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Associate Financial Planner Jobs in Alabama (NOW HIRING)

Protective

FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

Protective

FP&A Associate II

Birmingham, AL · On-site

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

Protective

FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

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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 Jul 27, 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 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.

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 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 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.

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.
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 July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $76,050 per year, or $36.6 per hour.
FP&A Associate II

FP&A Associate II

Protective

Birmingham, AL • Hybrid

$63K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Protective Life rating

8.4

Company rating: 8.4 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

114th of 299 rated insurance

Job description

The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance.
 
This role supports a growing business line, providing significant exposure to how the organization operates while contributing to product expansion and new market initiatives. They play a key role in supporting budgeting, forecasting, and financial reporting processes, while helping translate complex financial data into meaningful insights that inform decision-making.
 
This is an excellent opportunity for an accounting-focused professional who thrives in a dynamic environment and is eager to contribute to building processes and supporting strategic growth.
 
This role is located in our Birmingham, AL office and has in-office requirements as part of a hybrid schedule. 
Key Responsibilities:
  • Analyze financial results and explain key drivers, trends, and risks to support business decision-making
  • Support annual budgeting, quarterly forecasting, and long-range planning processes in partnership with finance and business leadership
  • Prepare financial reporting and materials for leadership presentations, board reporting, and executive communications
  • Perform unit cost, product, pricing, expense, and profitability analysis
  • Partner cross-functionally with accounting, underwriting, operations, and business teams to support ongoing initiatives
  • Contribute to financial reporting accuracy through analysis, reconciliation support, and understanding of underlying accounting activity
  • Support strategic growth initiatives and provide ad hoc financial analysis as needed
Core Competencies (Skills, Knowledge and Abilities):
  • Strong understanding of accounting principles, financial statements, and expense management concepts
  • Knowledge of budgeting, forecasting, and variance analysis
  • Advanced analytical and critical thinking skills with the ability to interpret complex financial data
  • Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and data analysis
  • Strong communication skills with the ability to translate financial results for non-financial stakeholders
  • Ability to collaborate effectively across accounting, finance, and business teams
  • Strong problem-solving skills with a continuous improvement mindset
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Minimum Requirements
  • Bachelor's degree in Accounting, Finance, or a related field
  • 2+ years of experience in accounting, FP&A, financial analysis, or a related finance role
  • Advanced Excel proficiency
  • Strong analytical, organizational, and problem-solving skills with close attention to detail
Preferred Qualifications
  • Experience in financial planning and analysis, forecasting, or budgeting
  • Experience in insurance or financial services industry
  • Public accounting or audit background
  • Experience with financial modeling and data analysis tools
  • Demonstrated curiosity, initiative, and desire to grow within a new or evolving business line
$63,500 - $85,000 a year
Protective's targeted salary range for this position is $63,500 to $85,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees. 
 
 
The internal title for this role is Analyst II Financial Analysis. #LI-AP1

Employee Benefits:  
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.   

Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.

Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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