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Financial Planning Associate Jobs in Alabama (NOW HIRING)

ZS

Strategy Insights and Planning Associate Consultant in the Pharma Industry group will support ... well‑being, financial future, time away, and professional development. With robust ...

Cetera Financial Group

Financial Advisor

Gadsden, AL · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

Cetera Financial Group

Financial Advisor

Tuscaloosa, AL · On-site

$43K - $150K/yr

Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

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 ...

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 ...

Oath

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Philadelphia, Pennsylvania! Help more people than you can ever imagine. If you have charisma, are ...

New

UAB St. Vincent's

Financial Analyst

Birmingham, AL

Benefits for eligible positions include: generous paid time off, paid parental leave, Associate ... Assists with budget preparation and financial planning processes. Assists with budget review for ...

UAB St. Vincent's

Financial Analyst

Birmingham, AL · On-site

Benefits for eligible positions include: generous paid time off, paid parental leave, Associate ... Assists with budget preparation and financial planning processes. Assists with budget review for ...

Uab-Medicine

Financial Analyst

Birmingham, AL · On-site

$60 - $90/hr

Benefits for eligible positions include: generous paid time off, paid parental leave, Associate ... Assists with budget preparation and financial planning processes. Assists with budget review for ...

UAB St. Vincent's

Financial Analyst

Birmingham, AL · On-site

Benefits for eligible positions include: generous paid time off, paid parental leave, Associate ... Assists with budget preparation and financial planning processes. Assists with budget review for ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Alabama

Financial Planning Associate information

See Alabama salary details

$12

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$61

How much do financial planning associate jobs pay per hour?

As of Sep 5, 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 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.

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 85% Full Time, 12% Part Time, 1% Temporary, and 2% 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.

Advanced Planning Associate

OakworthTalent

Birmingham, AL • On-site

$70 - $95/hr

Other

Posted 28 days ago

Key responsibilities

  • Support the delivery of comprehensive planning strategies and advisory services for clients, families, and prospective clients with complex financial planning needs.

  • Coordinate the client experience by ensuring timely execution of planning activities, follow-up actions, and relationship management initiatives.

  • Assist in the preparation of estate and financial planning analyses, presentations, and client deliverables.

Job description

Job DetailsJob Location: Central Alabama - Birmingham, AL 35209Position Type: Full TimeJob Shift: DayJob Category: Wealth ManagementOakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL! We are looking for a full-time Advanced Planning Associate that will play a vital role in supporting our business goals and overall vision. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).

Summary:

The Advanced Planning Associate plays a key role in supporting the delivery of comprehensive wealth planning services to clients and families with complex financial needs. Working closely with the Head of Wealth Preservation Services, Director of Planning, Client Advisors and other advisory professionals, this position assists with financial analysis, planning strategy development, client deliverables, and planning workflow management. The role requires a strong blend of technical expertise, analytical thinking, organization, and attention to detail while helping ensure an exceptional, personalized client experience.

Key Roles/Responsibilities:
  • Support the delivery of comprehensive planning strategies and advisory services for clients, families, and prospective clients with complex financial planning needs.
  • Coordinate the client experience, ensuring timely execution of planning activities, follow-up actions, and relationship management initiatives.
  • Maintain accurate and complete client financial and relationship data across Oakworth systems.
  • Assist in the preparation of estate and financial planning analyses, presentations, and client deliverables.
  • Develop and enhance workflows and procedures to improve planning efficiency, consistency, and service delivery.
Responsibility Details:
  • Support client relationships by maintaining accurate client information, coordinating meeting preparation and follow-up activities, tracking action items, and helping deliver a seamless, high-touch client experience.
  • Maintain consistent communication with the Head of Wealth Preservation Services, Director of Planning, Client Advisors, and other members of the advisory team regarding client priorities, planning needs, and ongoing service activities.
  • Assist with estate and financial planning and analysis by gathering and organizing client information, conducting research, and supporting the development of customized planning recommendations and client deliverables.
  • Prepare financial analyses, reports, planning scenarios, presentations, and other client-facing materials related to cash flow planning, estate planning, tax planning, executive compensation, concentrated stock positions, liquidity events, and multi-generational wealth planning strategies.
  • Support client requests for planning analyses, reports, and special projects; assist clients with planning-related technology platforms and portals; and ensure planning software integrations and client data remain current and accurate.
  • Coordinate planning workflows and service activities to ensure timely completion of deliverables, effective execution of planning engagements, and consistent alignment with Oakworth’s client service model.
  • Identify opportunities to enhance processes, workflows, and operational efficiency while partnering with colleagues across the organization to improve service delivery and support exceptional client outcomes.
Qualifications and Skills:
  • Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field; advanced degree such as Juris Doctor, Masters of Accounting, or related degree preferred.
  • CFP, CPA, or JD preferred.
  • Three to five years of experience in legal services, financial services, wealth management, family office, private banking, accounting or financial planning preferred.
  • Experience supporting estate planning and in particular experience planning with closely held businesses a plus.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail and ability to manage multiple priorities with minimal supervision.
  • Excellent written, verbal, and interpersonal communication skills.
  • High degree of professionalism and discretion when handling confidential client matters.

Oakworth has been recognized by American Banker magazine as one of the “Best Banks to Work For” nine times, earning a spot on the list every year since the program began in 2013. Most recently, Oakworth ranked #2 nationally in both 2024 and 2025, after holding the #1 ranking six times in prior years. To learn more about our story and what truly sets Oakworth apart, visit https://www.oakworth.com/.

Equal Employment Opportunity

Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.

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