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Personal Financial Planner Jobs (NOW HIRING)

Thompson Financial Group

$60K - $75K/yr

We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive ... Built upon the foundation of integrity and family, our company culture fosters personal growth and ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

We offer a competitive benefits package and an engaging work culture that supports personal and ... in your financial planning career? Apply now and become part of a team that values integrity ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

We offer a competitive benefits package and an engaging work culture that supports personal and ... in your financial planning career? Apply now and become part of a team that values integrity ...

Larson Financial Holdings, LLC

Financial Planner

Denver, CO · On-site

$78K - $105K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial ... We offer a competitive benefits package and an engaging work culture that supports personal and ...

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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.
Financial Planner

Financial Planner

Thompson Financial Group

$60K - $75K/yr

Full-time

Posted 24 days ago

Be an early applicant

Job description

We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development.


What We Offer:

  • Compensation includes a base salary determined by experience and relevant professional designations
  • Team-based, collaborative environment
  • No sales or production requirements
  • Opportunity for professional growth and mentorship


Compensation:

$60,000 - $75,000 yearly


Responsibilities:
  • Assist advisors in preparing and updating comprehensive financial plans
  • Collaborate with senior planners to develop planning strategies
  • Analyze client financial data and provide actionable insights
  • Support ongoing client plan reviews and adjustments

Qualifications:
  • Experience in financial planning or financial services
  • Strong analytical and organizational skills
  • Passion for comprehensive planning and client outcomes
  • CFP® designation (preferred but not required)
  • Series 7, 66 (or equivalent) and L&H required

About Company

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve clients.