Top Financial Planner Jobs

Supports Financial Advisors and Client Specialists by preparing financial plans, analyses, research, and client-related materials. Provides education and ongoing assistance to advisory teams, completes special projects, and pursues CFP, SIE, Series 7, and Series 66 credentials. The role is designed to develop competencies and transition into a Financial Advisor position within three years.

Develop and present personalized financial plans, lead client meetings, create insurance illustrations and financial scenarios, communicate investment recommendations, manage planning milestones, maintain CRM and planning software data, support onboarding, resolve client inquiries, and build long-term client relationships and referrals.

Manages senior financial planning activities, including comprehensive client plans, portfolio and tax analysis, advisor collaboration, client presentations, and implementation support. Supervises, mentors, and reviews financial planners while improving procedures, meeting timelines, maintaining quality standards, and supporting client retention and referrals. Uses eMoney, Orion, Morningstar, Holistiplan, Salesforce, and Microsoft Office tools. Requires CFP certification or S65 with an approved advanced credential, and travel up to 20%.

Leads comprehensive financial planning for complex wealth-management clients, covering cash flow, retirement, tax, estate, insurance, education, and philanthropic strategies. Partners with advisors and external professionals, presents recommendations, monitors plans, ensures regulatory and fiduciary compliance, and mentors junior planners. Analyzes sophisticated compensation, business ownership, stock options, and concentrated positions while contributing to planning standards, processes, and tools.

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, 10-week summer internship for students pursuing accounting, tax, or a related degree.

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.

Administers the college’s financial planning department, ensuring student aid is accurately awarded and disbursed. Responsibilities include collecting accounts receivable, supporting re-registration, completing internal audits, and processing student separations with proper documentation and notifications. The role requires knowledge of student aid programs and Title IV administration, along with strong organization, accuracy, customer service, and communication skills.

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.

Prepares comprehensive financial plans covering cash flow, investments, retirement, Social Security, education, estate, tax, and risk management. Analyzes client documentation, uses financial planning software and CRM systems, collaborates with advisors and specialists, supports plan implementation, and improves workflows. The role requires strong analytical, organizational, communication, confidentiality, and client-service skills, with up to 10% travel.

Build and grow a regional book of business by prospecting clients and delivering personalized financial planning, retirement, investment, insurance, risk management, and wealth management solutions. Analyze client assets, liabilities, and risk profiles; develop long-term strategies; manage relationships; and pursue licensing through company-sponsored training and support.

Develop and manage comprehensive financial, investment, tax, and estate-planning strategies for high-net-worth individuals and families. Analyze financial data, model future scenarios, evaluate investments, advise on wealth preservation, and coordinate with internal and external professionals. Build client relationships, monitor plans, and provide informed recommendations based on market trends and regulations.

Prepare and present comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Analyze financial circumstances, develop recommendations, coordinate with wealth-management teams, and address retirement, estate, tax, insurance, charitable, and succession planning. Build trusted client relationships, maintain planning workflows, present to clients and prospects, and collaborate with internal and external professionals. Higher levels mentor colleagues, handle complex cases, and improve planning processes and capabilities.

Provides personalized financial planning and ongoing client service. The role delivers recommendations, supports implementation, maintains long-term client relationships, and helps clients pursue financial goals. Administrative and operational work is handled by support teams, allowing the planner to focus on client advising. Candidates must obtain Series 65 and Life & Health licenses, hold or pursue CFP® certification, complete extensive training, and potentially pursue the CKA® credential. The role does not require prospecting or cold outreach.

Supports university communications and honors colleges with budgeting, forecasting, financial modeling, variance analysis, dashboards, resource allocation, workforce planning, compliance, and audit activities. Partners with finance and administrative teams to provide data-driven recommendations, prepare operating budgets, assess initiatives, and monitor financial performance. The role also supervises staff and requires collaboration across university offices.

Deliver comprehensive financial planning for high-net-worth and ultra-high-net-worth clients, covering retirement, estate, insurance, education, and investment needs. Analyze financial documents, prepare personalized plans and presentations, maintain client records, ensure regulatory compliance, and support plan implementation and business development. Supervise, train, and mentor financial planners while collaborating with advisors, operations, and client services teams.

Manage R&D financial planning and analysis including annual budgets, interim budget analysis, P&L and cash flow tracking. Coordinate global fund receipts, audit documentation, fixed asset compliance, and monthly reporting. Provide spend oversight for labs, identify risks, recommend solutions, support government-funded proposal financials, and collaborate with Hitachi Americas and Japan finance teams, including off-hour meetings.

Provide FP&A support for the Salt Lake City facility including P&L forecasting, monthly and mid-month variance analysis, profitability and cost accounting, support for bids and new business cost reporting, and driving operational excellence through lean metrics and collaboration with operations and cost accounting teams.

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.