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Associate Financial Planner Jobs in Turlock, CA (NOW HIRING)

Gallo

Associate Finance Manager

Modesto, CA · On-site +1

$113K - $170K/yr

As an Associate Finance Manager, you will leverage data and analysis to inform critical decision ... In this role, you'll develop performance measures, guide strategic financial planning, and lead ...

Merced Faculty Associates Medical Group, Inc.

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Chief Financial Officer

Merced, CA · On-site

$150K - $180K/yr

This position oversees all financial planning, budgeting, accounting, forecasting, revenue cycle performance, payer financial analysis, audit coordination, and financial reporting activities for the ...

Red Wing Shoe Store

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Sales Associate, Part time

Modesto, CA · On-site

$17 - $22/hr

Part Time Retail Associate - Spanish Bilingual Preferred * Modesto, CA, USA * Part-time The ... financial planning assistance, and well-being coaching, all designed to support your health and ...

Fastenal

Warehouse Associate

Turlock, CA · On-site

$18/hr

... planning and prioritizing abilities o Highly motivated, self directed and customer service oriented ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Warehouse Associate

Turlock, CA · On-site

$18/hr

... planning and prioritizing abilities o Highly motivated, self directed and customer service oriented ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Aspiranet

Associate Division Director - 14704

Modesto, CA · On-site

$95 - $105/hr

... program planning, operational oversight, budgeting, and performance management. * Lead quality ... Collaborate with Quality Management, Human Resources, Information Technology, Finance, and ...

Fastenal Company

Supply Chain Associate

Oakdale, CA · On-site

$17/hr

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Turlock, CA

Associate Financial Planner information

See Turlock, CA salary details

$47.8K

$88.2K

$118.3K

How much do associate financial planner jobs pay per year?

As of Aug 9, 2026, the average yearly pay for associate financial planner in Turlock, CA is $88,216.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,900.00 and $105,100.00 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
What are popular job titles related to Associate Financial Planner jobs in Turlock, CA? For Associate Financial Planner jobs in Turlock, CA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Turlock, CA look for? The top searched job categories for Associate Financial Planner jobs in Turlock, CA are:
What cities near Turlock, CA are hiring for Associate Financial Planner jobs? Cities near Turlock, CA with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Turlock, CA 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 $88,216 per year, or $42.4 per hour.

Associate Finance Manager - Corporate Planning

E. & J. Gallo

Modesto, CA • On-site

$113K - $170K/yr

Full-time

Medical, Dental, Retirement

Re-posted 28 days ago

Job description

Job Req ID: 107168
Job Type: Full-time
Work Category: Hybrid Telecommute
Application Close Date: 08/07/2026
Sponsorship: Not Available
Compensation: $113,400 - $170,200
Gallo Privacy Policy
We are GALLO
We're a family-owned company with a 90+ year legacy, that's consistently recognized as a Glassdoor "Best Places to Work." We have 130+ brands in our total alcohol beverage portfolio including wine, malt, spirits, and ready-to-drink beverages. We're home to the #1 wine and spirits brands in the U.S. - Barefoot Wine & High Noon and are the official sponsors of the NFL, NHL, UFC, and PGA of America.
View our Corporate Values and Mission Statement here.
A Taste Of What You'll Do
Are you ready to make a meaningful impact and shape the future of our business? We are seeking an enthusiastic and analytical Associate Finance Manager to join our dynamic Corporate Planning team. In this role, you will be a trusted advisor to leadership, driving strategic financial initiatives and uncovering insights that help us grow responsibly and sustainably. You'll bring your expertise in identifying risks and opportunities to influence long-term business strategies while delivering actionable recommendations that align with our goals.
As an Associate Finance Manager, you will leverage data and analysis to inform critical decision-making processes. You'll prepare forecasts, analyze trends, and conduct in-depth research across areas like performance, investments, and working capital. Your work will not only support key corporate objectives but also foster collaboration through cross-functional projects. In this role, you'll develop performance measures, guide strategic financial planning, and lead initiatives that impact the company's success.
We value diversity and celebrate unique perspectives, encouraging bold thinking and innovation as part of our intrapreneurial spirit. We're committed to creating an inclusive environment where everyone feels empowered to contribute their best ideas. Whether you're mentoring peers, coaching your team, or driving results, your ownership and accountability will set the tone for others to follow.
If you thrive in a fast-paced environment, enjoy tackling complex challenges, and are passionate about making data-driven decisions, we invite you to apply. Join us in shaping a brighter future where your expertise and leadership will make a difference. Together, we'll continue to innovate and grow while creating opportunities for all.
What You'll Need
  • MBA degree plus 3 years of finance, accounting, audit, economics, statistics, mathematics, military, operations, supply chain, sales, consulting, or wine industry experience reflecting increasing levels of responsibility; OR Bachelor's degree plus 5 years of finance, accounting, audit, economics, statistics or mathematics experience reflecting increasing levels of responsibility; OR Bachelor's degree plus 4 years of Gallo experience to include business analytics and financial modeling work reflecting increasing levels of responsibility.
  • Strategic planning or corporate development experience.
  • Ability to influence at executive levels and drive organizational change.
  • Experience with MS Excel at an intermediate level.
  • Required to travel to company offices, sites, and/or meeting locations for onboarding, training, meetings, and events for development, department needs, and business delivery up to 5% of the time, with or without reasonable accommodation. This may be in addition to travel requirements, if applicable, as listed in this job description.
  • Required to be 18 years or older. This may be in addition to other age requirements, if applicable, as listed in this job description.

How You'll Stand Out
  • MBA degree plus 5 years of Finance, Accounting, Military, Operations, Supply Chain, Sales, Consulting, or wine industry experience reflecting increasing levels of responsibility; or Bachelor's degree in Accounting or Finance plus 8 years Accounting or Finance experience reflecting increasing levels of responsibility.
  • Consumer Products Goods (CPG) or strategy consulting experience.
  • Experience with MS Access at an intermediate level.
  • Experience with SAP.
  • Experience with Outlook Soft.
  • Experience with MS Word and MS PowerPoint.
  • Experience reading, analyzing and interpreting common scientific and technical journals, financial reports and legal documents. Experience responding to common inquiries or complaints from customers, regulatory agencies or members of the business community. Experience effectively presenting information to top management, public groups and boards of directors.
  • Experience applying mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.
  • Experience defining problems, collecting data, establishing facts and drawing valid conclusions. Experience interpreting an extensive variety of technical instructions in mathematical or diagram form and dealing with several abstract and concrete variables.
  • Experience completing assignments that broad in nature, usually requiring originality and ingenuity. Has appreciable latitude for unreviewed action or decision.
  • Broad knowledge of principles, practices and procedures of this particular field of specialization.

To view the full job description, please click here.
Our Benefits & Perks
We are committed to providing competitive compensation, perks, and a culture that supports your well-being. Benefits depend on your work category and may include medical and dental coverage, 401k plans, profit sharing, pet insurance, company holidays, access to an employee wine shop, and more! Additional information will be provided before your first interview.
The Fine Print
  • The Company does not sponsor for employment-based visas for this position now or in the future.
  • Actual compensation paid within the range will be determined by factors such as the education, experience, knowledge, skills and abilities of the applicant, internal equity, and alignment with market data. In addition to the salary, this position may be eligible for bonuses, incentive plans, or participate in tasting room tip pools, as applicable.
  • This position will be based in the location(s) specified in the job posting with an option for occasional telecommuting. You will be expected to live within a commutable distance.
  • It is the Company's policy for job postings to be open to internal candidates for a minimum of 5 days and to external candidates, if applicable, for a minimum of 3 days.

Gallo's policy is to afford equal employment opportunities to all applicants and employees and not to discriminate on the basis of race, traits associated with race, including but not limited to, hair texture and protective hairstyles (such as braids, locks, and twists), color, national origin, ancestry, creed, religion, physical disability, mental disability, medical condition as defined by applicable state law (including cancer and predisposing genetic characteristics), genetic information, marital status, familial status, sex, gender, gender identity, gender expression, sexual orientation (actual or perceived), transgender status, sex stereotyping, pregnancy, childbirth or related medical conditions, reproductive health decision making, age, military or veteran status, domestic violence or sexual assault victim status, or any other basis protected by applicable law. Nor will Gallo discriminate based on a perception that an individual has any of the foregoing characteristics or is associated with a person who has, or is perceived to have, any of those characteristics.
Gallo will comply with state and local laws prohibiting discrimination for lawful out-of-work behavior, such as off-duty use of cannabis away from the workplace (subject to federal and state law exceptions), the existence of non-psychoactive cannabis metabolites in hair, blood, urine, or other bodily fluids as determined by a drug screening test (subject to federal and state law exceptions).
We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gallo is committed to providing reasonable accommodation for candidates with disabilities in our recruiting process. If you need any assistance or accommodation due to a disability, please let us know at 209.341.7000.
Gallo is enrolled in the Department of Homeland Security's E-Verify program and will use the program to verify the employment eligibility of all newly hired employees as required.
E-Verify Notice
Right to Work
Employee Polygraph Protection Act

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