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Financial Planner Jobs in Madison, AL (NOW HIRING)

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Financial Planner information

See Madison, AL salary details

$45.2K

$86.6K

$125K

How much do financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planner in Madison, AL is $86,624.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,100.00 and $91,400.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Madison, AL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $86,624 per year, or $41.6 per hour.

Senior Financial Analyst Financial Planning & Analysis (FP&A)

Special Aerospace Services

Huntsville, AL • On-site

$84K - $104K/yr

Full-time

Re-posted 26 days ago

Key responsibilities

  • Develop and maintain financial models supporting budgeting, forecasting, long-range planning, and strategic initiatives.

  • Prepare financial analyses, executive dashboards, and management reporting packages on a regular basis.

  • Analyze financial performance, identify trends, explain variances, and provide actionable recommendations to leadership.

Job description

Senior Financial Analyst Financial Planning & Analysis (FP&A)
Location: Huntsville, AL (on site)

Who We Are

Aurex is a mission-focused aerospace and defense company building the next frontier of deterrence. From hypersonics and missile defense to hardened networks and orbital systems, we design, test, and deliver the platforms that turn unproven ideas into battlefield-ready capability.

Born in Huntsville and built for speed, Aurex brings together aerospace veterans, combat-tested operators, and forward-leaning technologists to solve problems that matterfast. We move from whiteboard to warfighter with precision, clarity, and zero tolerance for fluff.

About Aurex

Aurex is a rapidly growing national security and defense technology company delivering innovative solutions to the U.S. Government. Backed by Godspeed Capital, Aurex is executing an aggressive growth strategy through both organic expansion and strategic acquisitions. Our FP&A team plays a critical role in helping executive leadership make informed decisions that drive enterprise value.

Position Summary

Aurex is seeking a highly analytical and intellectually curious Senior Financial Analyst to join our Financial Planning & Analysis team. This individual will partner closely with executive leadership and business operations to deliver actionable financial insights, support strategic decision-making, and help drive operational excellence across the organization.

The ideal candidate combines exceptional financial acumen with advanced technical skills in Excel and financial modeling, possesses outstanding analytical capabilities, and enjoys working with large, complex datasets. Experience in Government contracting financials, investment banking, public accounting, FP&A, transaction advisory, or corporate finance is highly desirable.

This position offers significant visibility to senior leadership and provides opportunities to influence strategic initiatives across a fast-growing defense platform.

Key Responsibilities

  • Develop and maintain sophisticated financial models supporting budgeting, forecasting, long-range planning, and strategic initiatives.
  • Prepare monthly, quarterly, and annual financial analyses, executive dashboards, and management reporting packages.
  • Analyze financial performance, identify trends, explain variances, and provide actionable recommendations to leadership.
  • Partner with business leaders across operations, accounting, contracts, business development, and program management to improve financial performance.
  • Support annual operating plan (AOP), rolling forecasts, and long-range strategic planning processes.
  • Perform profitability, pricing, contract, and program financial analyses.
  • Extract, cleanse, manipulate, and analyze data from ERP systems, business intelligence tools, and multiple internal data sources.
  • Build automated reporting and improve financial processes through advanced Excel techniques and data analytics.
  • Assist with acquisition analysis, integration planning, and strategic financial projects as Aurex continues to grow.
  • Develop executive-level presentations and communicate financial insights clearly to senior leadership.
  • Continuously identify opportunities to improve reporting accuracy, efficiency, and decision support capabilities.

Required Qualifications

  • Bachelors degree in finance, Accounting, Economics, or related business discipline
  • 7+ years of progressive experience in:
    • Financial Planning & Analysis
    • Investment Banking
    • Public Accounting
    • Transaction Advisory
    • Corporate Finance
    • Consulting or similar analytical environment
  • Exceptional financial statement knowledge and business acumen
  • Advanced Microsoft Excel skills, including:
    • Complex formulas
    • Pivot Tables
    • Power Query
    • Financial modeling
    • Scenario analysis
    • Dynamic dashboards
  • Demonstrated ability to extract, manipulate, analyze, and synthesize large datasets from multiple sources.
  • Strong analytical, quantitative, and problem-solving skills.
  • Excellent written and verbal communication skills with the ability to present complex information to executive leadership.
  • Ability to manage multiple priorities in a fast-paced, high-growth environment.
  • Strong attention to detail while maintaining a strategic perspective.

Preferred Qualifications

  • MBA preferred
  • CPA, CFA, or progress toward professional certification is a plus.
  • Experience supporting government contractors or defense industry organizations.
  • Experience with ERP systems such as Unanet, Deltek Costpoint, or similar platforms.
  • Experience with Power BI, SQL, Tableau, or other business intelligence and visualization tools.
  • Experience with ChatGPT, Claude, Gemini or similar AI tools.
  • Experience supporting mergers and acquisitions, due diligence, or post-acquisition integration activities.

What Makes You Successful

We're looking for someone who:

  • Thinks like an owner and approaches problems with intellectual curiosity.
  • Can independently translate data into actionable business insights.
  • Is comfortable working directly with senior executives.
  • Thrives in an environment where priorities evolve quickly.
  • Enjoys solving complex financial and operational challenges.
  • Continuously seeks ways to improve processes through automation and analytics.
  • Has a high degree of integrity, professionalism, and accountability.

Why Aurex?
Joining Aurex means becoming part of a high-growth organization where your work will directly influence strategic decisions and company performance. You'll collaborate with experienced leaders, gain exposure to acquisitions and enterprise strategy, and help build a best-in-class FP&A organization supporting one of the nation's fastest-growing defense technology companies.

How You Will Be Rewarded
The salary range for this role is $110,000 - $135,000 annually. We offer a comprehensive total rewards approach to compensation, providing incentives and benefits that extend far beyond the base salary. Compensation is determined by the candidates work experience, education, training, and relevant skills. We offer a competitive benefits package designed to support our employees' health, well-being, and professional growth.

Location: Huntsville, AL
_________________

Aurex is an Equal Opportunity Employer. It prohibits discrimination, retaliation, or any type of harassment on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, citizenship, immigration status, or any other legally protected status in employment, including in hiring, firing, and recruiting decisions. All applicants must be authorized to work lawfully in the United States for positions at Aurex. There may be limited circumstances in which a law, regulation, executive order, or government contract would require certain citizenship; only in those limited circumstances would Aurex require certain citizenship status to comply with the relevant law, regulation, executive order, or government contract applicable to that position. For all other positions, Aurex does not consider an applicants citizenship but only requires that the applicant be authorized to work lawfully in the United States. If a position is one that falls under export control laws and regulations requiring authorization from the U.S. government to access export-controlled items, any hiring is contingent on the applicant passing the export compliance assessment, which is separate from the I-9 process, for that specific position. A background check will be required prior to any hire.
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