Irvine, CA · On-site
$81K - $109K/yr
Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your ... Access to LPL Financials' full open‑architecture independent platform * The ability to build a ...
Irvine, CA · On-site
$81K - $109K/yr
Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your ... Access to LPL Financials' full open‑architecture independent platform * The ability to build a ...
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 ...
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 ...
Fort Mill, SC · On-site
$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 ...
Fort Mill, SC · On-site
$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 ...
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 ...
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 ...
Arlington, VA · On-site
$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 ...
Arlington, VA · On-site
$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 ...
Austin, TX · 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 ...
Austin, TX · 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 ...
Boston, MA · 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 ...
Boston, MA · 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 ...
Arlington, VA · 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 ...
Arlington, VA · 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 ...
White Plains, NY · On-site
$130K - $160K/yr
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA ... We are seeking an experienced Senior Financial Planner to join our growing team in White Plains.
White Plains, NY · On-site
$130K - $160K/yr
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA ... We are seeking an experienced Senior Financial Planner to join our growing team in White Plains.
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 ...
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 ...
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 ...
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 ...
Bend, OR · Remote
$50K - $5M/yr
We believe financial planning is deeply personal. That's why we don't treat people like account ... Financial Advisor Professionals are independent contractors and are not employees of MassMutual ...
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Bend, OR · Remote
$50K - $5M/yr
We believe financial planning is deeply personal. That's why we don't treat people like account ... Financial Advisor Professionals are independent contractors and are not employees of MassMutual ...
Fort Mill, SC · On-site
$76K - $127K/yr
At LPL, independence means that advisors and institution leaders have the freedom they deserve to ... Demonstrate a strong understanding of personal financial planning concepts and stay informed of ...
Fort Mill, SC · On-site
$76K - $127K/yr
At LPL, independence means that advisors and institution leaders have the freedom they deserve to ... Demonstrate a strong understanding of personal financial planning concepts and stay informed of ...
White Plains, NY · On-site
$130K - $160K/yr
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA ... We are seeking an experienced Senior Financial Planner to join our growing team in White Plains.
White Plains, NY · On-site
$130K - $160K/yr
The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA ... We are seeking an experienced Senior Financial Planner to join our growing team in White Plains.
Salt Lake City, UT · On-site
$73K - $98K/yr
Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and ... Independent Worker: Ability to work independently, managing multiple tasks and deadlines with ...
Salt Lake City, UT · On-site
$73K - $98K/yr
Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and ... Independent Worker: Ability to work independently, managing multiple tasks and deadlines with ...
NY · On-site
$76K - $127K/yr
At LPL, independence means that advisors and institution leaders have the freedom they deserve to ... Demonstrate a strong understanding of personal financial planning concepts and stay informed of ...
NY · On-site
$76K - $127K/yr
At LPL, independence means that advisors and institution leaders have the freedom they deserve to ... Demonstrate a strong understanding of personal financial planning concepts and stay informed of ...
Edina, MN · On-site
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Edina, MN · On-site
$80K - $90K/yr
Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...
Fort Mill, SC · On-site
$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 ...
Fort Mill, SC · On-site
$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 ...
$56K - $75K/yr
Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and ... Independent Worker: Ability to work independently, managing multiple tasks and deadlines with ...
$56K - $75K/yr
Summary The Senior Financial Planner works closely with advisors to create, update, analyze, and ... Independent Worker: Ability to work independently, managing multiple tasks and deadlines with ...
Caldwell, ID · On-site
As we evolve, we are seeking an Associate Financial Planner who shares our vision and values. The ... independent contractors with respect to Raymond James, not employees of Raymond James. The term ...
Caldwell, ID · On-site
As we evolve, we are seeking an Associate Financial Planner who shares our vision and values. The ... independent contractors with respect to Raymond James, not employees of Raymond James. The term ...
$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
| 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.
For Independent Financial Planner jobs, the most frequently searched job titles are:
Irvine, CA • On-site
$81K - $109K/yr
Other
Medical, Dental, Retirement
Posted 19 days ago
8.7
Based on 49 frontline employees who took The Breakroom Quiz
Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction.
Prudential Advisors has opportunities in: San Diego and Irvine, California.
Our ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Must be coachable and bring a willingness to learn.
Responsibilities
Qualifications
This position will offer:
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smoothly as possible.
Let’s have a confidential conversation today, please reach out to me directly at 503-444-0370 or amy.springer@prudential.com.
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