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Associate Financial Planner Jobs (NOW HIRING)

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $85K/yr

Partner with investment analysts, financial planners, and client service associates to deliver seamless, high-quality financial solutions that address every aspect of a client's financial journey.

Gaynor Staffing & Consulting

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Financial Planning Associate Wealth Management

Seattle, WA · On-site

$90K - $115K/yr

They value integrity, excellence, and nimbleness and are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. This is a Hybrid role (3 days in office). We are ...

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Associate Financial Planner information

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$45.5K

$83.9K

$112.5K

How much do associate financial planner jobs pay per year?

As of Jul 16, 2026, the average yearly pay for associate financial planner in the United States is $83,905.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,000.00 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.
More about Associate Financial Planner jobs
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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $83,905 per year, or $40.3 per hour.

Associate Financial Planner (Remote)

Humans Being Resources

Chicago, IL

$90K - $120K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 23 days ago

Job description

Financial Paraplanner
Associate Financial Planner
(Financial Services)
Our client's Financial Services Firm located in the Chicago, IL area is looking to add a key employee to the Team. They are seeking a professional Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills, has a "team player" mentality, and is highly organized. If you want to join a Financial Advisory & Planning Team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!
MINIMUM QUALIFICATIONS
  • 3+ years of Financial Services Industry experience in a fast-paced professional environment
  • 3+ years of successful Financial Planning experience
  • FINRA Series 7 & 66 or 65/63 Securities Licensing or willing to obtain within first 6mo of employment
  • Current CFP Designation or willing to obtain within first 6mo of employment
  • College Degree in Finance, Accounting, Business or related field of study
  • Financial Services Software experience (TD Ameritrade, eMoney, Precise FP, Money Guide Pro, Holistiplan, etc.)
  • CRM Software experience (Redtail, Wealthbox, Salesforce, etc.)
  • MS Office Products experience (Outlook, Excel, Power Point, Word, etc.)
  • Video Meeting Application experience(MS Teams, Zoom, Go-To-Meeting, etc.)
ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Paraplanner / Associate Financial Planner you will:
  • Prepare materials for prospect meetings, new client meetings, and client review meetings, including: Cashflow planning, Investment planning, Retirement planning, Education planning, Insurance planning, Estate planning, Tax planning & Business planning
  • Attend prospect and client meetings as an active participant
  • Conduct tutorial of client portal, initial input and data confirmation with the advisor and client
  • Update Financial Planning software to reflect most current and accurate client information
  • Ensure inquiries and concerns are addressed and resolved, achieving expected client service levels
  • Provide thorough, high-quality research, problem solving, and issue resolution
  • Seek to establish a level of trust and confidence with the client, allowing for any financial issue to be discussed and solutions offered
  • Develop effective virtual working relationships with the Financial Advisor Team, company staff and vendors, ultimately providing effective, high-quality service for clients
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication particularly in a virtual context
  • Demonstrated ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Ability to thrive in a fast-paced, virtual office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Willingness and desire to be part of a dynamic team environment
  • High attention to detail and ability to closely follow office processes, policies and adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION
  • $90,000 - $120,000 Annually (Base + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Health, Life & Disability Insurance + HSA/FSA + 401k w-Match
  • Laptop & Software Provided + Remote Work Environment
  • Monday - Friday Work Schedule + Generous PTO Policy + Paid Holidays
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Paraplanner (REMOTE) / Associate Financial Planner (REMOTE) position. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!