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Family Financial Planning Jobs (NOW HIRING)

Willis Johnson Wealth

Financial Planning Analyst

Houston, TX · On-site

$60K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The role of the Financial Planning Analyst is to support the Wealth Managers on financial ... Employer paid Health/Dental/Vision insurance premiums for individuals and families. * Employer HSA ...

Lewis Bakeries

Financial Planning Analyst

Murfreesboro, TN · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Family-owned and operated since 1925 * Competitive compensation * Comprehensive benefits including medical, dental, 401(k), and company-paid life and disability insurance * Paid vacation and holidays

Morton Wealth

Financial Planning Associate

Calabasas, CA · On-site

  • Medical

  • Retirement

... 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 ...

Emerson

Financial Planning Analyst

Pittsburgh, PA

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

RDO Equipment

Financial Planning Analyst

Fargo, ND

RDO has grown from humble roots, guided by a family's values, and shaped by the strengths, voices ... Financial Planning and Budgeting : Support assigned field operations with annual budgeting ...

Emerson

Financial Planning Analyst

Cranberry Township, PA

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Stifel

Financial Planning Specialist

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Financial Planning Specialist works with Financial Advisors to gather all applicable data and ... families, companies, and municipalities find their own success. While our headquarters is in St.

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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 Aug 16, 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 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 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 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.

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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, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planning Analyst

Willis Johnson Wealth

Houston, TX • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Job description

We are currently pursuing a Financial Planning Analyst that can transition into an advisory role to become an Associate Wealth Manager within 24-36 months. The role of the Financial Planning Analyst is to support the Wealth Managers on financial strategies, plans, and projects while receiving technical training and one-on-one mentoring. They are also responsible for maintaining the client relationship as the first point of contact for clients. Under close supervision of a Wealth Manager, the Financial Planning Analyst will have the opportunity to lead select client cases.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team to provide tax preparation for our clients that need it. And with everything we recommend, we put our clients first-all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management.
The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Essential Responsibilities
  • Input data into financial planning software
  • Prepare comprehensive financial plans, reviews, reports and client presentations
  • Prepare Wealth Managers and staff in advance to client meetings
  • Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion
  • Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff
  • May perform basic investment research and research client's company benefits
  • Attend weekly Wealth Management meetings and bi-monthly Investment meetings.
  • Assist with client service and operations
Qualifications
  • Bachelor's degree in Finance, Business, Accounting or Financial Planning required
  • Master's or Graduate degree preferred (Masters in Finance, JD, MBA)
  • One to three years working experience, or internship in similar industry
  • Currently pursuing either CFP, CFA, or CPA designation
  • Currently possess or pursuing the Series 65 securities licenses
  • Strong technical and interpersonal skills
  • Confident, poised and professional in appearance
  • Ability to take on creative challenges and manage workload on tight deadlines
  • Ability to collaborate and contribute to a team environment
  • Experience in eMoney, Redtail CRM, and Orion software systems preferred.
  • Must be willing to relocate to Houston, TX.
What We Offer
  • Collaborative, Positive Teammates
  • Advancement Opportunities
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
Compensation & Benefits
  • Salary range: $65,000 - $80,000, plus quarterly bonuses based on company and personal performance.
    • Total Compensation Range with Bonus = $80,000 - $120,000.
  • 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
  • Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
  • 11 paid holidays and 15 PTO days to use at your discretion.
  • Employer paid Health/Dental/Vision insurance premiums for individuals and families.
  • Employer HSA contributions
  • Employer paid Life and Long-Term Disability

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