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Financial Planning Associate Jobs (NOW HIRING)

EP Wealth Advisors, LLC

$70 - $94/hr

Summary The Financial Planning Associate works closely with advisors to create, update, analyze, and deliver tailoredfinancial plans to clients within the region. This role focuses on developing and ...

Raymondjames

Financial Planning Associate

Bend, OR · On-site

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and ...

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How much do financial planning associate jobs pay per hour?

As of Sep 5, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.
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Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% 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

Valid8 Financial, Inc.

Walnut Creek, CA • On-site

$80 - $100/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

Key responsibilities

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

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

  • Create and update financial plans to monitor clients' progress toward their goals.

Job description

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.
  • Client communications are clear, prompt, responsive, and courteous.
  • 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:
    • 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.
  • 401(k) retirement plan, including company-funded contributions
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