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Contract Financial Planner Jobs (NOW HIRING)

The Contract Financial Analyst will be focused on financial planning and analysis required to supportSummit Healthsite operations and core corporate business functions. The position will be focused ...

The Contract Financial Analyst will be focused on financial planning and analysis required to supportSummit Healthsite operations and core corporate business functions. The position will be focused ...

Senior FP&A Analyst - Savannah, GA

Savannah, GA · On-site

$79K - $99K/yr

This position is partnered with Program Managers, Business Development, Contracts, Human Resources, and Operations to deliver accurate financial analysis that supports strategic planning, operational ...

Senior FP&A Analyst - Savannah, GA

Savannah, GA · On-site

$79K - $99K/yr

This position is partnered with Program Managers, Business Development, Contracts, Human Resources, and Operations to deliver accurate financial analysis that supports strategic planning, operational ...

This position is partnered with Program Managers, Business Development, Contracts, Human Resources, and Operations to deliver accurate financial analysis that supports strategic planning, operational ...

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Contract Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do contract financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for contract financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What is a contract financial planner?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

What are the typical types of clients and projects a contract financial planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

What are the key skills and qualifications needed to thrive in the contract financial planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

More about Contract Financial Planner jobs

What cities are hiring for Contract Financial Planner jobs?

Cities with the most Contract Financial Planner job openings:

What are the most commonly searched types of Financial Planner jobs?

The most popular types of Financial Planner jobs are:

What states have the most Contract Financial Planner jobs?

States with the most job openings for Contract Financial Planner jobs include:

Infographic showing various Contract Financial Planner job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

MassMutual Oregon

Lake Oswego, OR • Remote

$50K - $550K/yr

Full-time

Posted 23 days ago


Job description

Job description

Company Overview:

MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients.

A career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals.

Who We Are Looking For:

MassMutual Oregon is looking for local, early to mid-career professionals to join our offices around Oregon. We are searching for individuals that demonstrate a unique combination of ambition, self-motivation and commitment to building a business and establishing long-term client relationships.

Responsibilities:

Becoming a Financial Representative means having the independence that it implies, but with extensive support from MassMutual Oregon. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients.

As a Financial Representative, your journey begins with the foundational skills needed – from acquiring, building and managing client relationships, to humanizing complex financial interactions. MassMutual Oregon will provide you with an industry leading training program, including structured classes, personalized coaching, and ongoing career development. Responsibilities in the career include:

  • Effectively sourcing prospects and utilizing client acquisition techniques.
  • Consulting with clients on financial strategies based on their financial goals.
  • Complying with all regulatory requirements, including licensing and registrations.
  • Meeting production goals as outlined in training programs.
  • Balancing a multitude of activities, including obtaining referrals, client follow through and administrative tasks.
  • Expanding your knowledge and skills through ongoing professional development and networking.

Requirements

  • 2+ years of successful experience as a sales, business development, insurance, marketing, real estate, accounting, banking or legal professional.
  • Bachelor’s degree is preferred.
  • Exemplary communication, presentation, and time-management skills. Ability to explain complex information in a simple and concise manner.
  • Networking acumen with the potential to tap into both personal and professional communities.
  • Entrepreneurial spirit with the desire to learn and specialize in financial services.
  • Highly motivated and business-minded individual.
  • Positive attitude and willingness to be held accountable for results.



You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.


Apply today and start building a career with purpose, impact, and unlimited potential.


MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.


Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.