ZipRecruiter

Log In

1

Financial Planning Administrator Jobs (NOW HIRING)

Vaco by Highspring

ERP Administrator

Lexington, KY · On-site

We are currently seeking an experienced ERP Administrator to support a growing team. Key ... finance, and manufacturing teams to improve processes and system utilization. • Develop and ...

Robert Half

ERP Administrator

Cynthiana, KY · On-site

$100K - $120K/yr

We are seeking an Epicor Kinetic ERP Administrator to own the performance, stability, and ongoing ... You'll partner closely with operations, finance, and manufacturing teams to ensure the ERP system ...

Kelvion Products Inc

ERP Administrator

Catoosa, OK · On-site

The ERP Administrator will stay abreast of technology trends and provide insights into how related ... Experience in manufacturing, distribution, finance, or healthcare environments is desirable 3+ ...

Century Arms

ERP ADMINISTRATOR

West Palm Beach, FL · On-site

Summary of Position Mission The Epicor ERP Administrator will take part in implementation and ... Financials . * Coordinate with Epicor support and third-party vendors on upgrades, patches, and ...

CTI

ERP Administrator (SyteLine)

Columbia, MO

Description We are seeking an ERP Administrator to support, maintain, and enhance the company ... Support financial, operational, and manufacturing reporting requirements Vendor & Stakeholder ...

Century Arms

ERP ADMINISTRATOR

West Palm Beach, FL · On-site

Summary of Position Mission The Epicor ERP Administrator will take part in implementation and ... Financials . * Coordinate with Epicor support and third-party vendors on upgrades, patches, and ...

next page

Showing results 1-20

All JobsFinancial Planning Administrator Jobs

Financial Planning Administrator information

See salary details

$34K

$70.6K

$106.5K

How much do financial planning administrator jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial planning administrator in the United States is $70,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $89,500.00 per year, depending on experience, location, and employer.

How much do financial administrators get paid?

Financial planning administrators typically earn a median annual salary of around $55,000 to $70,000, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced professionals with certifications like CFP can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What jobs pay 500,000 a year in Canada?

In Canada, high-paying roles such as senior financial executives, specialized surgeons, and successful entrepreneurs can earn around or above 500,000 CAD annually. These positions typically require advanced education, extensive experience, and often involve leadership responsibilities or ownership of a business. Compensation varies widely based on industry, location, and individual performance.

What does a financial planning administrator do?

A financial planning administrator supports financial advisors by preparing client documents, managing schedules, and maintaining financial records. They often use financial planning software and need strong organizational skills to ensure accurate and efficient service delivery.

What is a Financial Planning Administrator?

A Financial Planning Administrator is a professional who supports financial advisors and planners by managing administrative tasks, organizing client information, preparing financial reports, and ensuring compliance with regulatory requirements. They play a key role in maintaining client records, scheduling meetings, and handling documentation related to investments, insurance, and retirement planning. Their work helps streamline operations within financial planning firms, allowing advisors to focus more on client relationships and strategy. Financial Planning Administrators often act as a liaison between clients and financial professionals, ensuring smooth communication and efficient workflow.

What are some common challenges faced by Financial Planning Administrators, and how can they be effectively managed?

Financial Planning Administrators often face the challenge of managing multiple clients' documentation and ensuring compliance with regulatory requirements. Balancing administrative duties with frequent client communications can be demanding, especially during peak periods such as tax season or portfolio reviews. Staying organized, using reliable financial planning software, and maintaining clear communication with advisors and clients can help effectively manage these challenges and contribute to a smooth workflow.

What does a financial administrator do?

A financial planning administrator manages and supports financial operations within an organization, including preparing reports, maintaining records, and assisting with budgeting and financial analysis. They often use financial software and require strong organizational and communication skills to ensure accurate and efficient financial processes.

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

To thrive as a Financial Planning Administrator, you need a solid understanding of financial products, regulatory requirements, and administrative processes, often supported by a relevant degree or financial services certification. Familiarity with financial planning software (such as Voyant or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong organizational skills, attention to detail, and effective client communication are crucial soft skills in this role. These abilities ensure accurate documentation, regulatory compliance, and exceptional client service, which are vital for supporting financial advisors and maintaining client trust.

What is the difference between Financial Planning Administrator vs Financial Advisor?

AspectFinancial Planning AdministratorFinancial Advisor
CredentialsTypically requires certifications like CFP or similar, but often more administrative-focusedRequires certifications such as CFP, Series 7, and Series 66/65
Work EnvironmentSupports financial planning teams, handles client documentation, and administrative tasksProvides personalized financial advice and investment recommendations to clients
Employer & Industry UsageFound in financial planning firms, banks, and wealth management companiesWorks directly with clients in financial advisory firms, banks, and independent practices

The main difference is that a Financial Planning Administrator focuses on supporting the planning process through administrative tasks, while a Financial Advisor actively provides financial advice and investment strategies to clients. Both roles may require similar certifications, but their responsibilities and client interaction levels differ significantly.

More about Financial Planning Administrator jobs
What job categories do people searching Financial Planning Administrator jobs look for? The top searched job categories for Financial Planning Administrator jobs are:
Financial Planning Administrator jobs near you
Infographic showing various Financial Planning Administrator job openings in the United States as of June 2026, with employment types broken down into 5% As Needed, 30% Full Time, 50% Part Time, 5% Temporary, and 10% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $70,648 per year, or $34 per hour.
Financial Planning Administrator

Financial Planning Administrator

Wealth Impact Advisors

Fairlawn, OH • On-site

Full-time

PTO

Posted 14 days ago

Job description

Job Summary

Are you an outgoing, proactive, and quick-paced individual with a strong work ethic, high character, and genuine enthusiasm for your work? If so, this position is for you!


For more than 40 years, Wealth Impact Advisors has served clients across Northeast Ohio with disciplined financial planning, prompt service, and investment management that stands the test of time, markets, and life stages. We’re a locally rooted firm with a loyal, multi-generational client base - and we’re intentional about how we grow.


We’re adding a Financial Planning Administrator to become a key force behind the quality, consistency, and scalability of our financial planning experience. This role is for someone who enjoys learning, takes pride in well-done work, and loves turning complex financial ideas into something clear, useful, and client ready. If being called a “financial planning nerd” feels like a compliment, you might feel right at home here.


Essential Duties & Responsibilities

You’ll work closely, day-to-day, with two lead financial advisors, serving as the analytical and operational backbone of the clients they serve. Your mission is to master our systems, elevate our planning process, and help translate tax code and sophisticated financial strategy into elegant insights clients can actually understand and use. This is not a sales role, and you are not expected to bring in clients.


What You’ll Do First

From day one, you’ll dive into our internal ecosystem - CRM, financial planning software, tax tools, workflows, and processes - building deep fluency so you can confidently support client planning preparation, analytics, and reporting. You’ll manage multiple tasks and projects at once, stay organized, and make sure the important details never fall through the cracks.


How The Role Grows

As your knowledge and confidence expand, you’ll help design and refine planning modules so advisors can deliver them efficiently and consistently. Over time, you’ll participate directly in client planning meetings and communications, develop your own client relationships, and - if it aligns with your strengths - grow into an advisor role with increasing responsibility and leadership opportunity.


CORE COMPETENCIES

We value strong work ethic, high character, and genuine enthusiasm for the work. You’re detail-oriented but comfortable with imperfect information. You enjoy finishing projects, checking things off your to-do list, and exercising good judgment about when something is “done well.” You’re self-motivated, curious, and willing to invest in your own learning. Clear writing and communication skills matter a lot.


Experience & Credentials

  • Prior experience is helpful but not required. Curiosity, coachability, energy, and integrity matter more. We’ll teach the rest.
  • Candidates should have met- or be working toward - the education requirements for the CFP® designation, with passage of the CFP® exam expected within two years of hire.
  • Securities and insurance licensing is required within one year.
  • Additional financial planning or tax-focused credentials (such as EA or MTax) are encouraged, supported, and rewarded as your career develops.


Physical Demands:

This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.


Position Type and Expected Hours:

Days and typical hours of work are Monday through Friday, 9:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

Company Description

Wealth Impact Advisors is an independently-owned wealth management firm located in Fairlawn, OH dedicated to helping our clients successfully reach their financial goals and navigate financial complexities, while giving them the clarity and confidence they need to take action and make a worthwhile impact.
At Wealth Impact Advisors, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving our client's wealth. They are a small, family-feel, boutique firm guided by the Golden Rule, and are looking for hard-working individuals who are dedicated to our mission and want to build something with them.