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Financial Planning Associate Jobs in Alabama (NOW HIRING)

FP&A Associate II

Birmingham, AL · On-site

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

FP&A Associate II

Birmingham, AL · Hybrid

$63K - $85K/yr

The FP&A Associate II partners with business and finance leadership to deliver clear, accurate, and actionable insights on financial results, expense activity, and overall business performance. This ...

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command ... clients, communities and associates unlock their full potential with capital and counsel.

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command ... clients, communities and associates unlock their full potential with capital and counsel.

Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command ... clients, communities and associates unlock their full potential with capital and counsel.

Client Service Associate

Birmingham, AL · On-site

$13.50 - $18.75/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Position Information Position Title Associate Vice President / Controller Status Full Time Job ... Support institutional financial planning and operational effectiveness initiatives. * Advise senior ...

Strategic Planning * Cost Estimating * Budget Programming and Justification * Budget Execution * Acquisition Management * Financial Systems Support & Integration MDW Associates, LLC ("MDW") is an ...

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Financial Planning Associate information

See Alabama salary details

$12

$28

$61

How much do financial planning associate jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for financial planning associate in Alabama is $28.97, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $31.15 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.
What are the most commonly searched types of Financial Planning jobs in Alabama? The most popular types of Financial Planning jobs in Alabama are:
What are popular job titles related to Financial Planning Associate jobs in Alabama? For Financial Planning Associate jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Alabama look for? The top searched job categories for Financial Planning Associate jobs in Alabama are:
What cities in Alabama are hiring for Financial Planning Associate jobs? Cities in Alabama with the most Financial Planning Associate job openings:
Infographic showing various Financial Planning Associate job openings in Alabama as of July 2026, with employment types broken down into 1% As Needed, 61% Full Time, 32% Part Time, 1% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $60,258 per year, or $29 per hour.
Finance Strategic Planning Associate Senior

Finance Strategic Planning Associate Senior

Regions Financial Corporation

Birmingham, AL • On-site

$145K - $192K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Regions Bank rating

8.1

Company rating: 8.1 out of 10

Based on 157 frontline employees who took The Breakroom Quiz

64th of 170 rated banks


Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Strategic Planning Associate Senior assists management with the development of the enterprise-wide strategic plan that reinforces our culture, provides clear business goals, and drives innovations while ensuring that our financial and strategic objectives are achieved. Supports the leadership team in the strategic planning process including organizing and executing the strategic plan. Supports efforts to partner with corporate business units, business segments and support groups to execute the strategic planning process and achieve strategic objectives.
Primary Responsibilities
  • Assists with strategic and ad hoc analysis on the industry, markets, peers, etc. to support senior management as well as strategic planning and execution
  • Aids in the continued development and articulation of the bank's key differentiating factors, opportunities, and threats in the marketplace
  • Analyzes group and business-level plans
  • Compiles financial information and market analyses to prepare for appropriate meeting materials and makes relevant recommendations to senior management
  • Communicates self-generated information as well as compile, edit, and format content provided by others in the department
  • Assists with the management of strategic relationships including those related to equity investment strategies to identify opportunities for long term benefit to the company's overall strategic plan
  • Works with Corporate Development on strategic analysis related to Mergers & Acquisitions (M&A) and other strategic topics
  • Keeps detailed records to maintain the department's compliance
  • Works independently with guidance in moderate to highly complex situations
  • May act as a resource to associates with less experience

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • Bachelor's degree in Business, Finance, or a related field
  • Seven (7) years of experience in financial services

Preferences
  • Master's degree

Skills and Competencies
  • Ability to work individually and collaboratively
  • Excellent oral and written communication skills
  • Strong ability to work with Microsoft Office Excel and PowerPoint
  • Strong financial acumen including understanding of financial statements and profitability concepts
  • Strong organizational skills with the ability to manage multiple projects at the same time
  • Strong work ethic and self-motivated

This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$145,944.15 USD
Median:
$192,280.00 USD
Incentive Pay Plans:
This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Regions Center
Location:
Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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