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Financial Planning Assistant Jobs in Alaska (NOW HIRING)

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JOB SUMMARY The FP&A Financial Analyst is a key player in creating and providing valuable ... Learn industry-specific information to assist with healthcare administrator forecasts * Support the ...

Doyon Limited

Senior Financial Analyst

Anchorage, AK · On-site

$87K - $108K/yr

Under the general direction of the Vice President of Finance & Tax, the incumbent will self-manage and assist with various finance duties, including budgeting, financial planning, forecasting, and ...

LifeWise Academy

Financial Assistant

Anchorage, AK · On-site

Overview As the Program Financial Assistant, you will assist the Program Director with managing and ... planned budget * Use Google Workspace apps such as Gmail, Drive, Meet, Calendar, Sheets and Docs

Alyeska Resort

Assistant Controller

Girdwood, AK · On-site

Support strategic initiatives through financial modeling, scenario planning, and ad hoc analysis ... Compliance, Controls & Risk Management * Assist in ensuring compliance with company accounting ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Alaska

Financial Planning Assistant information

See Alaska salary details

$38.2K

$65.3K

$112.5K

How much do financial planning assistant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for financial planning assistant in Alaska is $65,281.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,100.00 and $73,800.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

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

The most popular types of Financial Planning jobs in Alaska are:

What are popular job titles related to Financial Planning Assistant jobs in Alaska?

For Financial Planning Assistant jobs in Alaska, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Alaska look for?

The top searched job categories for Financial Planning Assistant jobs in Alaska are:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Alaska as of June 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, 3% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $65,281 per year, or $31.4 per hour.

Entry-Level Financial Planning (Remote)

Traction Forge Financial

Anchorage, AK • On-site, Remote

Part-time

Retirement

Re-posted 23 days ago

Job description

Here at Traction Forge Financial (an affiliate of GFI), we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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