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Contract Financial Planner Jobs (NOW HIRING)

Truepoint Wealth Counsel

Financial Planner

Cincinnati, OH · On-site

$72K - $97K/yr

Financial Planner Job Profile The Financial Planner works directly with our clients and is ... This position description in no manner neither states nor implies a contract of employment. Job ...

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Financial Planner

Pomona, CA · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Macon, GA · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Frisco, TX · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Columbia, SC · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Raleigh, NC · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Fargo, ND · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Palmdale, CA · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Chandler, AZ · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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Financial Planner

Everett, WA · Remote

$40 - $60/hr

... Planning. Benefits: * This a full-time or part-time REMOTE position * You'll be able to choose ... This an independent contract position. #finance

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$50.5K

$96.7K

$139.5K

How much do contract financial planner jobs pay per year?

As of Jun 7, 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 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.

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 is a Contract Financial Planner job?

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.

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Contract Financial Planner jobs near you
Financial Planner

Financial Planner

Truepoint Wealth Counsel

Cincinnati, OH • On-site

$72K - $97K/yr

Full-time

Posted 18 days ago

Job description

Financial Planner Job Profile
The Financial Planner works directly with our clients and is responsible for the development of financial planning analysis and recommendations. The ideal candidate will distill complex financial concepts into clear, actionable advice while collaborating closely with wealth advisors and specialists to deliver seamless, integrated solutions to clients. This role shares responsibility for the direction, training and development of associate team members. They will contribute to the successful completion of strategic initiatives at both the team and firmwide levels.
Core Responsibilities
  • Deliver expert financial planning analysis and guidance to clients; conduct comprehensive reviews including retirement income planning, wealth accumulation and transfer strategies, college funding analysis, etc.
  • Incorporate Life Planning philosophy into financial planning approach.
  • Interpret complex financial planning strategies and deliver easy-to-understand summaries for clients.
  • Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance.
  • Effectively utilize other team resources to improve productivity.
  • Contribute to firm-wide development and implementation of financial planning services.
  • Demonstrate strategic perspective and contribute to the completion of team initiatives.
  • Exercise independent judgment to lead special projects, identify and resolve issues using critical thinking, and make informed decisions that foster team confidence and trust.
  • Exhibit expertise in core responsibilities and key technology platforms, serving as a go-to resource for team members.

Leadership, Culture & Core Values
We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint's Core Values:
  • We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
  • We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
  • We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
  • We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues - we strive to exceed expectations.

Requirements
  • Strong academic track record, including the achievement of a bachelor's or advanced degree.
  • 3+ years of client-facing experience in the financial services industry.
  • Certified Financial Planner designation required; Life Planning experience a plus.
  • A positive, client-centric mindset with the initiative and drive to exceed expectations.
  • Ability to coordinate across teams and manage internal processes, with a high attention to detail.
  • Self-motivated to work both collaboratively and autonomously.
  • Demonstrate initiative to grow both personally and professionally as our industry and firm changes.

Physical & Environmental Requirements:
• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In our hybrid work environment, the company reserves the right to modify in-office attendance requirements at its discretion based on business needs.
This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements' discretion at any time. This written description does not limit the duties and responsibilities by the assigned incumbent.

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