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Financial Advisor Financial Planner Jobs (NOW HIRING)

LPL Financial

Senior Financial Planner

Fort Mill, SC · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end ... Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization ...

LPL Financial

Senior Financial Planner

Austin, TX · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end ... Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization ...

LPL Financial

Senior Financial Planner

Fort Mill, SC · On-site

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end ... Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization ...

Orgill, Inc.

Financial Advisor FP&A

Collierville, TN · On-site

The Financial Advisor - FP&A acts as a critical strategic partner to business leaders and their teams, driving data-backed decision-making across the organization. Reporting directly to the Director ...

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$75K - $101K/yr

Working closely with lead advisors and the financial planning team, you will assist in preparing and maintaining comprehensive financial plans, and ensuring a seamless client experience. This is a ...

Financial Advisors

Be Seen First

Financial Planner- Service Advisor

Canonsburg, PA · On-site

$80K - $90K/yr

Self-motivated, organized, and committed to ethical financial practices Company Description Networth Advisors, LLC is a top company in this area. We provide full financial planning services for a ...

Larson Financial Holdings, LLC

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term ...

LPL Financial LLC

NY · On-site

$76K - $127K/yr

S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ... Demonstrate a strong understanding of personal financial planning concepts and stay informed of ...

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Financial Advisor Financial Planner information

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$50.5K

$96.7K

$139.5K

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

As of Sep 10, 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.

Senior Financial Planner

Fort Mill, SC • Remote

LPL Financial
Finance and Insurance • 1 - 5K employees
Learn more about LPL Financialexternal

$76K - $127K/yr

Full-time

Medical, Retirement, PTO

Re-posted 4 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL's Paraplanning Services team is looking for a highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This individual will serve as a financial planner supporting several LPL advisors and their end clients.

Responsibilities:

  • Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.
  • Understand and follow Paraplanning team standards.
  • Communicate and align on expectations with advisors understanding their preferences and needs to effectively work within Paraplanning Services.
  • Collaborate with teammates during the plan development process.
  • Professionally present completed financial plans.
  • Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.
  • Identify advisor needs and additional opportunities to refer to business partners including, but not limited to Client Experience, High Net Worth Services, and Tax Planning.
  • Maintain knowledge of all Wealth Planning offerings.
  • Engage with the advisor through onboarding, integration, and throughout the advisor relationship with Paraplanning Services.
  • Cultivate positive working relationships within the team and all business units across Comprehensive Advice.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's Degree in Business, Finance, or equivalent experience
  • CFP strongly preferred, equivalent experienceor working towards CFP
  • 5+ years of financial services experience
  • 3+ years of experience in the development and presentation of comprehensive financial plans
  • Experience with eMoney, MoneyGuide or RightCapital

Core Competencies:

  • Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning
  • Ability to prioritize and handle multiple tasks at once
  • Interpersonal and collaboration skills
  • Software/Systems: Proficiency in Microsoft Office suite
  • Ability to effectively communicate, excellent organizational skills, and attention to detail

Pay Range:

$76,323.00 - $127,205.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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