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Behavioural Finance Jobs (NOW HIRING)

Aprio

Senior Financial Planner

Overland Park, KS

$125K - $150K/yr

Strong client service orientation, behavioral finance knowledge, and professional demeanor $125,000 - $150,000 a year The salary range for this opportunity is stated above. As such, an actual salary ...

Aprio

Senior Financial Planner

Atlanta, GA

$125K - $150K/yr

Strong client service orientation, behavioral finance knowledge, and professional demeanor $125,000 - $150,000 a year The salary range for this opportunity is stated above. As such, an actual salary ...

Aprio

Senior Financial Planner

Atlanta, GA · On-site

$125K - $150K/yr

Strong client service orientation, behavioral finance knowledge, and professional demeanor $125,000 - $150,000 a year The salary range for this opportunity is stated above. As such, an actual salary ...

Morton Wealth

Wealth Advisor

Calabasas, CA · On-site

In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP ® education as well as behavioral finance. At Morton, our Wealth Advisors ...

Morton Wealth

Executive Coordinator

Calabasas, CA · On-site

$28.75 - $39/hr

In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP ® education as well as behavioral finance. This is a part-time position ...

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Behavioural Finance information

See salary details

$25K

$92.6K

$135.5K

How much do behavioural finance jobs pay per year?

As of Jun 9, 2026, the average yearly pay for behavioural finance in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Behavioural Finance specialist, and why are they important?

To thrive as a Behavioural Finance specialist, you need a strong background in finance, economics, and psychology, often supported by a relevant degree or certification such as CFA or a master's in behavioral economics. Familiarity with data analysis tools like R, Python, and statistical software, as well as financial modeling systems, is typically required. Critical thinking, communication skills, and the ability to synthesize complex information are standout soft skills in this field. These skills are crucial for understanding and influencing financial decision-making processes, ultimately helping organizations improve financial outcomes and client strategies.

What is the difference between Behavioural Finance vs Financial Analyst?

AspectBehavioural FinanceFinancial Analyst
Required credentialsTypically a degree in finance, economics, or psychology; certifications like CFA are commonDegree in finance, accounting, or economics; CFA or CPA certifications often preferred
Work environmentResearch-focused, often in finance firms, consulting, or academiaCorporate finance departments, investment banks, asset management firms
Industry usageUsed to understand investor behavior, market anomalies, and decision-making biasesAnalyzing financial data, creating reports, advising investment decisions

Behavioural Finance and Financial Analysts both operate within the finance industry, but their roles differ. Behavioural Finance focuses on understanding how psychological factors influence market behavior, while Financial Analysts analyze financial data to guide investment decisions. Both roles require finance-related credentials and are integral to financial services, but their daily tasks and objectives vary significantly.

How does a professional in behavioural finance typically collaborate with other departments within a financial organization?

Professionals in behavioural finance often work closely with teams such as investment analysts, portfolio managers, and risk management specialists. Their expertise in understanding client biases and decision-making processes helps inform product development, marketing strategies, and client advisory services. Regular collaboration is essential to interpret market trends and to design financial solutions that account for psychological factors influencing both clients and markets. This interdisciplinary approach not only enhances team performance but also ensures more holistic and client-centric financial strategies.

What is behavioural finance?

Behavioural finance is a field of study that examines how psychological influences and biases affect the financial decisions of individuals and institutions. Unlike traditional finance, which assumes people are rational and markets are efficient, behavioural finance recognizes that emotions and cognitive errors can lead to irrational behavior and market anomalies. This area of finance helps explain why investors might make decisions that deviate from standard economic theories, such as overreacting to news or holding onto losing investments for too long.
More about Behavioural Finance jobs
What cities are hiring for Behavioural Finance jobs? Cities with the most Behavioural Finance job openings:
What states have the most Behavioural Finance jobs? States with the most job openings for Behavioural Finance jobs include:
What job categories do people searching Behavioural Finance jobs look for? The top searched job categories for Behavioural Finance jobs are:
Behavioural Finance jobs near you
Infographic showing various Behavioural Finance job openings in the United States as of May 2026, with employment types broken down into 4% Internship, 1% As Needed, 5% Full Time, 85% Part Time, and 5% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $92,631 per year, or $44.5 per hour.
Senior Financial Planner

Senior Financial Planner

Aprio

Overland Park, KS

$125K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 14 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Wealth Management team, and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Financial Planner to join their dynamic team. 
 
The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor relationship. In addition, the Senior Financial Planner will mentor and develop a team of Financial Planning Specialists. This role is ideal for someone interested in growing their skills as a leader, who is process-oriented, committed to helping clients achieve their financial goals, and developing a quickly growing team.
Responsibilities:
  • Directly supervise a team of financial planners, provide ongoing training opportunities and feedback. 
  • Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning. 
  • Analyze clients' financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents. 
  • Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation. 
  • Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings. 
  • Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and CRM. 
  • Ensure compliance with internal policies and regulatory requirements. 
  • Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support. 
Qualifications:
  • Bachelor's degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged 
  • CFP certification or other accredited designation required 
  • 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role 
  • Experience with the distinct needs of high-net worth and ultra-high-net worth families 
  • Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly 
  • Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests. 
  • Proficiency in Microsoft Office Suite; experience with financial planning software (e.g. eMoney) is strongly preferred 
  • Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team
  • Preferred Skills: 
  • Familiarity with investment management concepts and financial products 
  • Knowledge of regulatory requirements, industry best practices, and technology solutions 
  • Experience with managing, training, and mentoring individuals in a professional setting 
  • Exceptional attention to detail and time management 
  • Strong client service orientation, behavioral finance knowledge, and professional demeanor    
$125,000 - $150,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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