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Financial Planner Advisor Jobs (NOW HIRING)

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 ... You'll collaborate with advisors and internal teams to ensure client satisfaction while growing ...

SWMG

Financial Planner

Fort Worth, TX

$72K - $97K/yr

This role is ideal for a detail-oriented professional who enjoys supporting advisors, building ... financial planning clients Participate in the investment research process and serve on the ...

Ronald Blue Trust

Financial Planner

Deerfield, IL

$77K - $103K/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 ...

Larson Financial Holdings, LLC

Financial Planner

Denver, CO · On-site

$78K - $105K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial ... You'll collaborate with advisors and internal teams to ensure client satisfaction while growing ...

SWMG

Financial Planner

Fort Worth, TX · On-site

$70K - $75K/yr

This role is ideal for a detail-oriented professional who enjoys supporting advisors, building ... financial planning clients Participate in the investment research process and serve on the ...

W3Global Inc.

Financial Planner

Alpharetta, GA

$100K - $150K/yr

Provide in-depth financial planning support to Financial Advisors * Assist in client acquisition and plan creation * Demonstrate value of comprehensive planning strategies across income, investing ...

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

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

Robert Half

Financial Planner

Houston, TX · On-site

$90K - $110K/yr

We are looking for a Financial Planner to support clients with thoughtful, personalized financial ... advisors and internal specialists. The ideal candidate brings strong analytical ability, sound ...

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

But we're looking for more than just a great advisor - you'll be a key component of helping to ... Maintain an in-depth understanding of financial planning, investments, and tax planning * Be an ...

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

About the role We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

Cain Watters & Associates, LLC

Financial Planner

Frisco, TX · Hybrid

$71K - $95K/yr

This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning, and long-term wealth considerations.

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA

$73K - $98K/yr

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

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

About the role We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

Overview Trustmark Investment Management operates as a fiduciary in the management and advising Wealth clients. These activities include financial planning, asset allocation, security selection ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL

$68K - $92K/yr

Overview Trustmark Investment Management operates as a fiduciary in the management and advising Wealth clients. These activities include financial planning, asset allocation, security selection ...

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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

Larson Financial Group, LLC

Saint Louis, MO

$73K - $99K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Description:

About Us 

At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 


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 plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 

Requirements:

What You’ll Do 

  • Prepare for and lead client meetings 
  • Collect and organize client data to build financial plans 
  • Construct insurance illustrations and financial scenarios 
  • Communicate investment recommendations in collaboration with the advisory team 
  • Track planning process milestones and follow up on action items 
  • Deliver proactive, high-quality service to retain top clients 
  • Maintain accurate data in CRM and financial planning software 
  • Create thoughtful client "touches" to cultivate referrals 
  • Manage onboarding and ongoing client service processes 
  • Resolve client inquiries and provide trusted support 

What We’re Looking For 

Qualifications 

  • Minimum 2 years of experience in financial planning or a related field 
  • Series 7 and 66 licenses required 
  • CFP designation is a plus 
  • Bachelor’s degree or equivalent work experience 
  • Familiarity with the insurance and financial services industry 
  • Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) 

 Skills & Attributes 

  • Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone 
  • Strong written and verbal communication skills with high attention to detail 
  • Proficiency in Microsoft Office and Outlook 
  • Professionalism in appearance, attitude, and work ethic 
  • Adaptable, proactive, and comfortable working in a dynamic environment 
  • Strong organizational skills with the ability to prioritize and follow through 
  • Commitment to maintaining confidentiality and upholding regulatory standards 

Why Join Larson Financial Group? 

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 

  • Profit Sharing Bonus Program 
  • 401(k) with Employer Match (up to 4%) 
  • Comprehensive Medical, Dental, and Vision Insurance 
  • Company-paid Long-term Disability, Life Insurance, and EAP 
  • Voluntary Short-term Disability and Supplemental Insurance 
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays 
  • Training, Development, and Educational Opportunities 
  • Company Events, Recognition Awards, and Team Activities 

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships. 


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