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Financial Planning Associate Jobs in Gary, IN (NOW HIRING)

Avant

Associate, Financial Planning & Analysis

Chicago, IL · On-site

$70K - $105K/yr

Join our team as an FP&A Associate and make a real impact from day one. In this role, your analytical expertise will drive the strategic direction of the business, streamline planning and reporting ...

Wiz, Inc.

GTM FP&A Associate

Chicago, IL · Hybrid

About the job As a GTM FP&A Associate, you will be responsible for assisting the team in analyzing financial data, preparing reports, and providing insights to support decision-making processes. You ...

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Financial Planning Associate information

See Gary, IN salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial planning associate in Gary, IN is $31.81, according to ZipRecruiter salary data. Most workers in this role earn between $20.58 and $34.18 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

What job categories do people searching Financial Planning Associate jobs in Gary, IN look for?

The top searched job categories for Financial Planning Associate jobs in Gary, IN are:

What cities near Gary, IN are hiring for Financial Planning Associate jobs?

Cities near Gary, IN with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Gary, IN as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,155 per year, or $31.8 per hour.

Financial Planning Associate-West L.A.

RK Partners

Chicago, IL

$80K - $95K/yr

Full-time

Medical, Dental, Life, PTO

Re-posted 3 days ago

Job description

Financial Planning Associate

The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning materials and recommendations, as well as to service and support insurance and investment operations.

***MUST HAVE Series 7, 63/65/66 and LAH
1 day in office

Responsibilities

  • Develop and maintain a deep understanding of the comprehensive planning philosophy and process, from initial meeting to client onboarding, to provide the highest level of service to prospective and existing clients.
  • Build planning analysis (PX) for all prospective client close meetings, as well as when applicable for client reviews
  • Insurance and investment presentation preparation for all close meetings, including running all insurance illustrations and coordinating with the investment operations teams on all investment materials needed for inclusion in presentations
  • Support investment operations team as needed
  • Generate all materials needed for clients reviews in conjunction with advisors and investment operations team
  • Quarterly review of all presentation materials, both insurance and investment, to ensure all materials remain up-to-date and in alignment with the firms planning philosophy
  • Collaborate with advisors to identify potential planning opportunities for prospective and existing clients to properly align recommendations in preparation for close and reviews meetings.
  • Advise advisors of relevant data or information needed for decision making, ensuring effective execution and coordination.
  • Generate, monitor, and submit all insurance applications (life, disability, long term care, and annuity), ensuring compliance with all relevant state-specific regulatory requirements and internal policies, including those established by Northwestern Mutual, to provide a seamless submission of all applications.
  • Oversee the underwriting of all insurance applications from submission to placement, collaborating with advisors where necessary to ensure appropriate coverage is ultimately placed on behalf of client.
  • Deliver high quality written and verbal correspondence to both clients and internal staff, showcasing excellent communication skills, including but not limited to:
    • Follow up with prospective clients on additional information and materials needed for timely completion of planning analysis and both insurance and investment materials
    • Providing weekly updates on the underwriting status of newly submitted business, including responses directly to the underwriters by obtaining any additional information requested from client
    • Resolving client inquiries and requests related to the servicing of existing insurance policies and accounts
  • Resolve client inquiries in a timely and effective manner
  • Generate feed lists for all client review meetings
  • Contribute to internal workflow system upgrades and development to improve operational efficiency

Results:

  • Ensure all planning analysis and presentation material are finalized on time and with accuracy.
  • Ensure all planning analysis benchmarks are obtained prior to conclusion of agents and calendar years.
  • Assist in preparing comprehensive reviews, including in-force illustrations, term-conversion illustrations and feed lists.
  • Proactively monitor and respond to underwriting updates, ensuring timely resolution of issues.
  • Maintain a high standard of communication and resolve client inquiries promptly.
  • Attend and participate in relevant conferences, home office learning opportunities, and technology additions & enhancements.

Required Qualifications:

  • Bachelor’s Degree
  • 2+ years of planning experience
  • California Life & Health license
  • FINRA Registration -Series 7, 66 and/or 65

Benefits:

We understand that our team members are the foundation of our success, and we stive to provide a comprehensive benefits package that reflects our commitment to you. We believe that by investing in our team, we are investing in the success of our firm, and we are committed to providing our team members with the resources and support they need to thrive.

  • A competitive base salary commensurate to experience
  • 100% medical, dental, and disability insurance provided by employer
  • Profit-sharing plan
  • Employer-sponsored licensing, professional development, and education opportunities
  • Paid vacation, sick, and holiday pay