ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Montana (NOW HIRING)

Montana State University

Campus Planner

Bozeman, MT · On-site

$31.50/hr

Amber Gregg amber.gregg1@montana.edu 406-994-5454 Classification Title Associate Planner Working ... Finance and the Office of Planning and Analysis, Registrar's Office, Provost Office, Deans ...

D.A. Davidson

Compliance Associate (Junior)

Great Falls, MT · On-site

$20.95 - $31.43/hr

Davidson & Co. is a leading financial services firm providing wealth management, financial planning ... The Compliance Associate role is ideal for candidates who are new to the financial services ...

DSG Supply

Warehouse Associate

Butte, MT · On-site

$15.50 - $18.50/hr

We know the importance of family, and offer various family planning and childcare savings ... Build your financial future through multiple retirement savings opportunities, including a 401(k) ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Montana

Associate Financial Planner information

See Montana salary details

$41.8K

$77K

$103.3K

How much do associate financial planner jobs pay per year?

As of Aug 29, 2026, the average yearly pay for associate financial planner in Montana is $77,012.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,800.00 and $91,800.00 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 Montana?

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

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Montana as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $77,012 per year, or $37 per hour.

Associate Financial Advisor - Whitefish, MT

Whitefish, MT • On-site

Edward Jones Careers

8.0

Company rating: 8.0 out of 10

Based on 257 frontline employees who took The Breakroom Quiz

75th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Edward Jones Careersexternal

Full-time

Posted 10 days ago

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply