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Financial Planning Jobs (NOW HIRING)

AssetMark

Financial Planning Analyst

Charlotte, NC · Hybrid

$80K - $90K/yr

As a Financial Planning Analyst, you will support the preparation of financial plans by gathering data, running planning software, and assisting planners with analysis and research. This role is ...

Ameritas

Financial Planning Manager

Lincoln, NE · On-site

Manage and develop the financial planning interns, including overseeing their training toward readiness for financial professional roles post-graduation * Oversee data gathering and entry into ...

Hantz Group

Financial Planning Assistant

Grandville, MI · On-site

$36K - $42K/yr

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

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Financial Planning information

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$35.5K

$60.6K

$104.5K

How much do financial planning jobs pay per year?

As of Jul 19, 2026, the average yearly pay for financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the Certified Financial Planner (CFP) and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

Who makes more money, CFP or CPA?

Financial planners with a Certified Financial Planner (CFP) designation often have higher earning potential than Certified Public Accountants (CPAs), especially when providing comprehensive financial planning services. However, CPAs may earn more in accounting-specific roles or in firms with high billable hours. Salary varies based on experience, location, and client base.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top earners in the industry reaching higher compensation through commissions, bonuses, and advanced certifications like the CFP or CFA.

What are some common challenges Financial Planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

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 planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly more, often exceeding six figures. Income can also include commissions and fees for services provided.

What are the key skills and qualifications needed to thrive in Financial Planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.
More about Financial Planning jobs
What cities are hiring for Financial Planning jobs? Cities with the most Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Financial Planning jobs? States with the most job openings for Financial Planning jobs include:
What job categories do people searching Financial Planning jobs look for? The top searched job categories for Financial Planning jobs are:
Financial Planning jobs near you
Infographic showing various Financial Planning 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 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planning Analyst/Financial Planning Associate

Northwestern Mutual - Greater Chicago

Vernon Hills, IL

$65K - $85K/yr

Other

Posted 10 days ago

Job description

Job Opportunity: Financial Planning Analyst/Financial Planning Associate – Finance Team Member

Location: Vernon Hills, IL

Job Type: Full-Time

Industry: Finance

Salary: Competitive, based on experience

Company Description

Northwestern Mutual is a client-centric finance firm specializing in providing full-spectrum financial strategies to individuals, families, and small institutions. Our team of professionals is dedicated to offering comprehensive services, including investment management, financial planning, risk management, and more. We are committed to upholding the highest fiduciary standards, ensuring that our clients’ best interests are always at the forefront.

In 2026, Northwestern Mutual was again named one of the World's Most Admired Companies® in its industry according to Fortune's annual survey. Additionally, the Fortune 500® ranking is among the most recognized measures of financial success. Being #109 in 2026 affirms that Northwestern Mutual is among America's premier companies.

Role Description

This is a full-time on-site role for a Financial Planning Analyst with Kevin Londos Team, Northwestern Mutual in Vernon Hills, IL.

We are seeking an experienced and detail-oriented financial planning professional with at least three years of industry experience who is either a CFP® professional or actively pursuing the CFP® designation. This role is designed for individuals who enjoy the technical aspects of wealth management and financial planning and prefer a non-sales, non-client acquisition career path.

The Financial Planning Analyst will provide analytical and planning support to the advisory team through retirement analyses, investment proposals, insurance illustrations, portfolio reviews, and case preparation. This individual will play a key role in helping deliver comprehensive wealth management solutions while working primarily behind the scenes.

The responsibilities of this position include, but are not limited to, the following:

Responsibilities

  • Prepare and maintain comprehensive financial plans.
  • Conduct retirement income and cash flow analyses.
  • Analyze investment statements, account holdings, and portfolio allocations.
  • Develop investment proposals and portfolio recommendations.
  • Prepare meeting materials and case analyses for advisors and client review meetings.
  • Run life insurance, disability insurance, and investment illustrations.
  • Support planning recommendations involving retirement accounts, including IRAs, Roth IRAs, 401(k)s, and qualified plans.
  • Organize and summarize client financial data and documentation.
  • Research planning strategies and assist with implementation.
  • Collaborate with advisors and operations personnel to ensure a high-quality client experience.
  • Maintain accurate and organized planning files and records.
  • Stay current on industry developments, tax laws, retirement planning, and investment concepts.

Qualifications

  • Minimum 3 years of experience in wealth management, financial planning, or financial services
  • Bachelor’s degree in finance, Economics, Accounting, or related field required.
  • SIE, Series 6 & 63, Series 7 – required
  • Certified Financial Planner (CFP) designation preferred or active CFP candidate
  • Strong understanding of investments, portfolio construction, and retirement planning.
  • Exceptional analytical, organizational, communication and time-management skills.
  • Self-motivated individual with a team-orientated focus.  
  • Expertise in Microsoft Office and related financial software systems.

 

Compensation

  • Salary range: $65,000–$85,000 annually, depending on experience, credentials, and qualifications.
  • Performance-based bonus opportunities may be available.
  • Opportunities for continuing education and professional development.

Ideal Candidate

The ideal candidate enjoys the technical and analytical side of wealth management, is highly organized, and is passionate about delivering exceptional planning support. This position is intended for professionals seeking a long-term, specialized career path focused on financial planning and portfolio analysis rather than business development or lead advisory responsibilities.

Apply