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Financial Planning Assistant Jobs in Georgia (NOW HIRING)

Mirion Technologies, Inc.

FP&A Analyst

Atlanta, GA · On-site

The FP&A Analyst will support financial planning, forecasting, reporting, and business analysis ... * Assist in developing quarterly forecasts, annual budgets, and long-range financial plans.

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Financial Planning Assistant information

See Georgia salary details

$30K

$51.2K

$88.2K

How much do financial planning assistant jobs pay per year?

As of Aug 26, 2026, the average yearly pay for financial planning assistant in Georgia is $51,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $57,800.00 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 Georgia?

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

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

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

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

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

What cities in Georgia are hiring for Financial Planning Assistant jobs?

Cities in Georgia with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 13% Part Time, 7% Contract, and 3% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $51,184 per year, or $24.6 per hour.

Financial Planning and Analysis (FP&A) - Manager

Atlanta, GA • On-site

Riveron
Business Management Consulting • 501 - 1,000 employees
Learn more about Riveronexternal

$100K - $180K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Today's environment requires businesses to rapidly address dynamic conditions to optimize earnings and cash. Riveron helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives.
Riveron brings functional leadership, subject matter expertise, and proprietary tools to align business performance with growth and strategic objectives. We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital.
Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
Who You Are:
  • Bachelor's in business or related field of study (Master's is preferred)
  • Minimum of 5+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
  • Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
  • Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
  • Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
  • Advanced knowledge of accounting and finance, specifically the relationships between financial statements
  • You have a passion for developing and maintaining client relationships
  • You get the job done and have fun doing it
  • You communicate skillfully with a variety of audiences and can create compelling stories from data
  • You thrive in an ever-changing, dynamic work environment
  • You readily identify problems and instinctively look for solutions
  • You enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events
  • You have the ability and desire to travel as required based on client location

What You'll Do:
Execute project plans and deliver solutions across the following FP&A domains:
  • Performance visibility - deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
  • Financial planning - assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
  • Interim FP&A - support clients in an interim FP&A leadership capacity
  • Decision support - provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

Applications for this evergreen opportunity will be accepted through Dec 31, 2026.
About Riveron:
At Riveron, we partner with clients-from global multinationals to high-growth private entities-to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.
Want to stay connected with Riveron? Join our Talent Community to learn more about our growing firm and be considered for future opportunities.
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Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. A complete description of all available benefits can be found at Riveron's Benefits page at https://riveron.com/riveron-life/. Contract roles are not eligible for benefits.
Fraud Alert
Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.
Artificial intelligence (AI) tools are used to support the hiring process in screening, assessing, and/or selecting applicants for this position. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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