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Associate Financial Planner Jobs in Georgia (NOW HIRING)

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 ...

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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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 Aug 15, 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 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?

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Georgia 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, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,848 per year, or $34.1 per hour.

Associate Director of Financial Planning

Mercer University

Macon, GA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 10 days ago

Mercer University rating

7.8

Company rating: 7.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

229th of 618 rated colleges and universities

Job description

Application Instructions:
External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.
IMPORTANT: Please review the job posting and load ALL documents required in the job posting to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your Resume/CV, references, cover letter, and any other supporting documents required in the job posting. The "My Experience" page is the only opportunity to add your required supporting document attachments. You will not be able to modify your application after you submit it.
Current Mercer University Employees: Apply from your existing Workday account. Do not apply from the external careers website. Log in to Workday and type Jobs Hub in the search bar. Locate the position and click Apply.
Job Title:
Associate Director of Financial Planning
Department:
Financial Planning, School of Medicine
College/Division:
School Of Medicine
Primary Job Posting Location:
Macon, GA 31207
Additional Job Posting Locations:
(Other locations that this position could be based)
Job Details:
The Mercer University School of Medicine (MUSM) is searching for an Associate Director of Financial Planning on the Macon, Georgia campus.
Responsibilities:
The position will process and award financial aid in compliance with federal, state, and institutional regulations as well as counsel both currently enrolled and new MUSM students regarding financial aid awards and processes, as well as debt management and financial wellness. The position will analyze data, make judgments, and act independently while reporting to the Director of Financial Planning.
Qualifications:
A bachelor's degree and two years of related experience which should include regulatory or compliance experience, and/or accounting/finance experience. Customer service experience is required.
Knowledge/Skills/Abilities:
  • Excellent interpersonal and communication (written and verbal) skills needed to build working relationships with students, peers and administration.
  • Ability to accurately enter and analyze data in the AAMC and Mercer Student Information System.
  • Ability to work with numbers, details, and deadlines.
  • Ability to interpret and comprehend complex federal financial aid regulations.
  • Ability to have a solid understanding of academic processes, as well as courses and terms relevant to the medical school.
  • Ability to work with confidential information in a professional manner.
  • Ability to work independently and perform tasks in a timely manner.
  • Working knowledge of Microsoft Excel, Word, and PowerPoint to prepare reports, documents and other visual aids.
  • Customer service and presentation skills.
  • Ability to discern extenuating circumstances that may affect financial aid eligibility.

Background Check Contingencies:
- Criminal History
Document Attachments:
- Resume
- Cover letter
- List of three professional references with contact information.
About Mercer University
Founded in 1833, Mercer University is a distinguished private institution recognized for its commitment to academic excellence, leadership development, and community engagement. With campuses across Georgia, Mercer's twelve schools and colleges offer a wide range of undergraduate, graduate, and professional programs. The university cultivates a close-knit, student-centered environment where innovation, service, and personal growth are deeply valued. Mercer's employees are at the heart of its mission, dedicated to advancing innovation, supporting student success, and strengthening both our local and global communities through service. At Mercer, we believe in the power of relationships and the importance of in-person collaboration. Accordingly, our employees are expected to serve in-person as it fosters real-time problem solving, mentoring, and the meaningful connections that strengthen both our work and service to our students and the broader university community.
Why Work at Mercer University
Mercer University offers a variety of benefits for eligible employees including comprehensive health insurance (for self and dependents), generous retirement contributions, tuition waivers, paid vacation and sick leave, technology discounts, schedules that allow for work-life balance, and so much more!
At Mercer University, a Bear is more than a mascot: it's a frame of mind that begins with a strong desire to make the most out of your career. Mercer Bears do not settle for mediocrity or the status quo. If you're seeking an environment where your passion and determination are embraced, then you want to work at Mercer University.
For more information, please visit: https://hr.mercer.edu/prospective-employees/
Scheduled Weekly Hours:
40
Job Family:
Staff Student Operations Exempt
EEO Statement:
EEO/Veteran/Disability

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