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60 Advisor Group Financial Planner Jobs Hiring Near You

Advisor Group

Advisor Support Supervisor

Scottsdale, AZ · On-site

$58K - $63K/yr

This position's primary objective is to manage a group of individual agents who are responsible for the service and retention of Financial Professionals within the Advisor Support population while ...

Advisor Group

Financial Professional

Fresno, CA · On-site

The Financial Professional serves as a trusted advisor to clients, providing comprehensive financial planning, investment guidance, and wealth management solutions. This role develops and maintains ...

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Advisor Group

Financial Analyst II

Scottsdale, AZ · On-site

$63K - $90K/yr

... solutions group. This role involves close collaboration with business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

Current Employees and Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Advisor Group

Financial Analyst II

Scottsdale, AZ · On-site

$63K - $90K/yr

... solutions group. This role involves close collaboration with business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Advisor Group

Manager, Advisor Support

Atlanta, GA · On-site

$70K - $75K/yr

Customer Service Opportunity in Financial Services Manager, Advisor Support Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 Scottsdale: 18700 N Hayden Rd, Suite 255 ...

Advisor Group

Manager, Advisor Experience

Scottsdale, AZ · On-site

$100K - $120K/yr

In this role, you'll be the voice of our clients (10,000 + financial advisors), championing ... Minimum 3-5 years in customer experience or financial services Communication: * Group Facilitation ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client ...

Advisor Group

VP, Advisor Engagement

Oakdale, MN · On-site

$150K - $175K/yr

The VP, Advisor Engagement role will drive strategy and execution within the field of financial ... Connect financial professionals to subject matter experts for holistic financial planning and ...

Advisor Group

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

... Financial Group provides day-to-day administrative and service support to clients and advisors ... planning support, and day-to-day business activities. * Manage front office reception duties ...

Advisor Group Inc.

Financial Professional

Fresno, CA · On-site

Summary The Financial Professional serves as a trusted advisor to clients, providing comprehensive financial planning, investment guidance, and wealth management solutions. This role develops and ...

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Infographic showing various Financial Planner job openings at Advisor Group in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 52% Physical, 35% Hybrid, and 13% Remote job distribution.

Sr. Financial Planning Strategist

Scottsdale, AZ • On-site

Advisor Group
Finance and Insurance • 1 - 5K employees
Learn more about Advisor Groupexternal

$140K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 25 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Senior Advanced Financial Planning Opportunity in Financial Services
Senior Financial Planning Specialist, High Net Worth Planning Services
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Remote applicants may potentially be considered for this role.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position.
Role Type: Full-time
Salary: $140,000 - $160,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.
Education Requirements:
Bachelor's degree required.
Responsibilities:
  • Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
  • Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
  • Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
  • Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
  • Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
  • Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.
  • Serve as a mentor to colleagues to develop their financial planning skills.
  • All other duties as assigned.

Basic Requirements:
  • 10+ years of financial planning experience in a client- or advisor-facing capacity
  • CFP Designation
  • Experience delivering educational content and presenting to diverse audiences
  • Demonstrated ability to influence and collaborate across organizational levels
  • Strong communication skills, both written and verbal
  • Ability to manage multiple complex cases simultaneously
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)

Preferred Requirements:
  • Proficiency in financial planning software (e.g., eMoney)
  • CPA
  • FINRA Series 7, 63, and 65 licenses
  • J.D.
  • LL.M

#LI-Remote
Current Employees and Contractors Apply Here
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About Advisor Group

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Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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