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Financial Planning Associate Jobs in Alabama (NOW HIRING)

Alteryx

$103K - $134K/yr

You will be responsible for optimizing revenue forecasting, managing headcount planning, and ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

AltaPointe Health

Financial Planner

Mobile, AL

$57K - $77K/yr

Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and ... Associates degree preferred Must be computer literate, detail oriented, dependable, focused, detail ...

AltaPointe Health

Financial Planner

Mobile, AL · On-site

$57K - $77K/yr

Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and ... Associates degree preferred Must be computer literate, detail oriented, dependable, focused, detail ...

AltaPointe Health

Financial Planner

AL · On-site

$57K - $77K/yr

Notifies Finance and Accounting, CarePointe and Center staff of any changes, requirements, and ... Associates degree preferred Must be computer literate, detail oriented, dependable, focused, detail ...

First Horizon Bank

Financial Advisor II

Mobile, AL · On-site

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.

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Financial Planning Associate information

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$12

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$61

How much do financial planning associate jobs pay per hour?

As of Aug 16, 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $60,258 per year, or $29 per hour.

Financial Planning and Analysis Analyst

Regions Financial Corporation

Birmingham, AL • On-site

$69K - $88K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Regions Bank rating

8.2

Company rating: 8.2 out of 10

Based on 160 frontline employees who took The Breakroom Quiz

51st of 171 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 Financial Planning and Analysis Analyst is responsible for all areas of financial and management reporting, planning and analysis.
Primary Responsibilities
  • Develops, updates, and maintains models to budget, forecast, analyze, and report financial data
  • Develops and performs monthly detailed financial analysis including financial modeling and monitoring business results and impact to bottom line
  • Defines drivers of budget variances and ensures understanding of key drivers with responsible parties
  • Consolidates and reports monthly forecasts, annual budgets, and strategic plans, including related summary commentary and analysis
  • Assists with the provision of timely, accurate, and reliable financial management information and the running and enhancement of reporting systems which facilitate the production of this management information
  • Completes regular and ad-hoc reporting and business reviews as well as the preparation of key presentations and special projects as required
  • Presents financial analysis to influence management decisions

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements
  • Bachelor's degree in Accounting, Finance, or a directly related field
  • Three (3) years of experience with management reporting or financial analysis

Preferences
  • Experience with Essbase Financial Reporting tool or similar

Skills and Competencies
  • Financial analysis and research
  • Proficient in Microsoft Office Products Suite, particularly Excel
  • Report development

Additional Responsibilities:
  • Support accurate and timely administration of incentive compensation plans for financial advisors, licensed branch associates, and sales managers
  • Research and resolve incentive issues and communicate with associates and managers as necessary
  • Act as communication liaison between sales force, firm management and various departments within organization
  • Analyze monthly performance of sales associates and report to appropriate sales management
  • Other support tasks for Investment Services Finance team

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.
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Regions will not sponsor applicants for work visas for this position at this time. Applicants for this position must be currently authorized to work in the United States on a full-time basis.
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:
$69,442.45 USD
Median:
$88,360.00 USD
Incentive Pay Plans:
This job is not incentive eligible.
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
Riverchase Complex North Building
Location:
Hoover, 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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