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Financial Planner Jobs (NOW HIRING)

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 ...

Waverly Advisors, LLC

Financial Planner

Saint Petersburg, FL · On-site

$71K - $96K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL

$68K - $92K/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 ...

Mercer Advisors

Financial Planner

San Francisco, CA · Hybrid

$89K - $120K/yr

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized ...

Waverly Advisors, LLC

Financial Planner

Saint Petersburg, FL · On-site

$71K - $96K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Trustmark Bank

$65K - $87K/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 ...

Trustmark Bank

Financial Planner

Mobile, AL · On-site

$75K - $101K/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 ...

Flagstar Bank

Financial Planner

Palm Beach, FL

$73K - $98K/yr

Position Title Financial Planner Location Palm Beach, FL 33480 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including ...

Waverly Advisors, LLC

Financial Planner

Jackson, MS · On-site

$66K - $88K/yr

The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients ...

Trustmark Bank

Financial Planner

Ridgeland, MS

$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 ...

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 ...

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

Financial Planner OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint BFG Wealth Partners , we are committed to empowering our partner advisors by providing ...

Flagstar Bank

Financial Planner

Beverly Hills, CA

$87K - $117K/yr

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics ...

Flagstar Bank

Financial Planner

Palm Beach, FL · On-site

$73K - $98K/yr

Position Title Financial Planner Location Palm Beach, FL 33480 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including ...

Flagstar Bank

Financial Planner

San Francisco, CA

$89K - $120K/yr

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics ...

Cape Cod Five

Financial Planner

Hyannis, MA · On-site

$80K - $109K/hr

The Financial Planner will be the advisor responsible for creating financial plans working collaboratively with the Wealth Management account officers and reporting to the Senior Investment Officer ...

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Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do financial planner jobs pay per year?

As of Jun 27, 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 qualifications are needed to be a financial planner?

To become a financial planner, individuals typically need a bachelor's degree in finance, accounting, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) designation are highly valued and often required by employers, along with relevant experience and strong interpersonal skills.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different client needs, and the better choice depends on the specific financial services required.

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.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $50,000 to $100,000 in investable assets to work effectively with an advisor, though some firms may accept lower amounts. With $200,000, you generally have sufficient assets to benefit from professional financial planning, including investment management and retirement strategies. The specific services and fees depend on the advisor's fee structure and your financial goals.

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.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes, often exceeding six figures. Income can also include commissions and fees for services provided.

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 June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

WealthBridge Financial Group

Kansas City, KS • On-site

$73K - $98K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

Description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. 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, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support