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Financial Planning Assistant Jobs (NOW HIRING)

HireBox

Financial Planner Assistant

Largo, FL

$48K - $50K/yr

... Assistant Largo, FL (In-Office Position) Looking to build a real career (not just another job ... Gain hands-on exposure to financial planning and client services * Enjoy real career growth ...

Aston Carter

Planning Assistant

Elyria, OH · On-site

$22 - $24/hr

Supply Chain/Planning Assistant This individual plays a key role in ensuring timely and accurate ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

Aston Carter

Planning Assistant

Elyria, OH · On-site

$22 - $24/hr

Supply Chain/Planning Assistant This individual plays a key role in ensuring timely and accurate ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

Austin Bank

Financial Service Advisor

Spring, TX

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and ...

Austin Bank

Financial Service Advisor

Spring, TX · On-site

A Financial Advisor provides financial planning and support to clients in order to help clients achieve their financial goals. Financial Advisors assist clients maintain their current assets and ...

Sila Services

FP&A Analysis

King Of Prussia, PA · On-site

$85K - $110K/yr

Forecasting, Budgeting & Planning * Assist with annual budgeting and quarterly forecasting processes. * Develop and maintain financial models used for forecasting, scenario analysis, and strategic ...

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Financial Planning Assistant information

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$35.5K

$60.6K

$104.5K

How much do financial planning assistant jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial planning assistant in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 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.

What does a Financial Planning Assistant do?

A Financial Planning Assistant supports financial advisors and planners by preparing client paperwork, conducting research, managing client communications, and maintaining financial records. They help with scheduling meetings, gathering client financial data, and assembling reports or presentations. Their role is essential in ensuring that the financial planning process runs smoothly and efficiently, allowing advisors to focus on providing strategic advice. Financial Planning Assistants often serve as the first point of contact for clients, addressing routine inquiries and facilitating a positive client experience.
More about Financial Planning Assistant jobs
What cities are hiring for Financial Planning Assistant jobs? Cities with the most Financial Planning Assistant job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Financial Planning Assistant jobs? States with the most job openings for Financial Planning Assistant jobs include:
What job categories do people searching Financial Planning Assistant jobs look for? The top searched job categories for Financial Planning Assistant jobs are:
Financial Planning Assistant jobs near you

Financial Planner Assistant

HireBox

Largo, FL

$48K - $50K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Econologics Financial Advisors
Is expanding fast – Looking for a dedicated
Financial Planner Assistant
Largo, FL (In-Office Position)
Looking to build a real career (not just another job)? Looking to join a growing company where your work truly matters?  Keep reading.
Offered salary and other compensation:
Based on your experience and performance record, we offer a yearly salary of $48,000 – $50,000. Additionally, we offer:

  • Potential for additional $2,800 - $5,600 performance-based bonuses
  • Health, dental, vision & life insurance
  • Paid time off
  • Employer-sponsored retirement plan
  • Career growth and advancement opportunities
About our company:
  • Econologics® Financial Advisors is a fast-growing Registered Investment Advisory firm and insurance agency based in Largo, FL.
  • We specialize in helping private practice owners across the U.S. take control of their finances through a proven, results-driven financial planning system.
  • We are not a slow corporate office—we are a high-energy, growth-focused team committed to delivering results for our clients and building successful careers for our people.
Why you should join us:
This is not just another administrative job.
  • Be part of a fast-growing company with real momentum
  • Work in a dynamic, team-oriented environment
  • Gain hands-on exposure to financial planning and client services
  • Enjoy real career growth opportunities (we promote from within)
  • Make a meaningful impact on clients’ financial success
If you are looking for a role where your work matters and your career can grow, this is it.
Our Location: 2401 West Bay Drive, Suite 603 Largo, FL
Your Mission as Financial Planner Assistant:
  • You will support financial advisors by managing client services, coordinating financial plan implementation, and ensuring smooth day-to-day operations.
  • Your role is critical in delivering an exceptional client experience while helping the firm scale efficiently.
Financial Planner Assistant’s duties and responsibilities:
  • Manage client services, scheduling, and account support
  • Assist in implementing financial plans
  • Open and service investment and insurance accounts
  • Maintain accurate client records and CRM systems
  • Answer and direct incoming calls professionally
  • Support advisors with daily operational tasks
  • Keep processes organized in a fast-paced environment
Required experience and qualifications:
  • Minimum 1+ year of administrative or office experience (financial services or insurance preferred)
  • Proficiency with Microsoft Office and CRM systems
  • Strong written and verbal communication skills
  • High school diploma required (college preferred)
  • Clean background (required for financial industry)
  • Valid driver’s license
Preferred soft skills and personality traits:
  • Highly organized and detail-oriented
  • Positive, outgoing, and professional
  • Able to handle pressure in a fast-paced environment
  • Proactive and takes initiative
  • Strong team player with a service mindset
  • Motivated to grow and build a long-term career

IMPORTANT: We do not process phone applications.
Thank you for sending your application online.