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Financial Advisor Financial Planner Jobs (NOW HIRING)

WizeHire, Inc

Certified Financial Planner

Red Bank, NJ · On-site

$150 - $200/hr

Our successful candidate will have a proven track record of long-term advisor relationships, a ... Success as a financial planner, personal financial advisor, financial analyst, or financial ...

WizeHire, Inc

Financial Advisor

Melville, NY · On-site

$100 - $125/hr

Previous success in financial services as a financial planner, personal financial advisor ... financial analyst, or financial consultant is needed Compensation $80,000 - $150,000/year About New ...

Prudential Advisors

Financial Advisor

Scottsdale, AZ · On-site

Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More ...

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How much do financial advisor financial planner jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial advisor 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 is a financial advisor financial planner?

Financial Advisors and Financial Planners are professionals who help individuals and businesses manage their finances. They provide guidance on a range of topics, including investments, retirement planning, taxes, insurance, and estate planning. Financial Advisors may focus broadly on managing assets and investments, while Financial Planners typically create comprehensive financial plans tailored to clients' long-term goals. Both roles require a strong understanding of financial markets and regulations, and often involve holding professional certifications such as CFP (Certified Financial Planner). Working with these professionals can help clients make informed decisions and achieve financial security.

What are the key skills and qualifications needed to thrive as a financial advisor financial planner, and why are they important?

To thrive as a Financial Advisor or Financial Planner, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is standard in the profession. Exceptional interpersonal communication, active listening, and trust-building abilities help you connect with clients and understand their goals. These skills are crucial for providing tailored financial advice, building lasting client relationships, and ensuring compliance with industry regulations.

What are some common challenges financial advisors and financial planners face when building a client base?

One of the primary challenges Financial Advisors and Financial Planners encounter is establishing trust and credibility with new clients, especially in a competitive market. Building a robust client base often requires persistent networking, community engagement, and demonstrating value through personalized financial strategies. Advisors must also stay updated on changing regulations and financial products to provide the most current advice. Overcoming these challenges involves ongoing professional development and leveraging mentorship or support from experienced colleagues or firm resources.

What is the difference between Financial Advisor Financial Planner vs Financial Analyst?

AspectFinancial Advisor Financial PlannerFinancial Analyst
CredentialsCFP, ChFC, or similar certificationsCFA, CPA, or related certifications
Work EnvironmentClient-facing, personalized financial planningCorporate or investment firm, data analysis
Employer & IndustryFinancial planning firms, banks, independent advisorsInvestment banks, asset management, corporations

Financial Advisors and Financial Planners focus on advising clients on personal financial strategies, often holding certifications like CFP. Financial Analysts analyze financial data to support investment decisions, typically working in corporate or investment settings. While both roles require financial knowledge, their work environments and client interactions differ significantly.

How much do financial advisors and financial planners get paid?

Financial advisors and financial planners typically earn a median annual salary of around $89,000, with total compensation often including commissions, fees, or a percentage of assets under management. Salaries can vary based on experience, location, client base, and certifications such as the CFP credential.

What cities are hiring for Financial Advisor Financial Planner jobs?

Cities with the most Financial Advisor Financial Planner job openings:

What states have the most Financial Advisor Financial Planner jobs?

States with the most job openings for Financial Advisor Financial Planner jobs include:

What are popular job titles related to Financial Advisor Financial Planner jobs?

For Financial Advisor Financial Planner jobs, the most frequently searched job titles are:

Financial Advisor Financial Planner jobs near you
Infographic showing various Financial Advisor Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner (Sun Lakes, AZ)

Sun Lakes, AZ • On-site

Humans Being Resources
See more jobs at Humans Being Resourcesexternal

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 hours ago

Job description

Financial Advisor
Financial Planner
(Financial Services)
Our client's Independent Financial Services Firm located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. They are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 5+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role
    (Example: Associate Financial Planner, Associate Financial Advisor, etc.)
  • Current FINRA Series 7 or Series 6 Securities License
  • Current FINRA Series 66 or 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience
    (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience
    (Example: Holistiplan, Wealthscape, eMoney, MoneyGuidePro, Advisor360, etc.)
  • Video Meeting Application experience
    (Example: MS Teams, Zoom, GoToMeeting, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Advisor / Financial Planner you will: 
 
  • Initiate, track and complete client paperwork
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the client's overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION:
  • $120,000 - $150,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Insurance + 401K w-Match
  • Long-Term & Short -Term Disability Insurance
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Sun Lakes, AZ area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!