ZipRecruiter

Log In

1

Qualified Associate Financial Planner Jobs (NOW HIRING)

LPL Financial

Senior Financial Planner

Fort Mill, SC · On-site

$76K - $127K/yr

LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Baird

Associate Financial Advisor

Phoenix, AZ · On-site

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual ...

Vista Wealth Solutions

Financial Planner

Allentown, PA · On-site

$220K/yr (+ commission)

Qualifications: * 2+ years of experience in banking, sales/business, financial advisor, wealth ... clients, partners, associates, and the community. Our mission is to create extraordinary ...

Precision Financial Services

Be Seen First

Certified Financial Planner

Mine Hill, NJ · On-site

$100K - $135K/yr

Maintain a high level of accuracy, professionalism, and confidentiality Qualifications * Certified Financial Planner (CFP ® ) certification required * Bachelor's degree required; Finance, Financial ...

NYL - Boston

Financial Planner

Westborough, MA

$150K/yr

... financial goals through a variety of planning services. Join our team to begin honing your skills ... Qualifications: * Superior communication, relationship building, and math skills to establish a ...

EP Wealth Advisors, LLC

Summary The Financial Planning Associate works closely with advisors to create, update, analyze ... Qualifications * Certifications: Certified Financial Planner designation or coursework in progress ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Join our team to begin honing your skills related to risk management, estate planning, debt and ... Qualifications • A Bachelor's degree in finance, business administration, or alternate related ...

previous page

Showing results 41-60

All JobsFinance And Insurance JobsFinancial Services JobsFinancial Planner JobsQualified Associate Financial Planner Jobs

Qualified Associate Financial Planner information

See salary details

$45.5K

$83.9K

$112.5K

How much do qualified associate financial planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for qualified associate financial planner in the United States is $83,905.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Qualified Associate Financial Planner jobs?

For Qualified Associate Financial Planner jobs, the most frequently searched job titles are:

Associate Financial Advisor

Austin, MN • On-site

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about Ameriprise Financialexternal

Full-time

This job post has expired today. Applications are no longer accepted.

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Worl< as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Responsibilities and Time Allocation -Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Responsibilities:

Prepare for client meetings focused on planning discussions
Gather and enter client data into Financial Planning Tool Suite
Create planning deliverables
Perform case analysis and develop recommendations
Conduct and/or participate in client meetings to present recommendations/deliver advice
Track/hold clients accountable to agree upon actions
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their account
Run illustrations and hypotheticals
Develop appropriate product deliverables
Execute appropriate trades to align with proposed portfolio
Complete follow-up from client meetings, correspondence, calls etc.

Education and other designations:

College degree or higher
2+ years of similar experience
Already have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance license

Note: Candidates from both Mankato and Austin, MN are preferred.

Base Pay Salary

The salary range is 80-110k/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

FacebookTwitter

View All Ameriprise Jobs

Apply