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Financial Planning Advisor Jobs (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · Hybrid

$135K - $160K/yr

Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust ...

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Financial Planning Advisor information

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$37K

$73.3K

$109K

How much do financial planning advisor jobs pay per year?

As of Jun 30, 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.

Can financial advisors make $500,000 a year?

Financial Planning Advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized certifications like the CFP. High earnings are often associated with successful advisors working in affluent markets, managing large portfolios, or holding leadership roles within firms. However, such income levels are not typical for entry-level or less experienced advisors.

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.

Which pays more, CFP or CPA?

For a Financial Planning Advisor, Certified Financial Planner (CFP) professionals typically have higher earning potential than Certified Public Accountants (CPAs) due to their focus on comprehensive financial planning and client advisory services. Salaries vary based on experience, location, and client base, but CFPs often command higher compensation in financial advisory roles. Both certifications can enhance career prospects, but CFPs generally earn more in financial planning positions.

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

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.

How much do financial planning advisors make?

Financial planning advisors typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $150,000 depending on experience, location, and client base. Compensation often includes commissions, fees, or a combination of both, and certifications like the CFP can influence earning potential.

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.

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.

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

A financial planning advisor typically works with clients who have a wide range of assets, including portfolios exceeding $200,000. While this amount can be sufficient to seek advice, the advisor's fees and the complexity of your financial situation will influence whether this is adequate for comprehensive planning services.
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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 June 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, 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

Financial Planning Advisor

Northwestern Mutual

Anaheim, CA • On-site

Full-time

Posted 24 days ago

Key responsibilities

  • Work directly with clients to compile financial profiles and provide financial advice based on individual financial status and goals.

  • Make strategic product, plan, and investment recommendations to help clients reach their monetary goals.

  • Customize financial plans for each client based on their professional circumstances, life stage, and evolving financial needs.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

143rd of 277 rated insurance

Job description

Description
We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
• Valid FINRA Series 6, 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Requires a Bachelor's degree
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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