Actively support training, development, and evaluation of associates to create a high-performing ... Partner directly with Line of Business, Financial Planning, Corporate Development, Policy and other ...
Actively support training, development, and evaluation of associates to create a high-performing ... Partner directly with Line of Business, Financial Planning, Corporate Development, Policy and other ...
Personal Financial Counselor, PFC
New Castle, DE · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Personal Financial Counselor, PFC
New Castle, DE · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... Knowledge in Oracle EPM, Oracle Fusion ERP, SmartView, Service Now, Blackline and SQL highly ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... Knowledge in Oracle EPM, Oracle Fusion ERP, SmartView, Service Now, Blackline and SQL highly ...
Senior Financials ERP Business Analyst
Dover, DE · On-site
$60 - $75/hr
Hybrid Who we are CAI is a global services firm with over 9,000 associates worldwide and a yearly ... Participation in full lifecycle ERP Financial implementation from requirements through go-live
Senior Financials ERP Business Analyst
Dover, DE · On-site
$60 - $75/hr
Hybrid Who we are CAI is a global services firm with over 9,000 associates worldwide and a yearly ... Participation in full lifecycle ERP Financial implementation from requirements through go-live
Lead and develop a high-performing team of finance professionals (associates and vice presidents ... Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents ... Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents ... Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents ... Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents ... Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents ... Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business ...
Personal Financial Counselor - Dover AFB, DE
Dover, DE · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Personal Financial Counselor - Dover AFB, DE
Dover, DE · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... Knowledge in Oracle EPM, Oracle Fusion ERP, SmartView, Service Now, Blackline and SQL highly ...
This role requires associates to be in-office 1-2 days per week, fostering collaboration and ... Knowledge in Oracle EPM, Oracle Fusion ERP, SmartView, Service Now, Blackline and SQL highly ...
Personal Financial Counselor, PFC - New Castle, DE
New Castle, DE · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Personal Financial Counselor, PFC - New Castle, DE
New Castle, DE · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, DE · On-site
$83K - $103K/yr
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, DE · On-site
$83K - $103K/yr
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, DE · On-site
$83K - $103K/yr
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, DE · On-site
$83K - $103K/yr
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ... planning process. Job responsibilities * Perform detailed quantitative analysis and design ...
Financial Coach - Social Security Administration Benefits Counselor
New Castle, DE · On-site
$18.50 - $24/hr
... planning. Primary Duties Reasonable accommodations may be made to enable individuals with ... Bachelor's degree plus minimum two years of related job experience, associate degree plus minimum ...
Financial Coach - Social Security Administration Benefits Counselor
New Castle, DE · On-site
$18.50 - $24/hr
... planning. Primary Duties Reasonable accommodations may be made to enable individuals with ... Bachelor's degree plus minimum two years of related job experience, associate degree plus minimum ...
Financial Coach - Social Security Administration Benefits Counselor
New Castle, DE · On-site
$18.50 - $24/hr
... planning. Primary Duties Reasonable accommodations may be made to enable individuals with ... Bachelor's degree plus minimum two years of related job experience, associate degree plus minimum ...
Financial Coach - Social Security Administration Benefits Counselor
New Castle, DE · On-site
$18.50 - $24/hr
... planning. Primary Duties Reasonable accommodations may be made to enable individuals with ... Bachelor's degree plus minimum two years of related job experience, associate degree plus minimum ...
Bob's Squad Office Support Associate
$16.50 - $21.25/hr
Job Title Bob's Squad Office Support Associate Job Overview Join Bob's Discount Furniture as a Bob ... Legal & Financial Planning assistance and wellness resources * Tuition Reimbursement and employee ...
Bob's Squad Office Support Associate
$16.50 - $21.25/hr
Job Title Bob's Squad Office Support Associate Job Overview Join Bob's Discount Furniture as a Bob ... Legal & Financial Planning assistance and wellness resources * Tuition Reimbursement and employee ...
Bob's Squad Office Support Associate
Wilmington, DE · On-site
$16.50 - $21.25/hr
Job Title Bob's Squad Office Support Associate Job Overview Join Bob's Discount Furniture as a Bob ... Legal & Financial Planning assistance and wellness resources * Tuition Reimbursement and employee ...
Bob's Squad Office Support Associate
Wilmington, DE · On-site
$16.50 - $21.25/hr
Job Title Bob's Squad Office Support Associate Job Overview Join Bob's Discount Furniture as a Bob ... Legal & Financial Planning assistance and wellness resources * Tuition Reimbursement and employee ...
Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ... associate achievements. And our benefit programs are built to help you and your family strike the ...
Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ... associate achievements. And our benefit programs are built to help you and your family strike the ...
Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ... associate achievements. And our benefit programs are built to help you and your family strike the ...
Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend ... associate achievements. And our benefit programs are built to help you and your family strike the ...
Financial Planning Associate information
See Delaware salary details
$13.95 - $18.85
13% of jobs
$20.87 is the 25th percentile. Wages below this are outliers.
$18.85 - $23.75
30% of jobs
The median wage is $25.24 / hr.
$23.75 - $28.65
24% of jobs
$31.48 is the 75th percentile. Wages above this are outliers.
$28.65 - $33.55
14% of jobs
$33.55 - $38.45
4% of jobs
$38.45 - $43.35
3% of jobs
$43.35 - $48.25
2% of jobs
$48.25 - $53.15
3% of jobs
$53.15 - $58.05
2% of jobs
$58.05 - $62.95
2% of jobs
$62.95 - $67.85
2% of jobs
$13
$31
$67
How much do financial planning associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?
What is the difference between Financial Planning Associate vs Financial Advisor?
| Aspect | Financial Planning Associate | Financial Advisor |
|---|---|---|
| Certifications | Typically requires a Series 7, Series 66, or CFP coursework | Often holds CFP certification, Series 7, Series 66, or other licenses |
| Work Environment | Supports financial advisors, works in financial firms or banks | Provides personalized financial advice to clients, works independently or in firms |
| Primary Responsibilities | Assists in preparing financial plans, research, client support | Creates 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?
How does a financial planning associate typically collaborate with senior advisors and clients?
How to get an entry level job in a financial planning associate?

Full-time
Posted 6 days ago
Capital One rating
7.7
Based on 146 frontline employees who took The Breakroom Quiz
93rd of 170 rated banks
Job description
Are you an analytical forward thinker who thrives on being a key leader in a high energy financial services organization? Do you want to work in a business-casual, collaborative environment where your contributions are recognized, successes are elevated and effort is rewarded? Our accountants are masters of accounting principles with an understanding of the full end-to-end accounting process. You will be surrounded by intellectually curious accounting professionals every day, all with the end goal of creating a seamless, well-managed client experience. As the demand for skilled accountants is at an all-time high - Capital One can provide an environment where you can excel in your career while still maintaining a work life balance. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work.
We are seeking a highly motivated accountant to join the team as a Manager with a focus on accounting, reporting, and analytics. You will lead a high-performing team with a focus on evolving our financial processes alongside exciting new strategic initiatives, product launches and systems integrations. You will be a self-starter responsible for managing multiple priorities across the team and meeting deadlines in a fast-paced, time-sensitive environment. You will bring a risk-centric mindset to govern important financial processes and ensure financial results are reported completely and accurately. Your role will provide an opportunity to engage with executive stakeholders and partner with Financial Planning, Corporate Development and the Line of Business to drive appropriate accounting and reporting in our external filings and internal reporting.
Responsibilities
Actively support training, development, and evaluation of associates to create a high-performing, cohesive team
Oversee the delivery of monthly, quarterly and annual analyses results to VP+ and Controller, focusing on key drivers of periodic changes, impacts of projects or unusual transactions and variances to expectations
Develop deep subject matter expertise in technical accounting aspects of products and operations and consult with Line of Business, Financial Planning, Policy, and other internal partners on how accounting treatment impacts financial reporting
Partner directly with Line of Business, Financial Planning, Corporate Development, Policy and other Accounting and Reporting teams to support new enterprise and business initiatives, projects, and acquisitions
Inspire the team to drive efficiencies and reduce risk through the identification and implementation of process improvements
Review and maintain supporting documentation to substantiate information included in SEC and regulatory filings and disclosures
Provide technical support on accounting disclosures to ensure compliance with U.S. GAAP, SEC regulations and regulatory requirements
Implement appropriate risk management of processes, procedures and standards while incorporating updates as a result of changing business factors
Assist in external audit coordination and internal audit reviews
Support ongoing SOX and regulatory compliance requirements
Basic Qualifications
Bachelor's degree or military experience
At least 5 years of experience in accounting or audit or finance, or a combination
Preferred Qualifications
Active Certified Public Accountant (CPA) license
7+ years of experience in accounting or audit or finance, or a combination
3+ years of experience in people management
5+ years of experience with financial institutions
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $151,900 - $173,400 for Manager, AccountingCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
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