ZipRecruiter

Log In

1

Associate Financial Planner Jobs (NOW HIRING)

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 ...

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$75K - $101K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field. * 3+ years of experience in a financial planning associate or financial planning role with at least 1 year of ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$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 ...

Precision Financial Services

Be Seen First

Financial Planning Associate

Mine Hill, NJ · On-site

$80K - $100K/yr

Financial Planning Associate Location: Mine Hill, NJ Job Type: Full-Time | In-Office About the ... You do not need to be a seasoned financial planner--we are willing to teach the right person the ...

Precision Financial Services

Be Seen First

Financial Planning Associate

Mine Hill, NJ · On-site

$80K - $100K/yr

Financial Planning Associate Location: Mine Hill, NJ Job Type: Full-Time | In-Office About the ... You do not need to be a seasoned financial planner--we are willing to teach the right person the ...

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 ...

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$117K - $173K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Fute IT Inc

Associate Financial Advisor

Hanover, NH · On-site

Role Description This is a full-time hybrid role for an Associate Financial Advisor based in ... Proficiency in Financial Planning and Retirement Planning * Strong understanding of Finance and ...

W3Global Inc.

Associate Financial Advisor

Hanover, NH · Hybrid

$60K - $70K/yr

Our approach integrates financial planning with investment management to ensure alignment and ... The Associate Financial Advisor will assist in the creation and management of financial plans and ...

53 Stations

Financial Planner

Manhattan, NY · On-site

$83K - $112K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsAssociate Financial Planner Jobs

Associate Financial Planner information

See salary details

$45.5K

$83.9K

$112.5K

How much do associate financial planner jobs pay per year?

As of Sep 15, 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 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

What cities are hiring for Associate Financial Planner jobs?

Cities with the most Associate Financial Planner job openings:

What are the most commonly searched types of Financial Planner jobs?

The most popular types of Financial Planner jobs are:

Who are the top companies hiring for Associate Financial Planner jobs?

The top employers for Associate Financial Planner jobs are:

What states have the most Associate Financial Planner jobs?

States with the most job openings for Associate Financial Planner jobs include:

What are popular job titles related to Associate Financial Planner jobs?

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $83,905 per year, or $40.3 per hour.

Financial Planner (Sun Lakes, AZ)

Sun Lakes, AZ • On-site

Humans Being Resources
See more jobs at Humans Being Resourcesexternal

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Independent Financial Services Firm located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 5+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role
    (Example: Associate Financial Planner, Associate Financial Advisor, etc.)
  • Current FINRA Series 7 or Series 6 Securities License
  • Current FINRA Series 66 or 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience
    (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience
    (Example: Holistiplan, Wealthscape, eMoney, MoneyGuidePro, Advisor360, etc.)
  • Video Meeting Application experience
    (Example: MS Teams, Zoom, GoToMeeting, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
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 Advisor / Financial Planner you will: 
 
  • Initiate, track and complete client paperwork
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the client's overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • 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
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION:
  • $120,000 - $150,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Insurance + 401K w-Match
  • Long-Term & Short -Term Disability Insurance
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Sun Lakes, AZ area. 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 responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!