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Manager Financial Planning Jobs (NOW HIRING)

CFS

FP&A Operations Manager

Kentwood, MI · On-site

Position: FP&A Operations Manager Location: Onsite in Kentwood, MI Salary: 100,000-125,000 The FP&A Operations Manager Opportunity We are partnering with a client that is scaling revenue and ...

CFS

FP&A Operations Manager

Kentwood, MI · On-site

Position: FP&A Operations Manager Location: Onsite in Kentwood, MI Salary: 100,000-115,000 The FP&A Operations Manager Opportunity We are partnering with a client that is scaling revenue and ...

CFS

FP&A Manager

Park Ridge, IL · On-site

FP&A Manager Salary: $130,000-$150,000 + Bonus A global, multibillion-dollar manufacturing company is seeking an experienced FP&A Manager to join its growing finance team. This FP&A Manager role sits ...

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$106.2K

$148.5K

How much do manager financial planning jobs pay per year?

As of Jul 22, 2026, the average yearly pay for manager financial planning in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Manager Financial Planning, and why are they important?

To thrive as a Manager Financial Planning, you need strong analytical skills, expertise in budgeting and forecasting, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP, and certifications such as CPA or CFA are typically required. Exceptional communication, leadership, and problem-solving abilities help you effectively guide teams and collaborate with stakeholders. These skills ensure accurate financial planning, enable sound decision-making, and drive organizational growth.

What does a Manager of Financial Planning do?

A Manager of Financial Planning oversees the budgeting, forecasting, and financial analysis processes within an organization. They are responsible for analyzing financial data, creating strategic financial plans, and providing recommendations to senior management to help guide business decisions. Additionally, they lead a team of financial analysts, ensure the accuracy of financial reports, and help set long-term financial goals for the company. This role requires strong analytical skills, attention to detail, and an understanding of business operations.

How does a Manager Financial Planning typically interact with other departments within an organization?

A Manager Financial Planning frequently collaborates with various departments such as operations, sales, and human resources to gather financial data and align business strategies with financial goals. This role often involves leading cross-functional budgeting sessions, providing financial insights to support departmental decision-making, and ensuring that all teams remain within budgetary guidelines. Strong communication skills and the ability to translate complex financial concepts for non-financial teams are essential for success. Building strong relationships across departments helps drive organizational alignment and effective financial planning.

What is the difference between Manager Financial Planning vs Financial Analyst?

AspectManager Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often CPA or CFA, managerial experienceBachelor's or master's degree, CFA or CPA preferred
Work EnvironmentLeads teams, strategic planning, high-level decision makingAnalyzes data, prepares reports, supports decision-making
Employer & Industry UsageFinancial services, corporate finance, large organizationsInvestment firms, corporate finance, banking

The Manager Financial Planning typically oversees financial strategies, manages teams, and makes high-level decisions, whereas the Financial Analyst focuses on data analysis, preparing reports, and supporting financial planning. Both roles require strong analytical skills and relevant certifications, but the manager role involves leadership and strategic responsibilities.

What does a financial planning manager do?

A financial planning manager oversees the development and implementation of financial strategies to help clients or organizations achieve their financial goals. They analyze financial data, create budgets, and provide advice on investments, risk management, and long-term planning, often using tools like financial modeling software. Strong analytical skills, certifications such as CFP or CFA, and the ability to communicate complex information are essential in this role.

Is $200,000 enough to work with a financial advisor?

For a Manager of Financial Planning, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and services needed. Many advisors require a minimum investment or fee, which can range from a few thousand dollars to higher amounts. It's important to consider the advisor's fee model (hourly, flat fee, or percentage of assets) and your financial goals when determining if this amount is adequate for professional guidance.

What pays more, CPA or CFP?

For a Manager in Financial Planning, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs) due to their accounting expertise and broader scope of work. CPAs often hold senior roles in accounting firms or corporate finance, which tend to offer higher salaries compared to CFPs, who focus on personal financial planning. Salary differences can also depend on experience, certifications, and the specific industry or employer.

How many financial advisors make $500,000 a year?

Financial advisors, including those with managerial roles in financial planning, typically earn high incomes based on experience, client base, and assets under management. While some top-tier advisors and managers can earn $500,000 or more annually, this level of income is achieved by a small percentage of professionals in the field, often requiring advanced certifications like the CFP and a strong network of high-net-worth clients.
What cities are hiring for Manager Financial Planning jobs? Cities with the most Manager Financial Planning job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Manager Financial Planning jobs? States with the most job openings for Manager Financial Planning jobs include:
Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $106,160 per year, or $51 per hour.
Associate Manager, Financial Planning

Associate Manager, Financial Planning

MissionSquare Retirement

New York, NY • On-site

$84K - $127K/yr

Full-time

Medical, Retirement

Re-posted 16 days ago

Job description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.
$84,880.00 - $127,330.00
The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.
THIS IS NOT A SALES POSITION - NO SELLING INVOLVED.
***PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.
Onsite address is:
22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.
Essential Functions for this role include:
  • Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work-site locations to position MissionSquare's NYC Deferred Compensation Plan as the primary financial planning resource.
  • Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
  • Assist with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
  • Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city-wide employee benefits.
  • Maintain working knowledge of the broader financial planning industry and best practices.
  • Present approved Deferred Compensation On-Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
  • Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
  • Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
  • Perform other duties and special projects as assigned.
  • Present seminars and conduct sessions before or after standard business hours as required.
  • Performs other duties as assigned

If you have the following skills, we encourage you to apply:
  • Bachelor's degree or equivalent experience.
  • One to three years of financial services experience.
  • CFP® designation required.
  • FINRA Series 7 and Series 63 licenses preferred but not required.
  • Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
  • Knowledge of NYC Deferred Compensation Plan products and services.
  • Strong presentation skills for large group settings.
  • Excellent interpersonal and verbal communication skills.
  • Demonstrated ability to build and maintain effective participant relationships.
  • Ability to learn and retain technical financial planning concepts.
  • Strong written communication skills.
  • Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

To benefit your career and support your wellbeing, we offer:
  • Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
  • Flexible and hybrid work schedules to support work-life balance
  • Tuition reimbursement to support continued education
  • Professional and career development opportunities, including courses and certifications
  • Comprehensive wellness programs promoting physical, mental, and emotional health
  • Volunteerism initiatives to encourage community engagement

Click here to learn more about MissionSquare's benefits.
Equal Employment Opportunity
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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