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Associate Financial Planner Jobs in Alabama (NOW HIRING)

MDW Associates

Senior Financial Analyst

Huntsville, AL · On-site

$88K - $110K/yr

MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense ... Thorough understanding of DoW or MDA Planning, Programming, Budgeting and Execution (PPBE ...

MDW Associates

Senior Financial Analyst

Huntsville, AL · On-site

$88K - $110K/yr

Strategic Planning * Cost Estimating * Budget Programming and Justification * Budget Execution * Acquisition Management * Financial Systems Support & Integration MDW Associates, LLC ("MDW") is an ...

First Horizon Bank

Financial Advisor II

Mobile, AL

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon Bank

Financial Advisor II

Mobile, AL

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command ... clients, communities and associates unlock their full potential with capital and counsel.

First Horizon

Financial Advisor II

Mobile, AL · On-site

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command ... clients, communities and associates unlock their full potential with capital and counsel.

PNC Bank

Finance Associate

Birmingham, AL · On-site

$63K - $106K/yr

... financial analysis, forecasting, planning, and strategic decision support to help drive growth ... The Finance Associate will collaborate closely with business stakeholders and finance partners to ...

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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 8, 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 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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,050 per year, or $36.6 per hour.

Senior Financial Analyst

MDW Associates

Huntsville, AL • On-site

$88K - $110K/yr

Full-time

Life

Re-posted 23 days ago

Job description

MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense Agency (MDA) customer. The analysts for this position must be capable of applying managerial, technical, and business knowledge and judgment to DoW Business Operations for complex weapon systems. This is a full-time, hybrid position with work based at the Von Braun Complex, Redstone Arsenal, AL.The Senior Financial Analyst may perform a combination of some or all of the following duties:Thorough understanding of DoW or MDA Planning, Programming, Budgeting and Execution (PPBE) processImplementation of OSW PPBE guidance to develop budget justification documentation for the Program and Budget Review (PBR) and President's Budget (PB) for RDT&E, O&M, Procurement and MILCON appropriationsWorking independently or as lead of a team to resolve issues and present solutions to senior leadership using business case analyses, "what if" drills, briefings, issue papers, resource reallocation, analysis of alternatives, etc.Performing strategic planning, Business Case Analysis, Program Objective Memorandum (POM), and budget formulation (i.e. Congressional justification materials) under Government direction with federal funds execution in multiple appropriationsUnderstanding and application of relevant Financial Management Regulations and OMB Circular A-11Justification and implementation of Above or Below Threshold ReprogramingOrganize, analyze and consolidate financial data for program acquisition planning, reviews, and reportingTracking and reporting of Financial Execution spending rates against established internal and external controls using DoW and MDA databasesMaintaining financial databases of Agency's operating budgetPreparing and executing program funding requests (PRs, MIPR)Defending the budget and spend plans to internal/external stakeholders by developing supporting productsProvide daily supervision and direction to support teamsPreparing analysis and evaluation of effectiveness of programs and operations and analyzing financial and budgetary trendsPreparing documents and briefings for review and use by DoW senior leadershipBeing adept at learning and understanding the programmatic aspects of an agency and knowing which program element line is associated with what program and associated technical projectsWorking independently to solve complex problemsRequired Experience/Skills:(5+) years of experience with a minimum of (2+) years within the DoW requiredDoW budget and finance experienceLeading budget formulation effortsExperience with PPBE process, POM, BES, Top Lines for S&T within DoWExperience building accurate and defensible budgets for DoW officesKnowledge of funding execution processDoW organization structureStrong written and oral communication skillsAdvanced knowledge of Excel and the MS Office product slateEducation Requirements:Bachelor's degree in related field requiredSecurity Requirements:Candidates for this position must currently possess a U.S. Secret Clearance; Top Secret clearance is preferredCompany DescriptionIncorporated in 2012, MDW is a small business headquartered in McLean, VA with a strong presence in Huntsville, AL. We provide Federal government clients with financial management, strategic planning, acquisition, and program execution. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, innovative thinking and unwavering client partnership.Our core capabilities include:Strategic PlanningCost EstimatingBudget Programming and JustificationBudget ExecutionAcquisition ManagementFinancial Systems Support & IntegrationMDW Associates, LLC ("MDW") is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical, and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law.Additional InformationWe offer a competitive and comprehensive benefits and compensation package for our employees, including but not limited to:HealthDentalVisionGroup Life Insurance/Long Term Disability/Short Term DisabilityRetirement/401(k)Flexible Leave PolicyAll your information will be kept confidential according to EEO guidelines.