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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 ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with ...

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 ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Centurion Wealth Management is a growing financial planning and wealth management practice ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Centurion Wealth Management is a growing financial planning and wealth management practice ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...

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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 Aug 9, 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 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 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, 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 $63,243 per year, or $30.4 per hour.

Senior Associate, FP&A

NorthMark Strategies

Stamford, CT • On-site

$91K - $113K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value.
Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.
At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.
The Position
NorthMark Strategies is seeking a Senior Associate, FP&A, to join the Enterprise FP&A team. This role is responsible for driving activities related to budgeting, forecasting, variance analysis, financial modeling, and reporting across a defined set of internal entities. 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 brings strong analytical skills, hands-on FP&A experience, and a genuine interest in leveraging technology to improve how the team works.
Responsibilities
Financial Planning & Reporting
  • Own the preparation and delivery of monthly, quarterly, and annual budgets, forecasts, and variance analyses for a defined set of internal entities
  • Build, maintain, and continuously improve 3-statement financial models (P&L, Balance Sheet, Cash Flow) with a high degree of accuracy and auditability
  • Prepare and develop executive reporting packages and management dashboards that translate financial data into clear, decision-ready narratives
  • Own variance commentary, headcount trend analysis, and period-over-period performance summaries for senior leadership review
  • Support the annual operating plan (AOP) process for assigned entities - gathering inputs, preparing consolidations, and ensuring data accuracy in close partnership with the FP&A Manager

Strategic Planning & Business Partnering
  • Support the 3-year strategic planning process by preparing financial projections, scenario analyses, and sensitivity models for assigned entities as directed
  • Partner with department heads and functional teams to develop financial analyses that inform operational and investment decisions
  • Prepare ad hoc financial models, business cases, and investment analyses in support of strategic initiatives
  • Develop and present financial findings to senior leadership; build confidence and presence in cross-functional and executive forums

Technology, AI & Process Innovation
  • Own planning and reporting in OneStream or the team's CPM platform for assigned entities; maintain data integrity and model consistency
  • Actively apply AI-enabled tools and emerging technologies to improve analytical workflows, automate recurring tasks, and accelerate reporting
  • Identify process inefficiencies and drive improvement initiatives - automation, standardization, and manual effort reduction within assigned scope
  • Build and maintain data visualizations and management reports using Power BI, Tableau, or comparable BI tools
  • Support general ledger categorization alignment between FP&A and Accounting; flag and resolve data discrepancies within assigned entities
  • Contribute as a knowledgeable participant in broader ERP and platform initiatives (Microsoft Dynamics 365, Workday Adaptive, or similar)

Accounting Collaboration & Quality
  • Collaborate with Accounting on month-end close activities, intercompany reconciliations, and GL integrity for assigned entities
  • Ensure GAAP compliance across all financial reporting and analytical outputs
  • Set a high bar for accuracy and auditability in all work product; serve as a quality resource for junior team members on shared deliverables.

Requirements
  • 5-7 years of progressive experience in FP&A, Corporate Finance, Big 4 Advisory, or a related field; at least 3 years in a substantive FP&A capacity
  • Bachelor's degree in finance, Accounting, Economics, or a related quantitative field; CPA or MBA a plus
  • Experience with OneStream, Workday Adaptive, Microsoft Dynamics 365, or a comparable CPM/ERP platform; OneStream a strong plus
  • Advanced Excel and financial modeling skills; demonstrated ability to independently build and maintain complex 3-statement models
  • Demonstrated interest in and experience with AI tools, automation, or technology-enabled finance workflows
  • Experience with Power BI, Tableau, or other data visualization platforms preferred
  • Proven ability to own FP&A deliverables end-to-end with a high degree of independence
  • Developing track record of partnering with and presenting to business stakeholders on financial matters
  • Experience in financial services, PE-backed, or multi-entity environments strongly preferred
  • Foundational accounting knowledge; familiarity with month-end close or GL management a plus

What We're Looking For
A technically strong, ownership-oriented finance professional who takes full accountability for their work and brings intellectual curiosity to the story behind the numbers. You are not waiting to be told what to do - you anticipate needs, flag issues early, and deliver with precision. You treat technology as a force multiplier and approach every deliverable as an opportunity to demonstrate what you're capable of. At NorthMark, we are looking for someone who takes pride in the craft and is ready to make a meaningful impact.
It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Benefits & Perks:
  • Company-Paid Lunch Stipend: Lunch is provided via GrubHub
  • Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability
  • 401(k): Company will match 100% of your contributions up to 6%
  • Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more.
  • Time Off: 25 days of Paid Time Off plus 12 company holidays

EQUAL OPPORTUNITY EMPLOYER
NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

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