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Salaried Financial Planner Jobs (NOW HIRING)

Boulay

Senior Financial Planner

Eden Prairie, MN · Hybrid

$80K - $110K/yr

We are seeking a clientfocused Senior Financial Planner to join our team and play a key role in ... This salary range reflects the anticipated responsibilities and qualifications of a successful ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

We are seeking a client-focused Senior Financial Planner to join our team and play a key role in ... This salary range reflects the anticipated responsibilities and qualifications of a successful ...

Wealth Enhancement Group

Sr Financial Planner

$104K - $157K/yr

In the spirit of pay transparency, we are excited to share the base salary range for this position ... Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other ...

AssetMark, Inc.

Senior Financial Planner

Charlotte, NC · On-site

$150K - $180K/yr

As a Senior Financial Planner, you will provide expert financial planning services and advice to ... The Base Salary range for this position is between $150,000-$180,000. This information reflects a ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

We are seeking a client‑focused Senior Financial Planner to join our team and play a key role in ... This salary range reflects the anticipated responsibilities and qualifications of a successful ...

AssetMark

Senior Financial Planner

Concord, CA · Hybrid

$150K - $180K/yr

As a Senior Financial Planner, you will provide expert financial planning services and advice to ... The Base Salary range for this position is between $150,000-$180,000. This information reflects a ...

AssetMark

Senior Financial Planner

Charlotte, NC · Hybrid

$150K - $180K/yr

As a Senior Financial Planner, you will provide expert financial planning services and advice to ... The Base Salary range for this position is between $150,000-$180,000. This information reflects a ...

Ariat

Merchandise Financial Planner

San Leandro, CA · On-site

$90K - $110K/yr

About the Role The Merch Financial Planner leads the creation, execution, and management of ... The salary is determined by the education, experience, knowledge, skills, and abilities of the ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... Compensation & Benefits Base salary range: $80,000-$90,000 , based on experience and qualifications.

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... Compensation & Benefits Base salary range: $80,000-$90,000 , based on experience and qualifications.

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Salaried Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do salaried financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for salaried 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.

What is a salaried financial planner?

A salaried financial planner is a professional who helps individuals and businesses manage their finances, create budgets, plan for retirement, and achieve financial goals. Unlike commission-based planners, salaried financial planners are paid a fixed salary by their employer rather than earning commissions from selling financial products. This compensation structure can help reduce potential conflicts of interest, as their recommendations are less likely to be influenced by sales incentives. They typically work for financial institutions, banks, or advisory firms, and may hold certifications such as CFP (Certified Financial Planner).

What are the key skills and qualifications needed to thrive as a salaried financial planner?

To thrive as a Salaried Financial Planner, you need a strong background in finance, investment analysis, and client relationship management, often supported by a bachelor's degree in finance or a related field and relevant certifications like CFP. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, ethical judgment, and effective communication help distinguish top performers in this role. These competencies ensure accurate financial guidance, client trust, and sustained business growth.

How does a salaried financial planner typically collaborate with other departments within a financial institution?

As a salaried financial planner, collaboration with other departments—such as investment management, compliance, tax, and client services—is a regular part of the role. Financial planners often work closely with these teams to develop holistic financial strategies for clients, ensuring all aspects of their financial plan are coordinated and compliant with regulations. This teamwork helps provide clients with a seamless experience and leverages the expertise of various professionals to address complex financial needs. Effective communication and the ability to explain client goals clearly to colleagues are important skills in this collaborative environment.

What is the difference between Salaried Financial Planner vs Independent Financial Advisor?

AspectSalaried Financial PlannerIndependent Financial Advisor
CredentialsCFP certification often requiredCFP or other certifications preferred
Work EnvironmentEmployed by financial firms or institutionsSelf-employed or affiliated with multiple firms
CompensationFixed salary, sometimes with bonusesFee-based or commission-based, variable income
Client InteractionServes clients on behalf of employerBuilds own client base and manages relationships

In summary, Salaried Financial Planners typically work for financial institutions with a fixed salary and standardized client services, while Independent Financial Advisors operate independently, earning fees or commissions and managing their own client relationships. Both roles require similar certifications but differ mainly in employment structure and compensation models.

Do salaried financial planners get paid a salary?

Yes, salaried financial planners typically receive a fixed annual salary, which provides consistent income regardless of client volume or commissions. Some financial planners may also earn bonuses or commissions based on performance, but the salaried role emphasizes a stable paycheck. Certification and experience can influence salary levels in this profession.

What cities are hiring for Salaried Financial Planner jobs?

Cities with the most Salaried Financial Planner job openings:

What are the most commonly searched types of Financial Planner jobs?

The most popular types of Financial Planner jobs are:

What states have the most Salaried Financial Planner jobs?

States with the most job openings for Salaried Financial Planner jobs include:

Salaried Financial Planner jobs near you
Infographic showing various Salaried Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Associate Financial Planner

Edelman Financial Engines, LLC

Danville, CA • On-site

Full-time

Medical, Dental, Retirement

Re-posted 20 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. 

Responsibilities:

  • Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
  • Prepares presentations, research, and supporting materials for client meetings and reviews
  • Conducts assessments of clients and prospects' evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
  • Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
  • Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
  • Provides high-level contact with clients crafted to maintain and improve the client relationship
  • Maintains a proven understanding of the industry, products, and trends

Requirements:

  • Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
  • FINRA Series 65 Required
  • Bachelor's degree in business or finance; or equivalent proven experience
  • Certified Financial Planner designation preferred
  • Financial Services & insurance sales experience preferred
  • Good understanding of finance and investment markets/securities
  • Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
  • Ability to prioritize and address multiple projects and meet deadlines is crucial
  • Strong interpersonal, verbal, and written communication skills
  • Detailed knowledge of MS Outlook, Word, and Excel is a must

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $104,400 to $121,800, with additional annual bonus of 5% plus an incentive on any net new assets referred. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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