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Financial Planning Associate Jobs in Arizona (NOW HIRING)

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial ...

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial ...

Associate Financial Analyst

Tempe, AZ · Hybrid

$62K - $75K/yr

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial ...

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 ...

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 ...

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 ...

Financial Aid Planner

Tucson, AZ · On-site

$55K - $56K/yr

The Financial Aid Planner is responsible for managing, overseeing, and assisting students with ... Associates Degree or higher preferred * Being bilingual is a plus NON-DISCRIMINATION POLICY Jersey ...

Showing results 21-40

Financial Planning Associate information

See Arizona salary details

$12

$29

$63

How much do financial planning associate jobs pay per hour?

As of Aug 8, 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 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 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:
Infographic showing various Financial Planning Associate job openings in Arizona 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 $61,953 per year, or $29.8 per hour.

Associate Financial Analyst

Imagine Learning

Yuma, AZ • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 1 hour ago


Imagine Learning rating

8.4

Company rating: 8.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

78th of 242 rated software companies


Job description

Great Purpose. Great People. Great Opportunities.

At Imagine Learning, we Empower Potential - in students, educators, and each other. As the leading provider of digital-first K–12 curriculum solutions, we’re committed to igniting learning breakthroughs that spark curiosity, creativity, and confidence. Every day, our team designs innovative tools that help educators personalize instruction and engage students in meaningful ways. We’re shaping the future of learning through our Curriculum-Informed AI™ approach - technology that understands instructional context, respects educator judgment, and transforms how teachers personalize learning at scale to unlock each student’s potential. Together, we’re reimagining what’s possible and transforming education.

That same spirit of innovation and purpose drives our team culture. At Imagine Learning, you’ll find opportunities for meaningful work, continuous growth, and connection with passionate colleagues who care deeply about making a difference. We celebrate collaboration, embrace change, and believe in lifelong learning - for our students and ourselves.

Imagine Learning offers flexible work arrangements across the U.S. and internationally. U.S.-based employees located in or around Tempe, AZ (HQ), Austin, TX, Petaluma, CA, Rock Rapids, IA, or Bloomington, MN, typically work on a hybrid schedule at one of our office locations.

Imagine Your Impact.

The Associate Financial Analyst supports financial planning and analysis activities. This role is responsible for performing variance analysis, partnering with department leaders to monitor financial performance, contributing to budgeting, and forecasting processes, and ensuring contractor spend aligns with approved budgets. 

 

For more information on what it’s like to work at Imagine Learning, including our culture, benefits, and products, visit us HERE.

 

To learn more about a typical applicant journey at Imagine Learning, click HERE.

 

Position Information: This is a regular, full-time position, reporting to the FP&A Manager.

Compensation: Base pay is anticipated to be between $62,470.00 and $75,000.00 per year. Eligible employees may also receive incentive/commission/annual bonus pay based on individual and/or company performance. Compensation may vary based on factors such as, but not limited to, individual skills, experience, training, education/certifications, geographic location, internal equity, and local market conditions.

Location: In this US-based position your location will be hybrid at our headquarters in Tempe, AZ; with an on-site requirement of two days per week, you may choose any two days, Monday–Friday, between 8:00 AM and 5:00 PM local time.

Travel: You can also expect up to approximately 5% travel; be sure you have a valid driver’s license and automobile insurance and a clean driving record for at least the preceding 39 months.

Benefits: Imagine Learning provides a comprehensive benefits program to eligible employees, including:

  • Multiple health, dental, and vision plans, including medical plans with zero employee premiums
  • 401k plan with a company match
  • 16 paid holidays, which include 2 floating holidays and a winter shutdown from Christmas Eve through New Year’s Day
  • Paid Time Off
  • Comprehensive maternity and fertility/family building benefits
  • Paid bonding leave when a new child joins your family
  • Access to on-demand mental health resources
  • Life and short and long-term disability insurance
  • Pre-tax savings plans
  • Paid volunteer time off
  • A wide variety of professional development programs, including tuition reimbursement
  • Work from home opportunities that foster work/life balance

 

Envision Your Experience.

In this role you’ll have the opportunity to:

  • Perform monthly variance analysis to compare actual results against budget and forecast. 
  • Identify key drivers, trends, and risks, and provide actionable insights to leadership. 
  • Prepare financial reports, dashboards, and support analysis for internal stakeholders. 
  • Partner with department leaders to monitor financial performance and spending. 
  • Support cost management efforts and help ensure alignment with organizational goals. 
  • Communicate financial insights clearly to non-finance stakeholders. 
  • Assist in the development of annual budgets and periodic forecasts. 
  • Maintain and update financial models to reflect changing business conditions. 
  • Support scenario analysis to inform decision-making. 
  • Review contractor requests and spend to ensure compliance with approved budgets. 
  • Track contractor utilization and forecast future needs. 
  • Collaborate with department leaders to manage expenses effectively. 
  • Identify opportunities to improve reporting, forecasting, and financial processes. 
  • Leverage financial systems and emerging AI tools to enhance efficiency and accuracy. 
  • Adapt to and support evolving processes in a high-growth environment. 
  • Other duties as required. 

 

Share Your Expertise.

Experience, education, and qualifications essential for success in this role, include:

  • Bachelor’s degree in finance, accounting, or economics and at least 1 year of financial analysis experience in a high-growth environment; or an acceptable combination of education and experience.
  • Self-starter with the ability to think creatively and learn new concepts. 
  • Excellent problem-solving and analytical skills with high standards of accuracy and precision. 
  • Strong financial modeling skills. 
  • Advanced Excel and PowerPoint skills to work with large amounts of data and convey data and storylines. 
  • Effective communication at a detailed technical level, with the ability to present to the leadership team. 
  • Ability to work well under pressure, thrive in a fast-paced environment, and stay flexible through growth and change. 
  • Experience using NetSuite, Salesforce, Adaptive Insights, or PowerBI, along with AI-driven tools. 
  • Willingness and ability to travel up to 5% travel. 

 

At Imagine Learning, we believe our work is strongest when people feel respected, supported, and encouraged to contribute their unique perspectives. We strive to create a welcoming workplace where employees can learn from one another, grow together, and build educational experiences that reflect the world of our learners.

Imagine Learning is an Equal Opportunity Employer committed to providing equal employment and advancement opportunities to qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, sex (including pregnancy, childbirth, lactation, or related medical conditions), gender identity or expression, transgender status (including whether or not you are transitioning or have transitioned), sexual orientation, marital status, religion (including religion dress and grooming practices), age 40 and over, physical or mental disability, medical condition, genetic information (including results of genetic testing and characteristics), veteran and/or military status, or service in the military, and any other basis or status protected under applicable federal, state, or local laws. 

To all recruitment agencies: Imagine Learning does not accept agency resumes. Please do not submit candidates for consideration via our online application system, to Imagine Learning employees, or to any other organization location. Imagine Learning is not responsible for any fees related to unsolicited resumes.


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About Imagine Learning

Sourced by ZipRecruiter

At Imagine Learning we ignite learning breakthroughs. It drives everything we do. We innovate together to support educators in creating those special moments when students experience the joy of learning at its best.

Industry

E-learning

Company size

1,001 - 5,000 Employees

Headquarters location

Scottsdale, AZ, US

Year founded

2004