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

When you joinVeralto'svibrant global network of 14 operating companies and 17,000 associates, you ... The position of Analyst, Corporate Financial Planning and Analysis (FP&A) plays a key role ...

When you join Veralto's vibrant global network of 14 operating companies and 17,000 associates, you ... The position of Analyst, Corporate Financial Planning and Analysis (FP&A) plays a key role in ...

Headquartered in Needham, Massachusetts with more than 4,100 associates, the company's products are ... We are seeking a Financial Analyst, Corporate FP&A to join SharkNinja's Global Financial Planning ...

New

Analyst III Corporate FP&A

Quincy, MA · On-site

$86.32 - $129.48/hr

Ahold Delhaize USA associates support the brands with a wide range of services, including Finance ... Overview This position supports the FP&A team by delivering financial analysis, planning, and ...

FP&A Analyst

Boston, MA · On-site

$83K - $114K/yr

We have ONE opening for an FP&A Manager that can be based in one of our many office locations ... Other factors which directly impact pay for individual associates include: experience, skills ...

New

Showing results 41-60

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.

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 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.

Associate Director, FP&A

BlueRock Therapeutics

Cambridge, MA • On-site

$160 - $170.10/hr

Other

Re-posted 17 hours ago


Job description

## Associate Director, FP&AApplyremote type: Hybridlocations: MA-Cambridgetime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR19BlueRock Therapeutics, a wholly-owned and independently operated subsidiary of Bayer AG, is a leading engineered cell therapy company pioneering a new generation of cellular medicines. Utilizing our proprietary CELL+GENETM platform, we direct cellular differentiation and genetically engineer cells to create transformative therapies for patients suffering from neurological and ophthalmological diseases. Founded in 2016, BlueRock is at the forefront of the convergence of cell biology and genetic engineering. Our mission is to harness pluripotent stem cell technology and gene editing to deliver authentic, functional cell therapies that address the root causes of disease and offer hope to millions of patients worldwide. What Are We Doing? Our foundational science enables the generation and directed differentiation of universal pluripotent stem cells into authentic, functional cells for allogeneic cellular therapies. We are passionate about realizing the promise of cell and gene therapy, shaping the future of regenerative medicine, and delivering new therapies to patients with limited or no treatment options.**Who is BlueRock?** BlueRock Therapeutics, a wholly owned and independently operated subsidiary of Bayer AG, is a leading engineered cell therapy company using its unique cell+gene platform to direct cellular differentiation and genetically engineer cells to create a new generation of cellular medicines that address large patient populations suffering from neurological, cardiovascular, and immunology diseases. The convergence of cell biology and genetic engineering is creating fundamental new ways to impact disease. Founded in 2016 to capitalize on these technological breakthroughs, we are advancing our novel cell+gene platform to develop, manufacture, and deliver an entirely new generation of authentic and engineered cell therapies across three therapeutic areas: neurology, cardiology, and immunology.**What Are We Doing?** Our foundational science harnesses the ability to create and then direct the differentiation of universal pluripotent stem cells into authentic, functional cells that can be used as allogeneic cellular therapies to treat a broad array of diseases. We can also further engineer these cells, enabling them to produce enzymes, antibodies, and other proteins for additional therapeutic benefit. We are passionate about delivering on the promise of cellular and gene therapy, shaping the future of cellular medicine, and delivering new therapies to millions of patients with treatment options. We are seeking individuals who are collaborative, thrive in a fun and dynamic culture, and are steadfast in the commitment to advance cutting-edge cellular therapies to impact patients’ lives.**Description of Position:** The Associate Director of FP&A will serve as the lead finance partner to our Development & G&A business functions and program teams reporting to the Sr. Director, Financial Planning & Analysis. The incumbent will be a strong contributor to the FP&A function with deep clinical finance expertise while providing strategic and tactical decision support to the Development organization, driving efforts to scale and streamline planning and reporting processes and financial steering to ensure the business meets our financial objectives. This role will be highly visible, developing dynamic and advanced Clinical Trial budget models, managing and executing the strategic business plan, quarterly forecasts, and supporting any ad hoc analysis and other projects.**Responsibilities:** • Strongly work with FP&A to develop Strategic Business Plan Budgets and quarterly forecasts to ensure the Development Team business partners are clear on assumptions and program timelines to meet financial deliverables due to Bayer • Partner with BlueRock’s Development Leadership Team, G&A Functions and Program leads to oversee and develop the annual operating plan that includes headcount, advanced clinical trial budget models, operating expenses, and capital investments • Develop advanced clinical trial models critical to short and long range planning, portfolio analysis, and resource decision analysis by partnering with the Development Department & program leads. • Serve as the lead Finance partner in weekly program team meetings, proactively engaging with cross-functional stakeholders to identify key business drivers, risks, opportunities, and decision points that inform financial strategy, forecasting, resource planning, and investment prioritization. • Prepare and manage budget/forecast data for input into planning systems the data is accurate and understand key variances to produce key summary reports/presentations • Develop and manage Corporate financial models to evaluate short-term and long-term financial scenarios. • Produce management reports on a monthly and quarterly basis that analyze financial performance vs budget and prior forecasts • Coordinate the preparation of key financial slides for board meetings and executive committee meetings • Coordinate with accounting department for month end close and provide content around business performance and accrual support to aid in financial reporting. • Understanding of procurement, procurement controls, and procurement related data structures • Develop, maintain, and improve processes, tools, and systems to enhance financial tracking and reporting, including driving the implementation of new FP&A tool - shifting away from excel based planning**Minimum Requirements:** • Bachelor’s degree, preferably in Accounting, Finance, Business Administration or similar field, is required • 8 or more years of experience in Accounting, Consulting, Financial Planning & Analysis (FP&A) field is preferred • Life Sciences (biotechnology, pharmaceuticals, medical device) industry experience is preferred • Strong Excel Modeling skills, including skills such as Vlookup, Index/Match, Pivots, What if scenarios, etc. • Strong understanding of clinical trials, corporate finance, including the interaction of income statement, cash flow statement, and balance sheet is preferred • Knowledge of Oracle Planning Tools and Coupa (procurement) applications preferred • Strong interpersonal and written and verbal communication skills including the ability to effectively communicate clearly and concisely with all levels • Demonstrated problem-solving and analytical skills • Thrives in fast-paced environments with ability to manage and complete projects with time constraints • Ability to successfully work independently and within a team environment • Ability to maintain confidentiality of sensitive informationEqual Opportunity Workplace: At BlueRock, we welcome and support differences and diversity and we are proud to be an equal opportunity workplace. Please let us know if you require disability-related accommodation or other grounds protected by human rights legislation during the recruitment process so that we can work with you to meet your needs.The estimated compensation range for this position is $ 160,000.00 - $ 170,100.00 per year.Equal Opportunity Workplace: At BlueRock, we welcome and support differences and diversity and we are proud to be an equal opportunity workplace. Please let us know if you require disability-related accommodation or other grounds protected by human rights legislation during the recruitment process so that we can work with you to meet your needs.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. #J-18808-Ljbffr