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Associate Financial Planner Jobs in Georgia (NOW HIRING)

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

Review work from associates and integrate feedback from Managing Directors and Client Service Teams * Research and respond to estate and financial planning questions * Stay current on tax ...

New

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

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 21-40

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 Sep 5, 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 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 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 August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $70,848 per year, or $34.1 per hour.

Wealth Planner

Oxford Financial GRP

Atlanta, GA • On-site

Full-time

Posted 2 days ago

New

Job description

Department: 

Family Office Services Technical 

Reports To:

Chief Wealth Planning Officer

FLSA Status:

Exempt


POSITION SUMMARY

The Wealth Planner prepares estate and wealth planning analyses, including estate flowcharts, financial models, planning materials, and technical assessments to support high-net-worth client objectives. This role serves as a technical resource to internal teams, providing expertise, tools, and guidance to inform client-focused wealth planning strategies. This is a technical role with no direct client interaction. 

DUTIES & RESPONSIBILITIES
Wealth Planning & Analysis                                                                                                  
  • Develop estate and wealth transfer strategies, including creating flowcharts, illustrations, summaries, and related planning materials
  • Review and analyze estate planning documents to identify opportunities and support client objectives
  • Build financial models and impact analyses using NaviPlan, Microsoft Excel, and other tools
  • Collaborate with internal teams to understand objectives, incorporate insights, and deliver high-quality planning recommendations
  • Support client-facing teams through technical analysis and documentation; no direct client interaction 
Internal Technical Resource                                                                                            
  • Provide technical guidance to client teams during planning and meeting preparation
  • Review work from associates and integrate feedback from Managing Directors and Client Service Teams
  • Research and respond to estate and financial planning questions
  • Stay current on tax, legislative, and industry developments
Tools, Templates & Education                                                                                              
  • Develop and maintain planning templates, reports, and analyses
  • Contribute to internal technical content, training materials, and educational resources
Administrative, Professional Development & Other Duties                                            
  • Handle administrative tasks, attend internal meetings, and participate in ongoing training
  • Perform additional responsibilities as needed to support the firm and client teams

QUALIFICATIONS

  • Bachelor’s degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required
  • 3+ years of experience in wealth, estate, or tax planning; experience with ultra-high-net-worth individuals and multi-generational families preferred but not required
  • Strong analytical and technical skills, with the ability to interpret complex estate documents, financial statements, and tax returns
  • Proficiency in Microsoft Excel and Microsoft Office; experience with NaviPlan or similar financial planning software preferred
  • Excellent written, verbal, and presentation skills, with the ability to communicate complex strategies clearly and client-readily
  • Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
  • Demonstrated professionalism, discretion, and respect for confidential matters
  • Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

  • Long periods of sitting, utilizing a computer
  • This is an onsite role working in the office full-time
  • Limited travel as business needs necessitate