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Financial Planning Associate Jobs in Alabama (NOW HIRING)

RFG Advisory

Wealth Advisor Associate

Birmingham, AL · On-site

$80 - $90/hr

We are seeking a Wealth Advisor Associate to work alongside a CFP-credentialed Lead Advisor in ... Conduct regular client financial reviews covering investment and estate planning needs* Coordinate ...

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

$52 - $72/hr

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 Sep 6, 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.

Wealth Advisor Associate

RFG Advisory

Birmingham, AL • On-site

$80 - $90/hr

Other

Medical, Retirement

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

Key responsibilities

  • Serve as the primary point of contact for an established group of clients, delivering high-quality advice and relationship management.

  • Conduct regular client financial reviews covering investment and estate planning needs.

  • Coordinate with the broader CMC Financial team on complex client matters and maintain accurate client records.

Job description

## Wealth Advisor AssociateRFG Headquarters · Full-time · Intermediate#### About The PositionCMC Financial is a growing wealth management firm providing comprehensive financial planning, investment management, and tax-informed planning, with tax preparation services offered separately through CMC Tax. We are seeking a Wealth Advisor Associate to work alongside a CFP-credentialed Lead Advisor in supporting client relationships and delivering thoughtful, coordinated advice. This role offers the opportunity to develop as an advisor, assume increasing responsibility, and contribute meaningfully to the continued growth of an established and respected firm.**Location*** ****This full-time position is based in our Birmingham, Alabama, office and requires five days per week on-site. However, highly qualified candidates in nearby markets—such as Atlanta, Nashville, or Mobile—may be considered if they can commit to working in the Birmingham office five to six times per month.**The Role*** ****The Wealth Advisor Associate will serve as the primary point of contact for an established group of CMC Financial clients, delivering consistent, high-quality advice and relationship management. This is a book-management role.**Key Responsibilities*** Manage relationships for select clients* Conduct regular client financial reviews covering investment and estate planning needs* Coordinate with the broader CMC Financial team, including CMC Tax, the practice's tax preparation and tax planning arm, on complex client matters* Ensure the maintaining accurate client records and activity* Obtain and maintain all required licensing and continuing education#### Requirements* Series 65 license, or already in process and able to obtain within 90 days of hire* 4 to 5 years of relevant client-facing experience* Ability to multi-task and manage client relationships* Strong attention to detail and consistent follow-up to every client interaction* Adapt and pivot effectively as client needs and market conditions shift**Preferred*** Working knowledge of tax and estate planning strategies within a wealth management context* JD/LLM, CFP, or CPA/EA credential or candidates are welcome#### Company**Why CMC Financial******CMC Financial offers the opportunity to join a growing, relationship-driven firm committed to helping clients see the complete picture of their financial lives. Our collaborative approach brings together investment management, tax planning, estate considerations, insurance strategies, and other essential services under one roof. We value genuine client relationships, and team members who want to contribute meaningfully to both our clients’ success and the continued growth of the firm.RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.www.RFGadvisory.com/awardsThis hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.#### Benefits and Compensation* **Base Salary: $80,000-$90,000*** Variable commission on serviced accounts once Series 65 licensed, creating a competitive total compensation package* Medical and 401k benefits, with additional benefits to be finalized #J-18808-Ljbffr

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