Top Financial Planner Jobs

Coordinates financial analysis, budgeting, forecasting, grant fiscal compliance, reporting, data management, assessment, student records, purchasing, and administrative operations for three federally funded TRIO programs. Develops financial reports, dashboards, audits, projections, and compliance documentation; reconciles expenditures and supports federal reporting and monitoring. Coordinates student intake and enrollment records, supervises student employees, and supports communications and outreach. Requires full professional English and Spanish proficiency and in-office work.

Develops and delivers comprehensive financial plans and recommendations for end-client goals. Manages a high-volume portfolio of outsourced planning engagements, collaborates with financial professionals, supports client delivery, and promotes financial planning services. The role requires expertise in estate, tax, investment, and retirement planning, financial planning software, advisor relationship management, regulatory standards, and client communication.

Provides comprehensive financial planning, investment guidance, wealth management, and relationship services to individuals, families, business owners, retirees, and trust clients. Develops tailored strategies covering retirement, estate planning, education, insurance, and cash flow; recommends approved investment solutions; coordinates with trust officers and professional advisors; manages client relationships; and develops new business through referrals, networking, community engagement, and cross-selling wealth management services.

Provides comprehensive financial planning services to high-value private wealth clients. Develops planning analyses, supports Wealth Advisors, manages client relationships and onboarding, addresses complex financial inquiries, maintains planning systems and records, and ensures compliance with tax, regulatory, operational, and confidentiality requirements. Mentors other planners and collaborates across Private Wealth Management to deliver client-focused advice and identify additional services.

Develops, updates, presents, and executes personal financial plans for wealth management clients and prospects. Partners with Wealth Advisors to support annual reviews, uncover client needs, expand relationships, win new assets, and achieve sales objectives. Ensures planning quality standards while applying expertise in discovery, goal setting, gap and scenario analysis, recommendations, monitoring, and financial plan delivery. The role requires financial planning licenses, CFP or ChFC designation, strong communication, and experience serving high-net-worth clients or business owners.

Prepares comprehensive personal financial plans for prospective and existing clients, analyzing retirement, investment, tax, insurance, estate, and education needs. Gathers and processes client data, develops recommendations with advisors and specialists, presents financial analyses, answers client questions, and supports relationship management and business development. The role requires strong communication, analytical, client-facing, and financial planning skills.

Leads financial planning, forecasting, reporting, and FinOps for IT systems, cloud platforms, AI/ML services, SaaS applications, and technology projects. Builds cost models, analyzes billing and usage data, manages budgets and variance analysis, evaluates vendor contracts, and forecasts technology investments. Partners with IT, Finance, and business leaders to optimize spending, explain trends, support business cases, and improve financial planning processes.

Own client relationships for affluent, pre-retiree, and retiree households. Develop and present comprehensive financial plans, integrate investment, tax, and estate strategies, manage investment allocations, lead client meetings, document recommendations, and oversee team deliverables. Build client trust, retain households, generate referrals, and grow firm assets through planning relationships. Requires CFP certification, an active Series 65 license, and at least five years of comprehensive financial planning experience.

Develop and deliver tailored financial plans, lead client meetings, create insurance illustrations and financial scenarios, communicate investment recommendations, and manage client onboarding and ongoing service. The role tracks planning milestones, maintains CRM and financial planning data, resolves inquiries, cultivates referrals, and collaborates with advisors to provide high-touch wealth management services.

Develop and deliver personalized financial plans, lead client meetings, create insurance illustrations and financial scenarios, communicate investment recommendations, manage onboarding and service processes, maintain CRM and planning software data, resolve client inquiries, and cultivate long-term client relationships and referrals.

Develop and present personalized financial plans, lead client meetings, construct insurance illustrations and financial scenarios, communicate investment recommendations, and manage planning milestones. The role also oversees client onboarding, ongoing service, CRM and planning-software data accuracy, client inquiries, retention, and referral-building activities while collaborating with advisors and internal teams.

Develop and present comprehensive financial plans, insurance illustrations, financial scenarios, and investment recommendations for clients. Lead client meetings, manage onboarding and ongoing service processes, track planning milestones, maintain CRM and planning software data, resolve inquiries, and cultivate long-term relationships and referrals. Collaborate with advisors and internal teams to deliver high-quality wealth management service while maintaining regulatory standards and confidentiality.

Supports senior financial planners by onboarding members, analyzing financial data and tax returns, identifying planning opportunities, developing strategies, and translating goals into actionable steps. Provides member support during planner absences and participates in cross-functional rotations across member experience and investment operations. The role includes intensive mentorship and training in financial planning, communication, and behavioral guidance.

Leads FP&A activities including budgeting, forecasting, monthly and quarterly variance analysis, financial reporting, close support, and P&L analysis. Partners with departments and leadership to explain business drivers, improve ERP and planning-tool reporting, identify cost-saving opportunities, and support operating plans, M&A analysis, and special projects. The role also drives process improvements and communicates financial insights to non-finance stakeholders.

Supports financial advisors and their clients by designing, analyzing, and presenting comprehensive financial plans. Builds advisor relationships, manages onboarding and ongoing service, collaborates on plan development, identifies referral opportunities, and maintains expertise in retirement, wealth, risk, and education planning. The role also requires knowledge of financial planning software, strong communication, organization, and multitasking skills.

Develop and grow a personal client book through prospecting, referrals, networking, and relationship management. Conduct client meetings, prepare comprehensive financial plans, recommend wealth management strategies, generate assets under management, and identify cross-selling opportunities. Manage onboarding, maintain CRM and planning records, collaborate with internal specialists, and ensure regulatory compliance while delivering personalized client service and meeting production goals.

Develop and maintain complex financial plans for affluent and high-net-worth clients, including cash flow projections, retirement scenarios, Monte Carlo analyses, tax strategies, and Social Security and Medicare planning. Support advisors with client meeting preparation, financial data analysis, documentation, and reporting. Improve planning processes and technology, maintain accurate client records, and collaborate with advisors to enhance the client experience.

Entry-level financial planning role for a 2027 college graduate. The hire receives extensive advisor training and mentorship, pursues Series 65, Life & Health, CFP, and potentially CKA credentials, and progresses toward client-facing financial advising. No prior experience or prospecting is required. The role emphasizes high performance, teamwork, client service, startup commitment, and long-term professional growth.

Prepares customized financial plans, including cash flow, tax, charitable giving, education, debt, retirement, insurance, and estate planning. Implements investment transactions, rebalancing, and tax-loss harvesting; supports advisors with client meetings, documentation, follow-up, and relationship management. Maintains compliance, handles confidential information, uses financial planning and CRM software, and integrates biblical principles into client recommendations.

Supports financial planners with client financial plan implementation, tax return reviews, year-end tax projections, financial analysis, investment allocation reconciliation, retirement plan optimization, client communications, and workflow coordination. Assists with annual client meetings, coordinates internal and external vendors, and reviews and trains data input staff. Requires a bachelor’s degree in Accounting or Tax and CPA or CPA candidate status.

Supports financial planners with client relationship management, financial plan implementation, consult file preparation, tax return reviews, tax projections, investment allocation reconciliation, retirement plan analysis, client communications, and coordination with internal departments and external vendors. This is a full-time, structured eight-week internship requiring current enrollment in a bachelor's or higher degree program in Accounting, Tax, or a related field.

Lead advanced financial planning and tax strategies for ultra-high-net-worth clients. Develop trust, estate, charitable, wealth-transfer, liquidity, equity compensation, and business-exit strategies; partner with advisors, clients, CPAs, and attorneys; review team deliverables; identify tax-alpha opportunities; and support business development.

Develops, manages, and retains wealth management clients in Collin County. Meets with clients to assess financial goals and situations, provides investment and financial planning advice, cross-sells bank products, and maintains client relationships. Requires regular travel between locations, occasional extended hours, and potential work at physical bank premises. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial advisor experience, applicable securities and insurance licenses, and successful background and financial checks.

Develops and retains wealth-management client relationships, assesses financial situations, and provides investment and financial-planning advice. Meets clients regarding goals, cross-sells banking products, and supports long-term financial objectives across Tarrant County locations. Requires regular travel between sites, possible extended hours, and occasional lifting. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial-advisor experience, securities and insurance licenses, and a satisfactory background and financial standing.

Supports financial planners by developing client financial plans, retirement and tax projections, risk management analyses, estate plans, and recommendations. Conducts client-specific financial planning research and assists with account establishment, money movement, and client requests. The role requires strong attention to detail, communication, problem-solving, and a desire to grow into a financial planner position.