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Personal Planner Jobs (NOW HIRING)

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 · 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

$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 ...

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 ...

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 ...

OHM Advisors

Planner

Cleveland, OH · On-site +1

The PLACE Studio leads community planning, urban design, and placemaking work across the Midwest ... We're committed to providing a supportive and rewarding workplace that fosters personal and ...

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 ...

OHM Advisors

Planner

Perrysburg, OH · On-site +1

The PLACE Studio leads community planning, urban design, and placemaking work across the Midwest ... We're committed to providing a supportive and rewarding workplace that fosters personal and ...

OHM Advisors

Planner

Akron, OH · On-site +1

The PLACE Studio leads community planning, urban design, and placemaking work across the Midwest ... We're committed to providing a supportive and rewarding workplace that fosters personal and ...

Hayward Tyler

Planner

Colchester, VT

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 ...

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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 Jun 9, 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.

More about Personal Planner jobs
What cities are hiring for Personal Planner jobs? Cities with the most Personal Planner job openings:
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 May 2026, with employment types broken down into 1% As Needed, 98% Full Time, and 1% Temporary. Highlights an 95% Physical, 1% Hybrid, and 4% 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

$120K/yr

Full-time

Posted 2 days ago

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!
Responsibilities
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
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
• Bachelor's degree in business administration, finance, or related field is required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

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