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Financial Planning Associate Jobs in Connecticut

NorthMark Strategies

Senior Associate, FP&A

Stamford, CT · On-site

$91K - $113K/yr

The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate ...

NorthMark Strategies

Senior Associate, FP&A

Stamford, CT · On-site

$91K - $113K/yr

The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate ...

Hoxton Circle

Senior Associate, FP&A

Stamford, CT · Hybrid

$160K - $180K/yr

Senior Associate, FP&A We're partnering with an established investment firm that builds and grows businesses across a diverse set of industries, combining capital, operational expertise, and ...

Vineyard Vines

Associate Planner

Stamford, CT · On-site

Communicate financial results, forecasts, and action plans to management and cross-functional team ... planning experience and supporting an OTB, and presenting it to senior management and cross ...

Vineyard Vines

Associate Planner

Stamford, CT

Communicate financial results, forecasts, and action plans to management and cross-functional team ... planning experience and supporting an OTB, and presenting it to senior management and cross ...

Otis SE

Sr Associate, FP&A

Bloomfield, CT · On-site

$80 - $90/hr

Support the monthly forecasting and financial planning processes for the OSC business, including preparation of forecasts, outlooks, budget analyses, and variance reporting. * Analyze daily sales and ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Connecticut

Financial Planning Associate information

See Connecticut salary details

$13

$30

$64

How much do financial planning associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial planning associate in Connecticut is $30.41, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 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 Connecticut?

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

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, 2% Temporary, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $63,243 per year, or $30.4 per hour.

Strategic Financial Planning Specialist

100 Raymond James & Associates, Inc.

Ridgefield, CT • On-site

$98K - $132K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Raymond James & Associates, Inc. in Ridgefield, CT is seeking a qualified financial planning professional to support Advisors and clients in portfolio design, retirement and estate planning, and education funding. The role involves collaborating with clients to understand goals and develop comprehensive plans. The position emphasizes ongoing knowledge of financial markets, tax considerations, and regulatory compliance, with responsibilities including client communication and plan development.

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