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Financial Planning Associate Jobs in Athens, GA (NOW HIRING)

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 ...

Vankirk Electric

Financial Project Analyst

Winder, GA · On-site

... planning and forecasting before jobs become active and review throughout project completion ... Associates or bachelor's degree in Business, Finance, Accounting, or related field required * Keen ...

Carrier

Sr Assoc, Materials Planning

Athens, GA · On-site

$64K - $129K/yr

About This Role This position is for an established Sr Assoc. Materials Planning professional who ... May work with internal team to develop financial forecasts. * Plan, order and expedite material to ...

BOYS & GIRLS CLUB OF LANIER

PARENT COORDINATOR

Gainesville, GA · On-site

$18.50 - $24.50/hr

... ESL, Financial Planning, Math and Science trainings, Career and College Planning events, etc ... Associates or bachelor's in human services/welfare, preferred. Experience * A minimum of one years ...

Phenom People

Inventory Technician II

Social Circle, GA · On-site

$18 - $23.25/hr

Requires high school diploma or GED plus 2+ years of experience or associates' degree or higher and ... Financial Planning & Stability: 401(k) with company match and Annual Retirement Contribution Plan

Wireless Vision

Retail Associate Manager

Athens, GA

$16 - $21.50/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Athens, GA · On-site

$14.25 - $19.25/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

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Financial Planning Associate information

See Athens, GA salary details

$13

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$65

How much do financial planning associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial planning associate in Athens, GA is $30.86, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $33.17 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 Athens, GA?

The most popular types of Financial Planning jobs in Athens, GA are:

What are popular job titles related to Financial Planning Associate jobs in Athens, GA?

For Financial Planning Associate jobs in Athens, GA, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Athens, GA look for?

The top searched job categories for Financial Planning Associate jobs in Athens, GA are:

What cities near Athens, GA are hiring for Financial Planning Associate jobs?

Cities near Athens, GA with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Athens, GA as of August 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $55,633 per year, or $26.7 per hour.

Associate, Strategic Finance

Buckhead, GA • Hybrid

corpay
Software Development • 10K+ employees

7.4

Company rating: 7.4 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

13th of 21 rated payment service providers

Good employer

Paid breaks

Respectful managers

Learn more about corpayexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

What We Need

Corpay is currently looking to hire an Associate, Strategic Finance. This position falls under our Corporate line of business and is located in our Atlanta, GA global headquarters. In this role, you will serve as a key partner to executive leadership, supporting consolidated financial planning, analysis, and strategic decision-making across the enterprise. You will play a critical role in revenue and P&L reporting, forecasting, and executive-level deliverables, while also providing analytical support for strategic initiatives.

The ideal candidate brings strong analytical rigor, intellectual curiosity, and business acumen, combined with the ability to communicate effectively with stakeholders at all levels. This role is designed for a high-potential finance professional seeking significant exposure and growth into leadership roles within Finance. Prior experience in M&A, private equity, corporate development, transaction diligence, or strategy consulting is a plus.

How We Work

As an Associate, Strategic Finance you will be expected to work in an in-office environment. Corpay will set you up for success by providing:

  • Assigned workspace in Atlanta, GA
  • Company-issued equipment
  • Hands-on training

Role Responsibilities

  • Driving monthly and quarterly consolidated revenue and P&L analysis, including telling the financial story, providing insights for executive leadership, and preparing monthly executive staff meeting materials
  • Preparing quarterly executive reporting materials, including consolidated forecasts, board presentations, earnings support, and guidance materials
  • Creating models and executive outputs for annual budget and long-range planning processes, including consolidation, scenario analysis, and executive presentations
  • Developing new financial models and reporting tools
  • Partnering across finance and functional teams to drive alignment, process improvement, and insights
  • Supporting ad hoc executive requests, M&A requests, and strategic projects
  • Identifying opportunities for process improvement, automation, and use of AI-driven tools to enhance reporting and analytics

Qualifications & Skills

  • Bachelor's degree required, preferably in Finance or Accounting
  • Ideally 5+ years (minimum 3 years) of experience in investment banking, private equity, corporate development, transaction diligence, strategy consulting, or corporate FP&A
  • MBA or CFA helpful but not required; at least one promotion in prior role preferred
  • Strong analytical toolkit and problem-solving skills, with demonstrated critical thinking and analytical rigor
  • Excellent written and verbal communication skills, with the ability to turn complex analysis into crisp executive summaries and narratives
  • Advanced Excel and financial modeling capabilities, including leverage of AI tools
  • Strong PowerPoint and executive communication skills
  • Strong relationship-building skills and ability to work effectively with senior leaders, finance, technology, legal, and other functional teams
  • Ability to manage multiple priorities and adapt in a fast-paced environment
  • High ownership, intellectual curiosity, attention to detail, discretion, and willingness to do hands-on work
  • Expert financial knowledge including strong understanding of income statement, balance sheet, and cash flow statements
  • Experience working with large data sets and generating insights
  • High-potential mindset with the ability to grow into leadership roles within Corporate FP&A

Benefits & Perks

  • Medical, Dental & Vision benefits available the 1st month after hire
  • Automatic enrollment into our 401k plan
  • Virtual fitness classes offered company-wide
  • Robust PTO offerings including major holidays, vacation, sick, personal, & volunteer time
  • Employee discounts with major providers
  • Philanthropic support with both local and national organizations
  • Fun culture with company-wide contests and prizes
    #LI-TB1

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