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Personal Planner Jobs (NOW HIRING)

NYL-Jian Guan

Personal Financial Planner

Tampa, FL · On-site

$71K - $96K/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 · On-site

$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

$75K - $101K/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

Fargo, ND · On-site +1

$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 ...

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!

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Personal Planner information

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$34.5K

$65.7K

$95.5K

How much do personal planner jobs pay per year?

As of Jul 3, 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 is the 3 month rule for jobs?

The 3 month rule for personal planners typically refers to a probationary period of three months during which an employee's performance and fit for the role are evaluated. This period allows employers to assess skills, adaptability, and reliability before confirming permanent employment or benefits. It is common for job roles to have such trial periods to ensure mutual suitability.

What kind of jobs in media bring in $150,000 a year?

In media, high-paying roles such as senior media executives, media directors, and producers can earn $150,000 or more annually. These positions often require extensive experience, strong leadership skills, and proficiency with industry tools like media planning software and analytics platforms.

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 jobs can I do if I like organizing?

A personal planner can pursue jobs such as event planner, administrative assistant, project coordinator, or office manager, all of which require strong organizational skills. These roles often involve managing schedules, coordinating tasks, and maintaining systems, sometimes using tools like calendars or project management software.

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 planner a good career?

A personal planner is a professional who helps clients organize their schedules, set goals, and manage time effectively. The career can be stable with opportunities in various industries, and success often depends on strong organizational skills, communication, and sometimes certification. It can be a rewarding field for those who enjoy helping others stay organized and productive.
More about Personal Planner jobs
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? The top searched job categories for Personal Planner jobs are:
Personal Planner jobs near you
Infographic showing various Personal Planner job openings in the United States as of June 2026, with employment types broken down into 6% Full Time, 74% Part Time, 3% Temporary, and 17% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $65,702 per year, or $31.6 per hour.

Personal Financial Planner

NYL-Jian Guan

Tampa, FL • On-site

$71K - $96K/yr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Description
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Qualifications
• Preferred Bilingual: Spanish, Portuguese, Chinese, Vietnamese, and Korean
• 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

Apply