Top Financial Planner Jobs

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.

Develop and update comprehensive financial plans, portfolio analyses, tax strategies, retirement recommendations, and wealth-transfer plans using specialized planning software. Partner with advisors to deliver accurate, timely client recommendations, support client relationships, and improve retention and referrals. Provide supervised and unsupervised financial planning advice, co-present analyses, mentor team members, and improve planning procedures and client experiences.

Prepare and present customized financial and estate plans for wealth management clients. Provide technical guidance on complex planning, support relationship managers, improve systems and processes, manage vendor performance, maintain regulatory knowledge, and contribute to client communications, seminars, and special projects.

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.

Provide personalized financial planning to clients, obtain Series 65 and Life & Health licenses, pursue CFP certification, participate in in-depth training, deliver recommendations and implementation support, maintain ongoing client relationships, and focus on white‑glove client service without prospecting responsibilities.

Lead client-facing financial planning, acquire new clients, present community workshops, maintain white-glove service, obtain Series 65 and Life & Health licenses, pursue CFP® certification and CKA® interest.

Internship supporting financial planners through training, client-session observation, preparing financial plans and tax reports, exam prep (Series 65, Life & Health), mentorship, and communication development via Toastmasters and structured bootcamps.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.

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.

The Senior Financial Planner supports financial planning services by preparing client financial plans, managing relationships, and offering tailored recommendations while collaborating with advisors.

Work directly with clients to create tailored financial plans, lead meetings, produce insurance illustrations, coordinate investment recommendations, maintain CRM and planning software, manage onboarding and client service, and cultivate referrals to retain clients.

Support Financial Advisors by creating financial plan drafts and analyses, conducting research for client questions, providing education and project support, and completing CFP prerequisites and securities licensing exams to transition into a Financial Advisor role.

The Financial Consultant will engage with clients, understand their financial objectives, and provide tailored financial advice, including investment strategies and retirement planning.

As a Financial Consultant at WealthBridge, you will engage clients to understand their financial goals and provide tailored advice, leveraging financial tools for investment strategies and wealth management.

Support lead and senior planners by preparing meetings, onboarding clients, mastering planning tools, owning recurring processes, conducting research, and delivering high-quality, detail-oriented planning support for ultra-high-net-worth clients in a fast-paced, remote multi-family office.

Support advisors by designing, analyzing, and presenting comprehensive financial plans. Build advisor relationships, follow paraplanning standards, collaborate across teams, identify referral opportunities, and maintain knowledge of wealth planning offerings to drive client satisfaction and retention.

Build comprehensive retirement and financial plans using planning software, advise clients and sales partners on product recommendations, present webinars and seminars, research technical retirement questions, ensure regulatory and compliance adherence, train producers, maintain client records, and support cross-sell opportunities and proposal management.

Prepare comprehensive financial plans using planning software and firm tools, analyze cash flow, investments, retirement, Social Security, tax and estate needs, collaborate with advisors and specialists, manage client documentation, improve workflows, and support integrated wealth strategies.