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Financial Planning Associate

Lawrence, KS · On-site

$51K - $55K/yr

Financial Planner Job Summary We are seeking a Financial Planning Associate to provide financial planning and investment advisory support to clients within growing advisory practices. This role ...

Mefford Consulting LLC

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Financial Planning Associate

Ashland, MT · Remote

$40K - $70K/yr

About the Role We are seeking motivated individuals to join our team as Financial Planning Associates . In this role, you will help support clients as they learn about financial planning strategies ...

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Financial Planning Associate information

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$67

How much do financial planning associate jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for financial planning associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
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Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, 11% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Planning Associate

Prestige Worldwide Enterprises LLC

Saint Cloud, MN • On-site

$45K - $60K/yr

Full-time

Posted 5 days ago

Job description

Financial Planning Associate

About Stone Arch Advisory Group: https://www.stonearchadvisorygroup.com/our-story.htm

Stone Arch Advisory Group is searching for a highly motivated and organized Financial Planning Associate to join their financial planning team. This is an entry-level position that provides critical technical and client planning support to our financial advisors, vital to our success in delivering exceptional financial guidance to our clients. You'll report to the CFO/Director of Financial Planning and work with an exceptional team of experienced CFP's.

Core Expectations Include (not limited to):

  • Create, modify, and monitor comprehensive financial plans for clients/prospects
  • Use the financial planning analysis to create/develop personal recommendations for clients/prospects, including, but not limited to:
    • Insurance (Life, Disability, Long-term Care)
    • Asset accumulation/distribution strategies
    • Asset allocation analysis
    • Tax planning strategies
  • Host weekly case prep meetings with Advisors to prepare them on client meeting content for the week, while clearly communicate planning recommendations and reasoning to all parties
  • Develop and understand life, disability, annuity, long-term care products available to clients through Northwestern Mutual and outside brokerage firms utilized by Stone Arch Advisory Group
  • Prepare for client meetings by gathering financial information, analyzing data, and creating a concise agenda to ensure a productive meeting
  • Support in maintaining the firm’s planning philosophies
  • Maintaining a positive, professional, and team-focused attitude while working internally with team members and externally with clients

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
  • Strong attention to detail with the ability to work with a high degree of accuracy and autonomy
  • Demonstrate organizational skills, ability to multitask, and time management skills with the ability to set priorities and meet deadlines
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong work ethic and ability to work in a fast-paced environment
  • Ability to maintain confidentiality in dealing with client matters
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other proprietary financial planning software; along with embracing innovation and open to adopting AI-enabled tools and technologies
  • Desire and capacity to further financial education and pursue credentials (ex. CFP, RICP)
  • Minnesota Life, Accident & Health License (or ability to obtain within 90 days)
  • FINRA SIE, Series 7 & 63 (or ability to obtain within 1 year)