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Financial Planning Associate Jobs in Arizona (NOW HIRING)

Oscar Health

Associate, Strategic Finance (FP&A)

Tempe, AZ · Hybrid

$96K - $127K/yr

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our ...

New

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Oscar Health

Associate, Strategic Finance (FP&A)

Tempe, AZ · Hybrid

$96K - $127K/yr

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our ...

New

Oscar Health

Associate, Strategic Finance (FP&A)

Tempe, AZ · On-site

$96K - $127K/yr

We're hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our ...

New

NOAO

Program Financial Analyst

Tucson, AZ · On-site

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

NSF's NOIRLab

Program Financial Analyst

Tucson, AZ · On-site

$85K - $108K/yr

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

AURA

Program Financial Analyst

Tucson, AZ · On-site

$85K - $108K/yr

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

Cableone

Sr Financial Analyst

Phoenix, AZ

$84K - $105K/yr

... Planning Tools such as Workday Adaptive is helpful * Bachelor's degree in Finance, Economics or Accounting Benefits * Cable One and our family of brands appreciates the role our associates play to ...

Cable One, Inc.

Sr Financial Analyst

Phoenix, AZ · On-site

$84K - $105K/yr

... Planning Tools such as Workday Adaptive is helpful * Bachelor's degree in Finance, Economics or Accounting Benefits * Cable One and our family of brands appreciates the role our associates play to ...

Moors & Cabot Inc

Financial Advisor

Phoenix, AZ · On-site

Develop and implement financial planning solutions for clients and perform complex research and ... Set performance expectations and goals for assigned Client Associate(s) in conjunction with the ...

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Financial Planning Associate information

See Arizona salary details

$12

$29

$63

How much do financial planning associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for financial planning associate in Arizona is $29.79, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $32.02 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 Arizona?

The most popular types of Financial Planning jobs in Arizona are:

What are popular job titles related to Financial Planning Associate jobs in Arizona?

For Financial Planning Associate jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Arizona look for?

The top searched job categories for Financial Planning Associate jobs in Arizona are:

What cities in Arizona are hiring for Financial Planning Associate jobs?

Cities in Arizona with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Arizona as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $61,953 per year, or $29.8 per hour.

Financial Planner (Sun Lakes, AZ)

Sun Lakes, AZ

Humans Being Resources
See more jobs at Humans Being Resourcesexternal

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Independent Financial Services Firm located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 5+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role
    (Example: Associate Financial Planner, Associate Financial Advisor, etc.)
  • Current FINRA Series 7 or Series 6 Securities License
  • Current FINRA Series 66 or 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience
    (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience
    (Example: Holistiplan, Wealthscape, eMoney, MoneyGuidePro, Advisor360, etc.)
  • Video Meeting Application experience
    (Example: MS Teams, Zoom, GoToMeeting, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Advisor / Financial Planner you will:
  • Initiate, track and complete client paperwork
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the client's overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION:
  • $120,000 - $150,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Insurance + 401K w-Match
  • Long-Term & Short -Term Disability Insurance
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Sun Lakes, AZ area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!