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Associate Financial Planner Jobs in Arizona (NOW HIRING)

In a standard work week, associates may work up to one remote "flex day" (with leader approval ... About the Job As a Merchandise Financial Planner you will be responsible for the development of ...

Merchandise Planner

Phoenix, AZ · On-site

$60 - $80/hr

In a standard work week, associates may work up to one remote "flex day" (with leader approval ... About the Job As a Merchandise Financial Planner you will be responsible for the development of ...

In a standard work week, associates may work up to one remote "flex day" (with leader approval ... About the Job As a Merchandise Financial Planner you will be responsible for the development of ...

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

Provides excellent service and technical support in the financial planning process to both clients ... Associate Advisor. * Assesses gifting opportunities of cash, securities, or other property.

New

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our ...

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our ...

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our ...

Showing results 21-40

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 Sep 4, 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 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.

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 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:

Infographic showing various Associate Financial Planner job openings in Arizona as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $78,190 per year, or $37.6 per hour.

Merchandise Planner

PetSmart

Phoenix, AZ • Hybrid

Full-time

Re-posted 12 days ago


PetSmart rating

6.1

Company rating: 6.1 out of 10

Based on 1,119 frontline employees who took The Breakroom Quiz

22nd of 39 rated national retailers


Job description

About the Team

Our Merchandise Planning and Allocation (MP&A) teams are the driving forces behind making the organization’s product visions available to our consumers through calculated and strategic measures. Your involvement in sales and margin forecasts, promotional performance analysis, inventory management, and vendor relationships will play a critical role in obtaining goals while maintaining PetSmart’s reputation in the market as a trusted partner to pet parents.


About the Location

Collaborative Work Environment:
At PetSmart, teamwork and connection are core to how we thrive. This role is based at our Phoenix Home Office, with an expectation of working a minimum of four days in the office each week. In a standard work week, associates may work up to one remote “flex day” (with leader approval). Our hybrid approach is designed to foster strong collaboration while also supporting flexibility and individual success.


About the Job

As a Merchandise Financial Planner you will be responsible for the development of accurate annual and seasonal financial plans (sales, margin, inventory and turn) that support the merchandise strategy and financial objectives. 

ESSENTIAL RESPONSIBILITIES:

  • Create and revise all components of a rolling merchandise forecast (sales, margin, receipts, inventory and turn)
  • Make both collaborative and independent day-to-day decisions which affect gross margin dollars
  • Partner with the Buyer and Assortment Team to influence the assortment and promotional plans
  • Analyze and anticipate selling patterns to influence the allocation and replenishment strategy
  • Provide thought leadership, analysis and insights into trends and recommendations for actions to maximize sales, margin and inventory productivity both on daily basis and via periodic small and large scale presentations.
  • This position is responsible for following the Merchandise Planning Policies & Procedures that supports delivering the merchandise plan objectives including growth in sales and margin, and driving cost reductions and inventory productivity gains. This includes identifying and communicating opportunities for improvement in your categories of responsibility to your manager and working with your peers and business partners to enable an excellent cross functional team.
  • This position is responsible for influencing the overall merchandise strategy for assigned categories.
  • This position will work to develop a solid knowledge of planning practices and alignment with merchandising, promotional and assortment strategies.
  • This position will leverage their analytical skill sets to influence the decision making process and deliver the merchandise plan objectives.

PRINCIPAL ACCOUNTABILITIES:

  • Achieves Sales, Margin, and Inventory Turnover and other KPIs as designated to plan
  • Develop yearly/seasonal/weekly category merchandise financial plans (sales, margin, inventory and turn) in accordance with company goals, historical performance and trend analysis. Present strategies to Senior Management.
  • Analyze and reforecast the business and recommend/implement strategies to maximize opportunities and minimize risk.
  • Support the leadership team in the seasonal, annual, and long-range strategic and financial planning across a wide array of vendor (direct and external), customer, and merchandising segments. Influences inventory levels and allocation strategies to stay in line with the turn and inventory plan.
  • Lead, execute and measure performance against the business planning and product creation calendars to engage timely and informed decision making
  • Own the end-to-end management of merchandise and financial planning, including the optimization of inventory investments across life cycle pricing, in-stock and service levels, and seasonal transitions
  • Set targets and achieves plans for good/better/best pricing proportions, inventory and space productivity required to support the sales and gross margin plans
  • Maintain high levels of promotional product availability during promotional periods while minimizing aging and discontinued inventory levels.
  • Develop key, new and one-time buy items plans and then partner with Merchandise Buyers and Allocation Teams to adjust inventory levels where appropriate in season.
  • Conduct detailed post-season or post-event analysis, leveraging customer data when appropriate, and present insights and recommendations to leadership team.
  • Actively create and lead special projects that engage growth opportunities
  • Work with space and assortment planning team members to influence the assortment planning process based on insights, analysis and strategic direction
  • Use consumer insights and data combined with a structured test and learn approach to maximize growth opportunities
  • Support the VP & Director to present within various strategic meetings for the division (i.e. Direction Setting, Marketing Execution meetings, Line Reviews, Open-To-Buy, Vendor, QBR, and other meetings)
  • Integrate all processes and systems to fully optimize accuracy, efficiency, inventory productivity, and financial productivity.

EXPERIENCE / EDUCATION

  • Bachelor’s degree preferred, preferably with a business focus, or an equivalent blend of relevant experience and education
  • 3+ years related experience and/or training; or equivalent combination of education and experience
  • JDA Enterprise Planning (or equivalent) experience preferred
  • Demonstrate ability to develop analytical and problem solving skills (i.e. critical and evaluative thinking) required.
  • Excellent communication and interpersonal skills, both written and verbal required. Ability to communicate effectively across many levels within the organization
  • Ability to influence decisions by creating a excellent case for action, using analytical findings
  • Collaborative Skills: ability to partner across departments to engage decisions.
  • Must be a self-starter with the ability to manage multiple priorities.
  • Excellent Excel and PowerPoint skills

Additional Job Considerations
  • This role requires collaboration, teamwork, and face-to-face interaction with colleagues, leaders, and/or clients.
  • Being in the office ensures access to leaders, cross-functional partners, and resources necessary to make timely decisions and drive results.
  • On-site presence in accordance with our FlexSmart policy supports our culture of innovation, mentorship, and engagement, which is integral to our success in developing the best team.

* This is not intended to be an all-inclusive, exhaustive list of all essential job functions for this position. PetSmart retains the right to change or assign other required job duties to this position.


About the Culture

At PetSmart, Anything for Pets begins with our people. Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed. 

We’re more than a workplace, we’re Team PetSmart. Together, we grow, collaborate, and challenge ourselves to be the best in all we do. Our culture is built on belonging and shared purpose, where every voice and experience matters. Guided by our values, we strive to do what’s right, lead responsibly, and bring our passion for pets to life every day. Not sure if you meet 100% of the position requirements and whether you should apply? We’d still like to hear from you and encourage you to apply with us! You might be the right fit for this role or another opportunity across Team PetSmart.

Our home office offers outstanding amenities in a fun and rewarding workplace including:

  • Pet-friendly environment, bring your pets to work and enjoy the on-site dog park!
  • On-Site Events & Adoptions, enjoy community-building opportunities, including pet adoption days, seasonal celebrations, family events, art events, & holiday festivals
  • “Top Dog” gym with equipment, fitness classes, massage therapists, personal trainers, and wellness spaces
  • “Sit & Stay” Café serving fresh breakfast and lunch options, snacks, & more
  • Lil Paws” NAEYC-accredited onsite childcare facility providing high-quality early education
  • Paid Volunteer Opportunities to spend time doing good for causes close to heart
  • Print Center and Business Services, Dry Cleaning, Mother's Rooms, Sustainable Infrastructure & more

PetSmart provides an equal opportunity for all associates and job applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected characteristics.

Qualifications:

At PetSmart, Anything for Pets begins with our people. Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed. 

We’re more than a workplace, we’re Team PetSmart. Together, we grow, collaborate, and challenge ourselves to be the best in all we do. Our culture is built on belonging and shared purpose, where every voice and experience matters. Guided by our values, we strive to do what’s right, lead responsibly, and bring our passion for pets to life every day. Not sure if you meet 100% of the position requirements and whether you should apply? We’d still like to hear from you and encourage you to apply with us! You might be the right fit for this role or another opportunity across Team PetSmart.

Our home office offers outstanding amenities in a fun and rewarding workplace including:

  • Pet-friendly environment, bring your pets to work and enjoy the on-site dog park!
  • On-Site Events & Adoptions, enjoy community-building opportunities, including pet adoption days, seasonal celebrations, family events, art events, & holiday festivals
  • “Top Dog” gym with equipment, fitness classes, massage therapists, personal trainers, and wellness spaces
  • “Sit & Stay” Café serving fresh breakfast and lunch options, snacks, & more
  • Lil Paws” NAEYC-accredited onsite childcare facility providing high-quality early education
  • Paid Volunteer Opportunities to spend time doing good for causes close to heart
  • Print Center and Business Services, Dry Cleaning, Mother's Rooms, Sustainable Infrastructure & more

PetSmart provides an equal opportunity for all associates and job applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected characteristics.

Education:UNAVAILABLEEmployment Type: UNAVAILABLE

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About PetSmart

Sourced by ZipRecruiter

At PetSmart, Anything for Pets begins with our people. Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed. With 50,000+ associates nationwide, we foster a culture grounded in integrity, teamwork, and inclusion - where your voice is heard, your efforts are valued and your career can thrive. Together, we make a difference for pets, their people and each other.

Industry

Retail and legal services

Company size

10,000+ Employees

Headquarters location

Phoenix, AZ, US