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Financial Planning Associate Jobs in Temecula, CA

TalentLink Solutions

Associate Wealth Advisor

Carlsbad, CA · On-site

$75K - $150K/yr

We are a growing wealth management firm specializing in comprehensive financial planning for pre ... We're seeking an Associate Wealth Advisor to join our collaborative team and contribute to our ...

Infinite Wise Solutions

Be Seen First

PT/FT Financial Professional (Remote)

Oceanside, CA · Remote

$1.0K - $500K/yr (+ commission)

... Associate. The most lucrative industry opportunity with the flexibility to work from home while ... College Planning * Tax-Free and Tax-Deferred Index Strategies * Debt Management Services

New

Acuity Brands, Inc.

Manager Buyer Planning

Oceanside, CA

$63K - $87K/yr

The Company is powered by approximately 13,000 dedicated and talented associates. Visit us at www ... Finance, and Quality.) * Customer Focus * Excellent people skills and communication skills ...

Acuity Brands

Manager Buyer Planning

Oceanside, CA · On-site

$63K - $87K/yr

The Company is powered by approximately 13,000 dedicated and talented associates. Visit us at www ... Finance, and Quality.) * Customer Focus * Excellent people skills and communication skills ...

Acuity, Inc.

Manager Buyer Planning

Oceanside, CA · On-site

$63K - $87K/yr

The Company is powered by approximately 13,000 dedicated and talented associates. Visit us at www ... Finance, and Quality.) * Customer Focus * Excellent people skills and communication skills ...

Valid8 Financial, Inc.

Compliance Associate

Carlsbad, CA · On-site

$60 - $90/hr

Compliance Associate supports the Director of Compliance in monitoring the effectiveness of the ... Time Management/ Planning/ Organized * Written and verbal communication skills * Problem solving

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Temecula, CA

Financial Planning Associate information

See Temecula, CA salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial planning associate in Temecula, CA is $31.75, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $34.13 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 Temecula, CA?

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

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Temecula, CA as of August 2026, with employment types broken down into 77% Full Time, and 23% Part Time. Highlights an 100% In-person job distribution, with an average salary of $66,050 per year, or $31.8 per hour.

Paraplanner / Financial Planning Specialist

GHI Staffing Solutions

Carlsbad, CA • On-site

$25 - $28/hr

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Job description

Paraplanner / Financial Planning Specialist
Location: Carlsbad, CA
Schedule: Full-Time | Onsite
Compensation: $25–$28/hour
Position Overview

A growing wealth management firm in Carlsbad, CA is seeking a highly organized and detail-oriented Paraplanner / Financial Planning Specialist to support its Financial Advisors throughout the financial planning and client service process.

This position plays an important role in preparing financial plans, organizing client data, coordinating meeting materials, and supporting the implementation of advisor recommendations.

The ideal candidate has experience within financial planning, wealth management, or an RIA environment and enjoys the analytical and operational side of the business. This is an excellent opportunity for someone who wants to deepen their financial planning experience and potentially pursue a CFP® designation or Associate Advisor career path.

Key Responsibilities
  • Prepare materials for strategic planning, plan presentation, and implementation meetings
  • Gather, review, and organize client financial information and supporting documentation
  • Maintain accurate client data within CRM and financial planning systems
  • Assist with financial planning scenarios, projections, and draft financial plans
  • Prepare meeting agendas, reports, and supporting planning materials for Financial Advisors
  • Assist with investment allocation analysis and planning recommendations
  • Maintain organized and accurate digital client files
  • Update client records, meeting information, and financial data within the CRM
  • Prepare paperwork for account openings, transfers, and other implementation activities
  • Track outstanding implementation tasks and client follow-up items
  • Assist with new client onboarding
  • Coordinate documentation with custodians, advisors, and internal team members
  • Ensure client documentation is complete, accurate, and compliant
  • Anticipate advisor needs and help keep client planning workflows ahead of schedule
What We're Looking For

The strongest candidates are analytical, process-driven, and naturally detail-oriented. You should enjoy working behind the scenes to make sure advisors are fully prepared and client meetings run smoothly.

We're looking for someone who takes ownership of their work, anticipates what needs to happen next, and understands that accuracy and follow-through are critical when working with clients' financial information.

This is an excellent opportunity for an experienced financial services professional who wants to expand their planning expertise and become an integral part of a growing advisory team.



Requirements

Required:

  • 2+ years of experience in financial planning, wealth management, or financial advisory support
  • Experience supporting Financial Advisors or a wealth management team
  • Strong organizational and workflow management skills
  • Exceptional attention to detail and accuracy
  • Strong written and verbal communication skills
  • Experience working with CRM systems and Microsoft Office
  • Ability to work with confidential client and financial information

Preferred:

  • Experience within a Registered Investment Advisor (RIA) environment
  • Experience with financial planning software such as eMoney, MoneyGuidePro, or RightCapital
  • Experience with Redtail CRM
  • Series 65 or willingness to obtain
  • CFP® coursework or interest in pursuing the CFP® designation


Benefits

Compensation & Benefits

  • $25–$28/hour
  • Full-time, onsite position
  • Health insurance
  • 401(k) with company match
  • Paid time off
  • Professional development opportunities
  • Potential support for CFP® education
  • Opportunity for continued growth within financial planning and wealth management