Top Financial Planner Jobs

Develops sophisticated financial plans for high-net-worth clients using eMoney and MoneyGuide Pro. Analyzes retirement, tax, estate, insurance, cash flow, education, executive compensation, charitable giving, and business succession needs. Partners with wealth advisors and trust officers, presents recommendations, researches regulatory and industry developments, supports business development, creates advisor resources, and serves as a technical financial planning expert.

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.

Advises students on financial aid eligibility and applications, processes and awards federal aid, verifies documentation, creates and monitors payment plans, conducts Title IV interviews, tracks applications and funds, and ensures compliance with federal and state regulations.

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.

Prepare comprehensive personal financial plans covering investments, retirement, Social Security, education funding, estate planning, taxes, insurance, and risk management. Analyze client documents and data using financial planning software, Excel, CRM, and portfolio tools. Collaborate with advisors, sales teams, and internal specialists to develop tailored recommendations, maintain accuracy, support client delivery, and improve workflows. This entry-level role requires CFP coursework, strong analytical and organizational skills, and client confidentiality.

Entry-level financial planning internship with no prior experience required. Interns complete extensive advisor, leadership, communication, and financial planning training; observe and practice client presentations; assist with financial plans, tax reports, presentations, and routine client service; and prepare for Life and Health Insurance and Series 65 exams.

Prepare, update, deliver, and implement comprehensive financial plans for clients using eMoney and related planning tools. Support advisor teams with portfolio, tax, retirement, Social Security, and wealth-transfer analysis. Partner across teams to deliver accurate client recommendations, co-present planning concepts, manage client relationships, and support referrals and retention. Mentor financial planning staff and improve procedures, efficiency, and client experiences while managing multiple priorities and deadlines.

Administers the Financial Planning Department, ensuring student aid is accurately awarded and disbursed. Manages accounts receivable collection, student re-registration, internal audit procedures, and timely separation out-processing with complete documentation and notifications. Requires knowledge of student aid programs and Title IV administration, along with strong attention to detail, organization, customer service, communication, and accuracy. This is a part-time, in-person position at the North Houston Campus.

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.

Prepare comprehensive financial plans (cash flow, investments, retirement, Social Security, education, stock options, estate, tax, risk). Use planning and CRM tools, collaborate with advisors and specialists, manage client documentation, improve workflows, and support implementation. Hybrid role with up to 10% travel.

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.

A 12-week hybrid training program to develop entry-level financial planners. Provides life & health licensing, exam sponsorship (SIE, Series 7 Topper, Series 66), mentorship, coaching, and hands-on client-facing skills development. Candidates must be Louisiana residents near listed offices and proficient with MS Office and financial management software.

As a Financial Planner, you will provide comprehensive planning support, evaluate member needs, and coordinate solutions in the absence of Senior Planners. You'll assist members, manage client relationships, and utilize in-house technology to enhance the planning process.

Support advisors by preparing, updating, delivering, and implementing comprehensive financial plans using eMoney and portfolio tools. Perform portfolio and tax analysis, co-present planning recommendations, mentor junior planners, and improve processes to enhance client experience and retention. Collaborate across teams and provide both supervised and unsupervised financial planning advice.

Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.

Prepare comprehensive financial plans for high-net-worth clients, utilizing eMoney for modeling and analysis, while collaborating with senior advisors and contributing to client meetings.

Provide holistic financial planning and investment advice to clients, integrating US and cross-border assets. Manage portfolios (401(k), IRAs, HSAs, 529s), develop tailored investment strategies, coordinate with tax and estate advisors, ensure SEC and international regulatory compliance, perform market research, and cultivate long-term client relationships.

Develop and present customized financial plans for high-net-worth clients. Gather client data, analyze complex financial scenarios, advise on cash flow, education funding, equity compensation, investments, insurance, taxes, and estate planning, and collaborate with advisors and external professionals to deliver holistic wealth-management solutions.

Create and present customized financial plans for high-net-worth individuals and corporate retirement clients. Gather client information, analyze complex financial data (cash flow, education funding, equity compensation), collaborate with advisors and external professionals, and improve planning processes and technology utilization to deliver high-quality, client-focused outcomes.

Prepare and present customized financial plans for high-net-worth clients by analyzing complex financial data, cash flow, education funding, equity compensation, investments, insurance, taxes, and estate needs. Work directly with clients, collaborate with advisors and external specialists, improve planning processes, and advance use of financial planning software to deliver high-quality, client-focused outcomes.

The Associate Financial Planner will assist in account management, support advisors, conduct research, prepare client files, ensure compliance, and aid in client communications and presentations.