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Financial Planning Associate Jobs in Georgia (NOW HIRING)

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 ...

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 ...

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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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Financial Planning Associate information

See Georgia salary details

$11

$26

$57

How much do financial planning associate jobs pay per hour?

As of Aug 8, 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:
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.

Director, Financial Planning & Analysis (FP&A)

PGA TOUR Superstore, co

Roswell, GA • On-site

$120 - $160/hr

Other

Re-posted 3 days ago


PGA Tour Superstore rating

6.3

Company rating: 6.3 out of 10

Based on 50 frontline employees who took The Breakroom Quiz

273rd of 731 rated retailers


Job description

## Director, Financial Planning & Analysis (FP&A)Applylocations: Store Support Center - Roswell, GAtime type: Full timeposted on: Posted Todayjob requisition id: JR6961**Overview**At PGA TOUR Superstore, we’re always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we’re dedicated to hiring selfless team players from different backgrounds to influence the growth of our organization. Part of the Arthur M. Blank Family of Businesses, PGA TOUR Superstore continuously strives to create a family culture for our Associates – driven by our vision to inspire people through golf and tennis.**Position Summary**Based in our Roswell, GA, Store Support Center (Corporate Office), the Director, Financial Planning & Analysis (FP&A) is the financial steward of the company’s growth agenda. Reporting to the Chief Financial Officer, this role leads enterprise budgeting, forecasting, long-range planning, and the analytics that drive better commercial and operational decisions. As a forward-looking, business-facing partner, the Director translates financial data into actionable insight for senior leadership across merchandising, store operations, e-commerce, marketing, and supply chain. This is a build-and-scale role for a company on a strong growth trajectory — the ideal candidate will strengthen our planning processes, sharpen our unit economics, and help shape capital allocation as we expand.**Duties and Responsibilities:*** Lead the annual budgeting process and short- and long-range business planning — own the company-wide budget, quarterly reforecasts, and the 3–5 year long-range financial plan, partnering with each functional leader to build bottoms-up, defensible targets.* Own the management reporting cadence — deliver monthly and quarterly performance reporting to the executive team and Board, with clear variance analysis (actual vs. plan, forecast, and prior year) and a concise narrative of the business drivers.* Drive new-store, capital, and investment analysis — build and maintain new-store pro formas, ROI/payback models, and post-investment reviews to support real estate, remodel, and capital allocation decisions in a growing store fleet. Lead capital allocation and prioritization across competing investments, applying measurable, returns-based KPIs — including ROIC, IRR, and NPV — to ensure capital is deployed to its highest and best use.* Lead and develop the team — build, mentor, and manage a team of FP&A analysts, raising the analytical bar and the standard of business partnership across the function.* Partner cross-functionally — serve as the embedded finance partner to merchandising, store operations, marketing, and supply chain, supporting promotional planning, pricing, markdown strategy, and inventory/open-to-buy decisions.* Generate insights and actions — distill complex financial and operational data into clear, actionable steps and recommendations that enable leaders across the business to make faster, better-informed decisions.* Sharpen unit economics — analyze sales, margin, inventory productivity, comp-store trends, four-wall profitability, labor, and channel mix (in-store vs. e-commerce) to identify margin and efficiency opportunities.* Build the financial model — develop and maintain the integrated operating model linking the P&L, balance sheet, and cash flow, including scenario and sensitivity analysis to stress-test growth assumptions.* Manage liquidity and KPIs — support cash flow forecasting, working capital management, and the definition and tracking of company KPIs and dashboards.* Modernize the FP&A toolset — lead selection and implementation of planning/BI tools, automate recurring reporting, and improve data integrity in partnership with the accounting and IT teams.* Support strategic initiatives — provide ad hoc analysis and financial support for M&A, lender reporting, and other strategic projects as needed.**Qualifications and Skills Required:*** Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA preferred. Active CPA a plus.* Minimum 10 years of progressive FP&A, corporate finance, or related analytical experience.* Minimum 5 years of people management experience, building and developing high-performing teams.* Retail, multi-unit, consumer, or e-commerce experience strongly preferred, with a working understanding of retail metrics (comp sales, gross margin, sell-through, open-to-buy, four-wall economics).* Expert financial modeling skills and the ability to build integrated three-statement and operating models from scratch.* Hands-on experience with FP&A/planning platforms (e.g., Anaplan, Adaptive, Vena, or similar) and BI/visualization tools (e.g., Power BI, Tableau); advanced Excel a must.* Experience with ERP systems and large-data environments; SQL or data-query familiarity a plus.* Strong command of finance, budgeting, forecasting, and cost-control principles, with a solid grounding in GAAP.* Demonstrated ability to be a value-added business partner who influences senior executives and turns analysis into decisions.* Excellent written and verbal communication skills, with the ability to translate complex financial concepts for non-finance audiences.* Ability to motivate teams to produce quality deliverables within tight timeframes while simultaneously managing several priorities.* High proficiency in decision making, analysis, and entrepreneurial strategic thinking, with strong attention to detail.**Work Environment and Physical Requirements:*** Monday – Friday onsite, based out of our Roswell, GA Store Support Center. Flexibility to work extended and varied hours as needed.* Must be able to stand and/or sit for extended periods of time as the job is completed primarily at a desk each day. Variable desk heights are offered so alternatively sitting and/or standing at the desk is optional.**Travel:*** Up to 15% of travel is required.**Other Duties:**Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. #J-18808-Ljbffr

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