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Independent Financial Planner Jobs (NOW HIRING)

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 ...

Waverly Advisors, LLC

Financial Planner

Lafayette, IN

$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 ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial ... Ability to work independently, collaborating with others to accomplish client objectives * Ability ...

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 ... Ability to work independently and collaboratively in a team environment * Preferred Skills

Cornerstone Bank

Financial Planner

Athol, MA · On-site

$60K - $150K/yr

The Financial Planner will join an established wealth management team affiliated with the nation's largest independent broker-dealer, supporting Cornerstone Bank's investment and insurance offerings.

Northwestern Mutual

Financial Planner

Saint Cloud, MN · On-site

$75K - $101K/yr

Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...

Northwestern Mutual

Financial Planner

Saint Cloud, MN · On-site

$75K - $101K/yr

Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...

Northwestern Mutual

Financial Planner

Saint Cloud, MN

$75K - $101K/yr

Financial Planners help clients reach their goals by developing and implementing financial plans to ... 10 Independent Broker-Dealer. Financial Advisor Magazine. -$161 billion client assets held or ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR · Hybrid

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP or PFS designation or in the process of ...

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end ... At LPL, independence means that advisors and institution leaders have the freedom they deserve to ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...

LPL Financial

Senior Financial Planner

Fort Mill, SC · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end ... At LPL, independence means that advisors and institution leaders have the freedom they deserve to ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Experience with a financial planning software * CFP ® or PFS designation or in the process of ...

LPL Financial

Senior Financial Planner

Tempe, AZ · Remote

$76K - $127K/yr

This individual will serve as a financial planner supporting several LPL advisors and their end ... At LPL, independence means that advisors and institution leaders have the freedom they deserve to ...

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Showing results 21-40

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 Aug 23, 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.

More about Independent Financial Planner jobs

What job categories do people searching Independent Financial Planner jobs look for?

The top searched job categories for Independent Financial Planner jobs are:

Independent Financial Planner jobs near you
Infographic showing various Independent Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Planner

Waverly Advisors, LLC

Lafayette, IN • On-site

$73K - $98K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add a Financial Planner to our team in our Lafayette, IN office. The Financial Planner is an essential part of the overall client experience. As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.
Financial Planner Responsibilities:
  • Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop personalized financial plans and budgets based on clients' needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
  • Evaluate clients' financial documents including their income, expenses, and liabilities to complete planning work with an advisor's direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
  • Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
  • Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
  • Build and maintain strong client relationships through regular communication and proactive support.
  • Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
  • Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Travel:
  • Occasional travel to meet with clients may occur.

Required Qualifications and Skills:
  • Bachelor's degree.
  • 1-3 years of experience in a financial planning role.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
  • Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
  • High level of professionalism and integrity.
  • Outstanding attention to detail, organizational skills, and problem-solving abilities.
  • Ability to analyze large amounts of financial data and comply with regulations.
  • Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
  • Ability to empathize and a strong desire to serve external clients and internal team members.

Preferred Qualifications and Skills:
  • One to five years' experience in the financial services industry.
  • Experience with financial planning software such as Money Guide Pro, e-Money, or Right Capital. Emoney experience strongly preferred.
  • CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification.
  • Experience with Salesforce.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times
  • Must be able to access and navigate each department at the organization's facilities

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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