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Associate Financial Planner Jobs (NOW HIRING)

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

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 ...

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 ...

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 ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... other associates with planning related questions * Ensure adherence to corporate policy ...

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 ...

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 ...

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 ...

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 ...

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

A We believe doing the right thing for our clients and our associates is good business. With a ... Continually support the Advisors and other associates with investment and financial planning ...

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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 Aug 30, 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.

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in the United States as of August 2026, with employment types broken down into 85% 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

T Rowe Price

Owings Mills, MD • Hybrid

$72K - $97K/yr

Full-time

Life, Retirement

Re-posted 6 hours ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Responsibilities

  • Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
  • Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
  • Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
  • Continually support the Advisors and other associates with investment and financial planning related training and coaching
  • 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 and fluency in new capabilities related to investments advice, financial planning, and financial education
  • Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 5+ years of total relevant work experience
  • CFP designation - Must be current and active to be considered for this role
  • FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66.

Preferred:

  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

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