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Associate Financial Planner Jobs in Kentucky (NOW HIRING)

Acxiom

$80 - $110/hr

JR014405Develops, interprets and implements financial concepts for financial planning and control ... experienced associates in the role. QUALIFICATIONSRequired * Minimum of 5 years of related ...

Consolidated Edison, Inc.

$105 - $135/hr

Senior Analyst - FP&A Electric Operations Bronx-Westchester Trending Job Info * Job Identification ... Associate's Degree in Business, Economics, Accounting, Finance, Engineering, or related field and 5 ...

New

Dsv Air & Sea SAU

$80 - $110/hr

Associates are expected to comply with all corporate and site-specific policies. ESSENTIAL DUTIES ... A minimum of 5 years of accounting, FP&A or finance experience is required For this position, the ...

Fischer Homes

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

FISCHER HOMES

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

FISCHER HOMES

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

Fischer Homes

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

Capital One Group

$121 - $138/hr

As a Principal Analyst of Financial Planning & Analysis (FP&A), you will be responsible for ... Frequently create reports for higher level associates * Provide management and business clients ...

New

Soteria Reinsurance Ltd.

$120 - $180/hr

Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and ... We are proud of our diverse and inclusive workplace where we respect and value our associates for ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Kentucky

Associate Financial Planner information

See Kentucky salary details

$39.5K

$72.9K

$97.7K

How much do associate financial planner jobs pay per year?

As of Aug 23, 2026, the average yearly pay for associate financial planner in Kentucky is $72,874.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $86,900.00 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 Kentucky?

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

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

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

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $72,874 per year, or $35 per hour.

Planning and Advice Associate - Covington, KY

Fidelity Investments

Covington, KY • On-site

Full-time

Re-posted 13 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
The Expertise and Skills You Bring
  • Strong client relationship and consultative experience
  • Experience with inbound/outbound warm leads and customer engagement
  • Interest or knowledge in financial services and retirement planning
  • Strong communication, technology, and time-management skills
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

The Team
The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.
As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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