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Financial Planning Associate Jobs in Wareham, MA

Retail Associate (PT)

Dartmouth, MA · On-site

$15.90 - $21.67/hr

Our benefits package for part-time employees includes a 401(k) match, employee discounts and valuable well-being benefits like free EAP services, financial planning assistance, and well-being ...

Retail Associate (PT)

Dartmouth, MA · On-site

$15.90 - $21.67/hr

Our benefits package for part-time employees includes a 401(k) match, employee discounts and valuable well-being benefits like free EAP services, financial planning assistance, and well-being ...

Unit Controller 3

Bridgewater, MA · On-site

$64K - $83K/yr

Contribute to financial planning by analyzing budget trends and preparing projections that support ... Associate's degree or equivalent experience What we offer Compensation is fair and equitable ...

Contribute to financial planning by analyzing budget trends and preparing projections that support ... Associate's degree or equivalent experience What we offer Compensation is fair and equitable ...

Unit Controller 3

Bridgewater, MA · On-site

$64K - $83K/yr

Contribute to financial planning by analyzing budget trends and preparing projections that support ... Associate's degree or equivalent experience What we offer Compensation is fair and equitable ...

Unit Controller 3

Bridgewater, MA · On-site

$64K - $83K/yr

Contribute to financial planning by analyzing budget trends and preparing projections that support ... Associate's degree or equivalent experience What we offer Compensation is fair and equitable ...

Early Childhood Educator

Fall River, MA · On-site

$21 - $28.50/hr

Education and experience meeting Massachusetts EEC credentialing standards; an Associates or ... Free Financial Planning/Analysis * Public Services Student Loan Forgiveness Program Professional ...

Early Childhood Educator

Fall River, MA · On-site

$21 - $28.50/hr

Education and experience meeting Massachusetts EEC credentialing standards; an Associates or ... Free Financial Planning/Analysis * Public Services Student Loan Forgiveness Program Professional ...

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Financial Planning Associate information

See Wareham, MA salary details

$14

$33

$71

How much do financial planning associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for financial planning associate in Wareham, MA is $33.64, according to ZipRecruiter salary data. Most workers in this role earn between $21.78 and $36.20 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 Wareham, MA are hiring for Financial Planning Associate jobs?

Cities near Wareham, MA with the most Financial Planning Associate job openings:

Infographic showing various Financial Planning Associate job openings in Wareham, MA as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $69,974 per year, or $33.6 per hour.

Senior Planner Demand Planning & Procurement

Fairhaven, MA • On-site

Titleist
Sporting Product Manufacturing • 1 - 5K employees

$84 - $105/hr

Other

Retirement, PTO

Posted 8 days ago


Job description

## Senior Planner Demand Planning & ProcurementApplylocations: Fairhaven, Massachusetts, United States of Americatime type: Full timeposted on: Posted Yesterdayjob requisition id: Req#101819**Where Performance Meets Purpose**Join a team that values excellence and innovation, at a company known for its iconic golf brands. At Acushnet Company, your background and experience contribute to creating the best products for dedicated golfers worldwide. Here, your performance has purpose.# ## **What You Will Be Doing**The Senior Planner, Demand Planning & Procurement is responsible for driving demand forecasting, inventory planning, procurement, and product availability for the Footwear business. Partnering closely with Sales, Product Line Management, factory teams, and cross-functional stakeholders, this role develops and manages demand plans, analyzes inventory and supply requirements, issues and tracks purchase orders, and ensures timely delivery of products. The position plays a critical role in maintaining forecast accuracy, achieving inventory availability targets, identifying and mitigating supply risks, and supporting special product launches, collaborations, and seasonal initiatives. Success in this role requires strong analytical skills, attention to detail, and the ability to make informed decisions in a fast-paced, dynamic planning environment.## ## What You Bring* Bachelor’s degree in Supply Chain, Business, Operations, or a related field required; APICS/CPIM certification preferred.* 5+ years of experience in demand planning, forecasting, inventory management, procurement, or supply chain planning within a global consumer products environment.* Strong expertise in MRP/ERP systems, supply planning processes, and inventory management principles.* Advanced proficiency in Microsoft Excel, with experience using SAP, Cognos Report Studio, and Power BI.* Proven ability to analyze complex data, identify trends, and translate insights into actionable planning and purchasing decisions.* Strong organizational and project management skills, with the ability to prioritize and manage multiple initiatives in a fast-paced environment.* Exceptional attention to detail and accuracy in forecasting, reporting, purchase order management, and item setup.* Demonstrated problem-solving capabilities with the ability to proactively address inventory, availability, and supply chain challenges.* Effective communicator and collaborative partner, able to work cross-functionally with Sales, Product Management, Planning, and global factory teams.* Customer-focused mindset with flexibility to support international operations. This role may require occasional domestic travel. The position may also require participation in evening meetings via Microsoft Teams with factory associates in other time zones.#LI-DB1#LI-Hybrid**Our Commitment to You**At Acushnet Company, we are committed to helping our associates thrive both personally and professionally. From the start, you and your family, including domestic partners, will benefit from a comprehensive suite of health and well-being programs. Enjoy the advantages of paid time off, an onsite fitness center, acupuncture, physical therapy, wellness coaches, and more. Our financial benefits are designed to secure your future, offering a 401k with company match, health savings accounts, and flexible spending accounts. Additionally, you'll enjoy perks like pet insurance, legal planning, education assistance, and exclusive access to our Associate Store. At Acushnet Company, your performance has purpose, and we're here to support you every step of the way.Pay Range: $83,849.00-$104,550.00**Ready to Make an Impact?**Join us at Acushnet Company and be part of a team that values excellence and innovation.**EEO and Additional Statements*** Acushnet Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. EEO Employer/Veteran/Disabled.* Acushnet Company respects the intellectual property and confidential information of third parties. Our policy is that no employee or applicant shall disclose confidential information of a third party to Acushnet Company. Accordingly, please do not include any confidential information of a current or previous employer on your resume or any other materials you provide to us.* Acushnet Company participates is E-Verify. Please click here for more details. #J-18808-Ljbffr