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Financial Planning Assistant Jobs (NOW HIRING)

Mercer Advisors

Financial Planner

Woodland Hills, UT · Hybrid

$69K - $92K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a ... planning. * Assist with creating and implementation of workflows and procedures to improve ...

Mercer Advisors

Financial Planner

Los Angeles, CA · Hybrid

$81K - $109K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a ... planning. * Assist with creating and implementation of workflows and procedures to improve ...

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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 29, 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.

Can financial advisors make $500,000 a year?

Financial planning assistants typically do not earn $500,000 annually, as this level of income is usually associated with experienced financial advisors or those managing large client portfolios. High earnings in financial advising often depend on factors such as client base, commissions, bonuses, and certifications like the CFP. Most entry- and mid-level roles have lower salary ranges, with top earners reaching higher income levels through extensive experience and business development.

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 is an assistant financial planner?

An assistant financial planner supports certified financial planners by preparing financial plans, conducting research, and managing client records. They often have a background in finance or related certifications and work in financial advisory firms or banks. This role helps ensure clients receive comprehensive financial guidance and planning services.

How to become a financial planning assistant?

To become a financial planning assistant, candidates typically need a high school diploma or equivalent, with some roles preferring an associate's or bachelor's degree in finance, accounting, or related fields. Relevant skills include strong organizational abilities, proficiency with financial software, and good communication. Certifications like the Certified Financial Planning (CFP) designation are not required but can enhance job prospects and advancement opportunities.

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.

How much does a finance assistant get paid?

The average salary for a financial planning assistant ranges from $40,000 to $55,000 per year, depending on experience, location, and employer. Entry-level positions may start lower, while experienced assistants or those with certifications can earn higher wages. Salaries often include benefits such as health insurance and retirement plans.

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.
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Financial Planning Assistant jobs near you

Entry-Level Financial Planning

Davis Family Financial LLC

Houston, TX • On-site

$50K - $75K/yr

Part-time

Retirement

Posted 18 days ago

Key responsibilities

  • Sit down with individuals, families, or business owners to discuss their financial goals and dreams.

  • Help create a game plan or roadmap to achieve clients' short-term and long-term financial goals using financial solutions, products, and services provided.

  • Participate in an in-depth training program related to financial planning.

Job description

Here at Davis Family Financial, 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 planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation 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 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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