1

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

Sr Associate Product Manager

Livingston, CA · On-site +1

$103K - $129K/yr

This position is key to delivering the annual financial and long-term strategic plans of the ... Ability to participate in strategic and annual planning * Strong communication skills including ...

next page

Showing results 1-20

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 Sep 4, 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 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.

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:

Infographic showing various Associate Financial Planner job openings in Turlock, CA as of August 2026, with employment types broken down into 68% Full Time, 30% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $88,216 per year, or $42.4 per hour.

Associate Financial Analyst, Cost Accounting

Conagra Brands

Oakdale, CA • On-site

$59K - $79K/yr

Full-time

Retirement, PTO

Posted 16 days ago


Conagra Brands rating

7.2

Company rating: 7.2 out of 10

Based on 134 frontline employees who took The Breakroom Quiz

200th of 444 rated food and drinks producers


Job description

Reporting to the Finance Team Lead, you will perform analyses and reporting for assigned tasks and support other financial projects and analysis of business operations. May perform business partnering, analytics, Annual Operating Plan (AOP), monthly forecasting, reporting, and period close.

A Taste of Your Responsibilities

  • Be a partner on accounting and finance related questions. This will involve the ability to assess needs and identify gaps to produce reporting and communication to multiple departments.
  • Report daily on plant operations, including volume reporting, labor analysis, line efficiency, and yield loss.
  • Communicate changes to partners by providing specific, applicable, and forward-looking commentary.
  • Analyze inventory for accuracy and identify potential issues.
  • Review processes to identify improvement opportunities.
  • Participate in the monthly, quarterly, and fiscal year-end closing process, including Journal Entries, reviewing Process Order variances, and reviewing general ledger for accurate financial records.
  • Collaborate with production teams to analyze data, identify areas for cost reduction, and improve processes.
  • Partner with Engineering team to Capitalize Projects, tag assets, and review the Fixed Asset register for accuracy and reporting of Idled Assets.
  • Ensure processes are followed to ensure compliance with Sarbanes-Oxley (SOX).
  • Spend 20% of your time on the floor engaging with multiple teams.
  • Provide ad hoc reporting and financial planning and analysis (FP&A) support.

Ingredients Required for Your Success

  • Bachelor's degree required in accounting or finance.
  • 1+ years of cost accounting experience.
  • Experience in cost accounting, along with knowledge of financial systems and general accounting concepts.
  • Experience working across multiple departments to complete a project or resolve an organizational challenge.
  • Experience thinking critically, including using analytics, benchmarking, and insights to produce meaningful strategies and solutions.
  • Intermediate experience in Microsoft Excel proficiency required with formulas such as VLOOKUP, Pivot Tables.
  • Experience with SAP a plus

Number of Days in Office: 5

#LI-HL1

#LI-Onsite

#LI-Associate

Compensation

Pay Range:$59,000-$79,000

The annual salary listed above is the expected offering for this position. An employee's actual annual salary will be based on but not limited to: location, relevant experience/level and skillset, while balancing internal Conagra employees' equity.Conagra Brands will comply with applicable law regarding minimum salaries for exempt employees.

Our Benefits

We care about your total well-being and will support you with the following, subject to your location and role:

  • Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement

  • Wealth: Great pay, bonus incentive opportunity, matching 401(k) and stock purchase plan

  • Growth: Career development opportunities, employee resource groups, on-demand learning and tuition reimbursement

  • Balance: Paid-time off, parental leave, flexible work-schedules (subject to your location and role) and volunteer opportunities

Our Company

At Conagra Brands, we have a rich heritage of making great food. We aspire to have the most impactful, energized and inclusive culture in food. As a member of our 18,000+ person team across 40+ locations, you are empowered to reach your potential, make an impact and own your career. We're in the business of building champions - within our people and our iconic brands like Birds Eye, Slim Jim and Reddi-Wip.

Our focus on innovation extends beyond making great food, it also reflects our commitment to embracing new solutions that positively impact our team, the communities we serve and the health of our planet. Foodies Welcome.

Conagra Brands is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state or local law. Reasonable accommodation may be made upon request.


What Conagra Brands employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Conagra Brands logo

About Conagra Brands

Sourced by ZipRecruiter

Conagra Brands (NYSE: CAG) is an approximately $11 billion company that combines a rich heritage of making great food with a sharpened focus and entrepreneurial spirit. We're transforming the way we operate to fulfill what consumers and customers want, in a smart, simple way. We're modernizing our iconic food brands, leveraging fresh opportunities and adapting to a changing landscape - all with a culture that's ready to capture growth and drive shareholder value.

Industry

Food services and drinking places

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1919

Social media