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Financial Planning Associate Jobs in Dover, NH (NOW HIRING)

Reporting to the Associate Director of Finance, this role partners closely with Commercial ... This position supports financial planning, forecasting, performance management, pricing and ...

Collaborate with SmartBank associates to identify opportunities to serve clients through holistic financial planning and wealth management solutions. Deliver Personalized Wealth Management Solutions

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Financial Planning Associate information

See Dover, NH salary details

$14

$32

$69

How much do financial planning associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial planning associate in Dover, NH is $32.64, according to ZipRecruiter salary data. Most workers in this role earn between $21.11 and $35.10 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 popular job titles related to Financial Planning Associate jobs in Dover, NH?

For Financial Planning Associate jobs in Dover, NH, the most frequently searched job titles are:

What cities near Dover, NH are hiring for Financial Planning Associate jobs?

Cities near Dover, NH with the most Financial Planning Associate job openings:

Infographic showing various Financial Planning Associate job openings in Dover, NH as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,886 per year, or $32.6 per hour.

Financial Analyst

Portsmouth, NH • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

We believe that great healthcare is an essential safeguard of human dignity.

At Laborie, we know the work we do matters - it's what fuels our motivation and contributes to our success. If you're ready to make a positive impact in the lives of patients across the globe, we'd like to meet you.

We support and empower our employees to grow their careers in an environment that encourages a sense of belonging and a connection to doing good. We're not afraid to roll up our sleeves to make our goals a reality and work together to solve for our customers. We reward and recognize our employees based on our values ofAspire to Greatness, Respect All, Own It, Working Together, Persist with Passion.


Who We're Looking For:

The Financial Analyst supports the Urology (UR), Maternal & Child Health (MCH), Gastroenterology (GI) Global Business Units by providing financial analysis, reporting, forecasting, and decision support that drive profitable growth and business performance. Reporting to the Associate Director of Finance, this role partners closely with Commercial Leadership, Marketing, Sales, Operations, and Finance to deliver actionable insights and support informed business decision-making.

This position supports financial planning, forecasting, performance management, pricing and profitability analysis, investment evaluation, and business reporting. The Financial Analyst translates financial and operational data into actionable insights that help identify risks and opportunities, improve business performance, and support strategic and operational decisions. The successful candidate will demonstrate strong analytical skills, business acumen, intellectual curiosity, and the ability to collaborate effectively across functions.

About the Role:

  • Support the Global Business Units by providing financial analysis, reporting, forecasting, and decision support.
  • Partner with commercial and functional leaders to evaluate business performance, identify trends, and support strategic initiatives through data-driven recommendations.
  • Prepare monthly business reviews and analyze actual results against forecast, budget, and prior-year performance.
  • Monitor key financial and operational metrics, identifying risks and opportunities and providing

Minimum Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field with 3+ years of finance, FP&A, commercial finance, or analytical experience.
  • Advanced Excel and PowerPoint skills.
  • Experience with financial modeling and data analysis.
  • Experience with ERP and reporting systems.

Technical Skills

  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Strong financial modeling and data analysis capabilities.
  • Experience with reporting and visualization tools such as Power BI or similar platforms.
  • Experience with ERP and financial planning systems.
  • Ability to develop dashboards, KPIs, and management reporting tools.
  • Knowledge of forecasting, budgeting, and financial planning processes.

Preferred Qualifications:

  • MBA, CPA, CMA, or other relevant professional certification.
  • Experience supporting commercial organizations within the medical device, healthcare, or life sciences industries.
  • Experience partnering with Sales and Marketing organizations.
  • Familiarity with pricing, profitability, and commercial performance analysis.

Why Laborie:

Our Mission every day is to operate as a world-class specialist medical company making and advancing technologies that preserve and restore human dignity. We do that today by helping people with pelvic and gastrointestinal conditions live normal lives, and by helping mothers and babies have safe deliveries.

  • Paid time off and paid volunteer time
  • Medical, Dental, Vision and Flexible Spending Account
  • Health Savings Account with Company Funded Contributions
  • 401k Retirement Plan with Company Match
  • Parental Leave and Adoption Services
  • Health and Wellness Programs and Events
  • Awarded 2025 Cigna Healthy Workforce Designation Gold Level

Laborieprovidesequal employment opportunities and non-discrimination for all employees and qualified applicants without regard to a person's race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation or any characteristic protected under applicable law. Laborie is committed to providing access and reasonable accommodation in our services, activities, education, and employment for individuals with disabilities.

Employment Type: Full time