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Associate Financial Planner Jobs in Baltimore, MD

Sonepar

FP&A Manager

Upper Marlboro, MD · On-site

$120K - $150K/yr

... associates around the globe. Being "Powered by Difference" means we respect and value diverse ... The FP&A Manager will lead budgeting, forecasting, reporting, and ad hoc analysis while helping ...

Sonepar

FP&A Manager

Upper Marlboro, MD

... associates around the globe. Being "Powered by Difference" means we respect and value diverse ... The FP&A Manager will lead budgeting, forecasting, reporting, and ad hoc analysis while helping ...

Ascension

Sr Financial Analyst

Baltimore, MD · Remote

$79K/yr

We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Baltimore, MD

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 3, 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.

More about Associate Financial Planner jobs

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

Associate Financial Planner jobs near you
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.

Wealth Planner | New College Graduate 2027

Ceritypartners

Baltimore, MD

$53K - $73K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

It was great meeting you on campus!

As mentioned,CerityPartners isa Barron'stop 100 RIA firm and one of the fastest growing in the nation, andwe'reactively seeking passionate students to join our collaborative community of financial professionals. Whetheryou'reinterested in financial planning, investment management, tax advisory, or operational excellence,you'llfind opportunities to grow alongside experienced professionals who value integrity, innovation, and service to others.

We have new college graduate opportunities for Summer 2027 available across many of ourUSoffices. Join our talent community to be considered!

Below is a sample job description for our Wealth Planner role - one of the paths available to new college graduates joining us in 2027. This role will be available in the following office locations:

Albany, NY,Austin, TX,Baltimore, MD,Houston, TX,Indianapolis, IN,Louisville, KY,New York City, NY, San Francisco, CA,San Jose, CA, andSanta Barbara, CA

Job Description:

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will alsoassistwith client meetings and present findings and recommendations.

We are excited to invite you to join us as part of the team and join our 4th annualCerityPartners University class.

What isCerityPartners University?

CerityPartners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on theCerityPartners Way, and prepare you to test for the Series 65.Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!

Primary Responsibilities

  • Assistadvisory team with onboarding of new clients: customize our standard contract with new client information, obtain allappropriate formsfrom custodian, and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.

  • Proactively interact with clients andassistin creatingan outstandingclient experience.

  • Schedule client meetings.

  • Receive client calls and resolve questions/issues as needed.

  • Analyze and input client data into financial planning software.

  • Assistwith thetimelycompletion and submission of allclientrelated transaction requests.

  • Preparing forms and reports for client meetings.

  • Conduct independent research and build financial plans for prospective clients.

  • Develop client recommendations withassistancefrom the Wealth Advisor.

  • Assistin building comprehensive financial plans.

  • Organize andmaintainthe CRM system (Salesforce),utilizefinancial planning software (eMoney).

  • Ongoing maintenance and quality control of CRM.

  • Other duties as assigned

Required Qualifications:

  • Bachelor's degree

  • Series 65 (to be obtained within three months of hire date)

  • 0-2+ years financial planning, estateplanningand/or tax planning/ preparation experience

Preferred Qualifications:

  • Pursuing or hasattaineda CFP

Skills and Competencies:

  • Ability to talk to clients independently

  • Ability to train and mentor Client Service Associates

  • Ability to develop wealth planning and investment recommendations and present to clients when applicable

  • Working knowledge of e-Money, Salesforce a strong plus.

  • Exceptional problem-solving skills, and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervision required.

  • Must accept and thrive in a fast-paced, changing environment.

  • Ability to build andmaintainrelationships with potential and current clients.

  • Tenacious about doing what is right for the client - always.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

  • Health, dental, and vision insurance - day 1!

  • 401(k) savings and investment plan options with 4% match

  • Flexible PTO policy

  • Parental Leave

  • Financial assistance for advanced education and professional designations

  • Opportunity to give back time to local communities

  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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