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Independent Financial Planner Jobs (NOW HIRING)

Long Island Financial Planning Firm

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Financial Planner

Melville, NY · On-site

$75K - $125K/yr

An established independent wealth management practice in Melville, NY is seeking a Financial Planner to join our team. This is a unique opportunity for an ambitious financial professional who wants ...

Long Island Financial Planning Firm

Be Seen First

Financial Planner

Melville, NY · On-site

$75K - $125K/yr

An established independent wealth management practice in Melville, NY is seeking a Financial Planner to join our team. This is a unique opportunity for an ambitious financial professional who wants ...

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$75K - $101K/yr

About the Role Arcadia Financial Group is a growing independent RIA built around a Family Office model that integrates financial planning, investment management, tax strategy, estate and legacy ...

Larson Financial Holdings, LLC

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 ...

Boutique Recruiting

Financial Planner

Lakeside, MT · On-site

$90K - $125K/yr

Financial Planner Salary: $90,000-$125,000 / Year, DOE + Annual Bonus We are seeking a mostly ... Ability to work independently in a remote environment after training * Candidates currently working ...

Austinwealthmgmt

Financial Planner

Austin, TX · On-site

$75K - $101K/yr

Ability to work independently and in collaboration with team members. Preferred Qualifications ... Financial Planners can advance into elevated financial planning support roles (Senior Financial ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN · On-site

$73K - $98K/yr

As a Financial Planner, you will play a key role in providing comprehensive financial planning ... Self-motivated and proactive attitude, with the ability to work independently as well as ...

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All JobsIndependent Financial Planner Jobs

Independent Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do independent financial planner jobs pay per year?

As of Sep 15, 2026, the average yearly pay for independent 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 is the difference between Independent Financial Planner vs Financial Advisor?

AspectIndependent Financial PlannerFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, Series 7, or similar licenses
Work EnvironmentTypically self-employed or with independent firmsEmployed by banks, firms, or large financial institutions
Services OfferedComprehensive financial planning and personalized adviceInvestment management, financial planning, or specific services
Client FocusHolistic, independent advice tailored to client needsMay 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 are popular job titles related to Independent Financial Planner jobs?

For Independent Financial Planner jobs, the most frequently searched job titles are:

Infographic showing various Independent Financial Planner job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Independent Financial Advisor - MEI Financial Group

Reading, PA • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

Full-time

Posted 20 days ago

Job description

Independent Financial Advisor — succession opportunity

Full-time book of business transition, 4–6 year timeline

About the opportunity:

We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.

If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.

What you'll do

· Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice

· Work closely with the current advisors through a structured knowledge and client transition process

· Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance

· Build trust with existing clients and expand the practice through referrals and networking

· Maintain full compliance with regulatory requirements and industry best practices

Requirements

What we're looking for:

· Minimum 5 years of experience as a licensed financial advisor

· Demonstrated track record of client retention, growth, and relationship management

· Strong self-motivation and the drive to work independently with minimal oversight

· Genuine interest in eventually owning and operating an independent financial practice

· Excellent communication and interpersonal skills — you build trust naturally

· Current and in good standing with all applicable licensing requirements

Nice to have:

· CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset

· Experience with financial planning software and CRM platforms

· Existing professional network or demonstrated ability to source new client

Benefits

What's we offer:

· A clearly defined succession plan with full ownership transition over 4–6 years

· Competitive compensation structure tied to book performance and growth

· Mentorship and knowledge transfer from seasoned advisors committed to your success

· Flexibility and autonomy in how you manage and grow your practice

Ready to take the next step?

If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to dave@meifinancialgroup.com. We look forward to a confidential conversation.