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Associate Financial Planner Jobs in Baltimore, MD

Senior FP&A Analyst

Timonium, MD · Hybrid

$82K - $102K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

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Associate Financial Planner information

See Baltimore, MD salary details

$45.2K

$83.4K

$111.8K

How much do associate financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate financial planner in Baltimore, MD is $83,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $99,400.00 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.

What are the most commonly searched types of Financial Planner jobs in Baltimore, MD?

The most popular types of Financial Planner jobs in Baltimore, MD are:

What are popular job titles related to Associate Financial Planner jobs in Baltimore, MD?

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

What job categories do people searching Associate Financial Planner jobs in Baltimore, MD look for?

The top searched job categories for Associate Financial Planner jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Associate Financial Planner jobs?

Cities near Baltimore, MD with the most Associate Financial Planner job openings:

Infographic showing various Associate Financial Planner job openings in Baltimore, MD as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $83,371 per year, or $40.1 per hour.

Director, Financial Planning and Analysis - Global Distribution

T. Rowe Price Associates, Inc.

Baltimore, MD • Hybrid

Full-time

Medical, Life, Retirement, PTO

Re-posted 7 days ago


T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

T. Rowe Price is seeking a strategic financial leader to guide decision-making, resource allocation, and long-range planning for the Global Distribution business unit. This Director-level role blends hands-on partnership with select senior Distribution leaders and ownership of how Global Distribution's financial story isconsolidatedand told across the organization.Additionally,this position playsa central rolein developing three-year integrated strategic and financial plans for the business.Beyond technicalexpertisein financial planning, budgeting, forecasting, and business analysis, success in this role requires relationship-building skills and the ability to influencekeystakeholders.This role reports to the Finance Business Partner for Global Distribution and will be supported by a team of managers and analysts.

Why This Role Matters

  • High visibility with senior Distribution leadersand Management Committee members.
  • Direct influence on investment and resource allocation decisions.
  • Direct connection to realizing our firm's strategy through the Global Distribution business unit.
  • Opportunity to lead a team and shape the FP&A operating model.
  • Central roleinthe three-yearstrategic and financial plandevelopment.

Responsibilities

  • Partner with senior Distribution leaders,leveragingfinancial analysis to shape strategic planning and drive ongoing decision-making.
  • Develop a deep understanding of theGlobal Distribution business, including the strategy, key financial drivers, business processes, and interdependencies.
  • Track gross sales, redemptions, and net new flows within the distribution channels yousupport andmaintaina forward-looking forecast of how net new flows will trend over time.
  • Help the business define and trackOKRs andKPIs related to the day-to-day operations of the business or specific initiatives.
  • Lead the FP&A manager and analyst team to support budgeting, forecasting, and expense tracking, as well as decision-making across the business through business case analysis, profitability assessments, and financial modeling.
  • Identifycost-saving opportunities across theGlobal Distributionbusiness and ensure disciplined tracking of theirfinancial impactover time.
  • Foster strong engagement and alignment between the Global Distribution FP&A team and the broader finance organization, including supporting and leading cross-functional initiatives.
  • LeverageAI and automation to drive efficiencyand implement opportunities to modernize our FP&A processes.
  • This role supports a global team and may occasionally require meetings outside of standard business hours.

Qualifications

Required:

  • Bachelor's degreeAND 10+ years of total relevant work experience

Preferred:

  • Bachelor's degree in finance,accounting, or business Administrationpreferred
  • Minimum of 10+ yearsof finance or general management experience
  • Investment or Asset management industry experience
  • Strong functional skills in financial analysis, financial planning, and management reporting
  • Demonstrated ability toinfluenceseniorleadersofanorganization,largely supportedby excellent written and verbal communication skills
  • Strong relationship managementand business partnering skills
  • Self-motivated and self-reliant whilepossessingexperience in successfully leading a cross-functional team
  • Demonstrated strong people management skills; Helps develop future leaders for the firm
  • Ability to successfully prioritize and manage multiple tasks simultaneously and independently
  • Strong interpersonal skills: position requires interaction with all levels of internal staff
  • Proven project management experiencewitha business perspective
  • Strong execution abilities and proven to have delivered results
  • Advanced degree, CPA,CFAand/or MBA is preferred

FINRA Requirements

FINRA licenses are notrequiredand will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.Primary Work Location at Harbor Point office. Please note: Relocationassistanceis available for candidates 50+ miles outside headquarters.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$143,000.00 - $245,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$158,000.00 - $269,000.00 for the location of: Washington, D.C.
$179,000.00 - $306,000.00 for the location of: New York, California

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured employee benefits to enrich your life:

  • Competitive compensation

  • Annual bonus eligibility

  • A generous retirement plan

  • Hybrid work schedule

  • Health and wellness benefits, including online therapy

  • Paid time off for vacation, illness, medical appointments, and volunteering days

  • Family care resources, including fertility and adoption benefits

Learn more about our benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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