Financial Planning Associate Jobs
Financial Planning Associate jobs are open across wealth management, banking, insurance, and fintech, at levels from entry-level to senior associate, with specializations in retirement planning, investment analysis, and estate planning. Find a role that fits below and apply directly.
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Job Description Summary
Organization's Summary Statement: This position serves as Assistant Athletic Director for Financial Planning & Analysis and plays a key leadership role in strategic financial management, forecasting, and compliance for the Athletics Department. Working closely with executive staff, head coaches, and central university units, the role leads the annual zero-based budgeting process and multi-year operating and capital financial plans. The position is responsible for comprehensive financial reporting, capital project accounting, and leading mandatory regulatory reporting for the NCAA and Big Ten. Additionally, this role oversees Workday financial process approvals, ensures adherence to GAAP and institutional controls, and delivers ongoing budget training and policy guidance across the departmentPhysical Demands: The position requires prolonged sitting and computer use, as well as the ability to operate standard office equipment with manual dexterity. The role involves occasional standing or walking to attend meetings or conduct orientations and may require lifting light office materials (up to 20 pounds). Visual acuity and effective verbal and auditory communication are essential to review critical data and interact with employees in person, by phone, or virtually.
Licenses/ Certifications: NA
Minimum Qualifications
Education: Bachelor's degree from an accredited college or university.
Experience: Six (6) years of experience in an athletics or higher education setting. One (1) year of supervisory experience.
Knowledge, Skills, Abilities:
Knowledge of intercollegiate athletics administrative structure and responsibilities.
Knowledge of best practices in supervision and communication.
Skill in oral and written communication.
Skill in the use of Microsoft Office and Google Suite products.
Ability to multitask and prioritize within unit and department environment as well manage large-scale athletics-related projects.
Additional Job Details
Preferences: Prior professional experience working specifically within a Division I (or collegiate) athletics business office, understanding NCAA/conference compliance rules, and managing athletic travel budgets .
Required Application Materials: Resume, Cover Letter, and References (3)
Best Consideration Date: November 18, 2026
Posting Close Date: NA
Open Until Filled: Yes
Job Risks
Not Applicable to This PositionFinancial Disclosure Required
NoFor more information on Financial Disclosure, please visit Maryland's State Ethics Commission website .
Department
PRES-ICA-Director's Office/AdminWorker Sub-Type
Staff RegularSalary Range
$98,000 – $109,000Benefits Summary
.
Background Checks
Offers of employment are contingent on completion of a background check. Information reported by the background check will not automatically disqualify anyone from employment. Before any adverse decision, the finalist will have an opportunity to provide information to the University regarding disclosable background check information. The University reserves the right to rescind the offer of employment or otherwise decline or terminate employment if the information reported by the background check is deemed incompatible with the position, regardless of when the background check is completed.
Employment Eligibility
The successful candidate must complete employment eligibility verification (on Form I-9) by presenting documents that establish identity and work authorization within the timeframe required by federal immigration law, and where applicable, to demonstrate renewed employment authorization. Failure to complete employment eligibility verification or reverification within the timeframe set forth by law may result in suspension or termination of employment.
EEO Statement
The University of Maryland, College Park is an Equal Opportunity Employer. All qualified applicants will receive equal consideration for employment. Please read the University’s Equal Employment Opportunity Statement of Policy.
Title IX Non-Discrimination Notice
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Find JobsFinancial Planning Associate Job Market
Who's Hiring
- Riveron11

- Edelman Financial Engines11

- Capital One8

- Kestra Financial8

- Kaiser Permanente7

Top Industries Hiring
- Investment & Asset Management16
- Insurance9
- Banking & Financial Services9
- Healthcare & Medical Services6
- Staffing & Recruiting5
What Employers Look For
The qualifications that appear most often in financial planning associate jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or NaviPlan
- Series 65 or Series 66 license, or willingness to obtain within a defined timeframe
- Proficiency in Microsoft Excel for financial modeling and client reporting
- Strong verbal and written communication skills for client-facing interactions
- CFP certification or active candidacy preferred for mid-level associate roles
Tips for Your Financial Planning Associate Job Search
Tailor your resume to planning workflows
Hiring managers for financial planning associate roles look for evidence of client-facing work and planning software fluency. Name the platforms you've used, the number of client households you've supported, and the types of plans you've built or reviewed.
Pursue your Series 65 or CFP candidacy early
Many associate postings list the Series 65 or CFP candidacy as a differentiator even when it's not required. Sitting for either before you apply signals seriousness and shortens onboarding time, which hiring managers at smaller RIAs weigh heavily.
Apply early to roles that fit
Migrate Mate lists financial planning associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target RIAs and fee-only firms specifically
Registered investment advisors and fee-only planning firms hire associates at a steady pace year-round, often posting roles that never reach large job boards. Search for firms with fiduciary language in their job descriptions, since those roles typically offer deeper planning exposure faster.
Prepare a sample financial plan for interviews
Many boutique planning firms ask candidates to walk through how they'd approach a hypothetical client scenario. Bringing a one-page sample plan built in eMoney or MoneyGuidePro, even for a fictional client, demonstrates hands-on tool fluency that a resume alone can't convey.
Negotiate continuing education support upfront
CFP exam fees, study materials, and exam prep courses add up quickly. Ask during the offer stage whether the firm covers CFP Board fees or study materials. Firms that do are signaling a genuine commitment to your development, which affects long-term career trajectory.
Financial Planning Associate Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning associates?
Riveron, Edelman Financial Engines, and Capital One are hiring the most financial planning associates right now, with openings concentrated in Texas, California, and New York, based on current listings on Migrate Mate as of November 2026. Wealth management firms and regional banks tend to post the highest volume of associate-level roles consistently.
How many financial planning associate jobs are remote?
About 70% of financial planning associate openings are fully remote or hybrid as of November 2026, with remote availability highest in financial analysis, paraplanning, and plan-preparation support functions. Client-facing associate roles tied to a specific advisor team are more likely to require in-office presence at least part of the week.
How do you become a financial planning associate?
Start with a bachelor's degree in finance, economics, or accounting, then pursue your Series 65 license, which qualifies you to provide investment advice in most states. Build hands-on experience through internships at RIAs or financial planning firms, learn at least one major planning software platform, and work toward CFP candidacy to move into associate roles with broader client responsibility.
Can you get a financial planning associate job with little experience?
Yes, many firms hire entry-level associates from new-grad candidate pools, particularly for paraplanning and plan-support roles. Employers weight licensing progress, planning software familiarity, and demonstrated interest in financial planning over years of experience. Completing your Series 65 before applying and showing proficiency in eMoney or MoneyGuidePro can offset a thin work history effectively.
What does the financial planning associate interview process look like?
Most firms run two to three rounds, starting with a recruiter or HR screen focused on your background and licensing status, followed by a panel or one-on-one with a lead advisor or planning team. A case-study round is common at RIAs, where you're asked to walk through a sample client scenario. Final rounds often include a culture fit conversation with firm leadership.
Where can I find and apply to financial planning associate jobs?
You can find and apply to financial planning associate jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience, licensing status, and target location, then apply directly to each listing from the page.
See All 924+ Financial Planning Associate Jobs
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