ZipRecruiter

Log In

1

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 ...

Alphatec Spine

Associate Financial Analyst

Carlsbad, CA

$70K - $78K/yr

Essential Duties and Responsibilities Financial Planning & Forecasting * Support monthly forecasting, annual budgeting, and planning processes * Prepare variance analyses (actuals vs. plan, prior ...

Alphatec Spine

Associate Financial Analyst

Carlsbad, CA · On-site

$70K - $78K/yr

Essential Duties and Responsibilities Financial Planning & Forecasting * Support monthly forecasting, annual budgeting, and planning processes * Prepare variance analyses (actuals vs. plan, prior ...

LPL Financial

AVP, Advisory Consulting

San Diego, CA · On-site

$103K - $172K/yr

As part of LPL Financial, the largest independent broker dealer in the U.S., you will make significant contributions to the firm and its clients. You will help advisors serve their clients by better ...

Ameriprise Financial

Client Service Specialist

La Jolla, CA

$17.75 - $23.50/hr

Help conduct the smooth operation of a growing financial planning office. Work as an employee of an ... associate financial advisors in managing and organizing office work flow with an emphasis on ...

Ameriprise Financial

Client Service Specialist

La Jolla, CA · On-site

$17.75 - $23.50/hr

Help conduct the smooth operation of a growing financial planning office. Work as an employee of an ... associate financial advisors in managing and organizing office work flow with an emphasis on ...

next page

Showing results 1-20

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 Jun 29, 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
Associate Financial Advisor

Associate Financial Advisor

Wealth Enhancement Group

San Diego, CA • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
OurSan Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals. Provides client service that exceeds client's expectations. Helps the team/Company meet objectives for sales growth, client retention and customer service quality.
The expected pay range for this Associate Financial Advisor position is $55,000 to $75,000 annually. This range includes a base salary and may receive variable compensation, the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on qualifications, skills, and credentials, education and professional experience, tenure, cost-of living, and demand for the role in the applicable market.
Primary Job Functions
1) Work with the financial advisory team to actively manage client relationships, service, and WEG's planning-based standard of identity
a. Assist the Financial Advisor during client meetings and with follow-up
  • Take meeting notes and promptly enter into CRM
  • Present financial advice or plan to client with the Financial Advisor
  • Meet with client to obtain additional planning information or to clarify/confirm information provided

b. Analyze client's current investments and insurance policies
c. Place trades and account management
2) Prepare annual reviews as required by the team
a. Systematize the review process utilizing the CRM system
b. Gather data for client reviews and review client files for additional sales opportunities
c. Create reviews utilizing the Wealth Enhancement Group review system
d. Monitor percentage of client's that were reviewed in the last calendar year
3) Create financial plans for clients as required by the team
a. Analyze a client's financial data in light of their financial goals
b. Meet or call clients to obtain any additional planning information or clarify/confirm information provided
c. Prepare client information to present to the Roundtable, if required
d. Work effectively and professionally with the Financial Planning department, if required
4) Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
5) Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing
Education/Qualifications
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • 2+ years of experience within the wealth management industry
  • Ability to prepare client reviews and assist in meetings with senior advisors
  • Must possess excellent analytical, organizational, and communication skills (both oral & written)
  • Must be able to manage multiple projects at once
  • Engagement in the community

OSHA Requirement
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
#LI-CM1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply