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Financial Planning Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Ann Arbor, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Tecumseh, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

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Financial Planning information

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$35.5K

$60.6K

$104.5K

How much do financial planning jobs pay per year?

As of Jun 29, 2026, the average yearly pay for financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Financial Planning professional with a CFP certification specializes in personal financial advice, retirement planning, and investment management, while a CPA focuses on accounting, tax preparation, and auditing. Both certifications serve different roles; a CFP is more client-focused on financial planning, whereas a CPA emphasizes accounting expertise. The choice depends on the specific financial services a client needs.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze client needs. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

Which pays more, CFP or CPA?

Financial Planning professionals with a Certified Financial Planner (CFP) designation generally have higher earning potential than Certified Public Accountants (CPAs), especially in personal financial advising and wealth management roles. However, CPAs often earn more in accounting, auditing, and tax-related positions. Salary differences depend on industry, experience, location, and specialization.

What are some common challenges Financial Planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful planners often supplement income through commissions, fees, or bonuses, and certifications like the CFP can enhance earning potential.

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

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.
More about Financial Planning jobs
What cities are hiring for Financial Planning jobs? Cities with the most Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Financial Planning jobs? States with the most job openings for Financial Planning jobs include:
What job categories do people searching Financial Planning jobs look for? The top searched job categories for Financial Planning jobs are:
Financial Planning jobs near you
Infographic showing various Financial Planning job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 85% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Entry-Level Financial Planning

Davis Family Financial LLC

Aurora, CO

$60K - $80K/yr

Part-time

Retirement

Posted 19 days ago

Key responsibilities

  • Sit down with individuals, families, or business owners to discuss their financial goals.

  • Help create a financial plan or roadmap to achieve clients' short-term and long-term financial goals using the company's solutions, products, and services.

  • Participate in an in-depth training program to learn financial planning processes.

Job description

Here at Davis Family Financial, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

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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