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Financial Planner Jobs (NOW HIRING)

Thompson Financial Group

$60K - $75K/yr

We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and ...

Thompson Financial Group

Financial Planner

Baltimore, MD · On-site

$60K - $75K/yr

Description We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting ...

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $85K/yr

Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding clients toward financial success. You will develop personalized financial plans, provide strategic ...

Larson Financial Group, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

Larson Financial Group, LLC

Financial Planner

Denver, CO

$78K - $105K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role ...

Pax Financial Group

Financial Planner

San Antonio, TX

$68K - $92K/yr

Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role ...

Mariner Finance

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Financial Planner

Chinatown, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Financial Planner

Brooklyn, NY · On-site

$81K - $109K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

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Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do financial planner jobs pay per year?

As of Jun 6, 2026, the average yearly pay for 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 are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial Planner

Financial Planner

Thompson Financial Group

$60K - $75K/yr

Full-time

Posted 10 days ago

Job description

We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development.


What We Offer:

  • Compensation includes a base salary determined by experience and relevant professional designations
  • Team-based, collaborative environment
  • No sales or production requirements
  • Opportunity for professional growth and mentorship


Compensation:

$60,000 - $75,000 yearly


Responsibilities:
  • Assist advisors in preparing and updating comprehensive financial plans
  • Collaborate with senior planners to develop planning strategies
  • Analyze client financial data and provide actionable insights
  • Support ongoing client plan reviews and adjustments

Qualifications:
  • Experience in financial planning or financial services
  • Strong analytical and organizational skills
  • Passion for comprehensive planning and client outcomes
  • CFP® designation (preferred but not required)
  • Series 7, 66 (or equivalent) and L&H required

About Company

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve clients.