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Financial Planning Advisor Jobs (NOW HIRING)

TIAA

Financial Planning Advisor-Lexington, KY

Charlotte, NC · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify ...

TIAA

Financial Planning Advisor-Lexington, KY

Frisco, TX · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify ...

TIAA

Financial Planning Advisor-Lexington, KY

Lexington, KY · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify ...

TIAA

Financial Planning Advisor-Lexington, KY

Lexington, KY · On-site

$84K - $110K/yr

Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify ...

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Financial Planning Advisor information

See salary details

$37K

$73.3K

$109K

How much do financial planning advisor jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial planning advisor in the United States is $73,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What are some typical challenges financial planning advisors face when working with clients, and how can they overcome them?

Financial Planning Advisors often encounter challenges such as helping clients articulate their financial goals, managing client expectations during market fluctuations, and addressing diverse financial situations. Building trust and maintaining clear, regular communication is essential to overcoming these hurdles. Advisors can also stay effective by staying updated on financial regulations, products, and strategies, and by tailoring their approach to each client's unique circumstances. Cultivating strong interpersonal skills and continuing education are key to navigating these challenges successfully.

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

To thrive as a Financial Planning Advisor, you need a strong foundation in finance, investment strategies, and regulatory compliance, often backed by a bachelor's degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, active listening, and ethical judgment set top advisors apart. These skills are essential for building trust, creating tailored financial plans, and helping clients achieve their financial goals.

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

AspectFinancial Planning AdvisorFinancial Analyst
CertificationsCFP, ChFCCFA, CPA
Work EnvironmentClient-facing, personalized financial adviceOffice-based, data analysis and reporting
Employer & IndustryFinancial advisory firms, banks, independent advisorsCorporations, investment firms, banks
Primary FocusPersonal financial planning and wealth managementInvestment analysis and financial modeling

While both roles involve finance, a Financial Planning Advisor focuses on providing personalized financial advice to clients, helping them achieve their financial goals. In contrast, a Financial Analyst primarily analyzes data to support investment decisions within organizations. The two careers share certifications and work environments but differ in their client interaction and primary responsibilities.

Is being a financial planning advisor a good career?

A financial planning advisor helps clients manage their finances, develop investment strategies, and plan for financial goals. The profession offers a stable job outlook, opportunities for certification such as CFP, and the potential for a flexible schedule, but success depends on strong interpersonal skills and industry knowledge.

What does a financial planning advisor do?

A Financial Planning Advisor helps individuals and businesses create strategies to manage their finances and achieve their long-term financial goals. This includes assessing clients' current financial status, recommending investment options, planning for retirement, tax strategies, insurance needs, and estate planning. Advisors work closely with clients to develop personalized financial plans and provide ongoing guidance to adjust plans as life circumstances change.
What cities are hiring for Financial Planning Advisor jobs? Cities with the most Financial Planning Advisor job openings:
Who are the top companies hiring for Financial Planning Advisor jobs? The top employers for Financial Planning Advisor jobs are:
What states have the most Financial Planning Advisor jobs? States with the most job openings for Financial Planning Advisor jobs include:
What are popular job titles related to Financial Planning Advisor jobs? For Financial Planning Advisor jobs, the most frequently searched job titles are:
Financial Planning Advisor jobs near you
Infographic showing various Financial Planning Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.

Financial Planning Advisor

Southern California Edison (SCE)

Rosemead, CA • On-site

$129K - $193K/yr

Full-time

Posted 18 days ago

Job description

Join the Clean Energy Revolution
Become a Financial Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this role, you will conduct research and analyses to facilitate the effective management of the Company's financial assets. As part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.
As a Financial Planning Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
Responsibilities
  • Project manages efforts and coordinates and ensures the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise.
  • Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed.
  • Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results.
  • Reviews spending projections and derives utility revenue requirements and related analyses.
  • Assesses ongoing capital project business cases and assists in providing recommendations for funding approval to relevant stakeholders by assessing capital structures and performing cost of capital calculations. Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise.
  • Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures.
  • Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies.
  • Develops cross functional relationships and interacts with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs. Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers.
  • A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.

Minimum Qualifications
  • Seven or more years of experience in financial planning, modeling and/or forecasting.

Preferred Qualifications
  • Bachelor's degree or higher in Finance, Economics, Business, Engineering, or related subject area.
  • Experience with SAP or similar enterprise-wide system.
  • Experience with data visualization tools, such as Power BI.
  • Experience with forecasting and performing cost benefit/trend analysis.
  • Experience with "utility" financial planning and accounting methodologies.
  • Experience interpreting and applying General Accepted Accounting Principles (GAAP) and other regulatory requirements.

Additional Information
  • This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
  • Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
  • There will be an assessment as part of the interview process.
  • Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at AskHR@sce.com or (626) 302-3456 and select option 2.

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