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Financial Planning Associate Jobs in Rincon, GA (NOW HIRING)

Dividend Assets Capital

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth ManagementA meaningful next step for an investment professional who ... You will have meaningful exposure to investment management, financial planning, portfolio analysis ...

Shift HR

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor Wealth Management A meaningful next step for an investment professional who wants ... You will have meaningful exposure to investment management, financial planning, portfolio analysis ...

Dividend Assets Capital

Associate Advisor

Ridgeland, SC · On-site

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... You will have meaningful exposure to investment management, financial planning, portfolio analysis ...

Shift HR

Associate Advisor

Ridgeland, SC

Associate Advisor | Wealth Management A meaningful next step for an investment professional who ... You will have meaningful exposure to investment management, financial planning, portfolio analysis ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Rincon, GA

Financial Planning Associate information

See Rincon, GA salary details

$12

$29

$61

How much do financial planning associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial planning associate in Rincon, GA is $29.06, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $31.25 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 Rincon, GA are hiring for Financial Planning Associate jobs?

Cities near Rincon, GA with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Rincon, GA as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $60,442 per year, or $29.1 per hour.

Planning Consultant - Hilton Head, SC

Fidelity Investments

Hilton Head Island, SC • On-site

Full-time

Medical, Life, Retirement

Posted 18 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 152 rated financial services

Job description

Job Description:Planning Consultant

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP Certification is highly encouraged
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities
The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Relationship Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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