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Financial Planning Associate Jobs in Kentucky (NOW HIRING)

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 ...

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 Sep 3, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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:

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, 15% Part Time, and 2% 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.

SENIOR FINANCIAL TECHNOLOGIST

FISCHER HOMES

Erlanger, KY

Full-time

Life, Retirement, PTO

Re-posted 2 days ago


Job description

Job Summary

As a Senior Financial Technologist, you will serve as the strategic business owner for Finance technology, partnering with Finance & Accounting leadership and IT to shape the future of our financial systems. You'll play a pivotal role in driving the Finance technology roadmap, optimizing Oracle ERP, and transforming financial processes through automation, reporting, and innovation.
This position is 100% onsite day one in Erlanger, KY. 

You will thrive in this role if you:

  • Enjoy partnering with Finance and IT leaders to solve business challenges through technology.
  • Are passionate about improving financial processes through automation, standardization, and continuous improvement.
  • Have deep expertise in Oracle Financials and enjoy translating business needs into scalable system solutions.
  • Excel at balancing strategic planning with hands-on problem solving.
  • Communicate effectively with both technical and non-technical stakeholders.
  • Enjoy leading cross-functional initiatives that create measurable business value.
  • Take ownership, think proactively, and continuously look for opportunities to improve efficiency and reporting.

These skills will be used to:

  • Develop and execute the Finance technology roadmap in partnership with Finance leadership and IT.
  • Serve as the functional owner of Oracle Financials, with a focus on General Ledger, Subledger Accounting, and Intercompany Accounting.
  • Drive process improvements that accelerate financial close, reduce manual effort, and improve data quality.
  • Lead system enhancements, testing, implementation, and user adoption for Oracle ERP and related Finance applications.
  • Optimize budgeting, forecasting, financial reporting, and planning capabilities across the organization.
  • Partner with Accounting, FP&A, Tax, Treasury, and IT teams to design scalable Finance solutions that support business objectives.
  • Support Finance system integrations, reporting tools, and data management while maintaining strong governance and internal controls.
  • Diagnose accounting and posting issues, ensuring the integrity and accuracy of financial data.
  • Champion continuous improvement through emerging technologies, automation, and AI-enabled solutions where appropriate.

Required Qualifications:

  • Bachelor's degree in Accounting, Finance, Information Systems, Business, or a related field.
  • Five (5)+ years of experience supporting Oracle ERP Financials with significant expertise in General Ledger, Accounts Payable, Accounts Receivable, Intercompany Accounting, Expenses, and financial reporting.
  • Strong functional knowledge of Oracle General Ledger, Subledger Accounting (SLA), and Intercompany Accounting within Oracle E-Business Suite and/or Oracle Fusion Cloud.
  • Solid understanding of accounting principles, financial close processes, consolidations, intercompany eliminations, and financial controls.
  • Experience developing Finance technology roadmaps and partnering with Finance and IT leadership to prioritize enhancements and align technology investments with business strategy.
  • Demonstrated success leading Finance process improvement initiatives in complex, multi-entity organizations.
  • Technical understanding of Oracle data structures, integrations, and reporting tools.
  • Strong analytical, organizational, communication, and problem-solving skills.

Preferred Qualifications:

  • Experience with Oracle Fusion Financials in a global or multi-ledger environment.
  • Experience with Oracle Planning and Budgeting Cloud Service (PBCS), Solver, Financial Consolidation and Close (FCCS), or Account Reconciliation Cloud Service (ARCS).
  • Experience supporting ERP implementations, Finance transformations, shared services, or mergers and acquisitions.
  • CPA, CMA, or Oracle Financials certification.
  • Experience leveraging AI-enabled technologies, generative AI, or intelligent automation within Finance processes.

Physical demands and work environment:

  • Must be able to use sensory skills (i.e. verbal communication) to effectively communicate and interact with other Associates and customers.
  • Must be able to perform repetitive motions and use fine motor skills (i.e. typing, writing) to operate office supplies (i.e. computer, calculator, copier).
  • Must be able to lift and carry approximately 20-25lbs unassisted.
  • Must be able to sit for long periods of time with low periods of reaching and standing.

The Value of a Career with Fischer Homes  

Fischer Homes is one of the largest and most reputable home builders in the Midwestern and Southeastern states. Founded in 1980, the company has grown to build over 42,000 homes and employs over 700 Associates. Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have been recognized as the 32nd largest builder in the United States. 

We value diversity within the Fischer Homes organization and see each Associate as a team member and valuable asset. We select highly competent individuals to join our team, provide them with the resources, training, and development possible to make significant contributions and drive their success while determining their career paths. The rewards for their efforts are: 

  • Professional Development Training programs 
  • Tuition Reimbursement 
  • Competitive Compensation 
  • 401(k) with Company matching contributions and profit-sharing 
  • Employee Life Insurance 
  • Personal time off 
  • Inclusive Leave 

Fischer Homes holds the highest ethical standards of business. We are honest and straightforward and will stand by our word. Our actions demonstrate respect, courtesy, and above all, fairness.