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Associate Financial Planner Jobs in San Ramon, CA

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Senior Associate Wealth Advisor

Menlo Park, CA · On-site

$124 - $140/hr

Lead the development of financial planning recommendations to clients * Identify advanced planning opportunities and develop internal best practices * Ability to model and resolve complex financial ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in San Ramon, CA

Associate Financial Planner information

See San Ramon, CA salary details

$50.8K

$93.8K

$125.7K

How much do associate financial planner jobs pay per year?

As of Aug 7, 2026, the average yearly pay for associate financial planner in San Ramon, CA is $93,765.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $111,800.00 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 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
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Associate Financial Planner jobs near you

Financial Planning Associate

Burton Enright Welch

Walnut Creek, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

I. MISSION

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

BEW seeks a Financial Planning Associate who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW's clients.

The Financial Planning Associate is not expected to bring in business. Long-term, BEW expects the Financial Planning Associate to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.

II. RESPONSIBILITIES

Support Advisors and Lead Advisors on day-to-day client needs.

   o Client communications are clear, prompt, responsive, and courteous.

   o Works with firm resources for effective delivery of client deliverables.

Assist in preparing for client meetings, taking notes, and sending follow-up emails.

Create/update financial plans to monitor whether clients are on track to meet their goals.

Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop recommendations.

Maintain client records, utilize workflows, and monitor outstanding tasks in CRM.

Manage team organization and execution of team tasks and projects.

Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.

Participate in project and committee work, including Investment Committee and Financial Planning initiatives.

Support and adhere to client experience standards and compliance requirements.

III. QUALIFICATIONS

Experience and Education:

Bachelor's degree

2-4 years of experience in the financial services industry

Demonstrated desire or progress towards the CFP designation.

CPA and CFA designations are also welcome.

Experience with financial planning software (e.g., eMoney) a plus

Skills and Knowledge:

Detailed-oriented and highly organized

Completes work timely and accurately

Ability to prioritize and manage multiples tasks and client relationships

Self-starter who values continuous learning

Excellent communicator (verbal, written, listening)

Strong interpersonal skills (integrity, humility, respect, empathy)

Core knowledge of financial planning concepts, markets, and investment topics

Team player who can work effectively in a collaborative environment

Proficient in Microsoft Office Suite

Past use of a CRM system a plus

IV. COMPENSATION

Competitive salary based on experience

Quarterly Incentive Bonus program

Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.

Open PTO (Paid Time Off) policy

Continuing Education allowance

401(k) retirement plan, including company-funded contributions

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