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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Overview

Open roles924+
Top stateTexas
Top employerRiveron
Top cityDallas, TX
Work type50% Hybrid
Top industryInvestment

Showing 5 of 924+ Financial Planning Associate jobs

Assistant Athletic Director for Financial Planning & Analysis
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New 1h ago
Assistant Athletic Director for Financial Planning & Analysis
University of Maryland University College
College Park, Maryland
Program Management
Project & Program Management
Project Management
$98k - $109k/yr
Bachelor's degree
10,000+

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Financial Planning & Analysis Intern
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New 6h ago
Financial Planning & Analysis Intern
Trilogy Health Services
Louisville, Kentucky
Accounting
Business Operations
Tax
10,000+

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Senior Budget and Financial Planning Analyst
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New 6h ago
Senior Budget and Financial Planning Analyst
Deschutes County
Bend, Oregon
Business Analysis
Business Analyst
Data Analytics
$8,672.73 - $12k.28/yr
Bachelor's degree in statistics
501-1,000

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Associate, Strategy and Financial Planning
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New 6h ago
Associate, Strategy and Financial Planning
Bayview Asset Management
New York, New York
Business Analysis
Business Operations
$100k - $150k/yr
Hybrid
Bachelor's degree in finance
1,001-5,000

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Financial Planning & Analysis (FP&A) Manager, Services Finance
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New 7h ago
Financial Planning & Analysis (FP&A) Manager, Services Finance
Apple
Cupertino, California
Business Strategy
Data Analytics
Data Science
$156k - $234k/yr
Bachelor's degree in finance
10,000+

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Financial 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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