10 of the Most Popular Types of Financial Planning Associate Jobs in 2026

See what kind of roles similar to Financial Planning Associate jobs are hiring now

Top Types Of Financial Planning Associate Jobs

• Family Planning Associates

  Salary range: $64,000 - $91,500

  Family Planning Associates is a more unusual job search query but still may give you interesting job results. Most salaries for Family Planning Associates jobs pay between $64,000 (25th percentile) and $91,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Family Planning Associates job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Optimized Insurance Planning

  Salary range: $52,500 - $80,500

  Optimized Insurance Planning is a more unusual job search query but still may give you interesting job results. Most salaries for Optimized Insurance Planning jobs pay between $52,500 (25th percentile) and $80,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Optimized Insurance Planning job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• 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.

• Planning Associate Fidelity Salary

  Salary range: $64,000 - $91,500

  Planning Associate Fidelity Salary is a more unusual job search query but still may give you interesting job results. Most salaries for Planning Associate Fidelity Salary jobs pay between $64,000 (25th percentile) and $91,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Planning Associate Fidelity Salary job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Remote Paraplanner

  Salary range: $52,500 - $74,500

  Remote Paraplanner is a common job search query. Most salaries for Remote Paraplanner jobs pay between $52,500 (25th percentile) and $74,500 (75th percentile) annually. There are lots of open positions nationwide for Remote Paraplanner job searches hiring now on ZipRecruiter.

• Senior Paraplanner

  Salary range: $52,500 - $74,500

  Senior Paraplanner is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Paraplanner jobs pay between $52,500 (25th percentile) and $74,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Paraplanner job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Freelance Certified Financial Planner

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

  Freelance Certified Financial Planner is a more unusual job search query but still may give you interesting job results. Most salaries for Freelance Certified Financial Planner jobs pay between $87,000 (25th percentile) and $114,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Freelance Certified Financial Planner job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Certified Financial Planner Cfp

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

  Certified Financial Planner Cfp is a typical job search query Most salaries for Certified Financial Planner Cfp jobs pay between $87,000 (25th percentile) and $114,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Certified Financial Planner Cfp job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• 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.

• Remote Financial Planning

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

  In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.