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Associate Financial Planner Jobs in New York (NOW HIRING)

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Range

Senior Financial Planner

New York, NY · On-site

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Capital Group

Associate Wealth Planner II

New York, NY · On-site

... an Associate Wealth Planner, you will support our Private Wealth Advisors (PWAs) and help our ... Bachelor's degree in business, Finance, or a related field * 3-5 years of relevant experience with ...

NorthMark Strategies

Senior Associate, FP&A

Stamford, CT

$91K - $113K/yr

The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate ...

NorthMark Strategies

Senior Associate, FP&A

Stamford, CT · On-site

$91K - $113K/yr

The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate ...

Cross River

Associate, FP&A

Fort Lee, NJ · Hybrid

$100K - $120K/yr

We are seeking a highly motivated associate to join our rapidly growing FP&A team in our Fort Lee office. You will assist with compiling and preparing reports, analyzing divisional revenue and cost ...

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Associate Financial Planner information

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$49.8K

$91.8K

$123.1K

How much do associate financial planner jobs pay per year?

As of Aug 24, 2026, the average yearly pay for associate financial planner in New York is $91,795.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,100.00 and $109,400.00 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 New York?

The most popular types of Financial Planner jobs in New York are:

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

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What cities in New York are hiring for Associate Financial Planner jobs?

Cities in New York with the most Associate Financial Planner job openings:

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $91,795 per year, or $44.1 per hour.

Associate Financial Advisor

Ameriprise Financial

White Plains, NY • On-site

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

Job description

Associate Financial Advisor
White Plains, NY | In-Office
Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team.
This role is a key part of our client advisory and planning function-working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time.
About Us
At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.
What You'll Do
  • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
  • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track
  • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events
  • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations
  • Prepare and implement financial planning recommendations and client deliverables
  • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products
  • Respond to client inquiries and independently manage issue resolution with appropriate follow-up
  • Support business development efforts, including client relationship management and marketing initiatives
  • Collaborate with the advisor to execute practice growth and client engagement strategies
  • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations
  • Ensure adherence to all compliance and regulatory requirements

What We're Looking For
  • Ability to obtain Series 7, Series 66, and within 6 months of hire
  • Completion of CFP® coursework or a degree/minor in Financial Planning preferred
  • Aspiration to grow into a lead advisor role and build a book of business
  • Strong communication skills with the ability to simplify complex financial concepts
  • Relationship-driven mindset with a strong commitment to client service
  • High level of integrity and sound professional judgment
  • Analytical thinking and problem-solving capabilities
  • Strong organizational skills with the ability to manage multiple priorities
  • Self-motivated with the ability to work independently
  • Team-oriented and collaborative approach

Compensation & Benefits
  • Compensation includes a base salary of $50,000 - $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing.
  • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
  • Opportunities for professional development and career advancement
  • Supportive, growth-oriented team environment

Location
  • White Plains, NY (in-office role)

Equal Opportunity Employer
Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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