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Financial Planning Assistant Jobs in San Ramon, CA

Ross

Analyst, Financial Planning & Analysis

Dublin, CA · On-site

$81K - $121K/yr

The Financial Analyst will support the Corporate Financial Planning & Analysis ("FP&A") team by ... ESSENTIAL FUNCTIONS: • Assist with the company's weekly forecasting process. Understand the ...

BoxPower, Inc.

FP&A Director

San Francisco, CA · On-site

$158K - $218K/yr

Own the bottoms-up revenue forecast built from CRM pipeline data & BOM * Assist development of the ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record

BoxPower Inc

FP&A Director

San Francisco, CA · On-site

$180 - $240/hr

KPI Framework Design * Assist the company-wide KPIs, what metrics matter, how they're calculated ... FP&A Systems Ownership * Own the FP&A function's systems strategy; partner with Accounting on ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in San Ramon, CA

Financial Planning Assistant information

See San Ramon, CA salary details

$39.7K

$67.7K

$116.8K

How much do financial planning assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial planning assistant in San Ramon, CA is $67,741.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,000.00 and $76,600.00 per year, depending on experience, location, and employer.

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 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 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.

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.
More about Financial Planning Assistant jobs
What are popular job titles related to Financial Planning Assistant jobs in San Ramon, CA? For Financial Planning Assistant jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in San Ramon, CA look for? The top searched job categories for Financial Planning Assistant jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Financial Planning Assistant jobs? Cities near San Ramon, CA with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,741 per year, or $32.6 per hour.

Financial Planning Associate

Burton Enright Welch

Walnut Creek, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

I. MISSION

Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

BEW seeks a Financial Planning Associate who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW's clients.

The Financial Planning Associate is not expected to bring in business. Long-term, BEW expects the Financial Planning Associate to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.

II. RESPONSIBILITIES

Support Advisors and Lead Advisors on day-to-day client needs.

   o Client communications are clear, prompt, responsive, and courteous.

   o Works with firm resources for effective delivery of client deliverables.

Assist in preparing for client meetings, taking notes, and sending follow-up emails.

Create/update financial plans to monitor whether clients are on track to meet their goals.

Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop recommendations.

Maintain client records, utilize workflows, and monitor outstanding tasks in CRM.

Manage team organization and execution of team tasks and projects.

Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.

Participate in project and committee work, including Investment Committee and Financial Planning initiatives.

Support and adhere to client experience standards and compliance requirements.

III. QUALIFICATIONS

Experience and Education:

Bachelor's degree

2-4 years of experience in the financial services industry

Demonstrated desire or progress towards the CFP designation.

CPA and CFA designations are also welcome.

Experience with financial planning software (e.g., eMoney) a plus

Skills and Knowledge:

Detailed-oriented and highly organized

Completes work timely and accurately

Ability to prioritize and manage multiples tasks and client relationships

Self-starter who values continuous learning

Excellent communicator (verbal, written, listening)

Strong interpersonal skills (integrity, humility, respect, empathy)

Core knowledge of financial planning concepts, markets, and investment topics

Team player who can work effectively in a collaborative environment

Proficient in Microsoft Office Suite

Past use of a CRM system a plus

IV. COMPENSATION

Competitive salary based on experience

Quarterly Incentive Bonus program

Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.

Open PTO (Paid Time Off) policy

Continuing Education allowance

401(k) retirement plan, including company-funded contributions

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