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Financial Planning Administrator Jobs (NOW HIRING)

CloudHQ LLC

Financial Systems Manager

Washington, DC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What The Role Entails We are seeking an ERP Administrator to be responsible for managing ... This role ensures system integrity across finance, development, procurement, and construction ...

LanguageLine Solutions

Senior Financial Analyst FP&A

Monterey, CA · On-site

$94K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The successful candidate will help administer and improve cloud-based FP&A tools, connect financial and operational data across systems, use approved AI tools such as ChatGPT responsibly to increase ...

LanguageLine Solutions

Senior Financial Analyst FP&A

Monterey, CA · Remote

$94K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

The successful candidate will help administer and improve cloud-based FP&A tools, connect financial and operational data across systems, use approved AI tools such as ChatGPT responsibly to increase ...

Lendistry

Financial Planning & Analysis Associate

Los Angeles, CA · On-site

$93K - $117K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Day in the Life The Financial Planning & Analysis Associate will support financial planning ... D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing ...

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Financial Planning Administrator information

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$34K

$70.6K

$106.5K

How much do financial planning administrator jobs pay per year?

As of Aug 15, 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.

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 are the key skills and qualifications needed to thrive as a financial planning administrator?

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 August 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 $70,648 per year, or $34 per hour.

Director of Planning Operations - Voyage Financial Advisors

Thrivent Financial

Stevens Point, WI

$90K - $135K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 20 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Voyage Financial Advisors is an independent financial services practice of Thrivent in Wisconsin and Michigan. We are growing and adding a Director of Planning Operations to our team, which serves clients mainly in Wisconsin, Michigan, and Minnesota with a focus on complete financial planning. Voyage's team values are Faith, Family, Trust, Collaboration, Communication, and Community. We are looking for a values aligned team member. This is a full-time role that is required to be in the office 1 day per month or 3 days per week depending upon location of residence..

Job Description

As the Director of Planning Operations,you'llbe a resource forour financial advisors andprovide support to the clients ofVoyage Financial Advisors,including:

  • Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment.

  • Integrate Microsoft Co-Pilot and other AI tools into process and operations.

  • Lead, coach, and develop members of the financial planning team.

  • Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency.

  • Assistnot only in the creation of financial plans but helpassistthe advisory team by creating straightforward implementation steps for the advisors to help drive revenue growth through implementation.

  • Partner with advisors to support client planning strategy, meetingpreparationand preparing advisor meeting guides.

  • Control and form processes for, RMDs, internal payment of policies, deathclaimsand opportunities.

  • Ensure accuracy and consistency of client data within planning and CRM systems.

  • Improve and scale planning and meeting prep workflows, tasking, and opportunities to enhance efficiency and service quality.

  • Ability todirectlyprepare meetings for 20-40 appointments per week.

  • Serve as a senior planning resource on complex client cases.

  • Maintain confidentiality of sensitive client and firm information.

  • Ensure adherence to Thrivent policies, compliance standards, and regulatory requirements.

You will beemployed/contracted byDaniel Demers Holding LLC, dba Voyage Financial Advisors

Desired Characteristics

Our culture and our people are special.We'relooking for people who are - or want to become - part of the communities where clients live,workand worship.Our ideal candidate is:

  • Innovative

  • Analyticaland Processthinking

  • Customer Focused

  • Focused on teamwork and collaboration

  • Adaptable and Flexible

Requirements

  • Securities (Series 7 and 66orSeries7, 63 and 65) and resident state Life,Healthand Annuities registration

  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

  • Bachelor's degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.

  • Project and Process management experience.

  • 3-5+ years of experience in financial planning or related financial services roles.

  • CFP designation preferred or ability to obtain within 2 years of start date.

  • Exceptionalpeople,leadership, organizational, and communication skills.

  • Ability to manage multiple priorities whilemaintainingattention to detail.

  • Proficiencywith financial planning tools, CRM systems, and Microsoft Office.

External/Internal Dependencies

  • Must be able to work with all roles of thesponsoring financial advisor

  • Must be able torepresentthe organization in work with external clients

  • Must be able to cultivate andmaintainrelationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurancelicensure.

Compensation and Benefits

  • Full compensationrange of$90,000-$135,000 based on experience.

  • RetirementPlan

  • Paid Time Off

  • Company Profit Sharing Plan

  • Access to Health, Dental, and Vision Insurance

  • Employer Paid Life and Disability Insurance

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with$194 billionin assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies whichdemonstratethe strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products,securitiesand investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

Pay Transparency





Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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