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Financial Planning Advisor Jobs (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Berwyn, PA · 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 ...

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · 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 Jul 25, 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.

Is financial planner a good career?

A financial planning advisor helps clients manage their finances, develop investment strategies, and plan for future financial goals. The career offers opportunities for growth, requires strong analytical skills, and often involves certifications such as the CFP designation. Job stability and earning potential can vary based on experience, location, and client base.

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 often depend on commission-based income, assets under management, and the firm’s compensation structure.

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.

Who makes more money, CFP or CPA?

A Financial Planning Advisor with a Certified Financial Planner (CFP) credential typically earns more than a Certified Public Accountant (CPA) because CFPs focus on comprehensive financial planning and wealth management, which often command higher fees and salaries. However, CPAs may have higher earning potential in accounting firms or tax specialties, and salary differences can vary based on experience, location, and employer type.

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.

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 can help clients with various financial goals regardless of income level, but having $200,000 can provide more options for investment strategies and comprehensive planning. The advisor's services are often tailored to the client's assets, goals, and risk tolerance, and fees may be based on assets under management or flat rates. For high-net-worth individuals, specialized advisors or wealth management services may be more appropriate.
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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 July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.

Entry-Level Financial Planning Advisor (Remote)

Traction Forge Financial

San Jose, CA • Remote

Part-time

Retirement

Posted 11 days ago

Job description

At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies. We believe financial literacy should be accessible to people from all backgrounds, and we are committed to empowering clients to make informed decisions with confidence.

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals.

We are currently seeking motivated, coachable, and service-oriented individuals to join our growing team as Entry-Level Financial Professionals. This opportunity is ideal for individuals who enjoy helping others, possess strong communication and customer service skills, and are looking for a career path with growth potential into leadership and management roles.

No prior financial industry experience is required. Through our comprehensive training and mentorship program, team members will learn how to:

Conduct professional financial consultations
Understand client goals, priorities, and financial concerns
Develop personalized financial game plans and strategies
Educate clients on solutions related to retirement planning, wealth accumulation, college planning, investments, and insurance protection
Build lasting relationships through trust, education, and service

Whether you are seeking a full-time career transition, part-time supplemental income, or an opportunity to develop valuable financial and leadership skills, we offer a flexible schedule and a supportive team environment focused on personal and professional growth.

If you are driven, people-focused, and looking for an opportunity to make a meaningful impact while building a rewarding career, Traction Forge Financial may be the right fit for you.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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