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Associate Financial Planner Jobs (NOW HIRING)

Arcadia Financial

Financial Planner

Manchester, NH · Hybrid

$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.

Cain Watters & Associates, LLC

Financial Planner

Frisco, TX · On-site

$71K - $95K/yr

... Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning, and long-term ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

... service associates, and compliance team members. The ideal candidate will have a passion for ... Financial Planner Responsibilities: * Conduct thorough financial assessments and gather relevant ...

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

... service associates, and compliance team members. The ideal candidate will have a passion for ... Financial Planner Responsibilities: * Conduct thorough financial assessments and gather relevant ...

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Associate Financial Planner information

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$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.
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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.
Financial Planner

Financial Planner

Arcadia Financial

Manchester, NH • Hybrid

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

About Arcadia Financial

At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like it's Saturday. Our world-class, five-star firm caters to the 'millionaire next door,' providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, we'd love to meet you.


Job Summary

As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic investment advice, and build long-term relationships that foster trust and financial growth. You will collaborate closely with our tax and estate planning teams to ensure holistic financial solutions that align with clients' long-term objectives.

Key Responsibilities

  • Develop Comprehensive Financial Plans: Create customized financial strategies tailored to clients' unique needs, goals, and risk tolerance, incorporating investment, retirement, tax, and estate planning components.
  • Provide Holistic Investment and Wealth Management Advice: Recommend diversified investment portfolios, asset allocation strategies, and risk management approaches that align with clients' financial aspirations and life stages.
  • Enhance the Client Experience Through Proactive Engagement: Build and maintain strong client relationships through regular strategy meetings, financial check-ins, and personalized communication to ensure evolving needs are met.
  • Collaborate with Tax and Estate Planning Teams: Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning, and legacy preservation.
  • Monitor Market Trends and Financial Regulations: Stay ahead of market developments, regulatory updates, and industry best practices to provide clients with the most relevant and strategic financial guidance.
  • Ensure Compliance and Ethical Standards: Uphold all industry regulations, internal compliance policies, and ethical standards to safeguard clients' interests and financial well-being.
  • Collaborate Across Internal Teams: 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.

Qualifications

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Certified Financial Planner (CFP) or similar certification preferred but not required.
  • Series 65 certification required.
  • 2-5+ years of experience in financial advising, wealth management, or a related role.
  • Strong analytical and problem-solving skills with a deep understanding of financial products and markets.
  • Excellent interpersonal, communication, and presentation skills.
  • Proficiency in financial planning software and CRM tools.
  • Ability to work independently while contributing to a collaborative team environment.

Compensation Structure:
Hybrid compensation model. Base salary is experience dependent, $75,000 - $85,000. Plus commission on AUM and Insurance.

Arcadia Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.

Benefits:

We believe in taking care of the people who take care of our clients. Our benefits are designed to support yourwell-being, growth, and work-life balance, including:

  • 100% employer-paid health, dental, and vision insurance
  • Unlimited paid time off (PTO)and flexible scheduling
  • Short-term disability, long-term disability, and life insurance - fully covered
  • 401(k) retirement plan with 4% company match
  • Professional development and continuing education opportunities
  • Collaborative, people-first culturethat values innovation and accountability
  • Engaging workplace perks, including team events, community-focused volunteer initiatives and more

Arcadia challenges you to fearlessly live every day like it's Saturday.

Apply