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Financial Planning Associate Jobs in Grandview, IN

Fastenal Company

Sales Associate PT

Owensboro, KY · On-site

$11.75 - $16/hr

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Supply Chain Associate

Henderson, KY · On-site

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Parker Hannifin Corp.

Assembler - Manufacturing

Troy, IN · On-site

$13.75 - $17/hr

Conducts inspections of own and /or other associates work to insure correctness in accordance with ... Care.com membership and financial planning assistance are provided at no cost to you.

Parker Hannifin Corp.

Assembler - Hiring Now

Troy, IN · On-site

$13.75 - $17/hr

Conducts inspections of own and /or other associates work to insure correctness in accordance with ... Care.com membership and financial planning assistance are provided at no cost to you.

PetSmart

Retail Store Manager

Owensboro, KY · On-site

$55K - $105K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Owensboro, KY

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Owensboro, KY · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

Owensboro, KY · On-site

$55K - $105K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Owensboro, KY · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Grandview, IN

Financial Planning Associate information

See Grandview, IN salary details

$13

$29

$63

How much do financial planning associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for financial planning associate in Grandview, IN is $29.87, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $32.12 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 cities near Grandview, IN are hiring for Financial Planning Associate jobs?

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

Financial Planning Associate jobs near you

Career-Transition Partnership - For Advisors Approaching Reduced Production

WealthBridge Financial Group

Owensboro, KY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 27 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Deomonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support