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Associate Financial Planner Jobs in Arizona (NOW HIRING)

NOAO

Program Financial Analyst

Tucson, AZ · On-site

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

NSF's NOIRLab

Program Financial Analyst

Tucson, AZ · On-site

$85K - $93K/yr

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

Cableone

Sr Financial Analyst

Phoenix, AZ · On-site

$84K - $105K/yr

... Planning Tools such as Workday Adaptive is helpful * Bachelor's degree in Finance, Economics or Accounting Benefits * Cable One and our family of brands appreciates the role our associates play to ...

AURA

Program Financial Analyst

Tucson, AZ · On-site

$85K - $93K/yr

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

Cable One, Inc.

Sr Financial Analyst

Phoenix, AZ · On-site

$84K - $105K/yr

... Planning Tools such as Workday Adaptive is helpful * Bachelor's degree in Finance, Economics or Accounting Benefits * Cable One and our family of brands appreciates the role our associates play to ...

Magellan Health Services

$58K - $93K/yr

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

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Showing results 21-40

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 Aug 14, 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 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

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $78,190 per year, or $37.6 per hour.

Associate Private Wealth Advisor

The Bahnsen Group LLC

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision

Re-posted 12 days ago

Job description

ABOUTAt the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in 12 locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 100 employees. The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITYThe Bahnsen Group is hiring an Associate Private Wealth Advisor out of their Phoenix, AZ office. This is a client-facing position focused on providing financial and investment advice. This is a client-facing position focused on providing financial and investment advice. This role starts as a hybrid position between financial planning and relationship management as an advisor. The vision is for this individual to become a Private Wealth Advisor within 24 months of their start date. RESPONSBILITIESAssist in plan construction, data input, data gathering, aggregation, and plan generation as a support to our Private Wealth Advisor GroupServe as the dedicated financial planner to the Phoenix Private Wealth AdvisorsUtilization of e*Money financial planning softwareSupporting client administrative needs around e*MoneyAbility to create robust financial plans and formulate recommendations for clientsAfter training and development (target 2-4 months): Enter into client advisory role whereby business development and relationship management are expanded QUALIFICATIONS 4-10 years of work experience (preferably in financial services or an RIA)Expectation of growing into a Private Wealth Advisor in the coming yearsStrong interest in pursuing the CFP® credential (preferably already has a CFP® or has already started the process but does not need to have the designation for hire)A strong understanding of financial planning concepts – tax, estate, retirement, insurance, cash flow planning, etc. Accurate, organized, and highly detail-orientedAn effective communicator who is highly responsive and can provide thoughtful advice to clients CONSIDERATIONSalary commensurate with experienceFull benefits package including medical, dental, vision, and disability401(k) plan with employer contribution of 3% of compensation