Top Financial Planner Jobs

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

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.

Support comprehensive financial planning for high-net-worth clients by gathering data, modeling tax and investment scenarios, reviewing trust and estate documents, preparing recommendations, and participating in client conversations. Collaborate with advisors, attorneys, tax professionals, and internal teams to implement planning strategies, deepen client relationships, develop educational materials, and maintain compliance with policies and regulatory standards.

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.

Lead retirement plan and financial planning service expansion by advising financial advisors, managing 401(k) implementations and conversions, supporting plan design and compliance, coordinating providers, and delivering training, seminars, and educational materials. The role requires relationship management, knowledge of ERISA and regulatory requirements, consultative guidance, and travel to support advisor education and business development.

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.

Develop and update comprehensive financial plans, analyze portfolios and tax strategies, and support advisors in delivering customized client recommendations. The role partners across teams to improve client outcomes, retention, and referrals; presents planning concepts; manages client-facing relationships; mentors colleagues; and improves planning procedures. Candidates need strong analytical, organizational, communication, and financial planning skills, relevant certifications or education, and the ability to manage multiple priorities and travel up to 20%.

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, gifting, retirement, insurance, education, debt, and estate planning. Implements investment transactions, rebalancing, and tax-loss harvesting; supports advisors with client meetings, documentation, follow-up, and relationship coordination. Maintains compliance, handles confidential information, uses financial planning and CRM software, and integrates biblical principles into client recommendations.

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.

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 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.

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.

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.

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.