ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Columbus, IN

Masco Corporation

Production Planner

Greensburg, IN · On-site

$56K - $89K/yr

High School Diploma required, Associate's degree in a related field is preferred. Both with a ... financial wellbeing. * Learning & Development: LinkedIn Learning access; internal opportunities to ...

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Columbus, IN · On-site

Assisting with financing transactions and related matters Associates work directly with business ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Yoder, Ainlay, Ulmer, & Buckingham

Be Seen First

Attorney

Columbus, IN · On-site

Assisting with financing transactions and related matters Associates work directly with business ... Estate planning for individuals and families * Tax planning, elder law, asset protection and ...

Urgent

Cummins

Accounting Associate - Level III

Columbus, IN · On-site

Through compiling and analyzing accounting and finance information, you'll provide valuable ... Proficiency in Microsoft Excel and ERP systems, with the ability to analyze complex data, identify ...

Cummins

Accounting Associate - Level III

Columbus, IN · Hybrid

Through compiling and analyzing accounting and finance information, you'll provide valuable ... Proficiency in Microsoft Excel and ERP systems, with the ability to analyze complex data, identify ...

Cummins

Accounting Associate - Level III

Columbus, IN · Hybrid

Through compiling and analyzing accounting and finance information, you'll provide valuable ... Proficiency in Microsoft Excel and ERP systems, with the ability to analyze complex data, identify ...

Ivy Tech

Adjunct Faculty - Welding

Columbus, IN · On-site

$45/hr

EDUCATION AND EXPERIENCE: Viable candidates will have at least an associate degree from a ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Ivy Tech

Adjunct Faculty - Welding

Columbus, IN · On-site

$45/hr

EDUCATION AND EXPERIENCE: Viable candidates will have at least an associate degree from a ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Fastenal Company

Sales Associate PT

North Vernon, IN · On-site

$11.75 - $15.75/hr

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Supply Chain Associate

Greenwood, IN · On-site

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Supply Chain Associate

Columbus, IN · On-site

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Dauch

Plant Manager

North Vernon, IN

$93.75 - $96.15/hr

Review financial statements and data and utilize financial data to improve profitability * Prepare ... associates and customers. * Strong level of planning, organizational and analytical abilities to ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Columbus, IN

Associate Financial Planner information

See Columbus, IN salary details

$42.3K

$78K

$104.6K

How much do associate financial planner jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate financial planner in Columbus, IN is $78,036.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,800.00 and $93,000.00 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 popular job titles related to Associate Financial Planner jobs in Columbus, IN?

For Associate Financial Planner jobs in Columbus, IN, the most frequently searched job titles are:

What cities near Columbus, IN are hiring for Associate Financial Planner jobs?

Cities near Columbus, IN with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Columbus, IN as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 2% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $78,036 per year, or $37.5 per hour.

Personal Financial Counselor; Camp Atterbury, IN

Magellan Health Services

Edinburgh, IN

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 11 days ago

Magellan Health rating

8.1

Company rating: 8.1 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor; Camp Atterbury, IN

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

What Magellan Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply