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Financial Planning Associate Jobs in Rhode Island

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

The ideal candidate holds a Certified Financial Planner (CFP ® ) designation credential and brings ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

The ideal candidate holds a Certified Financial Planner (CFP ® ) designation credential and brings ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

The ideal candidate holds a Certified Financial Planner (CFP ® ) designation credential and brings ... Work collaboratively with Wealth Administrators and Associates to ensure client service standards ...

Position Summary Business Development Associates provide exceptional service to our clients and ... and financial planning. Duties and Responsibilities * Cultivating relationships with business ...

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... financial planning. DUTIES and RESPONSIBILITIES: • Cultivating relationships with business ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... and financial planning. DUTIES and RESPONSIBILITIES: Cultivating relationships with business ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... and financial planning. DUTIES and RESPONSIBILITIES: Cultivating relationships with business ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Showing results 21-40

Financial Planning Associate information

See Rhode Island salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial planning associate in Rhode Island is $31.30, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $33.65 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 Rhode Island?

The most popular types of Financial Planning jobs in Rhode Island are:

What are popular job titles related to Financial Planning Associate jobs in Rhode Island?

For Financial Planning Associate jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Rhode Island look for?

The top searched job categories for Financial Planning Associate jobs in Rhode Island are:

What cities in Rhode Island are hiring for Financial Planning Associate jobs?

Cities in Rhode Island with the most Financial Planning Associate job openings:

Infographic showing various Financial Planning Associate job openings in Rhode Island as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,106 per year, or $31.3 per hour.

$100 - $140/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago


Job description

SEACORP is seeking a well-qualifiedFinancial Analyst III/IV.

Primary Duties and Responsibilities:

Job Summary: SEACORP is seeking a hybrid Senior Financial Analyst to provide strategic financial guidance in support of the Electronic Warfare Business Area. This role is responsible for driving financial planning, budgeting, forecasting, reporting, and analysis while delivering actionable insights that enable informed business decisions and successful program execution. The ideal candidate is a detail-oriented, analytical professional with strong financial acumen, exceptional problem-solving skills, and the ability to communicate complex financial information effectively to leaders at all levels of the organization.

The Senior Financial Analyst supports financial planning and budgeting activities, develops forecasts and projections, performs financial analyses for leadership, and partners with cross-functional teams to ensure sound financial management. This position also plays a key role in month-end reporting, identifying financial risks and opportunities, and providing recommendations that improve business performance across multiple programs and initiatives.

Job Responsibilities Include:

  • Lead the financial management of multiple complex programs, including large, multi-year efforts with multiple contracts, task orders, or subprograms.
  • Develop, maintain, and analyze program budgets, forecasts, estimates at completion (EACs), and financial performance metrics.
  • Provide financial guidance during proposal development, contract awards, and program execution.
  • Partner with Project Managers to monitor cost, schedule, and funding.
  • Analyze budget estimates and financial proposals for accuracy, completeness, and compliance with contractual requirements, company policies, and government regulations.
  • Prepare monthly financial reports, variance analyses, and executive-level presentations highlighting program performance and key risks.
  • Identify financial risks and opportunities and recommend corrective actions to improve program performance.
  • And any other duties or tasks as assigned.

Qualifications:

Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

Experience :7 years of experience in financial analysis or related roles for Level III; 10+ years for Level IV progressively responsible financial analysis experience supporting complex programs.Active Secret Security Clearance is strongly preferred. Ability to obtain and maintain a Secret Level Security Clearance is Required.

Required Experience:

  • Demonstrated ability to lead financial planning and analysis for large, multi-million-dollar programs.
  • Experience supporting DoD, Aerospace, or Electronic Warfare (EW) programs.
  • Experience with Earned Value Management (EVM) and program performance measurement.
  • Expertise in MS Excel (creating spreadsheets and using advanced formulas).
  • Proficiency in financial modeling and analysis tools, including financial software (CostPoint/DelTek, specifically).
  • Working knowledge of FAR, DFARS, and government contracting principles.
  • Excellent analytical and problem-solving skills.
  • Proven ability to influence cross-functional teams and present financial information to senior leadership.
  • Ability to work collaboratively in a team environment and manage multiple priorities.
  • Ability to present financial data using detailed reports and charts.
  • Experience mentoring junior financial analysts is preferred.

As a requirement of employment, all SEACORP employees must hold U.S. Citizenship.

Location: Middletown, RI

Travel: None

Clearance: Secret

Work Environment & Physical Demands: Office & Computer Laboratories - Sitting, standing, extended periods of time using a mouse and keyboard and viewing computer screens. Infrequent lifting of <40lbs. Movement between points within the same office or between buildings. Work is performed in generally consistent environmental conditions with some seasonality for temperature differences and lighting.

Successful candidates will enjoy competitive wages and a very rich benefit program, including:

  • Medical Benefits: Choice of two medical insurance programs through Blue Cross & Blue Shield.
  • Dental Benefits: A best in class Dental Insurance Plan through Delta Dental.
  • Vision Benefits: An excellent Vision Benefit providing discounts and allowances for prescription glasses and contact lenses.
  • Retirement Benefits:A qualified 401(k) Retirement Savings Account with a generous employer matching contribution up to 8% of your eligible compensation.
  • Life Insurance Benefits: Employer paid Life and Accidental Death & Dismemberment Insurance equal to your annual salary. Supplemental coverage is available for you and qualified family members as well as Supplemental Short-Term and Long-Term Disability Insurance.
  • Additional Benefits: Ten (10) Paid Holidays per year (including 2 floating Holidays), a generous Paid Time Off (PTO) program; Tuition Reimbursement, and Referral Bonuses.
Undersea, on the surface, or in the air, SEACORP leverages its software and engineering expertise to deliver cutting edge warfare systems.

SEACORP is a proud Equal Opportunity Employer and complies with all applicable federal, state and local fair employment practices laws. SEACORP strictly prohibits and does not tolerate discrimination against employees, applicants or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), age, sexual orientation, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state or local law.

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