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Financial Planning Associate Jobs in Alabama (NOW HIRING)

Tuskegee University

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

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

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

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

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

MDW Associates

Junior Financial Analyst

Huntsville, AL · On-site

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile ... Perform strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional ...

Waverly Advisors LLC

Client Service Associate

Huntsville, AL · On-site

$13.75 - $19/hr

Client Service Associate Huntsville, AL Waverly Advisors' primary goal is to serve our clients, one ... We go far beyond just managing our clients' investments, offering truly in-depth financial planning.

MDW Associates

Senior Financial Analyst

Huntsville, AL · On-site

$88K - $110K/yr

MDW Associates is seeking Senior Financial Analysts to work in support of our Missile Defense ... Thorough understanding of DoW or MDA Planning, Programming, Budgeting and Execution (PPBE ...

MDW Associates

Senior Financial Analyst

Huntsville, AL · Hybrid

$88K - $110K/yr

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

MDW Associates

Senior Financial Analyst

Huntsville, AL · On-site

$88K - $110K/yr

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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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Alabama

Financial Planning Associate information

See Alabama salary details

$12

$28

$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.

Associate Vice President / Controller

Tuskegee University

On-site

Full-time

Re-posted 2 days ago

Job description

Position Details
To create a Posting, first complete the information on this screen, then click the Next button or select the page in the left hand navigation menu. Proceed through all sections completing all necessary information. To submit the Posting to Human Resources, you must go to the Posting Summary Page by clicking on the Next button until you reach the Posting Summary Page or select Posting Summary Page from the left navigation menu. Once a summary page appears, hover your mouse over the orange Action button for a list of possible approval step options.
Position Information
Position Title
Associate Vice President / Controller
Status
Full Time
Job Summary
The Associate Vice President / Controller serves as the University's chief accounting officer and provides executive leadership and administrative oversight for Accounting, Bursar Operations, Payroll Administration, Accounts Payable, Procurement Services, Fixed Asset Management, Financial Reporting, Internal Controls, and related financial operations functions.
Reporting directly to the Chief Financial Officer, the Associate Vice President / Controller is responsible for safeguarding University assets, ensuring compliance with Generally Accepted Accounting Principles (GAAP), maintaining accurate financial records, coordinating annual audits, supporting institutional financial planning efforts, and promoting sound fiscal stewardship throughout the University. The position serves as a key member of the Division of Finance and Business Affairs leadership team and is responsible for developing, implementing, and maintaining effective financial policies, procedures, systems, and controls that support the University's mission and strategic objectives.
Essential Job Duties
  • Serve as the University's chief accounting officer.
  • Provide strategic leadership and oversight for accounting and financial operations functions.
  • Develop and implement financial policies, procedures, and internal controls.
  • Support institutional financial planning and operational effectiveness initiatives.
  • Advise senior leadership regarding accounting, compliance, financial reporting, and operational matters.
  • Promote accountability, transparency, customer service, and continuous improvement throughout assigned departments.
  • Direct and oversee all accounting operations and financial reporting activities.
  • Ensure the integrity of the University's general ledger and accounting records.
  • Coordinate monthly, quarterly, and annual closing processes.
  • Oversee preparation of financial statements, schedules, reconciliations, and management reports.
  • Ensure compliance with GAAP and other applicable accounting standards.
  • Review financial transactions and reporting processes to ensure accuracy and reliability.
  • Provide executive oversight of the Bursar's Office.
  • Ensure accurate billing, collections, receivables management, and student account reconciliation processes.
  • Promote efficient and student-focused service delivery.
  • Ensure compliance with University policies governing student financial transactions.
  • Oversee payroll administration and related financial controls.
  • Ensure timely and accurate payroll processing.
  • Monitor compliance with applicable tax regulations and reporting requirements.
  • Coordinate payroll reconciliation and audit activities.
  • Direct accounts payable and procurement functions.
  • Ensure compliance with purchasing policies and procedures.
  • Oversee vendor management and payment processes.
  • Promote procurement practices that maximize efficiency and stewardship of institutional resources.
  • Oversee fixed asset accounting and inventory management programs.
  • Ensure proper capitalization, depreciation, inventory control, and asset reporting.
  • Coordinate periodic physical inventories and asset reconciliation activities.
  • Serve as the primary liaison to external auditors.
  • Coordinate annual financial audits and related reporting activities.
  • Implement and monitor internal control systems.
  • Ensure compliance with federal, state, and institutional financial requirements.
  • Monitor financial risks and recommend corrective actions when necessary.
  • Direct oversight of: Accounting, Bursar Operations, Payroll Administration, Accounts Payable, Procurement Services, Fixed Asset Management, Financial Reporting Personnel.
  • Other financial operations functions as assigned

Qualifications (Education, Experience and Specialized Training)
  • Bachelor's degree from an accredited institution in Accounting, Finance, Business Administration, or a closely related field from an accredited institution.
  • Eight (8) years of progressively responsible accounting and financial management experience.
  • Five (5) years of supervisory or leadership experience.
  • Demonstrated experience overseeing accounting operations, financial reporting, audits, and compliance functions.

PREFERRED QUALIFICATIONS
  • Master's degree in from an accredited institution in Accounting, Finance, Business Administration, or related discipline.
  • Certified Public Accountant (CPA) designation.
  • Ten (10) years of progressively responsible financial leadership experience.
  • Higher education accounting and financial management experience.
  • Experience with Ellucian Colleague or comparable ERP systems.
  • Experience overseeing Bursar, Payroll, Procurement, and Fixed Asset operations.

Physical Demands
Skills and Attributes
  • Advanced knowledge of GAAP and higher education accounting practices.
  • Knowledge of federal regulations, Uniform Guidance, and financial compliance requirements.
  • Strong financial analysis and problem-solving abilities.
  • Knowledge of internal control frameworks and risk management principles.
  • Excellent leadership, communication, organizational, and interpersonal skills.
  • Ability to communicate complex financial information to diverse audiences.
  • Proficiency with ERP systems, financial reporting software, and Microsoft Office applications.

Posting Detail Information
Posting Number
Will this position required travel?
YES
Will this position required night, weekend, and after hour work?
YES
Will this positon be supported using grants or contract funding?
NO
Number of Vacancies
1
Desired Start Date
Position End Date (if temporary)
Open Date
06/16/2026
Close Date
Open Until Filled
Yes
Special Instructions Summary
Each applicant, including all current employees, must complete and submit the following documents:
  • Tuskegee University employment application
  • Cover Letter
  • Resume/CV
  • Recommendation letters
  • Copies of unofficial transcripts.
  • Please note that official transcripts(s) will be required upon hire

Quick Link for Internal Postings
https://tuskegee.peopleadmin.com/postings/3734

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