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Financial Planning Associate Jobs in California (NOW HIRING)

Otter

Strategy & Planning Associate

Los Angeles, CA · On-site

Partners with product, sales, marketing, finance, and operations teams to evaluate market ... What you'll do Go-to-Market Strategy & Commercial Planning * Support the development and execution ...

Netflix

Associate, Games FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

The Games Financial Planning & Analysis team (FP&A) is responsible for budgets and forecasts, management reporting, and long-range planning for our Games business. In this role, you will have the ...

Netflix

Associate, Games FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

The Games Financial Planning & Analysis team (FP&A) is responsible for budgets and forecasts, management reporting, and long-range planning for our Games business. In this role, you will have the ...

Netflix

Associate, Games FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

The Games Financial Planning & Analysis team (FP&A) is responsible for budgets and forecasts, management reporting, and long-range planning for our Games business. In this role, you will have the ...

Netflix

Associate, Games FP&A

Los Angeles, CA · On-site

$92K - $114K/yr

The Games Financial Planning & Analysis team (FP&A) is responsible for budgets and forecasts, management reporting, and long-range planning for our Games business. In this role, you will have the ...

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

Dedicated to helping families thrive through comprehensive financial planning, investment ... Mentor and develop Associate Financial Advisors to ensure high-quality client service CLIENT ...

Netflix

Associate, Product FP&A

Los Gatos, CA

We are looking for an Associate to join the Product Finance, Planning & Analysis (FP&A) team. You will partner closely with the Product Management, Design, and cross-functional Product & Tech leads ...

Netflix

Associate, Product FP&A

Los Gatos, CA · On-site

We are looking for an Associate to join the Product Finance, Planning & Analysis (FP&A) team. You will partner closely with the Product Management, Design, and cross-functional Product & Tech leads ...

Netflix

Associate, Product FP&A

Los Angeles, CA

We are looking for an Associate to join the Product Finance, Planning & Analysis (FP&A) team. You will partner closely with the Product Management, Design, and cross-functional Product & Tech leads ...

Netflix

Associate, Product FP&A

Los Angeles, CA · On-site

We are looking for an Associate to join the Product Finance, Planning & Analysis (FP&A) team. You will partner closely with the Product Management, Design, and cross-functional Product & Tech leads ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in California

Financial Planning Associate information

See California salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for financial planning associate in California is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.94 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 California? The most popular types of Financial Planning jobs in California are:
What are popular job titles related to Financial Planning Associate jobs in California? For Financial Planning Associate jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in California look for? The top searched job categories for Financial Planning Associate jobs in California are:
What cities in California are hiring for Financial Planning Associate jobs? Cities in California with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 57% In-person, 14% Hybrid, and 29% Remote job distribution, with an average salary of $65,611 per year, or $31.5 per hour.

Senior Wealth Planning Strategist

First Citizens Bank

San Francisco, CA • On-site

$170K - $225K/yr

Full-time

Re-posted 20 days ago

First Citizens Bank rating

7.4

Company rating: 7.4 out of 10

Based on 106 frontline employees who took The Breakroom Quiz

108th of 170 rated banks

Job description

Overview
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within the department by facilitating education on wealth planning topics and tools. Identifies revenue-generating opportunities for existing and prospective clients. Serves as the primary expert on highly complex issues and strategies, providing leadership and coaching for less experienced associates in the department.
#LI-MP1
Responsibilities
  • Wealth Planning - Leads the design and presentation of wealth planning recommendations to clients and prospects. Discovers potential revenue-generating opportunities related to the client's planning process. Manages wealth planning workflow process. Monitors and disseminates best practices for wealth planning associates. May participate in department or Bank client events to build relationships and identify opportunities.
  • Business Strategy - Creates and drives a client-centered, advice-based planning culture. Assists with the implementation of Wealth Management planning strategy both within the department and Bank-wide.
  • Analysis - Analyzes the financial situation of high net worth clients and prospects. Identifies potential gaps and risks in their current wealth management strategies, taking into account legal, tax, and investment goals or limitations.
  • Business Support - Initiates and leads education and development events for internal partners. Provides guidance or coaching on wealth planning topics and tools for less experienced associates in the work group. Partners with and mentors less experienced associates in creating a client's wealth plan. May assist management with special projects. Develops relationships with centers of influence in the bank community.
  • Subject Matter Expertise - Develops superuser expertise and knowledge of software utilized to develop client plans including but not limited to MoneyGuidePro and eMoney. Serves as an expert resource to coach and train to the program's usage, illustrate capabilities live to clients or an audience (internal or external), answer questions, troubleshoot issues and manipulate the tool to create custom plans. Also develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and investments) - serves as a bank thought leadership for these areas and continues to maintain and grow knowledge base through continuing education and the acquisition of related designations.

Qualifications
Bachelor's Degree and 8 years of experience in Wealth Management including financial planning OR High School Diploma or GED and 12 years of experience in Wealth Management including financial planning
Preferred Education: Bachelor's Degree and Graduate/Professional Degree
Preferred Area of Study: Financial Planning or Trust Management
Preferred Area of Experience: Financial Planning or Trust & Estate Planning or Tax Planning or Business Owner Advisory Planning
Required License or Certification Type: Certified Financial Planner (CFP), Juris Doctor (JD), or Certified Public Accountant (CPA) designation
Preferred Designation: Master of Laws (LLM or LLB), Certified Exit Planning Advisor (CEPA or CExP) designation
Preferred Skill(s): Ability to navigate financial planning software, Ability to develop rapport and trusted relationship with clients, Ability to educate and persuade clients to take planning action
The base pay for this position is generally between $170,000 and $225,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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