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Family Financial Planning Jobs (NOW HIRING)

Emerson

Financial Planning Analyst

Pittsburgh, PA

As Financial Planning Analyst you will be based in our Cranberry Township, PA office you will be ... We prioritize providing flexible, competitive benefits plans to meet you and your family's physical ...

Morton Wealth

Financial Planning Associate

Calabasas, CA · On-site

... Financial Planning Associate position. We are a registered investment advisor that was formed in ... We manage wealth personally with the goal of empowering better investors and encouraging families ...

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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 Aug 9, 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
Infographic showing various Family Financial Planning job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planning Analyst

24 Hour Home Care - Corporate Division

El Segundo, CA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

24 Hour Home Care is part of the TEAM Services Group family of companies. As a shared Talent Acquisition function, we are proud to support TEAM's recruiting efforts by helping to attract exceptional talent across the organization.

TEAM Services Group ("TEAM") is a national provider of home and personal care services and household employment solutions supporting the known caregiver model, which allows families and individuals with disabilities the freedom to choose the caregivers and service providers working with them in their homes.

TEAM is a mission-driven company serving over 110,000 clients and employing over 130,000 caregivers across all 50 states. We operate in a large and growing market and have grown nearly 40% annually since inception through our relentless focus on delivering best-in-class client experience. TEAM is led by a high-performing team passionate about improving access to home-based care in America.

The Role:

The Financial Planning Analyst supports financial planning, budgeting, forecasting, and business analysis across the organization. This role partners with Finance and operational leaders to analyze financial performance, prepare reporting, support annual budgeting, and develop financial models that drive informed business decisions. The Financial Planning Analyst also contributes to process improvements, financial reporting, and cross-functional initiatives that strengthen financial performance and operational efficiency.

Primary Responsibilities:

  • Support the annual budgeting and forecasting processes by partnering with department leaders to model financial and operational plans.
  • Analyze monthly financial performance, prepare variance analyses, and develop reporting packages that provide actionable business insights.
  • Assist with financial modeling, payroll accounting, accruals, account reconciliations, and month-end close activities.
  • Partner with Finance and operational leaders to support cost allocations, commission calculations, and financial planning initiatives.
  • Contribute to process improvements, financial reporting enhancements, and ad hoc analysis that support organizational growth and decision-making.

What you Bring to the Table:

Qualifications:

  • Bachelor's degree in Finance, Accounting, Business, or a related field required.
  • 2+ years of experience in financial planning and analysis, corporate finance, accounting, or a related analytical role.
  • Experience with financial modeling, budgeting, forecasting, and financial reporting.
  • Foundational understanding of U.S. GAAP and financial statements.
  • Experience working with Excel; NetSuite, Power BI, or other business intelligence tools preferred.
  • Strong written and verbal communication skills with the ability to collaborate across departments.

Skills:

  • Financial analysis
  • Budgeting and forecasting
  • Financial modeling
  • Advanced Excel
  • Problem-solving
  • Attention to detail
  • Business partnership
  • Time management

What we Bring to the Table:

  • Company-sponsored medical, dental, and vision plan for employees and their dependents
  • 401(k) participation after 3 months of continuous service
  • wellness program, learning development program
  • life insurance, long-term disability coverage
  • charitable contribution matching, volunteer time off, and employee assistance program  
  • In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays   

24 Hour Home Care is an Equal Opportunity Employer that is proud of its culture of diversity and inclusion.  Individuals seeking employment are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.  Additionally, 24 Hour Home Care will consider qualified candidates with criminal histories in a manner consistent with the law.  

By completing this application, you are providing consent to receiving text messages from 24 Hour Come Care and associated vendors at the phone numbers provided. Message and data rates may apply. 

For California applicants: by applying for this position, you acknowledge and consent to the collection, use, and disclosure of your personal information in accordance with our privacy policy and the California Consumer Privacy Act (CCPA).

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