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Associate Financial Planner Jobs in Blue Ridge, VA

Client Service Associate About the Opportunity Our client is an established, independent wealth ... The firm provides comprehensive wealth management solutions by integrating financial planning ...

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Roanoke, VA! About The Role We're looking for attorneys who want to help more people than they ...

Associate Dentist

Roanoke, VA · On-site

$180K - $215K/yr

At Aspen Dental, we putYou1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

Associate Dentist

Roanoke, VA · On-site

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Partner with Financial Advisor(s) in developing a business plan and delivering against a client ... and planning client events and seminars * Actively engage in available training and education ...

Partner with Financial Advisor(s) in developing a business plan and delivering against a client ... and planning client events and seminars * Actively engage in available training and education ...

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Showing results 1-20

Associate Financial Planner information

See Blue Ridge, VA salary details

$39K

$71.9K

$96.4K

How much do associate financial planner jobs pay per year?

As of Aug 28, 2026, the average yearly pay for associate financial planner in Blue Ridge, VA is $71,923.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,300.00 and $85,700.00 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 cities near Blue Ridge, VA are hiring for Associate Financial Planner jobs?

Cities near Blue Ridge, VA with the most Associate Financial Planner job openings:

Infographic showing various Associate Financial Planner job openings in Blue Ridge, VA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $71,923 per year, or $34.6 per hour.

Associate Director for Medical Student Financial Aid

Roanoke, VA • On-site


Virginia Polytechnic Institute and State University
Colleges, Universities, and Professional Schools • 5 - 10K employees

7.8

Company rating: 7.8 out of 10

Based on 66 frontline employees who took The Breakroom Quiz

235th of 625 rated colleges and universities

Free food

People enjoy working here

Good employer


$90K/yr

Full-time

Re-posted 5 days ago


Job description

Associate Director for Medical Student Financial Aid
Job no: 537112
Work type: Administrative & Professional
Senior management: Executive VP & Provost
Department: University Scholarships & Fin Aid
Location: Roanoke, Virginia
Categories: Academic Advising / Support, Other, Student Affairs / Services, Medical Professionals
Job Description
The Associate Director for Medical Student Financial Aid serves as the primary financial aid administrator and financial wellness leader supporting students enrolled at the Virginia Tech Carilion School of Medicine (VTCSOM). Reporting jointly to the Vice Dean of the Virginia Tech Carilion School of Medicine and the Associate Vice Provost for University Scholarships and Financial Aid, this position provides strategic leadership in the administration of financial aid programs while advancing student financial success through personalized advising, financial wellness education, operational excellence, and collaborative partnerships.
The Associate Director serves as the Virginia Tech Carilion School of Medicine's recognized subject matter expert in medical student financial aid, educational financing, physician debt management, loan repayment strategies, and financial wellness. The position provides strategic leadership in the administration of federal, institutional, scholarship, and health professions financial aid programs while ensuring compliance with applicable federal, state, university, and accrediting agency regulations.
Working collaboratively with medical school and university leadership, faculty, and staff, the Associate Director develops and implements financial aid and scholarship strategies that support recruitment, enrollment, persistence, graduation, successful transition to residency, and long-term financial well-being for future physicians. Through holistic financial counseling from admission through repayment, the Associate Director empowers students to make informed financial decisions throughout their medical education and beyond. The position also actively supports VTCSOM's pathway and pipeline initiatives by providing financial aid outreach, financial education, and advising to prospective students and program participants, helping reduce financial barriers and promote access to medical education.
The Associate Director advances the financial aid best practices and student financial assistance benchmarks established by the Association of American Medical Colleges (AAMC) while supporting the Virginia Tech Carilion School of Medicine's continued compliance with Liaison Committee on Medical Education (LCME) accreditation standards. The successful candidate demonstrates a commitment to student-centered service, innovation, continuous improvement, and exemplary stewardship of federal, state, institutional, and health professions financial aid programs.
This position is based at the Virginia Tech Carilion School of Medicine in Roanoke, Virginia, with regular collaboration and travel to the Blacksburg campus. As a member of the University Scholarships and Financial Aid leadership team, the Associate Director also provides guidance and expertise for graduate and professional student financial aid initiatives across the university.
Required Qualifications
• Bachelor's degree in Higher Education, Business, Finance, Public Administration, or a related field, or an equivalent combination of education and experience.
• Demonstrated experience providing exceptional customer or student-centered service.
• Excellent written, verbal, interpersonal, and presentation skills.
• Ability to interpret, apply, and communicate complex financial aid regulations and policies.
• Demonstrated analytical, organizational, and problem-solving abilities.
• Ability to manage multiple priorities while exercising sound judgment.
• Ability to work independently while contributing effectively within a collaborative team environment.
Preferred Qualifications
• Master's degree in Higher Education, Business Administration, Finance, Public Administration, or a related field.
• Experience administering graduate or professional student financial aid.
• Experience with federal student aid, HRSA, and other health professions funding programs.
• Experience providing financial counseling or financial wellness programming.
• Certified Financial Planner (CFP) or other financial counseling credential.
• Experience using Banner, Slate, PowerFAIDS, or comparable enterprise systems.
• Experience with data analytics, reporting tools, business intelligence platforms, or process improvement methodologies.
• Experience leveraging technology or automation to improve operational effectiveness.
• Knowledge of LCME accreditation standards and AAMC financial aid best practices.
Pay Band
{lPayScaleID}
Overtime Status
Exempt: Not eligible for overtime
Appointment Type
Regular
Salary Information
Salary commensurate with experience, a budget max of $90,000
Hours per week
40+
Review Date
August 24, 2026
Additional Information
The successful candidate will be required to have a criminal conviction check.
About Virginia Tech
Dedicated to its motto, Ut Prosim (That I May Serve), Virginia Tech pushes the boundaries of knowledge by taking a hands-on, transdisciplinary approach to preparing scholars to be leaders and problem-solvers. A comprehensive land-grant institution that enhances the quality of life in Virginia and throughout the world, Virginia Tech is an inclusive community dedicated to knowledge, discovery, and creativity. The university offers more than 280 majors to a diverse enrollment of more than 36,000 undergraduate, graduate, and professional students in eight undergraduate colleges, a school of medicine, a veterinary medicine college, Graduate School, and Honors College. The university has a significant presence across Virginia, including Blacksburg, the greater Washington, D.C. area, the Health Sciences and Technology Campus in Roanoke, sites in Newport News and Richmond, and numerous Extension offices and research institutes. A leading global research institution, Virginia Tech conducts more than $650 million in research annually.
Virginia Tech endorses and encourages participation in professional development opportunities and university shared governance. These valuable contributions to university shared governance provide important representation and perspective, along with opportunities for unique and impactful professional development.
Virginia Tech does not discriminate against employees, students, or applicants on the basis of age, color, disability, sex (including pregnancy), gender, gender identity, gender expression, genetic information, ethnicity or national origin, political affiliation, race, religion, sexual orientation, or military status, or otherwise discriminate against employees or applicants who inquire about, discuss, or disclose their compensation or the compensation of other employees or applicants, or on any other basis protected by law.
If you are an individual with a disability and desire an accommodation, please contact Devin Henry at henrde7@vt.edu during regular business hours at least 10 business days prior to the event.
Advertised: July 24, 2026
Applications close:
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Virginia Tech logo

About Virginia Tech

Sourced by ZipRecruiter

Virginia Tech, guided by its motto "Ut Prosim" (That I May Serve), embraces a hands-on, interdisciplinary approach to educate scholars as leaders and problem-solvers. As a comprehensive land-grant institution, it enriches the quality of life in Virginia and worldwide, fostering an inclusive community focused on knowledge, discovery, and creativity. With over 280 majors, the university serves a diverse student body of more than 36,000 across undergraduate, graduate, and professional programs. Virginia Tech's presence extends throughout Virginia, including campuses in Northern Virginia, Roanoke, Newport News, and Richmond, along with multiple Extension offices and research centers. As a prominent global research institution, it conducts over $500 million in research annually.

Industry

Colleges, universities, and professional schools

Company size

5,001 - 10,000 Employees

Headquarters location

Blacksburg, VA, US

Year founded

1872

Social media


What Virginia Tech employees say

Pay

Benefits

Hours and flexibility

Workplace

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