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Associate Financial Planner Jobs in Riverview, FL

Seacoast Bank

Senior FP&A Analyst

Tampa, FL · On-site

$80K - $100K/yr

JOB SUMMARY: The FP&A Senior Financial Analyst plays a key role on Seacoast Bank's Financial ... All Associates are required to adhere to the highest legal and ethical standards applicable to our ...

WELLDYNE

Manager, Financial Planning and Analysis

Lakeland, FL · On-site

$98K - $128K/yr

This position participates in the full FP&A process and deliverables including providing financial ... Lead multiple analyst-level associates - who in the assembly of forecasts, budgets and plans for ...

Florida Financial Advisors

Be Seen First

Financial Advisor

Tampa, FL · On-site

$50K - $100K/yr

One-on-one training from seasoned leaders in the local financial planning industry * A ... Associate's degree in business or industry-related field * Must obtain series licenses and qualify ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Riverview, FL

Associate Financial Planner information

See Riverview, FL salary details

$40.6K

$74.8K

$100.3K

How much do associate financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial planner in Riverview, FL is $74,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,900.00 and $89,200.00 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 Riverview, FL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $74,836 per year, or $36 per hour.

Associate Financial Advisor

Guided Financial Advisors

Saint Petersburg, FL • On-site

Other

Posted 5 days ago

Job description

About Guided Financial Advisors

Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success.


Our Mission

To maximize life’s potential through aligning values and goals.


Our Values

  • Integrity - to be honest with strong moral principles and ethical standing
  • Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves
  • Accountability - to accept responsibility for our actions, decisions, and commitments
  • Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds


Responsibilities and Job Description

An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization's as well as the ability to efficiently and effectively assist with the management of 4 key areas of the business.

  • Marketing: Effectively conduct and manage marketing efforts to new and existing clients
  • Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
  • Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks
  • Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships


Skills and Capabilities

  • Coachable
  • Active Listening
  • Time Management
  • Organization Skills
  • Problem Solving
  • Communication
  • Presentation
  • Customer Service
  • Approachable
  • CRM and Computer Skills
  • Accurately Forecast and Achieve Goals
  • Interpersonal Skills
  • Networking


Compensation

Compensation can be structured between three components.

  • Competitive Base Compensation
  • Upfront Commission Structure
  • Quarterly Bonus Incentive


Qualifications

  • Bachelor's degree in finance / business related field or 5+ years experience in finance or business related field
  • Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license
  • Preferred but not necessary, 1+ years of financial services industry and/or sales related experience
  • General knowledge on investment products and services as well as current market conditions
  • Successful completion of background and assessment check
  • To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.


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