7 of the Most Popular Types of Assistant Financial Planner Jobs in 2026

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Top Types Of Assistant Financial Planner Jobs

• Financial Planning Assistant

  Salary range: $46,500 - $68,500

  A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

• Associate Financial Planner

  Salary range: $75,000 - $100,000

  The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

• Financial Assistant

  Salary range: $38,000 - $54,500

  A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

• Finance Advisor Assistant

  Salary range: $41,000 - $63,000

  As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

• Entry Level Financial Planner

  Salary range: $76,000 - $102,000

  As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

• Financial Advisor Development Program

  Salary range: $75,000 - $131,000

  A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

• Certified Financial Planner

  Salary range: $87,000 - $114,500

  A certified financial planner (CFP) recommends different short- and long-term investment opportunities to a client based on their current income, budgetary constraints, future earnings potential, retirement plans, financial goals, and numerous other factors. As a CFP, you take the information from the client and analyze it to determine which types of investment strategies can help them achieve their goal. These strategies may include investing in property, a retirement plan, purchasing stocks, or investing in mutual funds. You then give advice to your client and recommend other finance experts who can help carry out the advice.