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Associate Financial Planner Jobs in San Ramon, CA

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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 Jun 28, 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 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
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What cities near San Ramon, CA are hiring for Associate Financial Planner jobs? Cities near San Ramon, CA with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Associate Wealth Advisor

Associate Wealth Advisor

Focus Financial Partners

Palo Alto, CA

$86K - $107K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 12 hours ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Knowledge of tax, estate, and insurance planning
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The ability to meet with clients in person. Some travel may be required

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Strong interpersonal skills; team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Excellent analytical skills and attention to detail
  • Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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