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Financial Planner Advisor Jobs (NOW HIRING)

The Well

Financial Planner

Bridgeport, CT · On-site

$85K - $115K/yr

This is a true lead advisor seat with heavy emphasis on financial planning, in a firm that is scaling intentionally--and looking for someone who wants to grow with it. Why This Role Stands Out: Built ...

Weekday AI

Certified Financial Planner

Certified Financial Planner Job Type: Contractor - US ONLY Location: Remote In this position, you ... Identify compliance and risk factors, advising when to remain within scope or refer clients to ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Melanin Money

Financial Planner (Remote)

Dallas, TX · On-site +1

$75K - $100K/yr

Financial Planner/Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized ...

Thompson Financial Group

$120K/yr

... financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development. We are looking for someone who is ...

Thompson Financial Group

Financial Planner

Baltimore, MD · On-site

$75K - $101K/yr

This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes ... financial plans • Collaborate with senior planners to develop planning strategies • Analyze ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... As a Financial Planner, you will play a key role in providing comprehensive financial planning ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS

$66K - $88K/yr

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... As a Financial Planner, you will play a key role in providing comprehensive financial planning ...

Waverly Advisors, LLC

Financial Planner

Saint Petersburg, FL · On-site

$71K - $96K/yr

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't ... We are looking to add a Financial Planner to our team in our St. Petersburg, FL office. The ...

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All JobsFinancial Planner Advisor Jobs

Financial Planner Advisor information

See salary details

$37K

$73.3K

$109K

How much do financial planner advisor jobs pay per year?

As of Jun 23, 2026, the average yearly pay for financial planner advisor in the United States is $73,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $84,000.00 per year, depending on experience, location, and employer.

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

AspectFinancial Planner AdvisorFinancial Analyst
CredentialsCFP, Series 7/66, state licensesChartered Financial Analyst (CFA), Series 7/66
Work EnvironmentClient-facing, personalized financial planningOffice-based, data analysis and research
Employer & IndustryFinancial advisory firms, banks, independent advisorsInvestment firms, banks, corporations

Financial Planner Advisors focus on providing personalized financial planning and advice to clients, often holding certifications like CFP. Financial Analysts analyze market data and investment opportunities, typically working in research or corporate settings. While both roles require financial certifications and involve finance industry work, their daily tasks and client interaction levels differ significantly.

Is 200,000 enough to work with a financial planner advisor?

A financial planner advisor typically works with clients of various income levels, and having $200,000 can be sufficient to start working with one, especially if the goal is to develop a comprehensive financial plan or investment strategy. However, the advisor's fees and the complexity of your financial situation may influence whether this amount is adequate for your specific needs.

What are the typical challenges Financial Planner Advisors face when building a client base?

Financial Planner Advisors often encounter challenges in establishing trust and rapport with new clients, especially when starting out or entering new markets. Building a client base requires persistent networking, strong communication skills, and the ability to clearly explain complex financial concepts. Advisors must also stay current with financial regulations and market trends to provide accurate advice. Success in this role often comes from providing excellent service, maintaining long-term relationships, and leveraging referrals from satisfied clients.

What are the key skills and qualifications needed to thrive as a Financial Planner Advisor, and why are they important?

To thrive as a Financial Planner Advisor, you need strong analytical skills, financial planning knowledge, and typically a degree in finance, business, or a related field, often supported by certifications such as CFP (Certified Financial Planner). Proficiency in financial planning software, portfolio management tools, and CRM systems is commonly required. Exceptional interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust and rapport with clients. These skills are essential for providing sound financial advice, managing client relationships, and helping clients achieve their financial goals.

How much do financial planning advisors make?

Financial planning advisors typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Many advisors also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What does a Financial Planner Advisor do?

A Financial Planner Advisor helps clients manage their finances by creating personalized strategies to achieve specific financial goals such as saving for retirement, investing, or managing debt. They assess a client's current financial situation, provide recommendations on investments, insurance, and other financial products, and monitor progress over time. Financial Planner Advisors also educate clients on financial matters and help them adjust their plans as life circumstances change.

Can financial advisors make $500,000 a year?

Financial planner advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized certifications like the CFP. High earnings often depend on commission-based income, assets under management, and the firm’s compensation structure.

Who makes more money, CFP or CPA?

Financial Planner Advisors with a Certified Financial Planner (CFP) designation generally have higher earning potential than Certified Public Accountants (CPAs), as CFPs often focus on comprehensive financial planning and wealth management, which can command higher fees and commissions. However, CPAs may earn more in accounting, auditing, or tax roles, especially with experience or specialization, and both careers' salaries vary based on location, experience, and employer.
What cities are hiring for Financial Planner Advisor jobs? Cities with the most Financial Planner Advisor job openings:
What states have the most Financial Planner Advisor jobs? States with the most job openings for Financial Planner Advisor jobs include:
Financial Planner Advisor jobs near you
Infographic showing various Financial Planner Advisor job openings in the United States as of June 2026, with employment types broken down into 1% Locum Tenens, 6% As Needed, 89% Full Time, 2% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.

Financial Planner/Advisor (Remote)

Melanin Money

Dallas, TX • Remote

$78K - $85K/yr

Full-time

PTO

Posted 21 days ago

Job description

Financial Planner/Advisor

Location: Remote, U.S.A.
Job Type: Full-Time

Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team!

At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support.

Key Responsibilities

Your day-to-day work will focus on:

  • Meeting with clients to understand their financial goals, risk tolerance, and unique challenges.
  • Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization.
  • Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions.
  • Educating and empowering clients with the knowledge and tools needed to confidently manage their finances.
  • Researching and recommending investment opportunities that align with clients' objectives.
  • Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice.
  • Collaborating with our team to refine strategies and implement innovative solutions.
What You'll Bring

We're looking for someone who meets the following qualifications:

  • A Bachelor's degree in finance, economics, or a related field.
  • A Series 65 FINRA License (required).
  • 3-5 years of experience in financial planning or investment management.
  • Strong analytical skills and the ability to create effective financial solutions.
  • Excellent communication skills with a knack for building strong, trust-based client relationships.
  • Attention to detail and a commitment to delivering accurate, high-quality work.
  • Proficiency with financial planning software and tools.
  • A collaborative, team-oriented mindset with the ability to thrive in a dynamic environment.
Why Join Melanin Money?

At Melanin Money, we value our team members and their contributions. Here's what we offer:

  • Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days.
  • Competitive Compensation: Enjoy a base salary with performance-based incentives.
  • Professional Growth: Access ongoing training, development programs, and career advancement opportunities.
  • Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact.
  • Meaningful Work: Help clients achieve their financial goals and create generational wealth.
About Us

Melanin Money is more than just a financial planning firm-we're a movement. Our mission is to empower individuals, particularly in underserved communities, to achieve financial freedom and build a legacy. We're passionate about making a difference, and we're looking for a like-minded professional to join us in this journey.

How to Apply

If this role resonates with you, we'd love to hear from you! Submit your resume and a cover letter explaining your experience, qualifications, and why you're excited about joining the Melanin Money team. Together, let's empower our clients to take control of their financial futures.


Melanin Money Enterprises LLC is committed to providing a safe, productive, and ethical workplace for all employees. As part of our hiring process, all job offers are contingent upon the successful completion of a background check and/or drug test.

Background Check: The background check may include, but is not limited to, verification of employment history, educational credentials, references, criminal history, and any other relevant information to determine your qualifications and suitability for the position. By submitting your application, you authorize our company or its designated agents to perform such checks.

Drug Test: As part of our pre-employment process, candidates may be required to undergo drug testing. The test will screen for the presence of illegal substances and will be conducted in accordance with applicable federal, state, and local laws. A positive test result or refusal to submit to the test may result in withdrawal of the job offer.

Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC. This information will not be disclosed to unauthorized personnel.

Acknowledgment and Consent: By applying for a position at Melanin Money Enterprises LLC, you acknowledge that you have read and understood this disclaimer. Furthermore, you consent to the performance of the necessary background check and drug test as a condition of employment.

Our company reserves the right to rescind an offer of employment or terminate employment based on information obtained through the background check or drug test, subject to applicable laws and regulations.

If you have any questions or concerns about this process, please contact HR@melaninmoney.com


Job Posted by ApplicantPro