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Sr Financial Planner Jobs (NOW HIRING)

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

A Senior Financial Strategist is a seasoned professional who specializes in developing and ... Additionally, they may oversee financial planning teams, conduct financial research, and ...

EBS Recruiters LLC

Senior Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term financial goals. This role partners ...

Bostonpartners

Senior Financial Planner

Boston, MA

$175K - $225K/yr

Senior Financial Planner Department: 532100 Private Wealth Location: Boston Boston Partners Private Wealth is a boutique Registered Investment Advisor managing approximately $500 million in assets.

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 ...

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 · 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, 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 ...

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 ...

Range

Senior Financial Planner

New York, NY · On-site

$83K - $111K/yr

About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors. This individual will be responsible for crafting financial plans for ...

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. This individual will be responsible for crafting financial plans for ...

Range

Senior Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

About the role We're looking for an experienced Senior Financial Planner to join our team of industry leading wealth advisors. This individual will be responsible for crafting financial plans for ...

Mariner Finance

Senior Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Senior Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Senior Financial Planner

Chinatown, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Senior Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Senior Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Senior Financial Planner

Pittsburgh, PA · On-site

$73K - $99K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

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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 13, 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

Senior Financial Planner

Stifel

Birmingham, AL

$71K - $95K/yr

Full-time

Posted 15 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.


• Work closely with families of significant wealth and complexity to analyze and coordinate an array of investments and structures.
• Develop and implement comprehensive strategies responsive to clients' needs and goals.
• Conduct detailed financial modeling to forecast future financial scenarios and outcomes on matters including, but not limited to, tax, public and private investments, philanthropic giving, and estate planning.
• Provide expert advice on estate planning, including wills, trusts, legacy and inheritance strategies by actively listening and developing a deep understanding of clients’ motivations and needs.
• Offer guidance on tax planning and optimization to minimize clients' tax liabilities and structure of assets for estate planning.
• Work closely with 1919’s financial professionals as well as outside professionals to deliver integrated services to our clients.
• Analyze investment opportunities and recommend strategies to enhance clients' portfolios.
• Collaborate and build meaningful relationships with clients to understand their financial objectives and estate planning goals.
• Monitor and review clients' financial plans regularly to ensure they remain aligned with their goals.
• Stay updated on industry trends, regulations, and best practices to provide timely, informed advice.


• Extensive experience in financial planning, estate planning, and tax matters.
• Proficiency in financial modeling and analysis.
• Strong analytical skills with the ability to evaluate investment opportunities.
• Excellent communication and interpersonal skills.
• High level of integrity and professionalism.


• Minimum Required: Bachelor's degree in Finance or Business, or related field.
• Minimum Required: 5+ years of related experience working with high-net-worth individuals and families.
• Preferred: Advanced degree (MBA, JD, MS in Finance, etc.).


• Minimum Required: Series 65 license (or waiver).
• Preferred: Relevant industry designation, CPA preferred, CFP, and/or CFA.


• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
• Proficient in use of CRM system (i.e., Salesforce).
• Strong knowledge of current financial planning software and tools and proficiency in their use. Prefer candidates with experience with Addepar, BlackRock, or similar financial software used in a family office setting. 

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1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.

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