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Financial Planner Jobs in New Port Richey, FL (NOW HIRING)

COR Financial Partners

Financial Advisor Trainee

Tampa, FL · Remote

$43K - $53K/yr

Financial Planning * Business Planning * Corporate Group Plans * And more... Responsibilities: * Analyze personal financial data to provide insights and recommendations for clients' financial ...

Northwestern Mutual

Financial Advisor

Tampa, FL

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Tampa, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Tampa, FL

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Clearwater, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Tampa, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Tampa, FL · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Tampa, FL

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Clearwater, FL

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Clearwater, FL

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Legacy Service Partners

FP&A Analyst

Tampa, FL · On-site

FP&A Analyst Key Responsibilities * Reporting & Close Support: Support monthly, quarterly, and year-end reporting activities including preparation of partner financials, variance analysis, and ...

LSP Holdco LLC

FP&A Analyst

Tampa, FL · On-site

FP&A Analyst Key Responsibilities * Reporting & Close Support: Support monthly, quarterly, and year-end reporting activities including preparation of partner financials, variance analysis, and ...

Kforce Inc.

FP&A Lead

Tampa, FL · On-site

Kforce has a client that is seeking an FP&A Lead in Tampa, FL. Summary: We are seeking an experienced Lead Financial Analyst to support Financial Planning & Analysis (FP&A), strategic planning ...

Vanguard

Certified Financial Advisor

Tampa, FL

Are you a Certified Financial Planner (CFP ® ) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote ...

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Showing results 21-40

All JobsFinancial Planner JobsFinancial Planner Jobs in New Port Richey, FL

Financial Planner information

See New Port Richey, FL salary details

$45K

$86.1K

$124.3K

How much do financial planner jobs pay per year?

As of Sep 1, 2026, the average yearly pay for financial planner in New Port Richey, FL is $86,113.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,700.00 and $90,800.00 per year, depending on experience, location, and employer.

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 skills and qualifications are needed to be a financial planner?

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 challenges do financial planners face when building a client base, and how can they be 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.

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.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

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Cities near New Port Richey, FL with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in New Port Richey, FL as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $86,113 per year, or $41.4 per hour.

Financial Advisor Trainee

COR Financial Partners

Tampa, FL • Remote

$43K - $53K/yr

Part-time

Posted 4 days ago

Job description

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement.
We utilize every aspect of the financial industry:

  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Business Planning
  • Corporate Group Plans
  • And more...

Responsibilities:

  • Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
  • Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
  • Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
  • Maintain strong customer relationships through effective communication and exceptional service.
  • Stay up to date on financial regulations and market trends to provide informed advice.

Qualities we're looking for:

  • Entrepreneurial ambitions
  • Integrity, ethical, and a strong sense of morality.
  • Passion for making a difference and helping people.
  • Self-motivated, accountable, and a team player.
  • Ability to receive coaching and feedback.
  • Strong interpersonal skills
  • Self-motivated
  • Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements

Requirements - (PLEASE READ)

  • Must be 18 or older
  • Background check required - No criminal history whatsoever
  • Willing to obtain a state license if you do not have one yet.

Benefits

What's provided:

  • Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
  • A Competitive training and development program to help you get started
  • Mentorship and professional development training throughout your entire career
  • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
  • The opportunity to pursue leadership and specialized roles
  • Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
    Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)