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Family Financial Planning Jobs (NOW HIRING)

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.

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Family Financial Planning information

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$35.5K

$60.6K

$104.5K

How much do family financial planning jobs pay per year?

As of Jul 13, 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
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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

Entry-Level Financial Planning

Davis Family Financial LLC

Kenosha, WI • On-site

$50K - $75K/yr

Part-time

Retirement

Re-posted 6 days ago

Job description

Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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