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Associate Financial Planner Jobs in Georgia (NOW HIRING)

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

... service associates, and compliance team members. The ideal candidate will have a passion for ... Financial Planner Responsibilities: * Conduct thorough financial assessments and gather relevant ...

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

... service associates, and compliance team members. The ideal candidate will have a passion for ... Financial Planner Responsibilities: * Conduct thorough financial assessments and gather relevant ...

PGA TOUR Superstore

Associate Planner

Center, GA

Merchandise Financial Planning & Open-to-Buy Support: * Support the development, maintenance, and ... Partner with Associate Merchants and Merchant leaders to translate assortment and category ...

PGA TOUR Superstore

Associate Planner

Roswell, GA · On-site

Merchandise Financial Planning & Open-to-Buy Support: * Support the development, maintenance, and ... Partner with Associate Merchants and Merchant leaders to translate assortment and category ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Georgia

Associate Financial Planner information

See Georgia salary details

$38.4K

$70.8K

$95K

How much do associate financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate financial planner in Georgia is $70,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,300.00 and $84,400.00 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 Georgia? The most popular types of Financial Planner jobs in Georgia are:
What are popular job titles related to Associate Financial Planner jobs in Georgia? For Associate Financial Planner jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Georgia look for? The top searched job categories for Associate Financial Planner jobs in Georgia are:
What cities in Georgia are hiring for Associate Financial Planner jobs? Cities in Georgia with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in GA? For Associate Financial Planner jobs in GA, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Georgia as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,848 per year, or $34.1 per hour.
Certified Financial Planner

Certified Financial Planner

Elm3 Financial Group

Alpharetta, GA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Elm3 Financial Group seeks an experienced, collaborative, and dedicated Certified Financial Planner® to join our growing team. Elm3 Financial Group is an investment advisory and fee-only financial planning firm dedicated to providing our clients with personalized services that support them in realizing their goals and dreams. As a CFP® with Elm3 Financial Group, you will be responsible for managing a portfolio of financial planning clients with diverse goals and needs while also collaborating with the Chief Investment Officer and other members of the firm to ensure the best continuity of care for our clients.

Who You Are

  • You are passionate about client-centered financial planning, in which you work to understand our clients’ needs, goals, and values and accordingly tailor plans to each specific client.
  • You are a highly collaborative person and are capable of effectively communicating with a team of investment, tax, bookkeeping, and other financial services professionals both within and outside of Elm3 Financial Group.
  • You are proactive and take initiative to support your fellow co-workers as well as problem solve, with the goal of providing the best possible service to our clients.
  • Your work reflects a commitment to excellence and timeliness as well as an ability to creatively develop solutions and consider options for our financial planning clients.
  • You are eager to grow and learn as a financial planner and actively seek out ongoing educational opportunities.
  • You are experienced in providing retirement, Social Security, investment, tax (both personal and business), insurance, education, and estate planning services.

Job Duties

  • Completing initial, comprehensive financial plans for new clients.
  • Providing quarterly email updates to all ongoing financial planning clients.
  • Meeting at least annually with all financial planning clients to review and update their plan.
  • Completing Net Worth and Income and Expense sheets, analyzing Monte Carlo simulations, analyzing investment portfolios and stock options, preparing tax plans and analysis, analyzing Social Security claiming strategies, analyzing and providing recommendations around insurance coverage and estate plans, preparing educational financing plans, developing spending and debt mitigation plans, and more.
  • Collaborating with the Chief Investment Officer, especially around financial planning clients who also invest their funds with Elm3 Financial Group.
  • Training and supervising an Associate Financial Planner.
  •  

Qualifications

  • 3+ Years of Experience as a Certified Financial Planner®
  • Series 65 (Optional but Preferred)
  • Experience with providing investment advisory services.
  • Proficiency with RightCapital, ProSeries, and Microsoft 365 applications (Optional but Preferred)

Benefits

  • Competitive salary
  • 401(k) + match
  • Medical, vision, and eye insurance
  • Continuing education opportunities