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Financial Planning Associate Jobs in Alabama (NOW HIRING)

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 ...

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 ...

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

Mid-level Financial Analyst

Huntsville, AL · On-site

$70 - $85/hr

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 ...

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 ...

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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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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.

Junior Financial Analyst

MDW Associates

Huntsville, AL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Job description

MDW Associates is currently seeking a Junior Financial Analyst to provide support to the Missile Defense Agency (MDA) in Redstone Arsenal, AL. The Junior Financial Analyst may perform a combination of some or all of the following duties:

  • Work independently to solve complex problems.
  • Perform strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional justification materials) under Government direction with federal funds execution in multiple appropriations.

Required Experience/Skills:

  • Knowledge of DoD and/or MDA Planning, Programming, Budget Formulation and Execution (PPBE)
  • Understanding of the implementation of OSD PPBE guidance to develop budget justification documentation for the Program and Budget Review (PBR) and President's Budget (PB) for RDT&E, O&M, Procurement and MILCON appropriations
  • Ability to independently resolve issues and present solutions to senior leadership using business case analyses, "what if" drills, briefings, issue papers, resource reallocation, analysis of alternatives, etc.
  • Understanding and application of relevant Financial Management Regulations and OMB Circular A-11
  • Organize, analyze and consolidate financial data for program acquisition planning, reviews, and reporting
  • Tracking and reporting on Financial Execution spending rates against established internal and external controls using DoD and MDA databases
  • Maintain financial databases of Agency's operating budget
  • Prepare and execute program funding requests (PRs, MIPR)
  • Defending the budget and spending plans to internal/external stakeholders by developing supporting products
  • Established knowledge of Excel and MS Office Suite

Education Requirement/Required Years of Experience:

  • High School Degree and 0-3 years of related experience
  • BA/BA in a related field preferred

Security Requirement(s):

  • Ability to obtain a US Security Clearance (Secret, TS, TS/SCI)

Company Description

Incorporated in 2012, MDW is a small business with headquarters in McLean, VA, and offices in Huntsville, AL. We provide Federal government clients with consulting, management services, advisory and assistance services, decision support, strategic planning, process planning and improvement, task execution, and metrics analysis. Our mission is to make our clients more successful by providing honest assessments, exceptional analysis, prudent advice, direct communication, and hard work.

Our core capabilities include:

  • Strategic Planning
  • Cost Estimating
  • Budget Programming and Justification
  • Budget Execution
  • Acquisition Management
  • Financial Systems Support & Integration

MDW Associates, LLC ("MDW") is an equal opportunity employer and does not discriminate in hiring or employment on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, age, marital status, covered veteran status, mental or physical disability, pregnancy or any other unlawful basis unrelated to the ability to do the job. MDW seeks to employ talented, ethical, and entrepreneurial-minded persons. Our applicants and employees are protected from discrimination as required by Federal law.

Additional Information

We offer a competitive and comprehensive benefits and compensation package for our employees, including but not limited to:

  • Health
  • Dental
  • Vision
  • Group Life Insurance/Long Term Disability/Short Term Disability
  • Retirement/401(k)
  • Flexible Leave Policy

All information will be kept confidential according to EEO guidelines

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