1

Associate Financial Planner Jobs in Walpole, MA (NOW HIRING)

Senior Associate, FP&A

Boston, MA · Hybrid

$90K - $110K/yr

The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes ...

Senior Associate, FP&A

Boston, MA · On-site

$90K - $110K/yr

The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes ...

next page

Showing results 1-20

Associate Financial Planner information

See Walpole, MA salary details

$49.6K

$91.5K

$122.7K

How much do associate financial planner jobs pay per year?

As of Jul 29, 2026, the average yearly pay for associate financial planner in Walpole, MA is $91,483.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $109,000.00 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.
What are the most commonly searched types of Financial Planner jobs in Walpole, MA? The most popular types of Financial Planner jobs in Walpole, MA are:
What are popular job titles related to Associate Financial Planner jobs in Walpole, MA? For Associate Financial Planner jobs in Walpole, MA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Walpole, MA look for? The top searched job categories for Associate Financial Planner jobs in Walpole, MA are:
What cities near Walpole, MA are hiring for Associate Financial Planner jobs? Cities near Walpole, MA with the most Associate Financial Planner job openings:
Infographic showing various Associate Financial Planner job openings in Walpole, MA as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $91,483 per year, or $44 per hour.
Senior Associate, FP&A

Senior Associate, FP&A

SCS Financial

Boston, MA • Hybrid

$90K - $110K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 19 days ago


Job description

Position Summary

This role will be an integral contributor to the SCS FP&A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set - with experience in data analytics, data engineering, business intelligence, or financial systems - and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations.

The Senior Associate will partner closely with the Head of FP&A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.

This is a hybrid role based in Boston, MA.
Primary Responsibilities

  • Partner with the Head of FP&A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements
  • Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms
  • Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs
  • Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible
  • Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization
  • Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment

Qualifications

  • Bachelor's degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field
  • 3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment
  • Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives
  • Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred
  • Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort
  • Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers
  • Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus
  • Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders
  • Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences
  • Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project management

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000.  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 and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-JS1