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Associate Financial Planner Jobs in Tupelo, MS (NOW HIRING)

PetSmart

Retail Store Manager

Saltillo, MS

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Saltillo, MS

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Saltillo, MS

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

Saltillo, MS · On-site

$58K - $103K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

Saltillo, MS · On-site

$58K - $103K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Saltillo, MS · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Saltillo, MS · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Saltillo, MS · On-site

$58K - $103K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

H&R Block

Experienced Tax Professional

Pontotoc, MS · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

H&R Block

Experienced Tax Professional

Tupelo, MS · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

H&R Block

Experienced Tax Professional

Baldwyn, MS · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

H&R Block

Experienced Tax Professional

Amory, MS · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

H&R Block

Experienced Tax Professional

Tupelo, MS · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Tupelo, MS

Associate Financial Planner information

See Tupelo, MS salary details

$43.3K

$79.9K

$107.1K

How much do associate financial planner jobs pay per year?

As of Sep 12, 2026, the average yearly pay for associate financial planner in Tupelo, MS is $79,901.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $95,200.00 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.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Tupelo, MS?

The most popular types of Financial Planner jobs in Tupelo, MS are:

What job categories do people searching Associate Financial Planner jobs in Tupelo, MS look for?

The top searched job categories for Associate Financial Planner jobs in Tupelo, MS are:

What cities near Tupelo, MS are hiring for Associate Financial Planner jobs?

Cities near Tupelo, MS with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Tupelo, MS as of August 2026, with employment types broken down into 76% Full Time, 22% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $79,901 per year, or $38.4 per hour.

Associate Financial Advisor

Tupelo, MS • On-site

CROWN FINANCIAL GROUP
See more jobs at CROWN FINANCIAL GROUPexternal

$75K - $86K/yr

Full-time

Re-posted 19 days ago

Job description

Benefits:
  • Bonus based on performance
  • Opportunity for advancement
  • Training & development
  • Wellness resources

Benefits/Perks
  • Careers Advancement Opportunities 
  • Flexible Scheduling
  • Competitive Compensation 
Job Summary
 We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and is ready to build a successful career in financial guidance. 
Responsibilities 
  •  Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
  • Make recommendations around a variety of financial products and services
  • Network and develop relationships to create a strong client base 
  • Seek out opportunities to make presentations, provide education, and sell services
  • Maintain up-to-date knowledge of the market and industry trends
  • Embrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities  
Qualifications
  • Bachelor’s degree in finance or a related field
  • Previous experience as a Financial Advisor or related position
  • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
  • Understanding of the market’s financial data
  • Ability to provide reliable, data-based financial advice 
  • Ability to explain complex financial information in simple terms
  • Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
  • Excellent negotiation, communication, and presentation skills