Associate Financial Planner Jobs
Associate Financial Planner jobs are open across wealth management, insurance, banking, and independent advisory firms, from entry-level to senior associate, with specializations in retirement planning, investment management, and tax planning. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 124+ Associate Financial Planner jobs
The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice. CFP Required.
Role and Responsibilities
· Support lead advisor with clients
· Manager certain client relationships independently.
· Lead in answering routine client questions
· Completes investment research, investment recommendation analysis and proposal generation
· Participates in client meetings
· Creates agendas for client meetings, takes notes and completes or delegates follow up activities
· Supports the preparation for all client meetings
· Supports Director of Operations in the running of the practice
· Builds rapport with clients
· Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
· Delivers excellent service supporting the generation of referrals from existing clients
· Assists in maintaining a compliant practice
· Tax gain/loss analysis
· Makes outgoing client courtesy calls
· Compiles and analyzes client data to develop financial plans
· Provide back up support to all team members when necessary
· Maintains defined system flows and CRM systems
· Update client info as necessary in CRM to ensure integrity of database
· Handle various client requests
· Ensure clients receive the proper level of reach out and communication from the office
· Handles complex issues and problems
· Ensure clients are receiving a best in class experience from the firm
· Supports special projects as assigned
Pay: From $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Work Location: Hybrid remote in Fairfax, VA 22033
The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment. Must be able to learn and articulate the story of the practice. CFP Required.
Role and Responsibilities
· Support lead advisor with clients
· Manager certain client relationships independently.
· Lead in answering routine client questions
· Completes investment research, investment recommendation analysis and proposal generation
· Participates in client meetings
· Creates agendas for client meetings, takes notes and completes or delegates follow up activities
· Supports the preparation for all client meetings
· Supports Director of Operations in the running of the practice
· Builds rapport with clients
· Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information
· Delivers excellent service supporting the generation of referrals from existing clients
· Assists in maintaining a compliant practice
· Tax gain/loss analysis
· Makes outgoing client courtesy calls
· Compiles and analyzes client data to develop financial plans
· Provide back up support to all team members when necessary
· Maintains defined system flows and CRM systems
· Update client info as necessary in CRM to ensure integrity of database
· Handle various client requests
· Ensure clients receive the proper level of reach out and communication from the office
· Handles complex issues and problems
· Ensure clients are receiving a best in class experience from the firm
· Supports special projects as assigned
Pay: From $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Work Location: Hybrid remote in Fairfax, VA 22033
Associate Financial Planner Jobs by Experience Level
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Find JobsAssociate Financial Planner Job Market
Who's Hiring
- Wealthbridge Financial11
- KeyBank5
- Northwestern Mutual5
- The AmeriFlex5T
- Edelman Financial Engines5
Top Industries Hiring
- Insurance
What Employers Look For
The qualifications that appear most often in associate financial planner jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Progress toward or completion of the CFP certification
- FINRA Series 65 or Series 66 license, or willingness to obtain
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- One to three years of experience in financial planning or investment advisory
- Strong written and verbal communication skills for client-facing interactions
Tips for Your Associate Financial Planner Job Search
Lead your resume with planning credentials
Hiring managers for associate financial planner roles scan immediately for the CFP marks or progress toward them. List your education, any Series licenses, and completed CFP coursework before skills or employment history to clear the first screen fast.
Target firms by their client segments
An RIA serving high-net-worth retirees wants different experience than a bank's mass-market advisory desk. Read each job listing for the client type and assets under management, then mirror that language in your application to show you understand the business.
Apply early to roles that fit
Migrate Mate lists associate financial planner openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Quantify planning work without breaching confidentiality
You can't name clients, but you can say you built financial plans for a 40-person book of business or modeled 15 retirement income scenarios in a quarter. Concrete volume and scope give hiring managers a real sense of your output.
Prepare a plan presentation for the interview
Many associate financial planner interviews include a case study where you present a sample financial plan. Practice delivering a one-page summary covering goals, risk tolerance, asset allocation, and a recommended action step clearly and without jargon.
Negotiate your path to full planner status
Base pay matters, but so does the firm's CFP support: exam reimbursement, study time, and the timeline from associate to lead planner. Ask directly about each during the offer stage so you know what career progression actually looks like there.
Associate Financial Planner Jobs: Frequently Asked Questions
Which companies are hiring the most associate financial planners?
The most active employers for associate financial planners right now are Wealthbridge Financial, KeyBank, and Northwestern Mutual, and the most openings are in California, Texas, and Missouri, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at independent RIAs and regional wealth management firms expanding their planning teams.
How many associate financial planner jobs are remote?
About 67% of associate financial planner openings are fully remote or hybrid as of November 2026, with the highest concentration in paraplanning and financial plan preparation roles that don't require face-to-face client meetings. Client-facing advisory positions at banks and full-service firms are more likely to require in-office presence.
How do you become an associate financial planner?
Start by earning a bachelor's degree in finance, accounting, or a related field, then complete a CFP Board-registered education program to satisfy the coursework requirement. Obtain any required FINRA licenses, such as the Series 65, and secure an entry-level role at an advisory firm, RIA, or bank to accumulate the hands-on experience hours needed to sit for the CFP exam.
Can you get hired as an associate financial planner with little experience?
Yes, many firms hire associate financial planners at the entry level if you have a relevant degree and are actively pursuing your CFP coursework or licenses. Internships at financial planning firms, paraplanning work, or even a background in accounting or tax preparation can substitute for direct advisory experience and make you a competitive candidate.
What does the associate financial planner interview process look like?
The process typically starts with a phone screen focused on your educational background and license status, followed by one or two interviews covering technical planning knowledge, client communication scenarios, and your familiarity with planning software. Many firms include a case study where you walk through a sample financial plan or answer questions about an investment or retirement scenario to demonstrate practical judgment.
Where can I find and apply to associate financial planner jobs?
You can find and apply to associate financial planner jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your background and goals, and apply directly to each listing that fits.
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