ZipRecruiter

Log In

1

Family Financial Planning Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Grandville, MI · On-site

$36K - $42K/yr

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Grandville, MI · On-site

$36K - $42K/yr

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

This role reports to the Advanced Planning Director and oversees the Financial Planner and ... Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and ...

New

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Marquette, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Canton, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

Hantz Group

Financial Planning Assistant

Midland, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with ... We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees.

next page

Showing results 1-20

All JobsFamily Financial Planning Jobs

Family Financial Planning information

See salary details

$35.5K

$60.6K

$104.5K

How much do family financial planning jobs pay per year?

As of Jul 17, 2026, the average yearly pay for family financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Family Financial Planning, and why are they important?

A solid background in finance, budgeting, and personal financial management—often supported by a degree in finance or a CFP (Certified Financial Planner) certification—is essential for success in Family Financial Planning. Familiarity with financial planning software, tax preparation tools, and retirement planning systems is typically required. Strong interpersonal skills, empathy, and clear communication help build trust with clients and address their unique family financial goals. These competencies ensure tailored, effective financial strategies that support clients’ long-term stability and well-being.

What is family financial planning?

Family financial planning is the process of managing a household's finances to achieve short-term and long-term goals, such as saving for a child's education, buying a home, or preparing for retirement. It involves budgeting, investing, risk management, tax planning, and estate planning, all tailored to the unique needs of a family. Working with a family financial planner or advisor can help families make informed decisions, maximize resources, and safeguard their financial future.

What are some common challenges faced by professionals in family financial planning when working with clients from diverse backgrounds?

Professionals in family financial planning often encounter challenges related to differing financial priorities, cultural attitudes towards money, and varying levels of financial literacy among clients from diverse backgrounds. Navigating these differences requires strong communication skills and adaptability to tailor advice that respects clients' values while meeting their financial goals. Building trust is crucial, as clients may have distinct expectations regarding privacy, family involvement, and decision-making processes. Successful planners invest time in understanding each family's unique dynamics to create effective, personalized financial strategies.

What is the difference between Family Financial Planning vs Financial Advisor?

AspectFamily Financial PlanningFinancial Advisor
CredentialsCertifications like CFP, ChFCCertifications like CFP, CFA, ChFC
Work EnvironmentFocus on family-specific financial needsBroader client base, including individuals and institutions
Employer & IndustryFinancial planning firms, independent advisorsBanks, investment firms, independent practices
Search & Comparison IntentFamily financial planning services, family wealth managementFinancial advising, investment planning

Family Financial Planning specializes in creating tailored financial strategies for families, focusing on estate planning, education funding, and family wealth transfer. Financial Advisors offer broader investment and financial advice to a wider client base, including individuals and organizations. While both roles require similar certifications and work in related environments, Family Financial Planning is more targeted toward family-specific needs.

More about Family Financial Planning jobs
What cities are hiring for Family Financial Planning jobs? Cities with the most Family Financial Planning job openings:
What states have the most Family Financial Planning jobs? States with the most job openings for Family Financial Planning jobs include:
What job categories do people searching Family Financial Planning jobs look for? The top searched job categories for Family Financial Planning jobs are:
Family Financial Planning jobs near you

Financial Planning Analyst/Financial Planning Associate

Northwestern Mutual - Greater Chicago

Vernon Hills, IL

$65K - $85K/yr

Other

Posted 7 days ago

Job description

Job Opportunity: Financial Planning Analyst/Financial Planning Associate – Finance Team Member

Location: Vernon Hills, IL

Job Type: Full-Time

Industry: Finance

Salary: Competitive, based on experience

Company Description

Northwestern Mutual is a client-centric finance firm specializing in providing full-spectrum financial strategies to individuals, families, and small institutions. Our team of professionals is dedicated to offering comprehensive services, including investment management, financial planning, risk management, and more. We are committed to upholding the highest fiduciary standards, ensuring that our clients’ best interests are always at the forefront.

In 2026, Northwestern Mutual was again named one of the World's Most Admired Companies® in its industry according to Fortune's annual survey. Additionally, the Fortune 500® ranking is among the most recognized measures of financial success. Being #109 in 2026 affirms that Northwestern Mutual is among America's premier companies.

Role Description

This is a full-time on-site role for a Financial Planning Analyst with Kevin Londos Team, Northwestern Mutual in Vernon Hills, IL.

We are seeking an experienced and detail-oriented financial planning professional with at least three years of industry experience who is either a CFP® professional or actively pursuing the CFP® designation. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.

The Financial Planning Analyst will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation. This individual will play a key role in helping deliver comprehensive wealth management solutions while working primarily behind the scenes.

The responsibilities of this position include, but are not limited to, the following:

Responsibilities

  • Prepare and maintain comprehensive financial plans.
  • Conduct retirement income and cash flow analyses.
  • Analyze investment statements, account holdings, and portfolio allocations.
  • Develop investment proposals and portfolio recommendations.
  • Prepare meeting materials and case analyses for advisors and client review meetings.
  • Run life insurance, disability insurance, and investment illustrations.
  • Support planning recommendations involving retirement accounts, including IRAs, Roth IRAs, 401(k)s, and qualified plans.
  • Organize and summarize client financial data and documentation.
  • Research planning strategies and assist with implementation.
  • Collaborate with advisors and operations personnel to ensure a high-quality client experience.
  • Maintain accurate and organized planning files and records.
  • Stay current on industry developments, tax laws, retirement planning, and investment concepts.

Qualifications

  • Minimum 3 years of experience in wealth management, financial planning, or financial services
  • Bachelor’s degree in finance, Economics, Accounting, or related field required.
  • SIE, Series 6 & 63, Series 7 – required
  • Certified Financial Planner (CFP) designation preferred or active CFP candidate
  • Strong understanding of investments, portfolio construction, and retirement planning.
  • Exceptional analytical, organizational, communication and time-management skills.
  • Self-motivated individual with a team-orientated focus.  
  • Expertise in Microsoft Office and related financial software systems.

 

Compensation

  • Salary range: $65,000–$85,000 annually, depending on experience, credentials, and qualifications.
  • Performance-based bonus opportunities may be available.
  • Opportunities for continuing education and professional development.

Ideal Candidate

The ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This position is intended for professionals seeking a long-term, specialized career path focused on financial planning and portfolio analysis rather than business development or lead advisory responsibilities.

Apply