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Personal Financial Planner Jobs (NOW HIRING)

WizeHire, Inc

Personal Financial Planner

Red Bank, NJ · On-site

$95K - $250K/yr

Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential * Up-to-date knowledge of the financial industry, financial products, best ...

New

Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities The ideal ...

Foster Klima

Personal Financial Planner

Fargo, ND · Remote

$105K/yr

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential * Exemplary math skills, communication skills ...

NYL - Melville

Personal Financial Planner

Melville, NY · On-site

$77K - $104K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Qualifications • Must have ...

New

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$75K - $101K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities What You'll Do ...

NYL - Melville

Personal Financial Planner

Melville, NY

$100K/yr (+ commission)

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Compensation: $100,000 at plan ...

New

LPL Financial

Senior Financial Planner

Fort Mill, SC · On-site

$76K - $127K/yr

Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends. * Identify advisor needs and additional ...

LPL Financial

Senior Financial Planner

San Diego, CA · Remote

$76K - $127K/yr

Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends. * Identify advisor needs and additional ...

WizeHire, Inc

Financial Planner

Portsmouth, NH · On-site

$75K/yr

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired * A Bachelor's degree in business administration, finance, or a related field is ...

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All JobsPersonal Financial Planner Jobs

Personal Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do personal financial planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for personal 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 does a personal financial planner do?

A Personal Financial Planner helps individuals and families manage their finances to achieve short- and long-term financial goals. This includes creating budgets, planning for retirement, advising on investments, and providing guidance on tax strategies and insurance needs. They assess clients’ current financial situations, discuss objectives, and develop tailored plans to help them grow and protect their wealth. Personal Financial Planners may also assist with estate planning and help clients adjust their plans as life circumstances change.

What skills and qualifications are needed to be a personal financial planner?

To thrive as a Personal Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and relevant financial regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP (Certified Financial Planner). Familiarity with financial planning software, tax preparation tools, and portfolio management systems is essential. Outstanding interpersonal skills, active listening, and the ability to build trust with clients set top performers apart. These skills and qualifications are crucial for providing personalized advice, managing client portfolios effectively, and fostering long-term client relationships.

What challenges do personal financial planners face when working with clients, and how can they be addressed?

Personal Financial Planners often encounter challenges such as clients' reluctance to share sensitive financial information, unrealistic expectations about investment returns, or difficulty sticking to a financial plan. Building trust and maintaining clear, open communication can help address these issues. Effective planners educate clients, set realistic goals, and provide ongoing support to help clients stay accountable and adapt plans as their circumstances change.

What is the difference between Personal Financial Planner vs Financial Advisor?

AspectPersonal Financial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsBank, brokerage, independent, client meetings
Industry UsageFinancial planning, wealth managementInvestment management, financial advice
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment strategies, portfolio management

While both roles involve providing financial guidance, a Personal Financial Planner offers comprehensive, holistic financial planning services, often with certifications like CFP or ChFC. A Financial Advisor may focus more on investment management and portfolio strategies, sometimes with additional securities licenses. The roles overlap but differ in scope and certification requirements.

How much do personal financial planners get paid?

Personal financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $45,000 to over $200,000 depending on experience, location, and client base. Many also earn commissions or fees for financial advice and may hold certifications like the CFP to increase earning potential.

What degree do you need to be a personal financial planner?

A personal financial planner typically needs at least a bachelor's degree in finance, accounting, economics, or a related field. Many also pursue certifications such as the Certified Financial Planner (CFP) designation, which requires additional coursework and experience. Strong analytical skills and knowledge of financial planning tools are also important for the role.
More about Personal Financial Planner jobs

What cities are hiring for Personal Financial Planner jobs?

Cities with the most Personal Financial Planner job openings:

What states have the most Personal Financial Planner jobs?

States with the most job openings for Personal Financial Planner jobs include:

What are popular job titles related to Personal Financial Planner jobs?

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

Personal Financial Planner jobs near you
Infographic showing various Personal Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Personal Financial Planner

Red Bank, NJ

Integrated Financial Concepts
See more jobs at Integrated Financial Conceptsexternal

$250K/yr (+ commission)

Full-time

Posted 5 days ago

Job description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation:

$95,000 - $250,000 commission based


Responsibilities:
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications:
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.