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Associate Financial Planner Jobs in Reading, PA (NOW HIRING)

Penske

Associate Financial Analyst

Reading, PA

... planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location ... Provide overall financial analytical support (interpret financial results, ad hoc analysis, etc ...

Penske

Associate Financial Analyst

Reading, PA · On-site

... planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location ... Provide overall financial analytical support (interpret financial results, ad hoc analysis, etc ...

Penske

Associate Financial Analyst

Reading, PA · On-site

... planning, pricing, forecasting) for PL Field Operations. This could be one customer/one location ... Responsibilities: • Provide overall financial analytical support (interpret financial results, ad ...

Penske

Senior Financial Analyst

Reading, PA · On-site

$82K - $102K/yr

With operations in North America, South America, Europe and Asia, Penske and its associates help ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

Senior Financial Analyst

Reading, PA · On-site

$82K - $102K/yr

... financial planning, analysis, or modeling - Strong data analytics and mining skills required ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Penske

Senior Financial Analyst

Reading, PA · On-site

$82K - $102K/yr

With operations in North America, South America, Europe and Asia, Penske and its associates help ... financial planning, analysis, or modeling - Strong data analytics and mining skills required ...

Penske

HR Business Financial Analyst

Reading, PA · On-site

... planning/financial reporting and strategy. This individual will be responsible for processing ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Penske

HR Business Financial Analyst

Reading, PA · Hybrid

... planning/financial reporting and strategy. This individual will be responsible for processing ... With headquarters in Reading, PA, Penske and its associates are driven by a dedication to ...

Penske

HR Business Financial Analyst

Reading, PA · Hybrid

... planning/financial reporting and strategy. This individual will be responsible for processing ... With headquarters in Reading, PA, Penske and its associates are driven by a dedication to ...

Smoker & Company

Client Service Associate

Ephrata, PA · On-site

$24 - $35/hr

... financial planning, investment management, and wealth advisory services throughout Central ... Associate to serve as a key client contact while providing administrative, operational, and ...

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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Reading, PA

Associate Financial Planner information

See Reading, PA salary details

$43.7K

$80.6K

$108K

How much do associate financial planner jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial planner in Reading, PA is $80,578.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $96,000.00 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

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The most popular types of Financial Planner jobs in Reading, PA are:

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For Associate Financial Planner jobs in Reading, PA, the most frequently searched job titles are:

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The top searched job categories for Associate Financial Planner jobs in Reading, PA are:

What cities near Reading, PA are hiring for Associate Financial Planner jobs?

Cities near Reading, PA with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Reading, PA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $80,578 per year, or $38.7 per hour.

Associate Financial Analyst

Penske

Reading, PA

Full-time

Re-posted 21 days ago

Job description

We expect to have positions like this available in the future, and are looking to identify talent for those roles today. Please apply if you are interested.

Position Summary:
Come join our team! We are looking for candidates that want grow their career in the field of Finance. Penske offers competitive benefits, pay, tuition reimbursement, development opportunities, and more!
Under general supervision, this position provides critical accounting and analytical support for financial processes (billing, payroll, metrics, planning, pricing, forecasting) for PL Field Operations.  This could be one customer/one location, one customer/many locations, or many customers/many locations.
Responsibilities:
Provide overall financial analytical support (interpret financial results, ad hoc analysis, etc.) to drive operational decisions in a sound financial manner
Assist in preparation of annual business plans for internal (PL) and external customers  
Capture and report on critical Key Performance Indicators (internal focus and external focus)
Actively participate in month-end close processes (internal (PL) and external focus)
Identify and implement LEAN principles (Process Improvements, Kaizen, etc.) for continuous improvement
Provide financial training to field operations 

Other Projects as assigned

About Penske Logistics
Penske Logistics engineers state-of-the-art transportation, warehousing and supply chain management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more.

Qualifications:
Bachelor's degree in Accounting or Finance preferred, or willingness to get Bachelor's degree
0-2 years of general accounting or entry-level finance experience preferred
Intermediate Microsoft Office skills - primarily in Excel, Outlook, PowerPoint
Strong written and verbal communication
Not afraid to ask questions and challenge processes
Ability to travel
Ability to multi-task and meet deadlines
Analytical mind-set
Regular, predictable, full attendance is an essential function of the job 
Physical Requirements:
The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines
While performing the duties of this job, the associate may be required to stand, walk, and sit.  The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms.  The associate must be able to occasionally lift and/or move up to 25lbs/12kg
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus 
Penske is an Equal Opportunity Employer.

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