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Associate Financial Planner Jobs in California (NOW HIRING)

Netflix

Associate, FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

We currently have FP&A Associate opportunities available on the following teams: * Content (Los Angeles) Depending on business needs and candidate background, you'll be aligned to one of the roles ...

Netflix

Associate, FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

We currently have FP&A Associate opportunities available on the following teams: * Content (Los Angeles) Depending on business needs and candidate background, you'll be aligned to one of the roles ...

Netflix

Associate, FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

We currently have FP&A Associate opportunities available on the following teams: * Content (Los Angeles) Depending on business needs and candidate background, you'll be aligned to one of the roles ...

Netflix

Associate, FP&A

Los Angeles, CA

$92K - $114K/yr

We currently have FP&A Associate opportunities available on the following teams: Content (Los Angeles) Depending on business needs and candidate background, you'll be aligned to one of the roles ...

American Career College

Financial Aid Planner

Anaheim, CA · On-site

$23.59 - $31.84/hr

Job Posting Title Financial Aid Planner Choose To Make A Difference Come care with us at American ... Education: * Associate's Degree from an accredited College or University preferred. #LI-SM1 CA ...

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$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 ...

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$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 ...

Northern Trust

Associate Financial Advisor

Los Angeles, CA · On-site

$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 ...

Summitry

Financial Advisor (Foster City)

Foster City, CA · On-site

$115K - $150K/yr

... planning, and retirement strategies * Lead client meetings and oversee preparation and follow-through with support from Associate Financial Advisors * Collaborate with the Portfolio Management team ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in California

Associate Financial Planner information

See California salary details

$44.9K

$82.8K

$111K

How much do associate financial planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for associate financial planner in California is $82,806.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $98,700.00 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.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in California?

The most popular types of Financial Planner jobs in California are:

What are popular job titles related to Associate Financial Planner jobs in California?

For Associate Financial Planner jobs in California, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in California look for?

The top searched job categories for Associate Financial Planner jobs in California are:

What cities in California are hiring for Associate Financial Planner jobs?

Cities in California with the most Associate Financial Planner job openings:

What are popular job titles related to Associate Financial Planner jobs in CA?

For Associate Financial Planner jobs in CA, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in California as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution, with an average salary of $82,806 per year, or $39.8 per hour.

Senior Associate, Financial Planning & Analysis

GoodLeap

San Francisco, CA • On-site

$125K - $150K/yr

Full-time

Re-posted 23 days ago

GoodLeap rating

8.3

Company rating: 8.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Senior Associate of Financial Planning & Analysis is a hands-on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting - working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision-making.
The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.
Essential Job Duties and Responsibilities:
  • Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long-range planning activities.
  • Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership-ready outputs that are factually tight and clearly structured.
  • Ad Hoc Analysis: Respond to business-driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
  • Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie-outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI-assisted scripting.

Required Skills, Knowledge and Abilities:
  • Bachelor's degree in finance, accounting, economics, or related field required
  • 4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
  • Fintech or banking industry experience preferred
  • MBA, CPA, or CFA a plus
  • Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
  • Experience with Workday Financials and/or Adaptive Planning is a plus
  • Strong understanding of corporate finance, GAAP, and management reporting concepts
  • Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
  • Familiarity with BI tools such as Tableau or Power BI a plus
  • Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs and reconciliations
  • Ability to synthesize financial results into clear written narratives and leadership-ready summaries
  • Comfortable managing multiple deliverables under tight close deadlines in a fast-moving environment
  • Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team

Compensation: $125,000 - $150,000 annually, plus bonus
Additional Information Regarding Job Duties and Job Descriptions:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.
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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