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

RUE GILT GROUPE

Planner - Merchandising

Boston, MA · On-site

$75K - $90K/yr

Financial Agility * Evaluate the financial performance of multiple merchandise categories against ... Rue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA · On-site

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Develop, revise, and present comprehensive financial plans using planning software * Apply ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA · On-site

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Develop, revise, and present comprehensive financial plans using planning software * Apply ...

Focus Partners Wealth

Associate Wealth Advisor

Hingham, MA · On-site

$70 - $80/hr

## Associate Wealth AdvisorApplyremote type: Partially Remotelocations: Hingham, Massachusettstime ... Develop, revise, and present financial plans through planning software* Knowledge of tax, estate ...

New

RUE GILT GROUPE

Sr. Merchandising Planner

Boston, MA · On-site

$95K - $110K/yr

Evaluate the financial performance of merchandise categories against established KPI's to support ... Rue Gilt Groupe is committed to providing Associates with equal pay for equal work and carefully ...

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Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Walpole, MA

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 Sep 4, 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 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

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The most popular types of Financial Planner jobs in Walpole, MA are:

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For Associate Financial Planner jobs in Walpole, MA, the most frequently searched job titles are:

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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:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Walpole, MA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $91,483 per year, or $44 per hour.

Financial Planning Consultant - Smithfield, RI

Fidelity Investments

Smithfield, RI • On-site

Full-time

Medical, Life, Retirement

Re-posted 3 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description


Financial Planning Consultant
IMC 1 associates please do not apply to this requisition. Contact your leader if you have any questions regarding your eligibility.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Smithfield RI Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity's full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We're Looking For
  • FINRA Series 7 required
  • FINRA Series 63 and 65 or Series 66 licensed
  • Insurance license within 90 days of hire
  • Certified Financial Planner (CFP) preferred
  • Minimum of 5 years of previous financial services experience; managed solutions experience preferred
  • Planning and Advice mindset with a solid understanding of Fidelity's offerings
  • Ability to deliver high-quality IQ and EQ client experience through FRM mastery
  • Proven practice management skills that drive scalable, high-impact business results

The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer.
The Skills You Bring
  • Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
  • Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
  • Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
  • Comfort operating within a team-based service model while managing time, workflow, and follow-through
  • Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
  • Ownership of end-to-end advice experience, from preparation through implementation
  • Adaptability and willingness to continuously learn as client needs evolve
  • Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client
  • Fidelity is not providing immigration sponsorship for this position.

The Value You Deliver
  • Lead thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs
  • Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
  • Anticipate future needs and adapt advice as clients' goals and life stages change
  • Introduce and position the right service model and resources to deepen the overall Fidelity relationship
  • Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity's suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience - from discovery through implementation and ongoing progress - helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement - ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity's greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
  • Click here for a story about how we are helping our employee's payback their student loan debt

We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
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Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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