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Financial Planning Associate Jobs in Kentucky (NOW HIRING)

University of Kentucky

Associate CFO/UKHC

Lexington, KY · On-site

$156K - $294K/yr

Posting Details Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working ... The ACFO oversees budgeting, financial planning, forecasting, reporting, and operational ...

University of Kentucky

Associate CFO/UKHC

Lexington, KY

$156K - $294K/yr

Posting Details Job Title Associate CFO/UKHC Requisition Number RE55121 Working Title Associate CFO ... The ACFO oversees budgeting, financial planning, forecasting, reporting, and operational ...

FISCHER HOMES

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

Fischer Homes

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

FISCHER HOMES

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

Fischer Homes

SENIOR FINANCIAL TECHNOLOGIST

Erlanger, KY · On-site

Excel at balancing strategic planning with hands-on problem solving. * Communicate effectively with ... Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have ...

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Financial Planning Associate information

See Kentucky salary details

$12

$27

$58

How much do financial planning associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for financial planning associate in Kentucky is $27.76, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $29.86 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 Kentucky? The most popular types of Financial Planning jobs in Kentucky are:
What are popular job titles related to Financial Planning Associate jobs in Kentucky? For Financial Planning Associate jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Kentucky look for? The top searched job categories for Financial Planning Associate jobs in Kentucky are:
What cities in Kentucky are hiring for Financial Planning Associate jobs? Cities in Kentucky with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Kentucky 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 $57,741 per year, or $27.8 per hour.

Planning and Advice Associate - Covington, KY

Fidelity Investments

Covington, KY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
  • As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
  • Guide clients using Fidelity's planning tools, research, and investment solutions.
  • Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
  • Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
  • Discuss market trends, investment concepts, and financial planning strategies.
  • Manage and prioritize your day using Salesforce and internal systems.

Skills & Expertise
  • Strong client relationship and consultative experience.
  • Experience with inbound/outbound warm leads and customer engagement.
  • Interest or knowledge in financial services and retirement planning.
  • Strong communication, technology, and time-management skills.
  • Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
  • Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

Licensing & Development
  • Paid support to obtain SIE, Series 7, and Series 66.
  • Tuition reimbursement available for future credentials.

Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
  • Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

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