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Financial Planner Jobs (NOW HIRING)

Mariner Finance

Financial Planner

Brooklyn Heights, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

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

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

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

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 ...

Mariner Finance

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

WealthBridge Financial Group

Financial Planner

Lenexa, KS

$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 ...

Mariner Finance

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Financial Planner

Pittsburgh, PA · On-site

$73K - $99K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

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

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

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 ...

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Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do financial planner jobs pay per year?

As of Jun 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 are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

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.

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 Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively 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.
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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial Planner

Financial Planner

Mariner Finance

Brooklyn Heights, NY • On-site

$83K - $111K/yr

Full-time

Posted 5 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning
Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required
Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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