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Financial Planner Jobs (NOW HIRING)

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 ...

WealthBridge Financial Group

Financial Planner

Lenexa, KS · On-site

$71K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Kansas City, MO · On-site

$74K - $99K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Mission, KS · On-site

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Raytown, MO

$72K - $97K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Olathe, KS · On-site

$73K - $98K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Leawood, KS · On-site

$73K - $99K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Mission, KS

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Liberty, MO

$71K - $96K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Kansas City, KS · On-site

$73K - $98K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Raytown, MO · On-site

$72K - $97K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Olathe, KS

$73K - $98K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Gladstone, MO · On-site

$70K - $94K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

Financial Planners analyze clients' financial wellbeing based on the client's balance sheet, goals, objectives, and other family considerations. They design and present individualized, comprehensive ...

WealthBridge Financial Group

Financial Planner

Liberty, MO · On-site

$71K - $96K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

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Showing results 21-40

All JobsFinancial Planner Jobs

Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do financial planner jobs pay per year?

As of Aug 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 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 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.

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 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.
More about Financial Planner jobs
What cities are hiring for Financial Planner jobs? Cities with the most Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
Who are the top companies hiring for Financial Planner jobs? The top employers for Financial Planner jobs are:
What states have the most Financial Planner jobs? States with the most job openings for Financial Planner jobs include:
What job categories do people searching Financial Planner jobs look for? The top searched job categories for Financial Planner jobs are:
What are popular job titles related to Financial Planner jobs? For Financial Planner jobs, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

Pax Financial Group

San Antonio, TX • On-site

$68K - $92K/yr

Full-time

Re-posted 2 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