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Full Time Financial Planner Jobs (NOW HIRING)

Long Island Financial Planning Firm

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Financial Planner

Melville, NY · On-site

$75K - $125K/yr

Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000-$125,000+ No Cold Calling. No Client Book Required. Long-Term Career Opportunity. An established independent wealth management ...

New

Long Island Financial Planning Firm

Be Seen First

Financial Planner

Melville, NY · On-site

$75K - $125K/yr

Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000-$125,000+ No Cold Calling. No Client Book Required. Long-Term Career Opportunity. An established independent wealth management ...

New

Baird

Financial Planner

Louisville, KY · On-site

$73K - $98K/yr

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an ...

Robert W Baird & Co

Financial Planner

Louisville, KY · Hybrid

$73K - $98K/yr

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an ...

Robert W Baird & Co

Financial Planner

Lexington, KY · Hybrid

$75K - $101K/yr

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an ...

Robert W Baird & Co

Financial Planner

Louisville, KY · On-site

$73K - $98K/yr

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an ...

Robert W Baird & Co

Financial Planner

Bowling Green, KY · Hybrid

$74K - $100K/yr

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an ...

Cain Watters & Associates, LLC

Financial Planner

Frisco, TX · On-site

$71K - $95K/yr

Position Type & Expected Hours of Work This is a full-time, exempt position. Days and hours of work ... The Financial Planner is expected to put the needs of client service first to make sure the clients ...

Simplicity Group Holdings

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Financial Planner

Lincolnshire, IL · On-site

$80K - $89K/yr

Securities / Protected Tomorrows Location: 103 Schelter Road, Lincolnshire, IL 60069 Classification: Full-time / Exempt Summary / Job Objective: A Financial Planner specializing in helping families ...

Aprio

Financial Planner

Overland Park, KS · On-site

$81K - $135K/yr

The Financial Planner will deliver comprehensive financial planning to clients. This may be a stand ... Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data ...

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR · Hybrid

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical ... A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical ... A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual ...

Aldrich

Financial Planner

Carlsbad, CA · On-site

$80K - $105K/yr

Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data ...

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Full Time Financial Planner information

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How much do full time financial planner jobs pay per year?

As of Aug 24, 2026, the average yearly pay for full time financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What does a full time financial planner do?

A Full Time Financial Planner helps individuals and businesses manage their finances by creating tailored strategies for budgeting, saving, investing, retirement planning, and tax optimization. They assess a client's financial situation, set realistic goals, and provide ongoing advice to help achieve those goals. Full Time Financial Planners may also guide clients through major life events, such as buying a home or planning for education expenses, and ensure financial plans stay on track as circumstances change.

What are the key skills and qualifications needed to thrive as a full time financial planner, and why are they important?

To thrive as a Full Time Financial Planner, you need a solid background in finance, investment strategies, and financial regulations, often supported by a bachelor's degree in finance or a related field and certifications like CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills ensure that financial planners can deliver tailored advice, foster client trust, and achieve successful long-term financial outcomes for clients.

What does collaboration typically look like for a full time financial planner within a firm?

Full-time financial planners often work closely with a team that may include other planners, client service associates, investment analysts, and compliance officers. Collaboration is essential for developing comprehensive financial strategies, ensuring regulatory compliance, and delivering high-quality client service. Planners regularly participate in team meetings to discuss client cases, share insights, and coordinate tasks. This team-based approach helps ensure clients receive well-rounded advice and allows planners to leverage the expertise of their colleagues.

Is there a demand for full time financial planners?

Full time financial planners are in steady demand due to increasing consumer interest in financial planning, retirement, and investment management. The profession often requires certifications like the CFP and strong interpersonal skills, with job growth expected to align with overall financial services industry trends.

What cities are hiring for Full Time Financial Planner jobs?

Cities with the most Full Time Financial Planner job openings:

What are the most commonly searched types of Financial Planner jobs?

The most popular types of Financial Planner jobs are:

What states have the most Full Time Financial Planner jobs?

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Full Time Financial Planner jobs near you

Financial Planner

Briaud Financial Planning Inc

College Station, TX • On-site

$80K - $110K/yr

Full-time

Life, Retirement

Re-posted 8 days ago

Job description

Description:

We are seeking a Financial Planner to contribute to the development and delivery of comprehensive financial plans while continuing to deepen their planning expertise and client relationship skills.


This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.


This is a role for someone who is intellectually curious, passionate about financial planning, and committed to continuous growth. You enjoy solving complex financial challenges, developing thoughtful recommendations, and helping clients make progress toward their goals. You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.


You will contribute to the planning process, build meaningful client relationships, and continue developing the expertise necessary to become a trusted advisor.


In this role you will:

  • Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.
  • Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.
  • Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.
  • Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.


If you have the following, we want to talk to you:

  • You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.
  • You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.
  • You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.
  • You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.
  • You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.
  • You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.
  • You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.


Requirements:

Required Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
  • 2 years of experience working with your CFP in the financial planning industry.
  • Experience within an RIA or fiduciary advisory environment strongly preferred

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours – We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education – paid professional dues, conference attendance, and training


Working Conditions:

  • Position type – Full-time
  • Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
  • Work location – Onsite: Bryan/College Station, Texas
  • Work environment – Business Professional Office