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Associate Financial Planner Jobs in Athens, GA (NOW HIRING)

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 ...

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 ...

Vankirk Electric

Financial Project Analyst

Winder, GA · On-site

... planning and forecasting before jobs become active and review throughout project completion ... Associates or bachelor's degree in Business, Finance, Accounting, or related field required * Keen ...

Ulm Automotive LLC

Purchasing Planner

Bogart, GA · On-site

$25 - $29/hr

This role works closely with suppliers, production, operations, inventory control, and finance to ... High school diploma or equivalent required; associate or bachelor's degree in supply chain ...

Rooms To Go

Warehouse Industrial Engineer

Flowery Branch, GA · On-site

$64K - $84K/yr

Develop management control systems to make financial planning and cost analysis more efficient ... Associate discounts including furniture * Company paid life and disability insurance * Paid time ...

New

Rooms To Go

Warehouse Industrial Engineer

Hoschton, GA · On-site

$64K - $84K/yr

Develop management control systems to make financial planning and cost analysis more efficient ... Associate discounts including furniture * Company paid life and disability insurance * Paid time ...

New

Rooms To Go

Warehouse Industrial Engineer

Dacula, GA · On-site

$64K - $85K/yr

Develop management control systems to make financial planning and cost analysis more efficient ... Associate discounts including furniture * Company paid life and disability insurance * Paid time ...

New

Wireless Vision

Retail Associate Manager

Athens, GA

$16 - $21.50/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Athens, GA · On-site

$14.25 - $19.25/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Athens, GA

Associate Financial Planner information

See Athens, GA salary details

$43.9K

$81K

$108.6K

How much do associate financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial planner in Athens, GA is $81,017.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,400.00 and $96,600.00 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 Athens, GA?

The most popular types of Financial Planner jobs in Athens, GA are:

What are popular job titles related to Associate Financial Planner jobs in Athens, GA?

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

What job categories do people searching Associate Financial Planner jobs in Athens, GA look for?

The top searched job categories for Associate Financial Planner jobs in Athens, GA are:

What cities near Athens, GA are hiring for Associate Financial Planner jobs?

Cities near Athens, GA with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Athens, GA as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $81,017 per year, or $39 per hour.

Associate, Strategic Finance

corpay

Buckhead, GA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Corpay rating

7.4

Company rating: 7.4 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

13th of 21 rated payment service providers

Job description

What We Need

Corpay is currently looking to hire an Associate, Strategic Finance. This position falls under our Corporate line of business and is located in our Atlanta, GA global headquarters. In this role, you will serve as a key partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision-making across the enterprise. You will play a critical role in revenue and P&L reporting, forecasting, and executive-level deliverables, while also providing analytical support for strategic initiatives.

The ideal candidate brings strong analytical rigor, intellectual curiosity, and business acumen, combined with the ability to communicate effectively with stakeholders at all levels. This role is designed for a high-potential finance professional seeking significant exposure and growth into leadership roles within Finance. Prior experience in M&A, private equity, corporate development, transaction diligence, or strategy consulting is a plus.

How We Work

As an Associate, Strategic Finance you will be expected to work in an in-office environment. Corpay will set you up for success by providing:

  • Assigned workspace in Atlanta, GA
  • Company-issued equipment
  • Hands-on training

Role Responsibilities

  • Driving monthly and quarterly consolidated revenue and P&L analysis, including telling the financial story, providing insights for executive leadership, and preparing monthly executive staff meeting materials
  • Preparing quarterly executive reporting materials, including consolidated forecasts, board presentations, earnings support, and guidance materials
  • Creating models and executive outputs for annual budget and long-range planning processes, including consolidation, scenario analysis, and executive presentations
  • Developing new financial models and reporting tools
  • Partnering across finance and functional teams to drive alignment, process improvement, and insights
  • Supporting ad hoc executive requests, M&A requests, and strategic projects
  • Identifying opportunities for process improvement, automation, and use of AI-driven tools to enhance reporting and analytics

Qualifications & Skills

  • Bachelor's degree required, preferably in Finance or Accounting
  • Ideally 5+ years (minimum 3 years) of experience in investment banking, private equity, corporate development, transaction diligence, strategy consulting, or corporate FP&A
  • MBA or CFA helpful but not required; at least one promotion in prior role preferred
  • Strong analytical toolkit and problem-solving skills, with demonstrated critical thinking and analytical rigor
  • Excellent written and verbal communication skills, with the ability to turn complex analysis into crisp executive summaries and narratives
  • Advanced Excel and financial modeling capabilities, including leverage of AI tools
  • Strong PowerPoint and executive communication skills
  • Strong relationship-building skills and ability to work effectively with senior leaders, finance, technology, legal, and other functional teams
  • Ability to manage multiple priorities and adapt in a fast-paced environment
  • High ownership, intellectual curiosity, attention to detail, discretion, and willingness to do hands-on work
  • Expert financial knowledge including strong understanding of income statement, balance sheet, and cash flow statements
  • Experience working with large data sets and generating insights
  • High-potential mindset with the ability to grow into leadership roles within Corporate FP&A

Benefits & Perks

  • Medical, Dental & Vision benefits available the 1st month after hire
  • Automatic enrollment into our 401k plan
  • Virtual fitness classes offered company-wide
  • Robust PTO offerings including major holidays, vacation, sick, personal, & volunteer time
  • Employee discounts with major providers
  • Philanthropic support with both local and national organizations
  • Fun culture with company-wide contests and prizes
    #LI-TB1

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