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Financial Planning Associate Jobs in Georgia (NOW HIRING)

PGA TOUR Superstore

Senior Manager, FP&A

Roswell, GA · On-site

$100K - $136K/yr

... Associates - driven by our vision to inspire people through golf and tennis. Position Summary ... The Sr. Manager of FP&A will partner directly with the Company's strategy team and senior ...

PGA TOUR Superstore

Senior Manager, FP&A

Center, GA · On-site

$94K - $129K/yr

... Associates - driven by our vision to inspire people through golf and tennis. Position Summary ... The Sr. Manager of FP&A will partner directly with the Company's strategy team and senior ...

Floor & Décor

Sr. Manager, FP&A

Atlanta, GA

$104K - $142K/yr

The Business Unit Finance Team within FP&A is seeking a highly motivated Senior Manager. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

Floor & Decor Holdings, Inc.

Sr. Manager, FP&A

Atlanta, GA · On-site

$104K - $142K/yr

The Business Unit Finance Team within FP&A is seeking a highly motivated Senior Manager. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

Floor & Decor

Sr. Manager, FP&A

Atlanta, GA · On-site

$103K - $141K/yr

The Business Unit Finance Team within FP&A is seeking a highly motivated Senior Manager. The ... Paid vacation and sick time for eligible associates * Paid holidays plus a personal holiday * Paid ...

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Financial Planning Associate information

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$11

$26

$57

How much do financial planning associate jobs pay per hour?

As of Aug 7, 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.

Sr Financial Planning & Analysis Analyst

Kilpatrick Townsend & Stockton

Atlanta, GA • On-site

$82K - $102K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Kilpatrick, a large international law firm, is seeking a Senior Analyst, FP&A for our Finance Department in our Atlanta office, working remotely. This position will be part of our team of attorneys, paralegals and support staff providing a high level of service to both internal and external clients. At Kilpatrick we are one team where each person plays an integral role in serving the needs of our clients. The firm has a strong dedication to its employees, values, and commitment to the community.
The Senior Analyst, FP&A is directly responsible for management of the preparation of the annual budget in partnership with budget owners and finance leadership. Additionally, this role is responsible for monthly actual-to-budget variance analysis and reporting to keep leadership up to date on performance and status of our budget, including reporting to functional leaders on their function results, department operating officers on their department results and functional teams on their team results. This role will be required to analyze results, perform independent research and coordinate Q&A with budget owners for explanations. The Senior Analyst, FP&A monitors and reconciles the budget information in our financial tools, including AFS and SpendConnect to ensure they stay in synch and manages the initial load of budget information into the tools in coordination with the Finance Systems team. This role also coordinates with the budget owners on access rights to the budget and actual information in Spend Connect and AFS.
ESSENTIAL JOB FUNCTIONS:
  • Supports the Manager, FP&A in the creation of the annual budget through close partnership with budget owners, Finance, Finance Systems and other teams and related customer service to the firm.
    • Creates overall budget process and timeline for the annual budget.
    • Manages relationships with budget owners for timely submission of annual budgets and support.
    • Fosters open communication with business areas on questions, process improvements and the overall timeline to ensure a smooth process that meets firm deadlines.
    • Schedules budget review meetings with functional leaders, Department Operating Officers and team leaders in partnership with the Manager of FP&A, Director of Finance and other leaders to ensure budget is reviewed and approved timely.
    • Monitors and improves overall department support level of the budget process through solicitation of feedback and process improvements.
  • Trains department owners and their team members on how to use budget tools, the budget process, deadlines and expectations around monthly variance analysis. Answer questions and solicit ideas and feedback to help contribute to an efficient process.
  • Develops and disseminates monthly reporting to inform leadership how the firm is performing from an actual-to-budget perspective. This process would include reporting to all functional leaders, Department Operating Officers and team leaders as well as the Director of Finance and CFO on a monthly basis.
  • Implements and executes internal controls to ensure accuracy and completeness of budget, financial reporting of actual to budget information and other information related to the budget.
  • Develops and implements process improvements to improve efficiency, timeliness, accuracy and user experience of our budget process and tools.
  • Partners with Finance Systems, IT and our software vendors to ensure that we have maximized our investment in the technology used for budget purposes and seek solutions to improve functionality, user experience and effectiveness of our budget tools.

KNOWLEDGE/SKILLS REQUIRED:
Required:
  • Bachelor's degree in Finance, Accounting, or a related field.
  • Strong Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP) and business reporting tool skills, such as using tools such as Power BI.
  • Minimum of 5 years of relevant experience at a comparable level in a professional services environment.
  • Minimum of 2 years in a project management role in an enterprise budget and planning process.
  • Ability to provide leadership in an enterprise process and operate well under pressure.
  • Ability to integrate departmental needs with the needs of the other departments and the needs of the firm.
  • Ability to coordinate and manage multiple work tasks with supervisors and co-workers.
  • Ability to organize, prioritize and partner to ensure the smooth operation of the enterprise budget process.
  • Ability to analyze, assess possible problems, prioritize concerns and make decisions.
  • Ability to motivate and empower others toward success.
  • Full awareness of and willingness to abide by firm's policies, in particular those regarding confidentiality of financial information and securities trading.
  • Ability to adapt schedule to changing workload requirements.
  • Ability to successfully interface with partners, associates, clients, vendors, directors, managers and support staff.
  • Skills to coordinate various resources to help others meet their objectives.
  • Acts as a role model in professionalism and helping others solve complex problems.
  • Ability to communicate effectively orally and in writing.

Preferred:
  • FP&A experience
  • Certified Public Accountant
  • Masters of Business Administration
  • Law firm experience
  • Knowledge of 3E or Elite financial system

This is a full-time, regular position with a multi-faceted health benefit package including medical, dental, and vision. The firm also offers life insurance, short term disability plans and retirement plans in addition to holidays and paid time off. The firm offers hybrid work schedules combining in office work days as well as remote work days. The pay range for this position in Atlanta only is $97,200 to $116,500 annually.
Selected applicants will be contacted. Kilpatrick is an Equal Opportunity Employer.
For more information about our firm, please visit our website at www.ktslaw.com.
Kilpatrick Townsend & Stockton LLP is committed to equal employment opportunity for all persons, regardless of race, color, religion, sex or gender, national origin, age, veteran status, disability, sexual orientation, gender identity, or any other basis prohibited by applicable law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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