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Sr Financial Planner Jobs (NOW HIRING)

UMB Financial

Sr Financial Planner

Kansas City, MO · Hybrid

$74K - $99K/yr

As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial Advisors to design and develop financial planning analyses for presentations to clients. You will ...

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

The Senior Financial Planner is an essential part of the overall client experience. As a Senior Financial Planner, you will play a key role in providing comprehensive financial planning services to ...

Aprio

Senior Financial Planner

Walnut Creek, CA

$125K - $150K/yr

The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor ...

Aprio

Senior Financial Planner

Atlanta, GA · On-site

$125K - $150K/yr

The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor ...

Waverly Advisors, LLC

Senior Financial Planner

Atlanta, GA · On-site

$73K - $98K/yr

The Senior Financial Planner is an essential part of the overall client experience. As a Senior Financial Planner, you will play a key role in providing comprehensive financial planning services to ...

Aprio

Senior Financial Planner

Overland Park, KS

$125K - $150K/yr

The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor ...

Aprio

Senior Financial Planner

Chicago, IL

$125K - $150K/yr

The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor ...

Aprio

Senior Financial Planner

Atlanta, GA

$125K - $150K/yr

The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor ...

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

What You'll Be Doing A Senior Financial Strategist is a seasoned professional who specializes in ... Additionally, they may oversee financial planning teams, conduct financial research, and ...

Choreo

Senior Financial Planner

Chicago, IL · On-site

$78K - $105K/yr

The Senior Financial Planner (SFP) will serve as a national resource for holistic wealth planning across Choreo's advisor teams. In this role, the SFP offers support by partnering directly with ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

What You'll Be Doing A Senior Financial Strategist is a seasoned professional who specializes in ... Additionally, they may oversee financial planning teams, conduct financial research, and ...

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All JobsSr Financial Planner Jobs

Sr Financial Planner information

See salary details

$50.5K

$96.7K

$139.5K

How much do sr financial planner jobs pay per year?

As of Jun 12, 2026, the average yearly pay for sr 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 are the key skills and qualifications needed to thrive as a Sr Financial Planner, and why are they important?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

What is the difference between Sr Financial Planner vs Financial Advisor?

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.
More about Sr Financial Planner jobs
What cities are hiring for Sr Financial Planner jobs? Cities with the most Sr Financial Planner job openings:
What states have the most Sr Financial Planner jobs? States with the most job openings for Sr Financial Planner jobs include:
What job categories do people searching Sr Financial Planner jobs look for? The top searched job categories for Sr Financial Planner jobs are:
Sr Financial Planner jobs near you
Infographic showing various Sr Financial Planner job openings in the United States as of June 2026, with employment types broken down into 75% Full Time, 9% Part Time, 2% Temporary, 9% Contract, and 5% Nights. 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.

Senior Financial Planner

Kestra Financial Independent Advisor

Avon, CT • On-site

$74K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 16 days ago

Job description

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.
Requirements
Education: Bachelor's degree in finance, business, accounting, or a related field (Master's degree preferred).
Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.
Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.
Technical Skills:
  • Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
  • Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
  • Experience with CRM systems (e.g., Salesforce) and portfolio management tools.

Benefits
Competitive base salary with performance-based bonuses.
Comprehensive health, dental, and vision insurance.
401(k) plan with company match.
Professional development opportunities, including continuing education reimbursement.

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