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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 ...

Aldrich Wealth LP

Financial Planner

San Diego, CA

$81K - $109K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies * Career ...

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR

$78K - $104K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

Aldrich

Financial Planner

Carlsbad, CA · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$117K - $173K/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 ...

Aldrich

Financial Planner

San Diego, CA · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies * Career ...

Aldrich

Financial Planner

Carlsbad, CA · On-site

$78K - $104K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

Aldrich

Financial Planner

San Diego, CA · On-site

$81K - $109K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies * Career ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$78K - $104K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

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.

Aldrich

Financial Planner

Salem, OR · On-site

$76K - $102K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

Aldrich Wealth LP

Financial Planner

Carlsbad, CA

$78K - $104K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... Advance the utilization of the financial planning software(s) and other technologies. * Career ...

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 ...

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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:

Independent Financial Planner jobs near you
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.

Financial Planner (Sun Lakes, AZ)

Sun Lakes, AZ • On-site

Humans Being Resources
See more jobs at Humans Being Resourcesexternal

$120K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

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 are seeking a professional Financial Advisor / Financial Planner who is ready to help an already thriving company continue to grow. They are looking for success-oriented employees who possess great people skills, a positive attitude and who are seeking a great opportunity to advance their career. If you want to join a Financial Services Firm that has experience in the industry, is dedicated to their clients, values their employees, has created a culture of success, and who offers a great career growth and ownership/partnership opportunity, this may be a good fit for you!
MINIMUM QUALIFICATIONS:
  • 5+ years of experience as a Financial Advisor / Financial Planner or similar client-facing role
    (Example: Associate Financial Planner, Associate Financial Advisor, etc.)
  • Current FINRA Series 7 or Series 6 Securities License
  • Current FINRA Series 66 or 65/63 Securities License
  • Current Life, Health & Annuities License
  • CRM Software experience (Example: Redtail, Salesforce, etc.)
  • Office Software Products experience
    (Example: DocuSign, MS Suite, Outlook, Excel, Word, Teams, etc.)
  • Financial Services Software experience
    (Example: Holistiplan, Wealthscape, eMoney, MoneyGuidePro, Advisor360, etc.)
  • Video Meeting Application experience
    (Example: MS Teams, Zoom, GoToMeeting, etc.)
PREFERRED QUALIFICATIONS:
  • College Degree in Finance, Business or related field of study is a plus
ROLE DESCRIPTION:
Prioritizing client needs and helping to create solutions is an important part of their culture and at the core of everything our client does. As a Financial Advisor / Financial Planner you will: 
 
  • Initiate, track and complete client paperwork
  • Effectively manage current clients, new leads and grow an assigned "book" of clients
  • Assist in developing and executing financial plans and strategies for current and future clients
  • Follow-up on and document pending business with companies and clients
  • Actively participate in pre and post client meeting support
  • Prepare financial plans, periodic planning reports and develop strategic recommendations
  • Support Financial Advisor leadership team in the development, research, and analysis of client financial plans
  • Conduct client presentations regarding financial and tax planning options and opportunities as needed
  • Assist leadership team with plan analysis, plan design and development of a client strategy to meet client goals
  • Update CRM / Database System and client data to reflect most current communications and accurate information
  • Ensure inquiries and concerns are addressed and resolved, sustaining high standards for client experience
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Develop a knowledge of the client's entire financial and family situation, while being able to structure a goal-based investment and financial plan
  • Establish trust and confidence with clients, responding to any financial issue being discussed and solutions offered
  • Develop effective working relationships with all members of the firm, and vendors, ultimately providing effective, high-quality service for clients
  • Collaborate with team members on helping to integrate: tax, investments, insurance, estate planning and cash flow all into the client's overall financial plan
REQUIRED SKILLS:
  • Excellent interpersonal, written, and verbal communication
  • Ability to prioritize projects and manage time
  • Working knowledge of financial planning concepts and procedures
  • Ability to adapt as situations or business demands change
  • Self-directed initiative and follow through
  • Excellent organization and data management skills
  • Sound understanding of the financial markets system
  • Excellent customer service and a client-centric mindset
  • Ability to thrive in a fast-paced, but friendly office environment
  • High level of confidence, perseverance and a desire to succeed in a goal-oriented environment
  • Attention to detail and ability to closely follow office processes & policies related to office operations
  • Willingness and desire to be part of a team environment and learn through a mentoring relationship
  • Ability to adhere to complex regulatory, compliance and client privacy requirements
COMPENSATION:
  • $120,000 - $150,000 Annually (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Medical, Dental & Vision Insurance + 401K w-Match
  • Long-Term & Short -Term Disability Insurance
  • Monday-Friday Work Schedule + Great Work/Life Balance
  • Tremendous Career Growth & Ownership/Partnership Opportunities
  • Generous PTO Policy & Paid Holidays

Presented by Humans Being Resources, Inc.
Thank you for your interest in this Financial Advisor / Financial Planner position for our client located in the Sun Lakes, AZ area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a Temp/Staffing Agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When responding to this ad by email, text or phone call, you agree to receive emails, texts and phone calls related to this position and/or future positions. You can opt-out of these communications at any time by replying "STOP" to any received communication. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews administered on behalf of our client. If you feel that you meet the requirements for this position, please submit your resume today!