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Associate Financial Planner Jobs in Georgia (NOW HIRING)

MIO Partners

Wealth Planning Associate

Atlanta, GA

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models ...

Floor & Décor

FP&A Analyst

Atlanta, GA · On-site

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

Floor & Decor Holdings, Inc.

FP&A Analyst

Atlanta, GA · On-site

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

Floor & Decor

FP&A Analyst

Atlanta, GA

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

Truist

Wealth Advisor Associate

Atlanta, GA · On-site

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... Associate. Required Qualifications: The requirements listed below are representative of the ...

Truist

Wealth Advisor Associate

Atlanta, GA · On-site

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... Associate. Required Qualifications: The requirements listed below are representative of the ...

Floor & Decor Holdings Inc.

FP&A Analyst

Atlanta, GA · On-site

$65 - $90/hr

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... This policy and the law prohibit employment discrimination against any associate or applicant on ...

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...

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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 Sep 6, 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:

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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:

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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 Planning Associate

MIO Partners

Atlanta, GA

Full-time

Posted 9 days ago

Key responsibilities

  • Support the delivery of estate, tax, and wealth planning strategies by gathering, analyzing, and preparing client information and planning inputs.

  • Build planning outputs such as cash-flow models, balance sheet visuals, and scenario runs for review by Senior Wealth Planners.

  • Collaborate with external providers and internal team members to maintain client and provider information, and support research and knowledge-building activities.

Job description

Position & Primary Responsibilities
MIO's Advisory and Wealth Planning Team is seeking a detail-oriented Wealth Planning Associate to join our team in Atlanta,GA. In this role, you will partner closely with the Wealth Planning Team and Investment Advisors to support the delivery of sophisticated estate,tax, and wealth planning strategies for high net worth individuals and families.

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models, conducting technical research, drafting client deliverables, developing educational materials, and supporting the team's planning wokflows.

Team and Client Support

Support Wealth Planners and Senior Wealth Planners in all activities:

  • Obtain, organize, and validate client information, planning assumptions, and documentation.
  • Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.
  • Build first-draft planning outputs, including cash-flow models, balance sheet visuals, wealth diagrams, baseline projections, and scenario runs for Senior Wealth Planner review.
  • Support estate tax calculations and illustrative planning scenarios using approved assumptions and templates.
  • Review and summarize existing estate planning documents, identifying decision points, missing information, follow-up questions, and potential planning considerations for Senior Wealth Planner.
  • Prepare meeting materials, meeting notes, and post-meeting action trackers; coordinate timely follow-up with Investment Advisors

Knowledge Building and Research
Build planning knowledge and improve team efficiency by:

  • Conducting preliminary research on estate planning, transfer tax, income tax, and financial planning questions; summarize findings for Senior Wealth Planner review.
  • Assisting with development and maintenance of state-specific estate and tax planning overviews.
  • Helping compile and update client education materials, primers, slides, visuals, diagrams, and internal templates.
  • Tracking planning-related legislative, regulatory, and industry developments and circulating concise internal takeaways.
  • Maintaining organized planning files, research notes, templates, and standard assumptions to improve consistency and efficiency.

Third-Party Service Providers (e.g., lawyers, accountants, etc.)
Collaborate with external providers and Advisory Team members to:

  • Maintain and regularly update the internal directory of trusted estate planning attorneys, accountants, trust companies, and other providers by region, specialty, and notes.
  • Track conference and webinar opportunities and circulate concise summaries relevant to planning topics or provider relationships following attendance.

Desired Background

  • Bachelor's degree required.
  • 2-4 years of experience in wealth management, financial planning support, trusts and estates, tax, or analytical finance roles.
  • Exceptional attention to detail, with the ability to analyze and interpret legal and financial documents and maintain clean planning inputs.
  • Strong written and verbal communication skills; professionalism, discretion, and a client-service mindset.
  • Proficiency in Microsoft Office, especially Excel and PowerPoint; familiarity with eMoney and/or Vanilla is a plus, and willingness to learn is expected.
  • Interest in estate planning and tax topics; interest in pursuing CFP or a similar credential over time is viewed favorably.

Apply