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Associate Financial Planner Jobs in San Ramon, CA

Sonepar

Financial Analyst

San Leandro, CA · On-site

The Financial Analyst - Commissions & FP&A plays a critical role in administering sales ... What We Offer You We offer great family-friendly benefits to full-time associates: * Healthcare ...

Brex

Finance Associate

San Francisco, CA · Hybrid

$117K - $146K/yr

Wh at you'll do We are hiring two Finance Associates who will each initially own distinct ... Responsibilities Financial Planning & Modeling * Own our forecasting & planning process, managing ...

Saks

Associate Planner, Handbags

San Francisco, CA · On-site

The Associate Planner will support Planner with development and successful execution of topside financial plans, assortment and buy plans. The Associate Planner will also support the buying team with ...

LinkedIn

Sr. Associate Strategic Finance

Sunnyvale, CA · On-site

We are seeking a Senior Associate, Corporate Strategic Finance to support company-wide financial ... Support company-wide financial planning and strategic analysis across key business and cost drivers.

LinkedIn

Sr. Associate Strategic Finance

Sunnyvale, CA · Hybrid

We are seeking a Senior Associate, Corporate Strategic Finance to support company-wide financial ... Support company-wide financial planning and strategic analysis across key business and cost drivers.

Brex

Finance Associate

San Francisco, CA · On-site

$117K - $146K/yr

Wh at you'll do We are hiring two Finance Associates who will each initially own distinct ... Responsibilities Financial Planning & Modeling * Own our forecasting & planning process, managing ...

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Showing results 41-60

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.
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Associate Financial Planner jobs near you

Associate Wealth Advisor - Hightower Signature Wealth

Hightower

San Ramon, CA • On-site

$75K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 21 days ago

Job description

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role
We are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor.
You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas:
  • Strong organizational skills and follow-through to monitor progress
  • Introductory understanding of financial planning concepts, advisory operations, and client paperwork
  • Education or work experience in the wealth management field

What You'll Do
  • Onboard new clients
  • Help with preparation for and follow-up from client reviews
  • Respond to client service requests
  • Prepare investment proposals
  • Support multiple roles across the practice - advisory, financial planning, operations, and relationship management - through a variety of tasks
  • Follow and have knowledge of regulatory requirements

What You'll Bring
  • 3 or more years of experience in investment management business
  • CFP® certification or on track to obtain certification
  • Securities representative licenses, Series 65 or 66
  • Introductory knowledge of different financial planning and investment concepts
  • Demonstrated analytical and problem-solving skills
  • Able to handle multiple undertakings at once, ranging from analytical to relational tasks
  • Team-oriented to support a growing advisory practice
  • Experience with eMoney, Salesforce, and Tamarac a plus

What We Offer
  • Annual base salary of $75,000-$80,000 based on qualifications and experience
  • Coverage on the first day of employment for Medical, Dental, and Vision insurance
  • Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
  • 401k Matching plan
  • HSA Employer contributions
  • Student loan assistance
  • Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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