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Associate Financial Planner Jobs in Kent, OH (NOW HIRING)

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Associate Planner

Independence, OH · On-site

$60K - $70K/yr

About the Role We're looking for an analytical, detail-oriented Associate Planner to support our ... You'll partner closely with Planning, Merchandising, Marketing, Operations, and Finance to ...

Raymondjames

Financial Planning Consultant

Beachwood, OH · On-site

$35K - $43K/yr

... financial planning spectrum to develop plan Researches information as necessary on a case-by-case ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

CBIZ, Inc.

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

CBIZ

Associate Wealth Advisor

Cleveland, OH · On-site

Associate Wealth Advisors provide a high level and broad range of technical and client management ... Complex analysis and research related to financial, estate, income tax, and investment planning;

Crane Nuclear, Inc.

Sr. FP&A Manager

Twinsburg, OH · On-site

$100 - $130/hr

## Sr. FP&A ManagerApplyremote type: Onsitelocations: 70900-USA7900 VS USA\_TWINSBURG-OHtime type ... Today, Crane has approximately 7,000 associates in the Americas, Europe, the Middle East, Asia, and ...

Crane Company

Sr. FP&A Manager

Twinsburg, OH · On-site

$102K - $139K/yr

Today, Crane has approximately 7,000 associates in the Americas, Europe, the Middle East, Asia, and ... The Sr. FP&A Manager will manage full-cycle finance functions including budgeting, forecasting ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Kent, OH

Associate Financial Planner information

See Kent, OH salary details

$41.5K

$76.5K

$102.6K

How much do associate financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial planner in Kent, OH is $76,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,400.00 and $91,200.00 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.

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Kent, OH as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $76,505 per year, or $36.8 per hour.

Associate Planner

Career Page

Independence, OH • On-site

$60K - $70K/yr

Full-time

Posted 7 days ago

Job description

Description: About IndiMade Brands

At IndiMade Brands, we empower passionate makers to build and grow thriving businesses. As the leader in handmade supplies and ingredients, we proudly support over one million makers and small businesses with trusted products, high-quality supplies, and exceptional customer service. Our family of brands — including Wholesale Supplies Plus, Nature’s Garden, and The Flaming Candle — provides the tools and inspiration entrepreneurs need, from startup to scale-up.

Rooted in a culture of integrity, innovation, and community, we are committed to helping makers succeed while making a positive impact in the industries we serve.

About the Role

We're looking for an analytical, detail-oriented Associate Planner to support our demand and supply planning function. You'll work across forecasting, inventory management, and business analysis to help maximize product availability while maintaining healthy inventory levels. You'll partner closely with Planning, Merchandising, Marketing, Operations, and Finance to translate data and business trends into actionable decisions.

Key Responsibilities

• Build and maintain category and item-level demand forecasts using historical sales, trends, seasonality, promotions, new product launches and other cross-functional business inputs.

• Analyze weekly sales and inventory performance versus forecast, identifying trends, risks and opportunities and recommending actions to improve in-stock, inventory productivity and sales.

• Analyze inventory health and SKU productivity and manage replenishment recommendations to support demand forecasts and in-stock targets while minimizing excess and obsolete inventory.

• Support the monthly and weekly OTB process by updating sales, inventory and purchase forecasts, analyzing variances and identifying risks and opportunities.

• Execute and track purchase orders from placement through receipt, partnering with suppliers and internal teams to resolve timing, quantity and inventory exceptions.

• Maintain planning reports, dashboards and KPIs, including forecast accuracy, in-stock/fill rate, inventory turns and days of supply.

• Partner with Merchandising, Marketing, Operations and Finance to incorporate promotions, new product launches, seasonality and other business inputs into forecasts and inventory plans.

• Maintain accurate item and planning parameters within ERP/planning systems, including lead times, order quantities and other key inputs.

• Support ad hoc analysis and continuous improvement of planning tools, reporting and processes.

Requirements:

• 3+ years of experience in merchandise planning, demand planning, inventory management, or a related analytical role; ecommerce or retail experience preferred.

• Strong Excel skills, including pivot tables, XLOOKUP/VLOOKUP, and formulas.

• Strong analytical and problem-solving skills with the ability to identify trends, risks, and opportunities.

• Understanding of key planning and inventory metrics, including sales, forecast accuracy, in-stock, inventory turns, days/weeks of supply, and sell-through.

• Experience with ERP or planning systems; NetSuite experience is a plus.

• Strong attention to detail, communication, and organizational skills with the ability to manage multiple priorities and collaborate cross-functionally.