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Personal Planner Jobs (NOW HIRING)

Foster Klima

Personal Financial Planner

Fargo, ND · On-site +1

$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 ...

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

Bismarck, ND · On-site +1

$75K - $101K/yr

Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds ...

Spicer Group

Planner

Bingham Farms, MI · On-site

PLANNER PLANNING, PARKS & RECREATION SERVICE LINE POSITION SUMMARY Spicer Group is seeking a ... personal goals. This includes, but is not limited to: * Competitive Pay * Health, Dental, and ...

Hayward Tyler

Planner

Colchester, VT · On-site

$80K - $85K/yr

High degree of personal initiative * Direct machine shop experience preferred. The Process Planner is expected to perform all assigned duties with a minimum of direct supervision after initial ...

TT Electronics plc

Planner

Perry, OH · On-site

Production Schedulers are accountable for managing the item planning rules (master data) such as ... This includes wearing required personal protective equipment (PPE), participating in safety ...

Miller Fabrication Solutions

Planner

Brookville, PA · On-site

Job Summary Miller Fabrication Solutions is seeking a Planner who can effectively and efficiently ... Employee must wear Personal Protection Equipment (PPE) including gloves, safety glasses, ear ...

TALKE USA Inc

Planner

Baytown, TX

Yard planning of all inbound / outbound containers / cargoes in an effective manner for maximum ... Important Personal Skills * Able to work outside in variable weather conditions including high ...

JLL

Occupancy Planner

Round Rock, TX

Position Overview The Occupancy Planner partners with business leaders, workplace teams, and ... Personalized benefits that support personal well-being and growth: JLL recognizes the impact that ...

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Personal Planner information

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$34.5K

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How much do personal planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for personal planner in the United States is $65,702.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $74,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the personal planner position, and why are they important?

To thrive as a Personal Planner, you need strong organizational abilities, attention to detail, and time management skills, often supported by experience in scheduling and administrative support roles. Familiarity with digital calendar systems, project management software, and communication platforms is typically expected. Excellent interpersonal skills, discretion, and adaptability help Personal Planners build trust and respond effectively to clients' changing needs. These competencies ensure smooth coordination of personal and professional tasks, enhancing client satisfaction and overall productivity.

What does a typical day look like for a personal planner?

A typical day for a Personal Planner involves coordinating schedules, arranging appointments, managing travel plans, and handling a variety of personal or administrative tasks for their clients. The role may also require responding to last-minute changes, researching vendors or services, and acting as a point of contact with other professionals. Personal Planners often work independently but maintain close communication with the individuals or families they support, ensuring all details run smoothly. This dynamic environment offers variety and the opportunity to make a tangible impact on clients’ daily lives.

What does a personal planner do?

A Personal Planner helps individuals organize their schedules, set goals, and manage tasks to improve productivity and work-life balance. They may assist with planning daily activities, special events, budgeting, and time management strategies. Personal Planners often work with clients to create customized plans that align with their personal and professional priorities.

Is being a personal planner a stressful job?

Being a personal planner can be stressful due to managing multiple client needs, tight deadlines, and coordinating various schedules. Success in the role often depends on strong organizational skills, communication, and the ability to handle pressure. The job may involve working flexible hours to accommodate clients' availability.
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What are the most commonly searched types of Personal Planner jobs?

The most popular types of Personal Planner jobs are:

What states have the most Personal Planner jobs?

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

What job categories do people searching Personal Planner jobs look for?

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Personal Planner jobs near you
Infographic showing various Personal Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Personal Financial Planner

Foster Klima

Fargo, ND • On-site, Remote

$105K/yr

Full-time

Re-posted 9 days ago

Job description

The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions — serve clients nationwide!!

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Compensation:

$80,000 – $105,000 First Year Average


Responsibilities:
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • 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

What You’ll Do

  • Build relationships with clients in your community and beyond
  • Learn to assess financial needs and create customized plans
  • Receive ongoing support and mentorship from experienced advisors
  • Use modern tools and technology to manage client accounts
  • Grow the client base through networking and referrals

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

What We’re Looking For

  • A self-starter with a strong work ethic and a desire to learn
  • Passionate about helping others and making a difference
  • Comfortable talking to people and building long-term relationships
  • Open to feedback and mentorship
  • Interested in a career with flexibility and growth potential
  • Bachelors degree preferred

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.