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Personal Financial Planner Jobs (NOW HIRING)

Valor Family Financial

Personal Financial Planner

$70K/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 • Make ...

NYL-Jian Guan

Personal Financial Planner

Tampa, FL · On-site

$120K/yr

Spanish, Portuguese, Chinese, Vietnamese, and Korean • Success as a financial planner, personal financial advisor, or financial consultant is desired • Bank Manager, Relationship Banker, Mortgage ...

NYL-Jian Guan

Personal Financial Planner

Tampa, FL

$120K/yr

Success as a financial planner, personal financial advisor, or financial consultant is desired * Bank Manager, Relationship Banker, Mortgage/Loan Officer, Small Business Banker is desired About ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$80K - $105K/yr

Description Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial Planner to join our entry-level ranks. The ideal candidate will be eager to learn the ...

Foster Klima

Personal Financial Planner

Bismarck, ND · On-site +1

$80K - $105K/yr

Our firm is rapidly expanding, and we are currently looking for a new full time Personal Financial Planner to join our entry-level ranks. The ideal candidate will be eager to learn the financial ...

Clevanoo LLC

Be Seen First

Certified Financial Planner

Boston, MA · On-site

Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years * Certification as a Certified Financial Planner (CFP) with in-depth financial knowledge * Strong understanding of ...

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W3Global Inc.

Financial Planner

Alpharetta, GA · On-site

$100K - $150K/yr

Organize financial data, build personal financial statements, and cash flow models * Build scenarios in financial planning software to evaluate and present strategies * Follow structured processes ...

Cain Watters & Associates, LLC

Financial Planner

Frisco, TX · On-site

$71K - $95K/yr

The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high-quality wealth management experience aligned with CWA ...

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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 Jun 20, 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.

Can financial advisors make $500,000 a year?

Personal financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires years of experience, strong sales skills, and professional certifications such as the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Who makes more money, CFP or CPA?

A Certified Financial Planner (CFP) typically earns a higher salary than a Certified Public Accountant (CPA) due to their focus on financial planning, investment management, and client advisory services. CFPs often work in wealth management and financial planning firms, where their specialized skills can command higher compensation, while CPAs generally work in accounting, auditing, or tax preparation. Salary differences can vary based on experience, location, and employer, but overall, CFPs tend to have higher earning potential in the financial services industry.

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.

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 are some common challenges 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.

Is personal financial planning a good career?

Personal financial planning is a growing profession that involves helping clients manage their finances, investments, and retirement planning. It requires strong analytical skills, certifications such as the CFP, and the ability to build client relationships. The career offers opportunities for advancement and flexibility but also requires ongoing education and compliance with industry regulations.

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

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.

How much do private financial planners make?

Private financial planners, also known as financial advisors, typically earn a median annual salary of around $89,000, with compensation varying based on experience, client base, and location. Many financial planners earn additional income through commissions or fees for services, and certifications like the CFP can influence earning potential.
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:
Personal Financial Planner jobs near you
Infographic showing various Personal Financial Planner job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, and 15% Part Time. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Personal Financial Planner

Valor Family Financial

Remote

$70K/yr

Full-time

Posted 23 days ago

Job description

Description
Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. 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
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor's degree in business administration, finance, or similarly related field
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

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