The minimum qualifications you need to become a financial planning assistant include work experience in a job with similar duties and responsibilities. You also need an associate degree in a relevant field, such as accounting or finance. Some positions prefer candidates with a bachelor’s degree in a financial area of study and Certified Financial Planner (CFP) credentials. However, some employers will let you earn this certification after they hire you. Financial planning assistants need communication, organization, problem-solving, and administrative skills. Computer skills are also a must, especially the ability to use complicated spreadsheets, tax software, and word processing programs.

If you are interested in a job related to Financial Planning Assistant, here are some popular related job searches with the most open positions on ZipRecruiter.

Top Types Of Financial Planning Assistant Jobs

List of the top 10 highest paying Financial Planning Assistant positions in 2026, with salary ranges, according to ZipRecruiter.

From Home Sfa
Salary range: $85,500 - $106,500
From Home Sfa is a more unusual job search query but still may give you interesting job results. Most salaries for From Home Sfa jobs pay between $85,500 (25th percentile) and $106,500 (75th percentile) annually. Currently, there are not many open positions nationwide for From Home Sfa job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Internship Remote Financial Planning Analyst
Salary range: $71,500 - $107,500
Internship Remote Financial Planning Analyst is a more unusual job search query but still may give you interesting job results. Most salaries for Internship Remote Financial Planning Analyst jobs pay between $71,500 (25th percentile) and $107,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Internship Remote Financial Planning Analyst job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
No Experience Financial Analyst
Salary range: $70,000 - $110,500
No Experience Financial Analyst is a typical job search query Most salaries for No Experience Financial Analyst jobs pay between $70,000 (25th percentile) and $110,500 (75th percentile) annually. Currently, there are not many open positions nationwide for No Experience Financial Analyst job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Cfa Chartered Financial Analyst
Salary range: $70,000 - $110,500
Cfa Chartered Financial Analyst is a more unusual job search query but still may give you interesting job results. Most salaries for Cfa Chartered Financial Analyst jobs pay between $70,000 (25th percentile) and $110,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Cfa Chartered Financial Analyst job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Cfa
Salary range: $65,500 - $130,000
As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.
International Financial Analyst
Salary range: $70,000 - $110,500
International Financial Analyst is a typical job search query Most salaries for International Financial Analyst jobs pay between $70,000 (25th percentile) and $110,500 (75th percentile) annually. Currently, there are not many open positions nationwide for International Financial Analyst job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Qlik Internship
Salary range: $30,000 - $40,000
Qlik Internship is a more unusual job search query but still may give you interesting job results. Most salaries for Qlik Internship jobs pay between $30,000 (25th percentile) and $40,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Qlik Internship job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Remote Dod Financial Analyst
Salary range: $70,000 - $110,500
Remote Dod Financial Analyst is a more unusual job search query but still may give you interesting job results. Most salaries for Remote Dod Financial Analyst jobs pay between $70,000 (25th percentile) and $110,500 (75th percentile) annually. Take a look at the variety of open positions nationwide for Remote Dod Financial Analyst job searches hiring now on ZipRecruiter.
Profitability Analyst
Salary range: $55,000 - $111,000
Profitability Analyst is a more unusual job search query but still may give you interesting job results. Most salaries for Profitability Analyst jobs pay between $55,000 (25th percentile) and $111,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Profitability Analyst job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Siemens Financial Analyst
Salary range: $70,000 - $110,500
Siemens Financial Analyst is a more unusual job search query but still may give you interesting job results. Most salaries for Siemens Financial Analyst jobs pay between $70,000 (25th percentile) and $110,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Siemens Financial Analyst job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

All Jobs Financial Planning Assistant Jobs 10 of the Most Popular Types of Financial Planning Assistant Jobs in 2026