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Financial Planning Associate Jobs in Georgia (NOW HIRING)

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

... financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal ...

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA

$73K - $98K/yr

... financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal ...

Utility Associates, Inc.

Be Seen First

Financial Planning and Analysis Manager

Atlanta, GA · On-site

$120K - $150K/yr

Join Our Team as a Financial Planning and Analysis Manager Company: COREFORCE Location: Atlanta (Hybrid) Job Type: Full-time Salary: $120-150k Position Summary We are seeking a highly analytical ...

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How much do financial planning associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for financial planning associate in Georgia is $26.99, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $29.04 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 Georgia? The most popular types of Financial Planning jobs in Georgia are:
What are popular job titles related to Financial Planning Associate jobs in Georgia? For Financial Planning Associate jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Georgia look for? The top searched job categories for Financial Planning Associate jobs in Georgia are:
What cities in Georgia are hiring for Financial Planning Associate jobs? Cities in Georgia with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Georgia 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 $56,136 per year, or $27 per hour.

Associate Director of Financial Planning

Mercer University

Macon, GA • On-site

Full-time

Medical, Retirement, PTO

Re-posted yesterday

Mercer University rating

7.8

Company rating: 7.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

226th of 615 rated colleges and universities

Job description

Application Instructions:
External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.
IMPORTANT: Please review the job posting and load ALL documents required in the job posting to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your Resume/CV, references, cover letter, and any other supporting documents required in the job posting. The "My Experience" page is the only opportunity to add your required supporting document attachments. You will not be able to modify your application after you submit it.
Current Mercer University Employees: Apply from your existing Workday account. Do not apply from the external careers website. Log in to Workday and type Jobs Hub in the search bar. Locate the position and click Apply.
Job Title:
Associate Director of Financial Planning
Department:
Financial Planning, School of Medicine
College/Division:
School Of Medicine
Primary Job Posting Location:
Macon, GA 31207
Additional Job Posting Locations:
(Other locations that this position could be based)
Job Details:
The Mercer University School of Medicine (MUSM) is searching for an Associate Director of Financial Planning on the Macon, Georgia campus.
Responsibilities:
The position will process and award financial aid in compliance with federal, state, and institutional regulations as well as counsel both currently enrolled and new MUSM students regarding financial aid awards and processes, as well as debt management and financial wellness. The position will analyze data, make judgments, and act independently while reporting to the Director of Financial Planning.
Qualifications:
A bachelor's degree and two years of related experience which should include regulatory or compliance experience, and/or accounting/finance experience. Customer service experience is required.
Knowledge/Skills/Abilities:
  • Excellent interpersonal and communication (written and verbal) skills needed to build working relationships with students, peers and administration.
  • Ability to accurately enter and analyze data in the AAMC and Mercer Student Information System.
  • Ability to work with numbers, details, and deadlines.
  • Ability to interpret and comprehend complex federal financial aid regulations.
  • Ability to have a solid understanding of academic processes, as well as courses and terms relevant to the medical school.
  • Ability to work with confidential information in a professional manner.
  • Ability to work independently and perform tasks in a timely manner.
  • Working knowledge of Microsoft Excel, Word, and PowerPoint to prepare reports, documents and other visual aids.
  • Customer service and presentation skills.
  • Ability to discern extenuating circumstances that may affect financial aid eligibility.

Background Check Contingencies:
- Criminal History
Document Attachments:
- Resume
- Cover letter
- List of three professional references with contact information.
About Mercer University
Founded in 1833, Mercer University is a distinguished private institution recognized for its commitment to academic excellence, leadership development, and community engagement. With campuses across Georgia, Mercer's twelve schools and colleges offer a wide range of undergraduate, graduate, and professional programs. The university cultivates a close-knit, student-centered environment where innovation, service, and personal growth are deeply valued. Mercer's employees are at the heart of its mission, dedicated to advancing innovation, supporting student success, and strengthening both our local and global communities through service. At Mercer, we believe in the power of relationships and the importance of in-person collaboration. Accordingly, our employees are expected to serve in-person as it fosters real-time problem solving, mentoring, and the meaningful connections that strengthen both our work and service to our students and the broader university community.
Why Work at Mercer University
Mercer University offers a variety of benefits for eligible employees including comprehensive health insurance (for self and dependents), generous retirement contributions, tuition waivers, paid vacation and sick leave, technology discounts, schedules that allow for work-life balance, and so much more!
At Mercer University, a Bear is more than a mascot: it's a frame of mind that begins with a strong desire to make the most out of your career. Mercer Bears do not settle for mediocrity or the status quo. If you're seeking an environment where your passion and determination are embraced, then you want to work at Mercer University.
For more information, please visit: https://hr.mercer.edu/prospective-employees/
Scheduled Weekly Hours:
40
Job Family:
Staff Student Operations Exempt
EEO Statement:
EEO/Veteran/Disability

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