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Associate Financial Planner Jobs in Columbus, IN

Kroger

900 STR MGMT/STORE LEADER

Bloomington, IN · On-site

Coach and develop all store associates through both formal and informal interactions. Demonstrate ... financial responsibilities, including budget preparation and management - 3+ years of retail ...

Ivy Tech

Intern Position - Visual Communications

Columbus, IN · On-site

$14 - $18.50/hr

  • Medical

  • Retirement

Working towards TC, Associate's Degree, or higher. Must be proficient with current hardware and ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Aampower

Plant Manager

North Vernon, IN · On-site

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 ...

Kroger

Assistant Store Leader

Greenwood, IN · On-site

$15.25 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • PTO

... Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive ... teams in planning, implementing & executing merchandising/operating initiatives * Assist store ...

Ivy Tech

Adjunct Faculty - Medical Assisting

Columbus, IN · On-site

$45.50/hr

  • Medical

  • Vision

  • Life

  • Retirement

Possesses an earned associate degree from a regionally accredited institution, and * Has a minimum ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Ivy Tech

Adjunct Faculty - Medical Assisting

Columbus, IN

$45.50/hr

  • Medical

  • Vision

  • Life

  • Retirement

Possesses an earned associate degree from a regionally accredited institution, and * Has a minimum ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Ivy Tech

Adjunct Faculty - Medical Assisting

Columbus, IN · On-site

$45.50/hr

  • Medical

  • Vision

  • Life

  • Retirement

Possesses an earned associate degree from a regionally accredited institution, and * Has a minimum ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Ivy Tech

Adjunct Faculty - Medical Assisting

Columbus, IN

$45.50/hr

  • Medical

  • Vision

  • Life

  • Retirement

Possesses an earned associate degree from a regionally accredited institution, and * Has a minimum ... financial planning consultations, and other resources Financial & Retirement Benefits * All ...

Ascension

Registered Nurse Emergency Dept

North Vernon, IN

$43.14/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial security & retirement: employer-matched 403(b), planning and hardship resources ... associates and applicants for employment without regard to race, color, religion, sex/gender ...

Ascension

Registered Nurse Emergency Dept

North Vernon, IN

$43.14/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial security & retirement: employer-matched 403(b), planning and hardship resources ... associates and applicants for employment without regard to race, color, religion, sex/gender ...

PetSmart

Retail Store Manager

Franklin, IN

  • Medical

  • Retirement

  • PTO

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

Walmart

Emerging Store Manager - Nhm

Franklin, IN · On-site

$65K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... financial management, customer experience, and community engagement. The ESM role does not carry ... Associates in this role are expected to maintain mobility within their assigned region for Store ...

PetSmart

Retail Store Manager

Franklin, IN · On-site

  • Medical

  • Retirement

  • PTO

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

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Showing results 21-40

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 20, 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.

900 STR MGMT/STORE LEADER

Kroger

Bloomington, IN • On-site

Full-time

Posted 6 days ago

Job description

Responsible to make daily assessments of the store's ability to meet/exceed customer expectations for ease of shopping, variety, freshness, cleanliness, food safety and regulatory compliance. Manage the overall day-to-day operations of the store, including training and developing effective store associates to achieve desired sales and profit results. Coach and develop all store associates through both formal and informal interactions. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.

Minimum
- High School Diploma or GED 
- 3+ years of experience and satisfactory performance appraisals as an assistant store leader or in another position at the same pay level or above
- Successful completion of the applicable division's Leadership Essentials Program
Desired
- Bachelor's Degree 
- Any experience overseeing financial responsibilities, including budget preparation and management
- 3+ years of retail experience
- 3+ years of experience as an assistant store leader
- Any supervisory experience
 

- Lead store teams in the planning, implementation and execution of merchandising and operation initiatives having the store customer ready every day
- Work with store assistant store leaders, department leaders and store associates to identify opportunities in the store, develop timely solutions and create action plans to ensure implementation
- Achieve/exceed weekly, period, and annual sales, revenue and profit budgets, as well as other targeted goals
- Drive cost-effective sales by working with store assistant leaders and department leaders to produce and maximize sales and profits, reduce shrink and improve each store department's contribution
- Discuss store-level financial performance, including developing budgets (e.g., sales, shrink, labor expenses, other expenses) and other targeted goals (e.g., safety) with store assistant leaders and department leaders
- Understand and react to the competitive landscape within the district and store
- Demonstrate inclusionary leadership, expect inclusive behavior from associates and support the efforts of the store, district and division Our Promise teams
- Utilize field Merchandising teams to enable store departments to achieve financial goals and ensure communication, implementation and execution of division marketing plans
- Promote and support strong relationships with local community organizations that the store serves
- Build a proactive and productive relationship with union officials if the store is covered by a collective bargaining agreement (CBA)
- Communicate all necessary information to store associates enabling them to effectively carry out their duties
- Oversee and manage store staffing, retention and turnover reduction
- Provide timely feedback to store associates on individual and department performance
- Manage labor and supply costs daily to meet customer service and financial targets
- Ensure compliance with laws, regulations and division policies
- Achieve and maintain a satisfactory level of technical and professional skills or knowledge in position and/or related areas; keep up with current developments and trends in areas of expertise
- Ensure associates comply with laws and regulations applicable to the company
- Supervise and coach direct reports on the performance of their duties; complete performance reviews and provide feedback to direct reports
- Must be able to perform the essential job functions of this position with or without reasonable accommodation
 

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