ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Manchester, NH

Raytheon

MRAD FP&A Manager (M4) *HYBRID*

Andover, MA · Hybrid

... Planning & Analysis Manager (M4). The flagship product within the MRAD portfolio is the NASAMS ... The position, which will report directly to the Associate Director of Finance for MRAD, will ...

Rise North Capital

Financial Associate

Nashua, NH · On-site

Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning. As a Financial Associate, you will ...

Rise North Capital

Financial Associate

Nashua, NH · On-site

$120K/yr

Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning. As a Financial Associate, you will ...

SmartBank

Financial Advisor

Brentwood, NH

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

Digital FCU

Client Services Associate II

Chelmsford, MA · On-site

$27.50 - $33/hr

Familiarity with CRM software and financial planning software preferred. * Certification/License ... Associate's level degree or equivalent relevant work experience required. Location: Chelmsford ...

next page

Showing results 1-20

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Manchester, NH

Financial Planning Associate information

See Manchester, NH salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial planning associate in Manchester, NH is $31.82, according to ZipRecruiter salary data. Most workers in this role earn between $20.58 and $34.23 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 Manchester, NH?

The most popular types of Financial Planning jobs in Manchester, NH are:

What are popular job titles related to Financial Planning Associate jobs in Manchester, NH?

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

What job categories do people searching Financial Planning Associate jobs in Manchester, NH look for?

The top searched job categories for Financial Planning Associate jobs in Manchester, NH are:

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Manchester, 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 $66,194 per year, or $31.8 per hour.

CPA / Senior Tax Associate

Milestone Financial Planning, LLC

Bedford, NH • On-site

$85 - $110/hr

Other

Medical, Dental, Retirement

Posted 7 days ago

Job description

About Us

Milestone Financial Planning, LLC (fiduciary and B-Corporation) strives to make a difference in people's lives. Our clients (75% local in NH and MA) rely on us to provide comprehensive financial and retirement planning services, emphasizing reducing lifetime taxes. We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.

We heavily emphasize tax planning and offer tax preparation to clients directly. This role sits at the center of that practice, working closely with our advisors and operations team to make sure every client's tax picture is handled with care and precision.

At every level, we emphasize that your ideas and insights are encouraged and highly valued. We believe that innovation and collaboration thrive when everyone's unique perspectives and contributions are acknowledged and respected. Whether you're just starting out or have years of experience, your input is vital to our collective success.

Responsibilities

You will take primary responsibility for our tax preparation practice, reviewing and signing approximately 200 individual and small business returns each season, using Lacerte. You\'ll serve as the firm\'s go-to resource for tax questions from clients and advisors, and you\'ll handle all IRS and state tax notices and correspondence on clients\' behalf, from initial review through resolution.

Outside of tax season, you\'ll participate in year-round tax planning — Roth conversions, withholding strategy, charitable giving, equity compensation, and small business planning — using Holistiplan, and you\'ll support a Senior Advisor with financial planning work as a Planning Associate (or as an Associate Advisor, once you hold or earn your CFP® certification), including preparing financial plans and joining client meetings.

You will be supported by our tax, operations, and compliance teams, and mentored by a Senior Advisor to help develop your career beyond tax into financial planning and advisory work.

Qualifications

Active NH CPA license. Strong verbal and written communication skills, with the ability to serve as a trusted point of contact for clients and advisors. Ability to exercise discretion and independent professional judgment in reviewing and signing client returns.

Experience

3+ years of individual and small business tax preparation experience. CFP® certification, or demonstrated interest in pursuing it, is a plus. Experience responding to IRS and state tax notices is a plus. Prior exposure to financial planning is a plus. Prior experience with any of our technologies is helpful:

  • Lacerte Tax
  • Holistiplan
  • Right Capital
  • Advyzon
Benefits
  • Defined path toward CFP® certification, with firm-funded coursework, exam preparation, and exam fees
  • Participation in annual profit sharing based on relative performance and team building, paid in December
  • 4% 401(k) match
  • Section 125 Cafeteria Plan (~$11,000/year) which can be used to purchase health and dental insurance and/or HSA funding
  • Company-paid short- and long-term disability
  • Company-paid continuing education
  • Company-paid membership in professional organizations
  • Positive, family-first culture and flexible work environment — standard office hours are 8:00AM-4:00PM, with core hours of 10:00AM-2:00PM
  • On-site for the first year, with hybrid flexibility available after
  • Vacation and sick leave
  • Parental leave
  • Top-notch technology and equipment
  • You will be mentored by a Senior Advisor to assist with your career development beyond tax into financial planning and advisory work
#J-18808-Ljbffr

Apply