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Financial Planning Associate Jobs in Kentucky (NOW HIRING)

$150 - $170/hr

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the ... Support integrations with financial planning, commission, accounting, reporting, and enterprise ...

$159 - $207/hr

The ideal candidate brings FP&A expertise, proven experience in Public and/or PE‑backed companies ... Rehlko will not discriminate against any qualified associate or applicant with respect to any terms ...

New

$120 - $180/hr

Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and ... We are proud of our diverse and inclusive workplace where we respect and value our associates for ...

Showing results 41-60

Financial Planning Associate information

See Kentucky salary details

$12

$27

$58

How much do financial planning associate jobs pay per hour?

As of Aug 23, 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.

Oracle Cloud Finance - Senior Associate

Pwc

Louisville, KY

$77K - $202K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Not Applicable

Specialism

Oracle

Management Level

Senior Associate

Job Description & Summary

The Opportunity
As an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that provides tools for managing financial processes such as general ledger, accounts payable, accounts receivable, and cash management. Within our Finance Technology - Oracle Core ERP practice, you will analyze client needs, implement software solutions, and provide training and support for seamless integration and utilization of business applications, enabling clients to achieve their strategic objectives.
As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality solutions while embracing increased ambiguity. In this role, you will use critical thinking to break down complex concepts and interpret data to inform insights and recommendations. You will uphold professional and technical standards, contributing to the firm's code of conduct and independence requirements.
Responsibilities
- Configuring and implementing Oracle Financials to optimize financial processes such as general ledger, accounts payable, and accounts receivable
- Analyzing client needs to develop tailored solutions using Oracle Financials software
- Providing training and support to clients for seamless integration and utilization of Oracle Finance systems
- Managing and maintaining Oracle Finance systems to validate operational efficiency and compliance with financial regulations
- Collaborating with clients to identify opportunities for finance process improvements and transformation
- Utilizing analytical thinking to monitor and analyze financial trends and provide actionable insights
- Developing financial models and forecasts to support strategic decision-making
- Presenting financial reports and recommendations to stakeholders to drive business objectives
- Applying financial accounting and reporting standards to maintain accuracy and integrity in financial transactions
- Guiding teams in the execution of finance technology projects and initiatives
What You Must Have
- At least a Bachelor's degree
- At least 3 years of experience
What Sets You Apart
- Preference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Accounting, Accounting & Finance, Finance, Economics, Business Administration/Management, Management Information Systems
- Demonstrating proficiency the following within implementing Oracle Financials: GL, AP, Expenses, CM, AR, Project Costing, Project Billing, Grants (PPM), FA, or AHCS /FAH
- Utilizing Oracle Hyperion Financial Management for strategic financial planning
- Implementing finance transformation initiatives within Oracle ERP environments
- Analyzing financial trends to inform strategic decision-making
- Developing financial models to support business process improvements
- Excelling in communication to build meaningful client relationships

Travel Requirements

Up to 60%

Job Posting End Date

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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About pwc

Sourced by ZipRecruiter

We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

London, London, UK