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Financial Planning Associate Jobs in Rancho Cucamonga, CA

DSV A/S

Financial Analyst, Operations

Fontana, CA · On-site

Associates are expected to comply with all corporate and site-specific policies. ESSENTIAL DUTIES ... A minimum of 5 years of accounting, FP&A or finance experience is required Computer Skills:

asicsuf

Chief Financial Officer

Fullerton, CA · On-site

... planning. You will guide the financial strategy of a complex, multi-entity organization while ... You will also serve as a key partner to the Associate Vice President and Executive Director and ...

asicsuf

Chief Financial Officer

Fullerton, CA

... and the Associate Executive Director. Diversity, Equity, and Inclusion are core values of ... Directs and performs financial planning and review to meet short and long-range corporate needs ...

Herbert Financial Group

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Junior Tax Associate / Tax Assistant

Monrovia, CA · On-site

$20 - $30/hr

We are a financial firm seeking a Junior Tax Associate / Tax Assistant to support our CPAs and tax ... We provide tax, accounting, financial planning, and insurance solutions with a commitment to ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Rancho Cucamonga, CA

Financial Planning Associate information

See Rancho Cucamonga, CA salary details

$14

$32

$69

How much do financial planning associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial planning associate in Rancho Cucamonga, CA is $32.66, according to ZipRecruiter salary data. Most workers in this role earn between $21.11 and $35.14 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 Rancho Cucamonga, CA?

The most popular types of Financial Planning jobs in Rancho Cucamonga, CA are:

What are popular job titles related to Financial Planning Associate jobs in Rancho Cucamonga, CA?

For Financial Planning Associate jobs in Rancho Cucamonga, CA, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Rancho Cucamonga, CA look for?

The top searched job categories for Financial Planning Associate jobs in Rancho Cucamonga, CA are:

What cities near Rancho Cucamonga, CA are hiring for Financial Planning Associate jobs?

Cities near Rancho Cucamonga, CA with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Rancho Cucamonga, CA as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,939 per year, or $32.7 per hour.

Marketing Planning Associate

Nongshim America, Inc.

Rancho Cucamonga, CA • On-site

$59 - $65/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Marketing Planning Associate

Full Time Rancho Cucamonga, CA, US

Salary Range: $28.50 To $29.07 Hourly

Jobs and Responsibilities

  • Support overall brand management for the Nongshim brand portfolio, including brand identity development and strategic communication direction.
  • Assist in new product development (NPD) and manage the product launch process from planning through commercialization (CR, commercialization documents, pricing approval, DR).
  • Manage Product Lifecycle Management (PLM) activities, including SKU code management, product specification maintenance, and periodic SKU discontinuation processes.
  • Conduct market research and consumer insight analysis to interpret consumer trends and competitive market dynamics.
  • Perform data analysis on sales, profitability, and financial performance using Excel and internal systems (BW, SAP, Circana/Tableau).
  • Support development and review of annual, long-term, and short-term marketing plans to drive brand growth.
  • Coordinate cross-functional communication with sales, SCM, and design teams for new product launches and follow-up.
  • Assist with brand marketing activity documentation and history management by brand.
  • Prepare logical, structured reports and presentations for business strategy and performance reviews.
  • Support team publications and materials, including the LA weekly newsletter and product catalog management.
  • Other special projects as assigned

Qualifications and Skills

  • 0-3 years of relevant experience
  • A Bachelor's Degree in Marketing, Business Administration, or related field Preferred
  • Comprehensive understanding of branding and marketing principles
  • Proficiency in Microsoft Excel for data-driven financial and sales analysis (demonstrated through major, certification, or experience)
  • Strong market and consumer insight; ability to interpret consumer trends and competitive dynamics
  • Composed yet proactive communication skills
  • Authorized to work lawfully in the United States
  • Bilingual (Fluency in English is required and Korean is preferred)

Employee Benefits:

  • 100% coverage for Medical, Dental, Vision, and Life Insurance (Fully paid by company)
  • 401K Matching up to 4%
  • Employee Discounts
  • 10 Paid Vacation
  • 5 Paid Sick Days
  • 11 Paid Holidays
  • On-Job Training Program
  • Lunch Catering for employees

Job Type: Full-time (non-exempt)

Starting Salary Range: Starting $59,000 to $65,000 per year based on experience (Negotiable depending on experience, excluding bonus and other earnings)

Schedule:

  • 8 hour shift

Education:

  • Bachelor's (Preferred)

Ability to Relocate:

  • Rancho Cucamonga, CA 91730: Relocate before starting work (Required)
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