Financial Planning Assistant Jobs
Financial Planning Assistant jobs are open across wealth management firms, banks, insurance companies, and independent advisory practices, at every level from entry-level to senior associate, with specializations in client servicing, retirement planning support, and investment administration. Find a role that fits below and apply directly.
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Reporting to the Executive Director of Finance, the Associate Director, Financial Planning & Analysis (FP&A) leads the planning and analysis function for the David Geffen School of Medicine (DGSOM) within the Financial Affairs Unit of the Dean’s Office. The position is responsible for DGSOM’s annual all-funds budget, rolling forecasts, and long-range financial plan, and for the financial models and analyses that inform decisions at the School’s executive level.
The Associate Director performs and oversees sophisticated financial and managerial analysis, including institutional resource planning, capital and space planning, funds flow modeling and feasibility studies, faculty productivity and operational benchmarking, debt financing strategies, and emerging strategic issues, and serves as a key resource for the UCLA Health economic model redesign.
The position leads a team of Finance Business Partners and an FP&A Analyst who provide FP&A services to department leadership (Chairs, CAOs, and CFOs), and works closely with Dean’s Office leadership, department chairs and directors, UCLA Health System leadership, and Campus leadership.
About DGSOM:
DGSOM is a complex organization composed of 25 academic departments, 5 organized research units, and 5 interdisciplinary research centers. It is the academic home to approximately 3,700 faculty and 2,900 trainees, students, and fellows, and employs approximately 5,400 staff and non-faculty academics. DGSOM’s annual revenue totals approximately $3.1 billion, with expendable net assets of approximately $1.3 billion and endowments and quasi-endowments of approximately $3 billion.
Annual Salary Range: $108,900 - $241,500
Pay range: $108900.00 - $241500.00 a year
Qualifications
Required:
- Minimum of 7 years of Financial Planning & Analysis experience in a related field.
- Strong knowledge of financial and accounting concepts, including basic framework of the P&L, Balance Sheet and Cash Flow.
- Strong analytical and problem-solving skills with a desire to understand the issues and drivers.
- Creative problem solver that can identify sources of information from disparate sources and deliver comprehensive, balanced, and actionable insights.
- Experience with financial analysis programs and building financial projection models.
- Knowledge of and experience in implementing Business Intelligence concepts.
- Experience informing change management and process improvement efforts in a complex organization.
- Excellent customer service interpersonal skills and ability to develop and maintain excellent working relationships with stakeholders at all levels of the organization.
- Experience in helping teams improve their approach to enable more frequent delivery and feedback loops.
- Advanced knowledge of Excel, PowerPoint, Business intelligence tools.
- Experience as a “leader” able to influence and motivate individuals to achieve outcomes even when they do not have a direct reporting relationship.
- High level of ethics, integrity, discretion and confidentiality; Supports the Cultural North Star principles through demonstrated behaviors and interactions.
Preferred:
- Bachelor’s degree, or equivalent in business administration with an emphasis in accounting or finance or an equivalent combination of education and experience. CMA or MBA.
- Expertise in fund accounting and performance metrics of research-intensive health systems.
Reporting to the Executive Director of Finance, the Associate Director, Financial Planning & Analysis (FP&A) leads the planning and analysis function for the David Geffen School of Medicine (DGSOM) within the Financial Affairs Unit of the Dean’s Office. The position is responsible for DGSOM’s annual all-funds budget, rolling forecasts, and long-range financial plan, and for the financial models and analyses that inform decisions at the School’s executive level.
The Associate Director performs and oversees sophisticated financial and managerial analysis, including institutional resource planning, capital and space planning, funds flow modeling and feasibility studies, faculty productivity and operational benchmarking, debt financing strategies, and emerging strategic issues, and serves as a key resource for the UCLA Health economic model redesign.
The position leads a team of Finance Business Partners and an FP&A Analyst who provide FP&A services to department leadership (Chairs, CAOs, and CFOs), and works closely with Dean’s Office leadership, department chairs and directors, UCLA Health System leadership, and Campus leadership.
About DGSOM:
DGSOM is a complex organization composed of 25 academic departments, 5 organized research units, and 5 interdisciplinary research centers. It is the academic home to approximately 3,700 faculty and 2,900 trainees, students, and fellows, and employs approximately 5,400 staff and non-faculty academics. DGSOM’s annual revenue totals approximately $3.1 billion, with expendable net assets of approximately $1.3 billion and endowments and quasi-endowments of approximately $3 billion.
Annual Salary Range: $108,900 - $241,500
Pay range: $108900.00 - $241500.00 a year
Qualifications
Required:
- Minimum of 7 years of Financial Planning & Analysis experience in a related field.
- Strong knowledge of financial and accounting concepts, including basic framework of the P&L, Balance Sheet and Cash Flow.
- Strong analytical and problem-solving skills with a desire to understand the issues and drivers.
- Creative problem solver that can identify sources of information from disparate sources and deliver comprehensive, balanced, and actionable insights.
- Experience with financial analysis programs and building financial projection models.
- Knowledge of and experience in implementing Business Intelligence concepts.
- Experience informing change management and process improvement efforts in a complex organization.
- Excellent customer service interpersonal skills and ability to develop and maintain excellent working relationships with stakeholders at all levels of the organization.
- Experience in helping teams improve their approach to enable more frequent delivery and feedback loops.
- Advanced knowledge of Excel, PowerPoint, Business intelligence tools.
- Experience as a “leader” able to influence and motivate individuals to achieve outcomes even when they do not have a direct reporting relationship.
- High level of ethics, integrity, discretion and confidentiality; Supports the Cultural North Star principles through demonstrated behaviors and interactions.
Preferred:
- Bachelor’s degree, or equivalent in business administration with an emphasis in accounting or finance or an equivalent combination of education and experience. CMA or MBA.
- Expertise in fund accounting and performance metrics of research-intensive health systems.
Financial Planning Assistant Jobs by Experience Level
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Find JobsFinancial Planning Assistant Job Market
Who's Hiring
- Riveron12
- Edelman Financial Engines12
- CVS Health9
- Capital One8
- Kestra Financial8
Top Industries Hiring
- Investment & Asset Management16
- Insurance9
- Banking & Financial Services9
- Healthcare & Medical Services6
- Education4
What Employers Look For
The qualifications that appear most often in financial planning assistant jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or NaviPlan
- Active Series 65, Series 7, or Securities Industry Essentials license or willingness to obtain one
- Proficiency in CRM platforms and Microsoft Office, particularly Excel
- Strong client communication skills and experience managing client account documentation
- Familiarity with compliance procedures, suitability standards, and account maintenance workflows
Tips for Your Financial Planning Assistant Job Search
Tailor your resume for compliance vocabulary
Financial planning assistants work inside regulated environments, so your resume needs to reflect that. Phrases like client account maintenance, suitability documentation, and Series 65 or 66 licensing signal to hiring managers that you understand the compliance side of the role.
Highlight CRM and planning software fluency
Many job listings screen for hands-on experience with financial planning software like eMoney, MoneyGuidePro, or Redtail. Name the platforms you've actually used in your resume and describe the specific tasks you completed in them, not just that you're familiar with them.
Target RIA firms alongside wirehouse branches
Registered investment advisers often post financial planning assistant roles on their own sites rather than large job boards. Search for RIA firms in your target city directly and check their careers pages, since these postings frequently go unindexed by aggregators.
Apply early to roles that fit
Migrate Mate lists financial planning assistant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client scenario walkthrough for interviews
Many interviews for this role include a scenario where you describe how you'd handle a client data request or prepare a meeting summary for an advisor. Practice walking through that process step by step, referencing the tools and documentation workflows you've used before.
Get a Series 65 or SIE before you apply
Earning the Securities Industry Essentials exam or a Series 65 license before job searching puts your application ahead of candidates who list those as in progress. Many firms won't sponsor the exam for a candidate who hasn't demonstrated initiative by studying independently.
Financial Planning Assistant Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning assistants?
The most active employers for financial planning assistants right now are Riveron, Edelman Financial Engines, and CVS Health, and the most openings are in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is consistent at both large wirehouse branches and independent registered investment adviser firms.
How many financial planning assistant jobs are remote?
About 69% of financial planning assistant openings are fully remote or hybrid as of November 2026, though fully on-site roles remain common because of compliance documentation and in-person client service expectations. Administrative and paraplanning support tasks are the sub-areas most likely to be offered with remote flexibility.
How do you become a financial planning assistant?
Start by earning a bachelor's degree in finance, business, or a closely related field, then study for the Securities Industry Essentials exam to demonstrate regulatory literacy before you apply. Build familiarity with financial planning software through coursework or self-study, and target entry-level openings at registered investment adviser firms or bank wealth management divisions, where paraplanning support roles are most common.
Can you get a financial planning assistant job with little experience?
Yes, many firms hire financial planning assistants directly out of college, especially if you've passed the Securities Industry Essentials exam or hold a CFP coursework certificate. Internships at advisory firms, bank branches, or insurance agencies count heavily, and candidates who demonstrate client communication skills and comfort with spreadsheets often move ahead of applicants with longer but unrelated work histories.
What does the financial planning assistant interview process look like?
Most interviews involve an initial phone screen focused on your background and licensing status, followed by one or two rounds with the hiring advisor or practice manager that cover client service scenarios, software familiarity, and compliance awareness. Some firms include a short skills exercise, such as reviewing a sample client summary or walking through how you'd prepare materials for a planning meeting.
Where can I find and apply to financial planning assistant jobs?
You can find and apply to financial planning assistant jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and target location, then apply directly to each listing from the page.
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