

Alteryx

$103K - $134K/yr

You will be responsible for optimizing revenue forecasting, managing headcount planning, and ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Alabama

Associate Financial Planner information

See Alabama salary details

$41.2K

$76K

$102K

How much do associate financial planner jobs pay per year?

As of Aug 29, 2026, the average yearly pay for associate financial planner in Alabama is $76,050.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $90,600.00 per year, depending on experience, location, and employer.

What is 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 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.

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 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.

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

What are the most commonly searched types of Financial Planner jobs in Alabama?

The most popular types of Financial Planner jobs in Alabama are:

What are popular job titles related to Associate Financial Planner jobs in Alabama?

For Associate Financial Planner jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Alabama look for?

The top searched job categories for Associate Financial Planner jobs in Alabama are:

What cities in Alabama are hiring for Associate Financial Planner jobs?

Cities in Alabama with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in AL?

For Associate Financial Planner jobs in AL, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Alabama as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $76,050 per year, or $36.6 per hour.

Financial Planner

Mobile, AL • On-site

AltaPointe Health
Health Care and Social Assistance • 201 - 500 employees

7.0

Company rating: 7.0 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Respectful managers

Learn more about AltaPointe Healthexternal

$57K - $77K/yr

Full-time

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

Job description

AltaPointe Health is hosting Open Interviews on Thursday, August 27th from 10:00AM-2:00PM. This event will take place at EastPointe Hospital (7400 Roper Ln; Daphne, AL 36526). Please make sure your application is updated prior to this event. When you arrive you will be able to interview with a Recruiter who can talk about all our open positions. -AltaPointe Recruitment Team


Process insurance verifications for the Access to Care department:

  • Runs and researches all consumers that present with or without insurance through Medicaid, Medicare, and other commercial insurance eligibility websites as appropriate
  • Completes financial information and eligibility.
  • Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and daily deficiencies as appropriate.
  • Obtains appropriate prior authorizations as needed for services.
  • Works closely with department staff to ensure that financial information is secured and correct on consumers, including that the consumer’s record has appropriate up-to-date insurance verification information.
  • Maintain ongoing communication with Finance and Accounting, CarePointe and other staff of any changes or requirements as needed.
  • Ensures consumers are assigned to the appropriate clinicians, as appropriate, based on insurance.
  • Provides coverage in department as needed and other duties as assigned.

Responsible for ensuring payor source and funding information for Hospital Admissions:

  • Obtains payor source and ensures funding information is obtained on all voluntary and involuntary adult and child hospital admissions.
  • Verifies insurance eligibility and benefits, including coverage, co pay, and deductibles as necessary.
  • Accurately populates and loads all fields in the Avatar system as related to the patient’s insurance and guarantor rankings.
  • Completes preadmissions according to petitions received and consumers listed on weekly court docket.
  • Ensures that all notifications and authorizations are completed with the required time frames.
  • Communicates financial information to hospital and admission staff.
  • Reviews daily census reports checking for accuracy and after hour admissions.
  • Tracks and ensures that Medicaid and Medicare coverage is current or reactivated. 

Supervision and Consultation:

  • Seeks supervision and consultation as needed.
  • Accepts and employs suggestions for improvement.
  • Actively works to enhance skills.

Courteous and respectful towards consumers, visitors and co-workers:

  • Treats consumers with care, dignity, respect and compassion
  • Respects consumers’ privacy and confidentiality
  • Is pleasant and cooperative with others

Administrative and Other Related Duties as assigned:

  • Completes assigned tasks in a timely manner
  • Works in a cooperative manner with other AltaPointe employees
  • Follows AltaPointe policies and procedures
  • Receives and respond to inquires of accounting matters promptly and courteously
  • Must perform all duties with the highest standard of accounting ethics

High school diploma or equivalent; Associates degree preferred 

Must be computer literate, detail oriented, dependable, focused, detail oriented, and able to multi-task as well as have strong communication skills and follow through with deadlines Proficiency in Microsoft office applications such as Excel and Outlook

Experience verifying and accessing outpatient and inpatient insurance eligibility, authorization, and billing (commercial, Medicare, Medicaid, etc) is strongly preferred

Working knowledge and familiarity of medical insurance policies is strongly preferred

What AltaPointe Health employees say

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