ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Arizona (NOW HIRING)

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Imagine Learning

Associate Financial Analyst

Tempe, AZ · Hybrid

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial ...

Imagine Learning

Associate Financial Analyst

Yuma, AZ · Hybrid

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial ...

Imagine Learning

Associate Financial Analyst

Tempe, AZ · Hybrid

$62K - $75K/yr

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial ...

JERSEY COLLEGE

Financial Aid Planner

Tucson, AZ · On-site

$65K - $87K/yr

The Financial Aid Planner is responsible for managing, overseeing, and assisting students with ... Associates Degree or higher preferred * Being bilingual is a plus NON-DISCRIMINATION POLICY Jersey ...

Jersey College

Financial Aid Planner

Tucson, AZ · On-site

$55K - $56K/yr

The Financial Aid Planner is responsible for managing, overseeing, and assisting students with ... Associates Degree or higher preferred * Being bilingual is a plus NON-DISCRIMINATION POLICY Jersey ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ

$85K - $145K/yr

The study and mastery knowledge of the eMoney Financial Planning tool, which will allow the AFA to ... As the Associate Financial Advisor progresses, there will be an ultimate expectation to build a ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Arizona

Associate Financial Planner information

See Arizona salary details

$42.4K

$78.2K

$104.8K

How much do associate financial planner jobs pay per year?

As of Jul 21, 2026, the average yearly pay for associate financial planner in Arizona is $78,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,900.00 and $93,200.00 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 Arizona? The most popular types of Financial Planner jobs in Arizona are:
What are popular job titles related to Associate Financial Planner jobs in Arizona? For Associate Financial Planner jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Arizona look for? The top searched job categories for Associate Financial Planner jobs in Arizona are:
What cities in Arizona are hiring for Associate Financial Planner jobs? Cities in Arizona with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in AZ? For Associate Financial Planner jobs in AZ, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Associate Financial Planner

Associate Financial Planner

Desert Financial Credit Union

Phoenix, AZ

Full-time

Re-posted 12 days ago

Desert Financial Credit Union rating

7.5

Company rating: 7.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

The Paraplanner is responsible for providing educational and consultative financial planning strategies to financial advisors to ensure the efficient delivery of financial planning services. The Paraplanner collaborates with advisors, gathers client information, and conducts research for the creation, analysis, and recommendation of financial plans.

What you will do here:

Financial Analysis and Research: Collaborate with financial advisors to gather client information and assess financial goals, risk tolerance, and investment preferences. Conduct thorough research on investment products, insurance options, and other financial instruments to provide accurate recommendations that align with client needs. Utilize financial planning software and tools to create detailed financial projections, retirement plans, and investment scenarios.

Plan Preparation: Assist advisors in creating comprehensive financial plans by preparing documents, reports, and presentations that outline recommended strategies and solutions. Ensure accuracy and compliance with industry regulations and internal policies when generating financial plans.

Data Management: Analyze client's income, taxes, insurance policies, expenses, assets, and debt. Maintain an organized system for managing client data, ensuring the security and confidentiality of sensitive information. Update and maintain accurate records of client interactions, plan revisions, and other relevant information.

Client Communication: Collaborate with advisors to schedule and coordinate client meetings, providing support in organizing and preparing necessary documents and materials. Communicate with clients professionally, efficiently and frequently, addressing any queries or concerns they may have about their financial plans.

Business Partnerships and Relationships: Manage, maintain, and develop Internal and external business partnerships (e.g., retail, marketing, product partners, etc.) while building positive relationships. Act as a liaison within our broker dealer and OSJ for compliance and operational support.

Compliance: Adhere to all industry regulations, legal requirements, and internal compliance standards when assisting in the creation of financial plans.

Perform other job-related duties as assigned.

What you will need:

Bachelor's degree in Finance, Economics, Business, or related field; or equivalent combination of education and experience required.

5+ years of Financial Services experience required.

3+ years of financial planning, paraplanning, and/or advisor support experience required.

Proficient in financial planning software required.

Project prioritization and time management skills required.

Strong communication skills, verbal and written required.

Strong follow-though, organized, detail oriented, resourceful, and proactive required.

Strong analytical skills with the ability to interpret complex financial information required.

Understanding of regulatory compliance within the financial services sector required.

Certified Financial Planner (CFP) preferred.

Financial Planner Qualified Professional (FPQP) preferred.

Series 7 – General Securities Representative Qualification preferred.

Series 66 – Uniform Combined State Law preferred.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

What Desert Financial Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply