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Paraplanner / Financial Planning Associate

Palm Beach Gardens, FL · On-site

$70K - $90K/yr

Paraplanner / Financial Planning Associate Position Overview We are seeking an accounting professional who is interested in transitioning into a long-term career path within financial planning. This ...

OneDigital

Financial Planning Associate

Danvers, MA · On-site

$75K - $85K/yr

We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: This position plays a crucial role in ...

OneDigital

Financial Planning Associate

Danvers, MA

$75K - $85K/yr

We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: This position plays a crucial role in ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · On-site

$78K - $105K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field required. 3+ of experience in a financial planning associate or financial planning role with at least 1 year of ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$80K - $100K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field required. 3+ of experience in a financial planning associate or financial planning role with at least 1 year of ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$78K - $105K/yr

Bachelor's degree in Financial Planning, Finance, Accounting, or related field required. 3+ of experience in a financial planning associate or financial planning role with at least 1 year of ...

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Financial Planning Associate information

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$13

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How much do financial planning associate jobs pay per hour?

As of Jun 15, 2026, the average hourly pay for financial planning associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 25% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Planning Associate Apprentice

Centurion Financial Strategies, LLC

Minneapolis, MN • On-site

$15 - $18/hr

Full-time, Part-time

Posted yesterday

Job description

Are you interested in financial planning, investing, forward-thinking, and learning how a real small business works?


Centurion Financial Strategies, LLC is looking for a Summer Intern / Future Financial Planning Associate to work full-time during the summer with the potential to continue part-time during the school year and possibly grow into a full-time role.


This is a hands-on, in-person opportunity to work directly with the CEO, support real client work, learn how a financial advisory firm operates, and use technology and AI tools to help improve systems and projects.


Position Details

  • Company: Centurion Financial Strategies, LLC & Generation Family Properties
  • Location: 3600 American Blvd W, Suite 655, Bloomington, MN 55439
  • Work Arrangement: In Office
  • Schedule: Full-time during summer; potential part-time during school year


About Us

Centurion Financial Strategies helps individuals and families make smart decisions around retirement, investments, tax planning, estate planning, insurance, college planning, and other financial matters.


Why This Is Unique

This is not a typical “busy work” internship. You’ll get real exposure to client service, financial planning, small business operations, and AI tools. For the right person, this could grow into a part-time school-year role, full-time position, or future leadership opportunity.


Our Core Values

  • Professional Conduct – Respect, integrity, timely communication
  • Continually Pursuing Growth – Always learning and improving
  • Drive to Serve Others – Going the extra mile
  • Follow-Up in Communication – Staying pleasantly persistent
  • Reliability – Doing what we say we’ll do
  • Proactive Effort – Solving problems before they arise
  • Flexibility – Adapting when things change
Compensation:

$15 - $18 hourly USD


Responsibilities:

What You’ll Do

  • Client meeting preparation and follow-up
  • Financial planning and investment research
  • Client service, paperwork, and CRM updates
  • Business operations and process improvement
  • Marketing or educational content projects
  • AI and technology projects using tools like ChatGPT, spreadsheets, and other business software
  • Select projects connected to Generation Family Properties

Qualifications:

Who We’re Looking For

This could be a great fit if you:

  • Interested in financial planning, investing, business, or real estate
  • Want hands-on experience working directly with the CEO
  • Are detail-oriented, reliable, professional, and trustworthy
  • Communicate well and follow through consistently
  • Are comfortable using Excel, Google Sheets, and AI tools
  • Want the opportunity to grow into a larger role over time

About Company

We’re Centurion Financial Strategies, a boutique financial planning firm (plus a land business on the side) run by a team that lives and breathes a business-minded culture. We help people grow wealth, protect it, and do more good with it. And we’re hiring someone we can invest in long-term.