Qualifications • Experience in financial planning and advisory roles, with a focus on ... independently and collaboratively, utilizing team resources to enhance client offerings. • ...
Qualifications • Experience in financial planning and advisory roles, with a focus on ... independently and collaboratively, utilizing team resources to enhance client offerings. • ...
Financial Planner
Lincolnshire, IL · On-site
$65K - $80K/yr
... the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with ...
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Financial Planner
Lincolnshire, IL · On-site
$65K - $80K/yr
... the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with ...
Financial Planner
Houston, TX · On-site
$68K - $92K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
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Financial Planner
Houston, TX · On-site
$68K - $92K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
Financial Planner
Saint Louis, MO · On-site
$73K - $99K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
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Financial Planner
Saint Louis, MO · On-site
$73K - $99K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
Financial Planner
Reno, NV · On-site
$75K - $101K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
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Financial Planner
Reno, NV · On-site
$75K - $101K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
Financial Planner
Minneapolis, MN · On-site
$79K - $106K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
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Financial Planner
Minneapolis, MN · On-site
$79K - $106K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
Financial Planner
$73K - $99K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
Quick apply
Financial Planner
$73K - $99K/yr
As one of the nation's leading independent wealth management firms, we are committed to providing ... We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve ...
Financial Planner
Manchester, NH · Hybrid
$75K - $85K/yr
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Financial Planner
Manchester, NH · Hybrid
$75K - $85K/yr
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Financial Planner
Manchester, NH · On-site
$75K - $85K/yr
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Financial Planner
Manchester, NH · On-site
$75K - $85K/yr
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Financial Planner - Symonds Wealth Management
Fort Worth, TX · On-site
$72K - $97K/yr
Manage data and plans in financial planning software ... Learn the technical aspects of the advisor position and prepare to service clients independently
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Financial Planner - Symonds Wealth Management
Fort Worth, TX · On-site
$72K - $97K/yr
Manage data and plans in financial planning software ... Learn the technical aspects of the advisor position and prepare to service clients independently
Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort ... clients independently Identify sales and asset retention opportunities; including viable ...
Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort ... clients independently Identify sales and asset retention opportunities; including viable ...
Financial Planner
Manchester, NH · On-site
$75K - $85K/yr
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Quick apply
Financial Planner
Manchester, NH · On-site
$75K - $85K/yr
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Financial Planner - Symonds Wealth Management
Fort Worth, TX · On-site
$72K - $97K/yr
Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort ... clients independently • Identify sales and asset retention opportunities; including viable ...
Financial Planner - Symonds Wealth Management
Fort Worth, TX · On-site
$72K - $97K/yr
Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort ... clients independently • Identify sales and asset retention opportunities; including viable ...
Financial Planner
Manchester, NH · On-site
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Quick apply
Financial Planner
Manchester, NH · On-site
Job Summary As a Financial Planner at Arcadia Financial, you will play a critical role in guiding ... Ability to work independently while contributing to a collaborative team environment. Compensation ...
Financial Planner (Mishawaka, IN)
$100K - $140K/yr
Financial Advisor Financial Planner (Financial Services) Our client's Independent Financial Services Firm located in the Mishawaka, IN area is looking to add a key employee to the Team. They are ...
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Financial Planner (Mishawaka, IN)
$100K - $140K/yr
Financial Advisor Financial Planner (Financial Services) Our client's Independent Financial Services Firm located in the Mishawaka, IN area is looking to add a key employee to the Team. They are ...
Financial Planner (Mishawaka, IN)
$100K - $140K/yr
Financial Advisor Financial Planner (Financial Services) Our client's Independent Financial Services Firm located in the Mishawaka, IN area is looking to add a key employee to the Team. They are ...
Quick apply
Financial Planner (Mishawaka, IN)
$100K - $140K/yr
Financial Advisor Financial Planner (Financial Services) Our client's Independent Financial Services Firm located in the Mishawaka, IN area is looking to add a key employee to the Team. They are ...
Financial Planner
$74K - $99K/yr
Independently solve problems and integrate considerations in new planning scenarios. * Maintain a strong understanding of financial markets and current economic conditions. * Demonstrate deep ...
Financial Planner
$74K - $99K/yr
Independently solve problems and integrate considerations in new planning scenarios. * Maintain a strong understanding of financial markets and current economic conditions. * Demonstrate deep ...
Financial Planner (Sun Lakes, AZ)
Sun Lakes, AZ · On-site
$120K - $150K/yr
Financial Advisor Financial Planner (Financial Services) Our client's Independent Financial Services Firm located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. They ...
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Financial Planner (Sun Lakes, AZ)
Sun Lakes, AZ · On-site
$120K - $150K/yr
Financial Advisor Financial Planner (Financial Services) Our client's Independent Financial Services Firm located in the Sun Lakes, AZ area is growing rapidly and looking to add a key employee. They ...
Financial Planner
Boston, MA · On-site
$82K - $111K/yr
Financial Planner Our client is a forward-thinking financial services firm committed to empowering ... Ability to work independently while contributing to team success * Excellent communication, writing ...
New
Financial Planner
Boston, MA · On-site
$82K - $111K/yr
Financial Planner Our client is a forward-thinking financial services firm committed to empowering ... Ability to work independently while contributing to team success * Excellent communication, writing ...
New
Financial Planner
Appleton, WI · On-site
$74K - $99K/yr
Independently solve problems and integrate considerations in new planning scenarios. * Maintain a strong understanding of financial markets and current economic conditions. * Demonstrate deep ...
Financial Planner
Appleton, WI · On-site
$74K - $99K/yr
Independently solve problems and integrate considerations in new planning scenarios. * Maintain a strong understanding of financial markets and current economic conditions. * Demonstrate deep ...
Independent Financial Planner information
See salary details
$50.5K - $58.6K
2% of jobs
$58.6K - $66.7K
6% of jobs
$66.7K - $74.8K
13% of jobs
$76.4K is the 25th percentile. Wages below this are outliers.
$74.8K - $82.9K
18% of jobs
The median wage is $89.1K / yr.
$82.9K - $91K
14% of jobs
$91K - $99K
15% of jobs
$102.8K is the 75th percentile. Wages above this are outliers.
$99K - $107.1K
15% of jobs
$107.1K - $115.2K
4% of jobs
$115.2K - $123.3K
5% of jobs
$123.3K - $131.4K
4% of jobs
$131.4K - $139.5K
3% of jobs
$50.5K
$96.7K
$139.5K
How much do independent financial planner jobs pay per year?
How many financial advisors make $500,000 a year?
What is the difference between Independent Financial Planner vs Financial Advisor?
| Aspect | Independent Financial Planner | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications | CFP, Series 7, or similar licenses |
| Work Environment | Typically self-employed or with independent firms | Employed by banks, firms, or large financial institutions |
| Services Offered | Comprehensive financial planning and personalized advice | Investment management, financial planning, or specific services |
| Client Focus | Holistic, independent advice tailored to client needs | May focus on specific products or services |
Both roles require similar credentials and serve clients with financial advice. However, Independent Financial Planners often operate independently, offering comprehensive, unbiased advice, while Financial Advisors may work within larger institutions, focusing on specific products or services.
What would 3 financial advisors do with $10,000?
Is 200,000 enough to work with a financial advisor?
Can you be a freelance financial planner?

Full-time
Re-posted 26 days ago
Job description
At Cambridge Financial Network, you'll have the unique opportunity to empower families by providing the financial stability they need to navigate life's ups and downs. As an Independent Financial Advisor, you'll play a central role in this mission, helping clients confidently plan their futures. We equip you with comprehensive support, training, and resources to establish and grow your practice, and to forge meaningful relationships with clients. With the right tools at your disposal, you'll offer tailored financial solutions that truly make a difference.
We're seeking driven professionals eager to build a successful career in financial services. If you're passionate about helping clients reach their financial objectives and want a role with structured support and abundant professional growth opportunities, we'd love to connect. Join us in our commitment to doing good for the families we serve. Together, we'll build a brighter financial future.
Responsibilities
• Develop personalized financial plans that align with clients' unique goals and aspirations.
• Conduct regular reviews to ensure clients' financial strategies remain effective and relevant.
• Educate clients on financial products and services to empower informed decision-making.
• Build and nurture long-term relationships with clients, fostering trust and transparency.
• Stay updated on industry trends and regulatory changes to provide the best advice.
• Collaborate with our team to refine strategies and share insights for continuous improvement.
• Utilize our comprehensive resources to enhance your practice and client offerings.
Qualifications
• Experience in financial planning and advisory roles, with a focus on personalized client solutions.
• Ability to develop and maintain long-term client relationships, fostering trust and transparency.
• Proven track record of educating clients on financial products and services to empower informed decision-making.
• Strong understanding of industry trends and regulatory changes to provide up-to-date advice.
• Excellent communication skills to effectively convey complex financial concepts to clients.
• Ability to work independently and collaboratively, utilizing team resources to enhance client offerings.
• Proficiency in using financial planning software and tools to create comprehensive client plans.