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Contract Financial Planner Jobs (NOW HIRING)

McMillan Pazdan Smith LLC

Sr. Financial Analyst

Atlanta, GA

$82K - $102K/yr

Conduct cost analysis, staffing models, and resource planning to improve efficiency. * Assist with pricing strategies, fee proposals, and contract financial review. * Improve financial systems, tools ...

New

McMillan Pazdan Smith LLC

Sr. Financial Analyst

Atlanta, GA

$82K - $102K/yr

Conduct cost analysis, staffing models, and resource planning to improve efficiency. * Assist with pricing strategies, fee proposals, and contract financial review. * Improve financial systems, tools ...

New

McMillan Pazdan Smith LLC

Sr. Financial Analyst

Charlotte, NC · On-site

$83K - $103K/yr

Conduct cost analysis, staffing models, and resource planning to improve efficiency. * Assist with pricing strategies, fee proposals, and contract financial review. * Improve financial systems, tools ...

New

Albers Aerospace

Senior Financial Analyst

Mckinney, TX · On-site

$79K - $98K/yr

Support long-range planning, scenario modeling, and "what-if" analyses Assist leadership with KPI development and performance metrics * Support contract financial reporting, funding analysis, and ...

New York Life

Retirement Planner

Greenville, NC · On-site

$69K - $130K/yr

N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company.

Apply Early

New York Life

Retirement Planner

Raleigh, NC · On-site

$69K - $130K/yr

N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company.

Apply Early

New York Life

Retirement Planner

Wilmington, NC · On-site

$69K - $130K/yr

N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company.

Apply Early

New York Life

Retirement Planner

Greensboro, NC · On-site

$69K - $130K/yr

N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company.

Apply Early

New York Life

Retirement Planner

Fayetteville, NC · On-site

$69K - $130K/yr

N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company.

Apply Early

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All JobsContract Financial Planner Jobs

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 Jul 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 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.

Who makes more money, CFP or CPA?

Contract Financial Planners (CFPs) generally earn higher median salaries than Certified Public Accountants (CPAs), especially when specializing in financial planning, investment management, or estate planning. However, CPA salaries can be higher in accounting firms or corporate finance roles, and both certifications can lead to high earning potential depending on experience, location, and client base.

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.

How many financial advisors make $500,000 a year?

Contract financial planners and other financial advisors can earn $500,000 or more annually, especially those with extensive client bases, specialized expertise, or working in high-net-worth markets. Achieving this level typically requires advanced certifications, strong sales skills, and a significant amount of experience in the industry.

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.

Is $200,000 enough to work with a financial advisor?

For a Contract Financial Planner, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the level of service and planning options available will vary accordingly.

Can you be a freelance financial planner?

A contract financial planner can work independently as a freelancer, providing financial planning services to clients on a project or hourly basis. Freelance financial planners often need relevant certifications, such as CFP, and must comply with industry regulations and licensing requirements. They typically operate with flexible schedules and may use financial planning software to deliver services remotely or in person.
More about Contract Financial Planner jobs
What cities are hiring for Contract Financial Planner jobs? Cities with the most Contract Financial Planner job openings:
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Contract Financial Planner jobs near you
Infographic showing various Contract Financial Planner job openings in the United States as of June 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Sr. Financial Analyst

McMillan Pazdan Smith LLC

Atlanta, GA

$82K - $102K/yr

Other

Posted 2 days ago

Job description

Description

Position Summary

The Senior Financial Analyst is responsible for supporting financial planning, project performance analysis, and strategic decision-making within an architecture and design environment. Partners with project managers and leadership to ensure financial health of projects and the firm.



Essential Functions

  • Lead financial planning and analysis (FP&A) activities including budgeting, forecasting, and variance analysis.
  • Analyze project financial performance including revenue, billability, utilization rates, gross margin, and profitability.
  • Prepare and present monthly, quarterly, and annual financial reports to leadership.
  • Develop dashboards and KPI reporting to track firm and project-level performance.
  • Conduct cost analysis, staffing models, and resource planning to improve efficiency.
  • Assist with pricing strategies, fee proposals, and contract financial review.
  • Improve financial systems, tools, and reporting processes.
  • Ensure data integrity across financial and project management systems.
  • Collaborate with accounting on month-end close and financial reconciliations.
  • Support strategic initiatives including growth planning, acquisitions, or operational improvements.
  • Support audits and compliance requirements.

Requirements

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or related field.
  • 8+ years of financial analysis, budgeting and forecasting experience, preferably in architecture, engineering, or professional services environment.
  • Strong understanding of project-based accounting and revenue recognition.
  • Advanced Excel skills (financial modeling, pivot tables, data analysis).
  • Experience with financial planning tools (Vena, PowerBI or similar) and ERP/project management systems.
  • Proven ability to analyze large data sets and translate insights into actionable recommendations.
  • Strong communication skills with ability to present to non-financial stakeholders.
  • High attention to detail and strong organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Knowledge of KPIs relevant to architecture firms (utilization, realization, backlog, multiplier).


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to grasp objects; reach with hands and arms; balance, stoop, kneel, or crouch; speak or listen. The employee must occasionally lift and/or carry up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.


Workplace Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

While performing the duties of this job, the employee is not exposed to hazardous working conditions. The noise level in the work environment is usually moderate.


All qualified applicants will receive consideration for employment without regard to sex, race, religion, color, national origin, age, disability, veteran's status or any classification protected by state or local law.If you need a reasonable accommodation to access the information provided on this web site, please contact Human Resources at: hr@mcmillanpazdansmith.com for further assistance.

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