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

Symphona

Audit Senior Associate

Savannah, GA

$75K - $92K/yr

Coordinate and lead engagement planning processes (under the supervision of a Supervisor, Manager ... Bachelor's degree and/or Master's degree in Accounting, Finance or related field. * 3+ years of ...

Better Talent

Vice President of Finance

Okatie, SC

$125K - $150K/yr

Our focus on an associate first work environment where team members are championed for their ideas ... contingency planning. * Technology - Implement and manage accounting technology and financial ...

DataAnnotation

M&A Associate - AI Trainer

Savannah, GA · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Bakertilly

Tax Senior Associate- SALT

Savannah, GA · On-site

$75K - $94K/yr

S. and in many of the world's leading financial centers - New York, London, San Francisco, Los ... Analyze client data to identify filing obligations, potential tax exposures, and planning ...

Hyundai Mobis

Specialist, General Administration

GA · On-site

$42K - $57K/yr

Overview The GA Specialist is responsible for administrative and financial support functions for ... Support annual budget planning and forecasting for FAC/GA operations * Monitor budget vs. actual ...

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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 8, 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 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.

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.

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.

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.

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 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, 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 $60,442 per year, or $29.1 per hour.

Audit Senior Associate

Symphona

Savannah, GA

$75K - $92K/yr

Full-time

Re-posted 26 days ago

Job description

Summary of Responsibilities:
In fulfilling the Firm's mission, the Audit Senior Associate acts as the fieldwork in charge of accounting and auditing engagements and is responsible for the day-today conduct of the work. The Audit Senior Associate may or may not be licensed. The Audit Senior Associate supports the Firm’s goals and values through all professional communications and maintains positive working relationships. This is an evergreen job posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings.
Essential Functions:
  • Develop a relationship with engagement-related client personnel responsible for A amp;A issues.
  • Maintain contact with client personnel throughout the year; possess a knowledge of the client and the client’s business, especially in relation to accounting and auditing matters.
  • Collaborate on decisions on routine A amp;A matters with a TBS team member, A amp;A Manager, Director, and/or Partner.
  • Make decisions on routine engagement matters.
  • Supervise and review the work of Audit Associates.
  • Coordinate and lead engagement planning processes (under the supervision of a Supervisor, Manager, or Director) including scheduling and planning meetings and fieldwork, discussing with appropriate clients and Symphona personnel to understand the client’s current business activity, designing test work procedures, reviewing minutes and business agreements, audit program preparation, and etc.
  • Perform more difficult or complex procedures, typically related to the higher risk areas of the job (allowance for bad debt, income taxes, and/or revenue recognition).
  • Bring unusual or significant accounting/auditing questions to the attention of the Supervisor or Manager.
  • Research and propose a resolution to technical accounting and auditing matters.
  • Wrap up engagements according to the engagement timetable and alert the
  • Manager or Supervisor of scheduling concerns.
  • Communicate with appropriate individuals within the Firm and document the status of A amp;A engagements. Keep the Director, Manager, or Supervisor informed of all important developments on engagement.
  • Assist in presenting financial statements and other regulated communications to clients at wrap-up meetings.
  • Monitor engagement budget, alert the Supervisor of potential concerns, and suggest fee modification actions.
  • Demonstrate effective project management skills, inspire teamwork and responsibility by engaging team members, and use current technology and tools to enhance the effectiveness of deliverables and service.
  • Achieve an acceptable level of budget realization on services performed and supervised.
  • Control all aspects of client relationships (if a Manager or Supervisor is not assigned to the engagement) related to budgets and client expectations.
Other Functions:
  • Assign work to staff based on their knowledge and capabilities.
  • Provide supervision and on-the-job training to staff assigned to engagements.
  • Support training of team members, offer guidance and direction, and provide constructive criticism.
  • Assist with developing training programs and act as an instructor in professional development programs.
  • Mentor and develop the technical and professional skills of Audit Associates.
  • Supervise and review the work of Audit Associates and Audit Interns.
  • Set goals (personal and professional) and strive to achieve them.
  • Participate in community involvement.
  • Develop sales, writing, communication, interpersonal, and other human relations skills.
  • Expand upon the understanding of the economics of the Audit business and its relation to the firm.
  • Support departmental goals, policies, and guidelines, and make suggestions for improvement.
  • Assume responsibilities as a "champion" in specific departmental software applications or projects.
  • Participate in other administrative activities or other duties as requested by the Partners, Directors, and/or Managers/Supervisors
Qualifications:
  • Bachelor's degree and/or Master's degree in Accounting, Finance or related field.
  • 3+ years of public accounting experience.
  • CPA license strongly preferred.

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