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Financial Planning Associate Jobs in Georgia (NOW HIRING)

PGA TOUR Superstore

Associate Planner

Roswell, GA · On-site

Merchandise Financial Planning & Open-to-Buy Support: * Support the development, maintenance, and ... Partner with Associate Merchants and Merchant leaders to translate assortment and category ...

PGA TOUR Superstore

Associate Planner

Center, GA

Merchandise Financial Planning & Open-to-Buy Support: * Support the development, maintenance, and ... Partner with Associate Merchants and Merchant leaders to translate assortment and category ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

The Associate Wealth Advisor also provides coaching and guidance on financial planning methodologies and firm-specific processes while supporting the continued development of the advisory team. Job ...

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...

corpay

Associate, Strategic Finance

Buckhead, GA · Hybrid

... financial planning, analysis, and strategic decision-making across the enterprise. You will play a ... How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ...

Roberthalf

Oracle EPM FCC/FP&A Senior Consultant

Atlanta, GA · On-site

$112K/yr

... associates. At the direction of Managers, you may accept responsibility for decision-making in ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

Protiviti

Oracle EPM FCC/FP&A Senior Consultant

Atlanta, GA · On-site

$112K/yr

... associates. At the direction of Managers, you may accept responsibility for decision-making in ... You enjoy working with Oracle FP&A applications to streamline financial processes and enhance ...

Corpay

Associate, Strategic Finance

Atlanta, GA · On-site

How We Work As an Associate, Strategic Finance you will be expected to work in an in-office ... High-potential mindset with the ability to grow into leadership roles within Corporate FP&A ...

NorthPoint Search Group

Tax Associate

Atlanta, GA · On-site

$56K - $75K/yr

Tax Associate - Atlanta, GA To Apply Now - email your resume to [email protected] Who: An ... financial planning. When: Position available immediately. Where: Located in a professional office ...

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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 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.

Associate Planner

PGA TOUR Superstore

Roswell, GA • On-site

Full-time

Posted 28 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

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
The Associate Planner supports the development, maintenance, and execution of merchandise financial plans for assigned areas of business at the Department, Class, and Merchandise Category levels. This planning-forward role partners closely with Merchandising, Merchant teams, Allocation/Replenishment, Finance, Store Operations, Marketing, Supply Chain, and vendor partners to align sales, margin, receipts, inventory, turn, and profitability plans with customer and assortment strategies.
The Associate Planner helps translate Associate Merchant and category strategies into financial, inventory, and receipt plans; reconciles bottom-up inputs with top-down targets; maintains Open-to-Buy tools; supports assortment breadth and depth analysis; prepares business review materials; tracks in-season KPIs; and identifies reforecast, markdown, reorder, and inventory productivity opportunities.
Duties and Responsibilities:
  • Merchandise Financial Planning & Open-to-Buy Support:
  • Support the development, maintenance, and management of merchandise financial plans for assigned areas of business at the Department, Class, and Merchandise Category levels.
  • Partner with Associate Merchants and Merchant leaders to translate assortment and category strategies into sales, margin, receipt, inventory, turn, and profitability plans.
  • Reconcile bottom-up planning inputs with top-down financial targets, validating alignment across channel, department, class, and merchandise category views.
  • Maintain Open-to-Buy for sales, margin, receipt flow, inventory investment, weeks of supply, and inventory turn by channel and merchandise hierarchy.
  • Assortment Financial Planning, Line Review Support & Category Alignment:
  • Compare assortment breadth, depth, price architecture, and inventory investment against merchandise financial half-year plans during conceptual reviews, line reviews, and investment discussions.
  • Provide planning insights to Associate Merchants by identifying gaps between assortment strategy, historical performance, customer demand, receipt flow, and financial plan expectations.
  • Support product lifecycle planning decisions including newness, carryover, reorder, cancellation, promotional, markdown, and exit strategies to maximize sales, margin, turn, and category productivity.
  • Open-to-Buy Cadence, Forecasting & Business Review Reporting:
  • Prepare Open-to-Buy cadence materials, including plan inputs, forecast updates, variance analysis, KPI summaries, risks, opportunities, and recommended planning actions.
  • Build and maintain Monthly Business Review reporting packages that summarize sales, margin, inventory, receipts, sell-through, turn, markdown, stock-to-sales, and profitability performance.
  • Collaborate with Merchandising, Associate Merchants, Finance, Allocation/Replenishment, Store Operations, Merch Execution, Supply Chain, Marketing, and vendor partners to align financial plans with assortment, inventory, and execution needs.
  • In-Season KPI Management, Reforecasting & Profitability:
  • Monitor in-season KPI performance, including sales, gross margin, maintained margin, sell-through, weeks of supply, inventory turn, receipt flow, stock-to-sales, markdown rate, and profitability by channel and merchandise hierarchy.
  • Identify and communicate reforecast, markdown, reorder, cancellation, receipt shift, and inventory balancing opportunities based on performance trends, financial variance, and risk/opportunity analysis.
  • Maintain markdown and clearance tracking to support aged inventory reduction, margin protection, sell-through improvement, inventory productivity, and overall profitability goals.
  • Store Clustering, Localization & Inventory Productivity:
  • Support store clustering analysis, store grading, and grade-level planning inputs to inform localized assortment depth, receipt flow, inventory investment, and replenishment recommendations.
  • Analyze store performance, customer demand, climate, channel, and market insights to identify planning opportunities by cluster, grade, geography, or channel.
  • Partner with Allocation/Replenishment, Associate Merchants, Store Operations, and Merch Execution to support inventory flow, product availability, and localized execution across stores and digital channels.
  • Market Awareness, Vendor Partnership & Continuous Improvement:
  • Stay informed on customer behavior, competitive activity, vendor innovation, product trends, pricing movement, and market conditions that impact financial plans, assortment productivity, sales, margin, and inventory decisions.
  • Support vendor and internal business conversations with planning analysis related to sales performance, receipt flow, inventory productivity, markdown support, promotional opportunities, and future assortment needs.
  • Identify reporting enhancements and process improvement opportunities that strengthen OTB management, forecast accuracy, business review preparation, and cross-functional decision-making.

Qualifications and Skills Required:
  • 2-4+ years of experience in merchandise planning, allocation, replenishment, retail analytics, financial planning, merchandising, buying, or category support within a multi-store, specialty retail, or omnichannel environment.
  • Strong working knowledge of merchandise financial planning and Open-to-Buy processes, including sales, margin, receipts, inventory investment, turn, weeks of supply, sell-through, markdowns, and profitability.
  • Experience maintaining planning tools, OTB worksheets, forecasts, and reporting packages across department, class, merchandise category, channel, and store or cluster views.
  • Assortment planning, conceptual review, or line review exposure with the ability to evaluate breadth, depth, price architecture, inventory investment, customer relevance, and half-year plan alignment in partnership with Associate Merchants a plus.
  • Strong analytical, financial, and retail math skills with ability to interpret KPI trends and recommend forecast, receipt, inventory, markdown, clearance, reorder, or rebalancing actions.
  • Experience preparing business reporting materials including OTB materials, Monthly Business Review packages, performance recaps, forecast updates, and action-oriented summaries for cross-functional partners.
  • Understanding of markdown, clearance, and inventory productivity strategies with the ability to balance sell-through, margin protection, aged inventory reduction, receipt flow, and profitability goals.
  • Familiarity with store clustering, store grading, localization, allocation, or replenishment concepts and their impact on assortment depth, inventory flow, customer demand, and localized planning decisions.
  • Effective communication, collaboration, and follow-through skills with ability to partner with Planning, Associate Merchants, Merchandising, Finance, Allocation/Replenishment, Store Operations, Merch Execution, Supply Chain, Marketing, and vendors.
  • Proficiency in Microsoft Excel, retail reporting, planning, and merchandising systems; experience with business intelligence, forecasting, product information management, or ERP tools preferred.
  • Detail-oriented, analytical, collaborative, and accountable with the ability to manage multiple priorities, maintain accurate planning outputs, and support fact-based decisions in a fast-paced specialty retail environment.

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:
  • 10-15% 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.
PGA TOUR Superstores is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
We comply with all laws that prohibit discrimination based on race, color, religion, sex/gender, age (40 and over), national origin, ancestry, citizenship status, physical or mental disability, veteran status, marital status, genetic information, and any other legally protected status. Employment discrimination isn't just unlawful, it violates our policies and is not who we are. Every associate at every level in the organization is prohibited from engaging in any form of discrimination.
An associate who believes s/he is being discriminated against should report it immediately to the Human Resources department. The law and our policies prohibit retaliation against anyone for making such a report.

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