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Financial Planning Associate Jobs in Alabama (NOW HIRING)

Protective

Lead Financial Strategy Associate

Birmingham, AL · On-site

$99K - $145K/yr

Partner with FP&A, Accounting, Actuarial, Technology, and other stakeholders to align on strategic ... The internal title for this role is Lead Associate Strategy. #LI-AP1 #ind123 Employee Benefits: We ...

Amgen

Senior Manager, Revenue Planning

Birmingham, AL · On-site

OR Associate's degree and 10 years of financial planning, revenue forecasting, or strategic finance experience. OR High school diploma / GED and 12 years of financial planning, revenue forecasting ...

T. Burks & Associates

Senior Financial Analyst

Decatur, AL

$76K - $95K/yr

We are seeking a detail-oriented and strategic senior financial analyst to support financial planning, analysis, and decision-making within a fast-paced manufacturing environment. This role partners ...

T. Burks & Associates

Senior Financial Analyst

Decatur, AL

$76K - $95K/yr

We are seeking a detail-oriented and strategic senior financial analyst to support financial planning, analysis, and decision-making within a fast-paced manufacturing environment. This role partners ...

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

$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 ...

TalentLink Solutions

Client Service Associate

Birmingham, AL

$13.50 - $18.75/hr

We believe in deep financial planning work and taking the care to get the details right the first ... Our firm is looking to hire a Client Service Associate to support our advisory team, create and ...

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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 Jun 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 does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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
Financial Planning Associate

Financial Planning Associate

Keel Point, LLC

Huntsville, AL • On-site

Full-time

Medical, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

OVERVIEW

We are seeking a motivated, detail-oriented Financial Planning Associate to join our growing team. In this role, you will support financial planning operations, manage client data with precision, and help prepare for client and prospect meetings, including timely and thorough follow-up.

RESPONSIBILITIES

  • Prepare and update client review meeting materials, demonstrating proficiency in Excel and a solid understanding of financial planning fundamentals.
  • Support post-meeting follow-up by maintaining accurate client notes and diligently tracking all action items to completion.
  • Drive plan action items to completion in alignment with our service standards, debriefing with the advisor as needed.
  • Collaborate with team Client Service Representatives (CSRs) to address client service requests and reinforce the firm's service model.
  • Master and actively utilize Keel Point's technology platforms, including Orion, Wealthscape, Wealthbox, MoneyGuidePro, and RightCapital.
  • Generate performance and asset allocation reports to support thorough and timely client reviews.
  • Coordinate client and prospect scheduling and communications to ensure a seamless and professional experience.
  • Enter and maintain client data across multiple software platforms, upholding high standards of accuracy and completeness.
  • Organize and manage client files with strict attention to confidentiality and accuracy.
  • Contribute to team initiatives such as tax season support and client appreciation efforts, and assist with additional duties as assigned.

FUTURE EXPECTATIONS

  • Build the financial planning expertise needed to develop and present comprehensive financial plans independently.
  • Sharpen analytical skills by constructing customized financial plans and forward-looking projections.
  • Expand knowledge of investment vehicles, strategies, and portfolio management principles.

EDUCATION, EXPERIENCE AND SKILLS

  • Bachelor's degree is required with a focus in finance preferred.
  • Minimum of 2 years' experience in the financial industry, or internship/college experience in the wealth management/planning field.
  • Effective organizational and communication skills, knowledge of Microsoft Office products
  • Strong focus on customer service skills and ability to multi-task in both a team setting and independently
  • Knowledge or experience using AI for research purposes is preferred.

BENEFITS

  • This is a full-time, on-site position, located in our Huntsville, AL office.
  • Competitive salary and benefits package, including health insurance, retirement plan, generous time off and professional development opportunities.