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

The Wealth Planning Associate will play an integral role throughout the planning process, including gathering and analyzing client information, preparing planning inputs, and financial models ...

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... Associate. Required Qualifications: The requirements listed below are representative of the ...

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs 8. ... Associate. Required Qualifications: The requirements listed below are representative of the ...

FP&A Analyst

Atlanta, GA · On-site

$65 - $90/hr

The Business Unit Finance Team within FP&A is seeking a highly motivated Financial Analyst. The ... This policy and the law prohibit employment discrimination against any associate or applicant on ...

Mentor analysts and associate planners on planning processes and standards WE'D LOVE TO HEAR FROM YOU IF : Must have: * 4+ years of experience in merchandise or financial planning within retail or ...

Wholesale Planner

Atlanta, GA · On-site

$65 - $95/hr

Mentor analysts and associate planners on planning processes and standards WE'D LOVE TO HEAR FROM YOU IF : * 4+ years of experience in merchandise or financial planning within retail or wholesale

Mentor analysts and associate planners on planning processes and standards WE'D LOVE TO HEAR FROM YOU IF : Must have: * 4+ years of experience in merchandise or financial planning within retail or ...

Wholesale Planner

Atlanta, GA · On-site

$70 - $100/hr

... analysts and associate planners on planning processes and standardsWE'D LOVE TO HEAR FROM YOU IF:Must have:4+ years of experience in merchandise or financial planning within retail or ...

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Associate Financial Planner information

See Canton, GA salary details

$43K

$79.2K

$106.2K

How much do associate financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial planner in Canton, GA is $79,222.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $94,400.00 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 Canton, GA?

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

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

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

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

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

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

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

Infographic showing various Associate Financial Planner job openings in Canton, GA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $79,222 per year, or $38.1 per hour.

Senior Associate, Financial Due Diligence (Transaction Advisory Services)

Ankura

Atlanta, GA • Hybrid

$65K - $155K/yr

Full-time

Posted 15 days ago


Ankura rating

6.4

Company rating: 6.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

66th of 72 rated business consultants


Job description

Ankura is a team of excellence founded on innovation and growth.

Practice Overview:

Financial Due Diligence is essential in today's deal environment - whether evaluating an acquisition or planning a divestiture. Ankura's buy-side and sell-side advisory services combine deep industry expertise with a strong understanding of current and emerging market drivers. Our client-focused approach empowers executives to rely on the financial information presented, enabling more confident decisionmaking throughout the transaction process.

Our Financial Due Diligence services include quality of revenue and quality of earnings analyses, net working capital target setting and settlement support, assistance with securities purchase agreements, and postmerger integration advisory.

Role Overview:

We are seeking a Financial Due Diligence Senior Associate to join our growing practice. The ideal candidate will bring strong technical and analytical capabilities, excellent project management and communication skills, and a sense of urgency and ownership in serving clients. This role will contribute to key financial analyses - including quality of earnings, quality of revenue, net working capital, and operational trend assessments - as well as support deliverable preparation, project updates, and internal initiatives such as research development, status tracking, and billing. This role is ideally based in Nashville or Chicago, but other locations such as Atlanta, or Dallas will be considered.

Responsibilities:

  • Participate in buy-side and sell-side pretransaction due diligence engagements for public companies, private companies, private equity firms, SPACs, and investment banks across the U.S.

  • Engage with owners and management teams to understand and evaluate operational drivers and financial results.

  • Build financial models to analyze historical trends and projected performance.

  • Prepare comprehensive due diligence reports including Quality of Earnings, Quality of Net Revenue, Net Working Capital, and Debt and DebtLike analyses.

  • Collaborate with senior team members to manage workstreams, meet deadlines, and maintain highquality client service.

  • Contribute to internal initiatives such as research publications, process improvements, and engagement tracking.

Requirements:

  • 3+ years of experience in audit or Transaction Advisory Services / M&A due diligence.

  • Bachelor's degree in accounting from an accredited institution.

  • Active CPA license or eligibility to obtain a CPA; exceptions may be considered for applicants with extensive relevant experience.

  • Strong technical knowledge of U.S. GAAP and SEC reporting; experience in healthcare or an understanding of the regulatory environment is preferred.

  • Proficient in conducting complex quantitative and qualitative analyses and generate datadriven insights.

  • Ability to apply critical thinking to drive outcomes in new or unfamiliar situations.

  • Capable of working independently, manage tight deadlines, and thrive in a fastpaced environment with shifting priorities.

  • Must be authorized to work in the United States now and in the future without sponsorship.

#LI-MJ1

#LI-Hybrid

For individuals assigned and/or hired to work in California, Colorado, New York or other states with relevant pay transparency laws, Ankura is required to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the said markets and considers a broad range of factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. The range does not include additional benefits outside of salary. At Ankura, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each role. A reasonable estimate of the current base pay range is between $65,000 to $155,000; this range is not a promise of a particular wage.

*

Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.


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