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How much do associate financial planning analysis jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate financial planning analysis in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Planning Analysis vs Financial Analyst?

AspectAssociate Financial Planning AnalysisFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's degree; CFA or CPA certifications often valued
Work EnvironmentEntry-level, team-focused, often within finance or corporate planning departmentsAnalytical, research-focused, may work in finance, investment firms, or corporate settings
Employer & Industry UsageCommon in corporate finance, banking, and investment firmsWidespread across finance, investment banking, and consulting

The Associate Financial Planning Analysis role typically involves supporting financial planning and analysis tasks, working closely with senior analysts. A Financial Analyst often has a broader scope, including investment analysis and market research. Both roles require similar educational backgrounds and certifications, but the Associate role is more entry-level and focused on internal planning processes, while the Financial Analyst may handle more complex financial modeling and external analysis.

Is an associate financial planning analysis analyst an entry-level job?

An associate financial planning analysis role is typically considered an entry-level position that requires basic knowledge of finance, accounting, or related fields. It often involves supporting senior analysts with data analysis, financial modeling, and reporting, and may require familiarity with tools like Excel or financial software. Advancement usually depends on experience and skill development.

What cities are hiring for Associate Financial Planning Analysis jobs?

Cities with the most Associate Financial Planning Analysis job openings:

What are the most commonly searched types of Financial Planning Analysis jobs?

The most popular types of Financial Planning Analysis jobs are:

What states have the most Associate Financial Planning Analysis jobs?

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

Associate Financial Planning Analysis jobs near you

Financial Planning & Analysis, Associate

JPMorgan Chase & Co

Jersey City, NJ • On-site

Full-time

Medical, Retirement

Posted 26 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 499 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description

Elevate your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.

As an Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the Commercial & Investment Banking (CIB) D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.

Job Responsibilities:

  • Assist in managing the annual budgeting and forecasting processes.
  • Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
  • Produce presentations and analysis for key internal clients, including Senior Management.
  • Develop, consolidate, and present qualitative and quantitative financial analysis.
  • Create, maintain, and review financial models and analyses.
  • Conduct deep dive analyses on key issues impacting clients.
  • Collaborate with business partners to ensure timely and effective delivery of initiatives.
  • Build and maintain strong relationships with key business stakeholders.
  • Monitor key performance indicators (KPIs) and provide actionable insights.
  • Ensure accuracy and integrity of financial data and reporting.

Required Qualifications, Skills, and Capabilities:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
  • Strong analytical and problem-solving skills with attention to detail.
  • Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
  • Excellent communication and presentation skills.
  • Ability to work collaboratively in a team environment and manage multiple priorities.
  • Ability to navigate multiple data sets and synthesize them into cohesive presentations.

Preferred Qualifications, Skills, and Capabilities:

  • CFA, CPA, or MBA.
  • Experience with SQL, Tableau, Qliksense
  • Ability to build strong partnerships with colleagues and think strategically.

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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