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Financial Planner Advisor Jobs (NOW HIRING)

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients ... Planning & Advice Execution * Conduct financial check-ups and diagnose planning needs using ...

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients best interests and PAXs values-driven approach to wealth management. Key Responsibilities Client ...

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $85K/yr

Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning ...

Arcadia Financial

Financial Planner

Manchester, NH · Hybrid

$75K - $85K/yr

Work closely with in-house tax professionals, estate planners, and legal advisors to deliver integrated financial solutions, including tax-efficient investment strategies, wealth transfer planning ...

Robert Half

Financial Planner

Chattanooga, TN · On-site

$100K - $120K/yr

Financial Planner (CPA / CFP) Chattanooga, TN | Onsite/Hybrid We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative ...

OnePoint BFG Wealth Partners

Financial Planner

Parsippany, NJ · On-site

$76K - $102K/yr

Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics. * Guide high-income and high net-worth individuals towards their ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial Advisors to design and develop financial planning analyses for presentations to clients. You will ...

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology. Responsibilities

Blue Trust Inc

Financial Planner

Deerfield, IL · On-site

$75K - $90K/yr

With nearly $60 billion in assets under advisement, over 460 team members and a nationwide network ... Position Overview The Financial Planner communicates effectively with clients and co-workers ...

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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

Financial Planner

Pax Financial Group

San Antonio, TX • On-site

$68K - $92K/yr

Full-time

Posted 18 days ago

Job description

About PAX Financial Group
PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact.
Rooted in faith and inspired by 1 Timothy 6:17-19, we believe wealth is a responsibility, not just a resource. Our team is known for blending technical excellence with a deep commitment to client service, behavioral finance, and values-based investing.
If you're looking to join a collaborative team where purpose, growth, and impact matter, we'd love to connect.
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 blends technical financial expertise with relationship management, behavioral coaching, and strategic guidance.
The ideal candidate is skilled at leading client conversations, uncovering planning opportunities, and providing clear recommendations. They are energized by business development, confident in presenting complex financial concepts, and committed to delivering a consistent, high-touch client experience within a structured planning framework.
Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients' best interests and PAX's values-driven approach to wealth management.
Key ResponsibilitiesClient Acquisition & Relationship Management
  • Proactively acquire new clients through referrals, COIs, community presence, networking, and digital engagement.
  • Build and manage a book of up to 150 households within PAX's segmentation and service model.
  • Lead discovery meetings and develop personalized financial plans that address investments, cash flow, risk management, retirement, tax strategies, and estate considerations.
  • Deliver ongoing planning reviews and provide behavioral coaching to support positive financial decision-making.
  • Maintain strong client relationships through responsive communication, trust-building, and clearly guided next steps.
Planning & Advice Execution
  • Conduct financial check-ups and diagnose planning needs using MoneyGuidePro or comparable tools.
  • Identify and communicate investment and planning opportunities, including tax-loss harvesting, model alignment, and risk management.
  • Present recommendations with clarity, confidence, and supporting rationale.
  • Collaborate with CSAs and Service Advisors to ensure smooth onboarding, service delivery, and client retention.
Business Development & Performance
  • Maintain a consistent pipeline of prospective clients and business development activities.
  • Drive annual net new asset growth targets
  • Represent PAX at events, workshops, and community initiatives as appropriate.
  • Strengthen presence through digital platforms, thought leadership, and community engagement.
Documentation, Compliance & Professional Standards
  • Maintain accurate and timely documentation of client interactions, planning notes, and follow-ups in Salesforce.
  • Adhere to fiduciary standards, regulatory requirements, and internal processes.
  • Participate in continuing education, advisor training, and internal casework discussions.
  • Support alignment with PAX's investment philosophy and planning approach.
Qualifications
  • Bachelor's degree from an accredited university
  • CFP® designation (or completion in process) - Highly Preferred
  • FINRA Series 65
  • 2-5+ years of financial planning or RIA advisory experience
  • Demonstrated success in generating and retaining business
  • Strong communication, presentation, and influencing skills
  • Ability to manage multiple clients and priorities with strong follow-through
  • High comfort using planning tools and CRM platforms
  • Strong business, financial, and economic acumen
  • Clean compliance history and ability to operate as a fiduciary
Preferred Qualifications
  • Experience with MoneyGuidePro, Orion, SmartX, or similar platforms
  • Experience working within a planning-first, model-driven advisory firm
  • Knowledge of tax strategies, risk management, and estate planning considerations
  • Background in behavioral finance or client coaching
Cultural Fit
  • You are energized by helping clients gain clarity, confidence, and peace in their financial lives.
  • You take initiative, embrace growth, and enjoy building genuine relationships.
  • You communicate with empathy, candor, and professionalism.
  • You thrive in a collaborative environment where consistency and accountability matter.
  • You are aligned with PAX's values and mission-driven approach to financial planning.
Interested in Applying?
If you believe your background and interests align with this role, we invite you to complete a short assessment as part of our application process.
The assessment helps us understand work style and role fit and is required to move forward.
Begin the assessment:
https://assessment.predictiveindex.com/bo/CQ3R/FinancialAdvisor_Dec2025_4478
We appreciate your interest in PAX Financial Group and look forward to learning more about you.

Apply