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Sr Financial Planner Jobs (NOW HIRING)

Wealth Enhancement Group

Sr Financial Planner

$104K - $157K/yr

In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training ...

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 supporting the delivery of comprehensive financial planning services. In this role, you will work ...

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 supporting the delivery of comprehensive financial planning services. In this role, you will work ...

Facet

Senior Financial Planner

$110K - $130K/yr

The Future of Financial Planning The Senior Financial Planner role at Facet is unlike any other in the industry. We've stripped away the "old way" of doing business-no cold calling, no commission ...

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 supporting the delivery of comprehensive financial planning services. In this role, you will work ...

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 advisors & clients, helping them achieve their financial goals. You will develop comprehensive ...

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 advisors & clients, helping them achieve their financial goals. You will develop comprehensive ...

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

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 advisors & clients, helping them achieve their financial goals. You will develop comprehensive ...

Range

Senior Financial Planner

New York, NY · On-site

About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

Range

Senior Financial Planner

Mclean, VA · On-site

About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

ECG Resources

Sr Financial Planner

Chicago, IL · On-site

Position Summary The Senior Wealth Planner is a key member of the Principal Services team, responsible for delivering proactive, integrated financial planning services to family members. This role ...

CAPTRUST

Senior Financial Planner

New Hyde Park, NY · On-site

$150K - $200K/yr

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first ...

ECG Resources

Sr Financial Planner

Chicago, IL · On-site

Position Summary The Senior Wealth Planner is a key member of the Principal Services team, responsible for delivering proactive, integrated financial planning services to family members. This role ...

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Showing results 21-40

All JobsSr Financial Planner Jobs

Sr Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do sr financial planner jobs pay per year?

As of Aug 22, 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 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.

What are the key skills and qualifications needed to thrive as a Sr Financial Planner?

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.

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?

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What job categories do people searching Sr Financial Planner jobs look for?

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Sr Financial Planner jobs near you
Infographic showing various Sr 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.

Senior Financial Planner

Tompkins Community Bank

Ithaca, NY • On-site

$110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Tompkins Community Bank rating

8.4

Company rating: 8.4 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 171 rated banks

Job description

Overview
Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations.
Joining Tompkins means joining a team that takes the long view - because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship.
Position Role
The Senior Financial Planner is the financial planning subject matter expert within the client strategy team at Tompkins Financial Advisors - technically rigorous, client-facing, and adept at driving planning engagement with advisors and clients across a designated market. Working alongside Wealth Advisors and Trust Officers, this role owns the financial planning process from initial analysis through delivery, implementation, and ongoing review, with support extending across the firm's enterprise footprint where needed.
The Senior Financial Planner exercises genuine professional judgement in developing plans that address complex, multi-generational financial situations, and serves as a trusted planning resource across the wealth management team.
Responsibilities
  • Drive planning engagement across the Central New York market - proactively identifying opportunities for clients and prospects and partnering with Wealth Advisors to advance planning conversations
  • Use the firm's planning platforms to build comprehensive financial models and deliver written recommendations that translate complex situations into clear, actionable guidance
  • Present financial plans in client meetings with authority, fielding questions with confidence and connecting each recommendation clearly to the client's goals and circumstances
  • Monitor plan progress and conduct regular reviews, adjusting recommendations in response to market developments, regulatory changes, and evolving client circumstances
  • Work alongside Wealth Advisors and Trust Officers as a member of each client's strategy team, contributing discovery context and planning depth that inform and strengthen client conversations
  • Serve as a planning resource across the wealth management team, supporting colleagues on complex cases and contributing current knowledge to team discussions and strategy sessions
  • Bring planning expertise to prospect and referral conversations - including introductions from Tompkins Community Bank banking partners - in support of the advisory team's client development efforts
  • Maintain substantive, current knowledge across financial planning, tax, estate, and investment disciplines, pursuing continuing education consistent with CFP® designation requirements

All planning work is conduced in accordance with applicable regulatory requirements, firm policy and the firm's standards of client confidentiality and professional integrity.
Qualifications
  • Bachelor's degree in finance, business, or a related field required
  • Minimum of five (5) years of progressive experience in financial planning, wealth advisory, trust, investment, or a closely related client-facing advisory role required, including demonstrated experience handling complex client situations.
  • CFP® (Certified Financial Planner®) designation strongly preferred; CPA, CFA, CTFA, or comparable advanced credential with relevant planning experience may be considered.
  • Demonstrated success leading comprehensive financial plans for clients with complex, high-net-worth, business owner, executive, retirement, estate, charitable, or multi-generational planning needs.
  • Proficiency in financial planning software; experience with eMoney or similar platforms preferred
  • Strong analytical, research, and critical thinking skills with the ability to interpret findings and communicate recommendations effectively
  • Proven ability to present complex financial information clearly to clients and stakeholders
  • Demonstrated ability to mentor colleagues, influence planning standards, and maintain current knowledge of financial planning, tax, estate, investment, risk management, and regulatory disciplines through ongoing professional development.

Benefits
  • Medical
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals

EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
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Pay Range
USD $110,000.00 - USD $135,000.00 /Yr.

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