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Associate Financial Planner Jobs in Fallbrook, CA

Cherokee Federal

Financial Investigator

San Diego, CA · On-site

$85K - $95K/yr

For more information, visit cherokee-federal.com. #CherokeeFederal #LI-SM2 #AppC2 Financial Analyst Financial Coordinator Finance Associate Financial Planner Budget Specialist Financial analysis ...

TalentLink Solutions

Associate Wealth Advisor

Carlsbad, CA · On-site

$75K - $150K/yr

We are a growing wealth management firm specializing in comprehensive financial planning for pre ... We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our ...

LHH US

Senior Financial Analyst

San Diego, CA · Hybrid

$48.07 - $62.34/hr

Conduct scenario planning and ad hoc financial analysis * Partner with department leaders to ... Erin Kile Benefit offerings available for our associates include medical, dental, vision, life ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Fallbrook, CA

Associate Financial Planner information

See Fallbrook, CA salary details

$47.7K

$87.9K

$117.9K

How much do associate financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate financial planner in Fallbrook, CA is $87,942.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,600.00 and $104,800.00 per year, depending on experience, location, and employer.

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 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.

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 Job Description of 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.

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.
More about Associate Financial Planner jobs
What job categories do people searching Associate Financial Planner jobs in Fallbrook, CA look for? The top searched job categories for Associate Financial Planner jobs in Fallbrook, CA are:
What cities near Fallbrook, CA are hiring for Associate Financial Planner jobs? Cities near Fallbrook, CA with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Fallbrook, CA as of July 2026, with employment types broken down into 1% As Needed, 64% Full Time, 30% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $87,942 per year, or $42.3 per hour.
Financial Investigator

Financial Investigator

Cherokee Federal

San Diego, CA • On-site

$85K - $95K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 4 days ago

Job description


Financial Investigator
***Must have or be able to obtain a Public Trust clearance***
A Financial Investigator provides support in various financial tasks, such as budgeting, financial analysis, and reporting, to ensure the smooth operation of financial activities within an organization.
Compensation & Benefits:
Estimated Starting Salary Range for Financial Specialist: $85,000 -$95,000
Pay commensurate with experience.
Full time benefits include Medical, Dental, Vision, 401K and other possible benefits as provided. Benefits are subject to change with or without notice.
Financial Investigator Responsibilities Include:
  • Analyzes financial and other records to assist government attorneys, agents and agencies identify assets subject to seizure, attachment, or which is available, to pay court ordered restitution and fines.

  • Conducts investigations of debtors and defendants by utilizing public records, law enforcement databases, and internet websites.

  • Prepares written and visual summaries of complex financial transactions to assist attorneys to prepare for hearings and trials.

  • Assists government attorneys in criminal investigations to trace flow of proceeds from specified unlawful activities to assets that may be subject to seizure.

  • Identifies specific transactions in violation of money laundering and other Title 18 offenses.

  • Assists attorneys with pre-seizure planning by determining value of assets subject to seizure and to identify any encumbrances.

  • Assists other staff members in the unit by reviewing complex financial and other records to determine the debtor's ability to pay restitution and fines.

  • Conducts witness interviews and participates in Judgment Debtor Examinations to obtain information regarding financial and other relevant transactions.

  • Negotiates with debtors and representing attorneys for settlement of civil cases.

  • Analyzes financial records in civil cases from banks and other entities to: identify assets subject to lien or attachment, verify the truth of debtor statements, identify violations of law, trace proceeds to their ultimate disposition, and calculate debtors' discretionary income, which may be applied to government debts.

  • Through examination of records identifies and isolates individuals and affiliates which serve as alter egos or nominees to avoid payment and collection efforts.

  • Conducts financial investigations to obtain information for subpoenas and garnishment packages to secure payment directly from payers.

  • Prepares exhibits for and participates in depositions.

  • Performs other job-related duties as assigned

Financial Investigator Experience, Education, Skills, Abilities requested:
  • Minimum of 5 years' criminal investigator experience, preferably in a military or intelligence agency.

  • Minimum 3 years' experience as a financial investigator for complex criminal or drug-related investigations.

  • Must have or be able to obtain a Public Trust clearance

  • Must be able to respond to all possible situations; ability to detect attempts at trespass; ability to communicate orally; knowledge of security practices.

  • Knowledge of office procedures sufficient to refer calls or provide routine and factual information to visitors.

  • Excellent verbal and written communications skills.

  • Advanced skills with MS Office software.

  • Must pass pre-employment qualifications of Cherokee Federal

Company Information:
Cherokee Strategic Solutions provides support, services, and solutions to federal and commercial customers. The company takes a personalized approach to solving our clients' toughest challenges, helping you make the most of your skills. CSS is part of Cherokee Federal - a team of tribally owned federal contracting companies. For more information, visit cherokee-federal.com.
#CherokeeFederal #LI-SM2 #AppC2
Financial Analyst
Financial Coordinator
Finance Associate
Financial Planner
Budget Specialist
Financial analysis
Financial planning
Budget management
Financial reporting
Financial systems
Legal Disclaimer: Cherokee Federal is an equal opportunity employer. Please visit cherokee-federal.com/careers for information regarding our Affirmative Action and Equal Opportunity Employer Statement, and Accommodation request. Many of our job openings require access to government buildings or military installations. Candidates must pass pre-employment qualifications of Cherokee Federal.
Cherokee Federal logo

About Cherokee Federal

Sourced by ZipRecruiter

Cherokee Federal - a division of Cherokee Nation Businesses - is a team of tribally owned federal contracting companies focused on building solutions, solving complex challenges, and serving the nation's mission around the globe for more than 60 federal clients. Our team of companies manages nearly 1,000 projects of all sizes across the construction, consulting, engineering and manufacturing, health, and technology portfolios. Since 2012, the Cherokee Federal team of companies has won more than $5 billion in government contracts. Our 3,000+ employees work in 26 countries, 50 states and 2 U.S. territories. Why choose Cherokee Federal? Visit our website and learn about the great reasons to join our team. cherokee-federal.com

Industry

Architectural services

Company size

1,001 - 5,000 Employees

Headquarters location

Tulsa, OK, US

Year founded

1969

Social media

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