Top Financial Planner Jobs

An Hour AgoSaved
In-Office
Rochester, MN, USA
Senior level
Senior level
Healthtech
Provide comprehensive financial and investment planning for eligible staff, including asset allocation, tax and estate planning, college and retirement projections, cash flow and debt analysis, insurance/risk assessment, and benefits consulting for new, current, and retired staff.
An Hour AgoSaved
Hybrid
91355, Valencia, CA, USA
95K-120K Annually
Senior level
95K-120K Annually
Senior level
Fintech
Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, conduct ongoing research, and lead client seminars and implementation of financial strategies.
Top Skills: AdvisysEmoneyHolistiplanMS OfficeMicrosoft TeamsMonday.ComMoneyguideproPlanner CsSocial Security AnalyzerTamaracZilculatorZoom
Reposted 3 Hours AgoSaved
In-Office
Indianapolis, IN, USA
Mid level
Mid level
Consulting • Financial Services
Prepare customized financial plans integrating biblical principles; perform cash flow, tax, gifting, retirement, insurance, and estate planning; implement investment transactions; support advisors in client meetings, documentation, and follow-up; use planning and CRM software and maintain compliance.
Top Skills: EmoneyExcelMS OfficeOrionSalesforce
Reposted 3 Hours AgoSaved
In-Office
Minneapolis, MN, USA
Senior level
Senior level
Insurance • Professional Services • Real Estate • Financial Services
Client-facing role preparing and conducting financial planning meetings, gathering client data, running insurance illustrations, constructing plans, communicating team recommendations, tracking planning next steps, entering and managing client information in CRM and planning software, performing follow-up, implementing concierge touches, resolving client issues, and supporting advisor-led client relationships.
Top Skills: Contact Management SystemFinancial Planning SoftwareMS OfficeOutlookSalesforce
Reposted 3 Hours AgoSaved
In-Office
Denver, CO, USA
Junior
Junior
Insurance • Professional Services • Real Estate • Financial Services
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.
Top Skills: EmoneyMS OfficeMoneyguideproOutlookSalesforce
Reposted 3 Hours AgoSaved
In-Office
St. Louis, MO, USA
Senior level
Senior level
Insurance • Professional Services • Real Estate • Financial Services
Lead client meetings, collect and analyze client data, build tailored financial plans, create insurance illustrations and investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while ensuring regulatory compliance and high-touch client service.
Top Skills: CRMEmoneyMS OfficeMoneyguideproOutlookSalesforce
Reposted 3 Hours AgoSaved
In-Office
Reno, NV, USA
Senior level
Senior level
Insurance • Professional Services • Real Estate • Financial Services
Lead client meetings, collect client data, build tailored financial plans, create insurance illustrations, recommend investments with advisory team, manage onboarding and service, maintain CRM and planning software, and deliver high-touch client service to retain and grow relationships.
Top Skills: EmoneyMS OfficeMoneyguideproOutlookSalesforce
Reposted 5 Hours AgoSaved
In-Office
College Station, TX, USA
80K-110K
Junior
80K-110K
Junior
Financial Services
Develop and present comprehensive financial plans; perform retirement, tax, risk-management, and estate analyses; deepen client relationships; collaborate with senior planners and advisors; and continue building planning expertise.
Reposted 5 Hours AgoSaved
In-Office
Houston, TX, USA
Senior level
Senior level
Insurance • Professional Services • Real Estate • Financial Services
Lead client meetings, gather and organize client data, build tailored financial plans and insurance illustrations, communicate investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while delivering high-touch client service.
Top Skills: CRMEmoneyMS OfficeMoneyguideproOutlookSalesforce
Reposted 17 Hours AgoSaved
In-Office
Kansas City, MO, USA
83K-158K Annually
Senior level
83K-158K Annually
Senior level
Fintech
The Senior Financial Planner will manage financial planning services for high-value clients, mentor junior planners, and ensure excellent client experiences. They will also handle client inquiries, stay current on tax regulations, and maintain financial planning records.
Top Skills: EmoneyFinancial Planning SoftwareMicrosoft Office SuiteSalesforce CRM
Reposted 3 Days AgoSaved
Remote
United States
110K-130K Annually
Mid level
110K-130K Annually
Mid level
Fintech • Software • Financial Services
As a Senior Financial Planner, you'll provide comprehensive financial guidance to members, helping them achieve their financial goals through remote coaching, relationship management, and technology utilization.
Top Skills: Financial Planning SoftwareIn-House ToolsTechnology
Reposted 3 Days AgoSaved
Remote
USA
105K-157K Annually
Senior level
105K-157K Annually
Senior level
Financial Services
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.
Top Skills: EmoneyMicrosoft Office SuiteMoneyguide ProMorningstarSalesforce
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Reposted 6 Days AgoSaved
Remote
United States
135K-160K Annually
Expert/Leader
135K-160K Annually
Expert/Leader
Fintech • Software • Financial Services
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.
Reposted 7 Days AgoSaved
In-Office or Remote
3 Locations
60K-84K Annually
Mid level
60K-84K Annually
Mid level
Fintech • Payments • Financial Services
The Financial Advisor & Planner assists Personal Wealth clients with financial matters, managing client relationships, and providing investment strategies and education.
Top Skills: CfpFinra Series 65
Reposted 7 Days AgoSaved
In-Office or Remote
3 Locations
60K-100K Annually
Entry level
60K-100K Annually
Entry level
Fintech • Payments • Financial Services
Assist clients with financial matters, providing high-level service, relationship management, and financial planning guidance while ensuring client satisfaction and retention.
Top Skills: 6365Finra Series 7
Reposted 9 Days AgoSaved
In-Office
New York, NY, USA
77K-90K Annually
Junior
77K-90K Annually
Junior
Financial Services
The Financial Planner will prepare comprehensive financial plans, collaborate with sales teams, and utilize various financial planning software tools to support clients' financial objectives.
Top Skills: Crm SystemsEmoneyExcelMorningstarPortfolio Analysis ToolsSalesforceSs Analyzer
Reposted 9 Days AgoSaved
In-Office
Los Angeles, CA, USA
115K-175K Annually
Senior level
115K-175K Annually
Senior level
Fintech • Financial Services
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.
Top Skills: EmoneyExcelFinancial Planning SoftwareHolistiplanMicrosoft WordOutlookPowerPoint
Reposted 9 Days AgoSaved
Hybrid
2 Locations
74K-90K Annually
Junior
74K-90K Annually
Junior
Fintech • Financial Services
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.
11 Days AgoSaved
In-Office
Shreveport, LA, USA
80K-250K Annually
Entry level
80K-250K Annually
Entry level
Insurance • Financial Services
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.
Top Skills: Financial Management SoftwareKaplan Live TrainingMS OfficeSeries 7 Topper
Reposted 15 Days AgoSaved
In-Office
Woodland Hills, CA, USA
77K-90K Annually
Entry level
77K-90K Annually
Entry level
Financial Services
Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.
Top Skills: EmoneyExcelMorningstarSalesforceSs Analyzer
Senior level
Fintech • Financial Services
Serve as a trusted advisor to ultra-high-net-worth clients and executives, delivering comprehensive financial planning, tax and estate planning, investment management, and coordinating with external CPAs and attorneys to implement tax-efficient wealth transfer and preservation strategies.
15 Days AgoSaved
Hybrid
84121, Salt Lake City, UT, USA
85K-120K Annually
Senior level
85K-120K Annually
Senior level
Fintech
Lead creation and delivery of customized financial plans for high-net-worth clients, oversee planning processes, mentor junior staff, streamline team workflows, support M&A integration, and drive service and software improvements to enhance client relationships and firm offerings.
Top Skills: AdvisysEmoneyHolistiplanMicrosoft TeamsMonday.ComMoney Guide ProOffice SuitePlanner CsSocial Security AnalyzerTamaracZilculatorZoom
15 Days AgoSaved
Hybrid
91355, Valencia, CA, USA
95K-120K Annually
Senior level
95K-120K Annually
Senior level
Fintech
Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor associates, improve workflows, support M&A integration, and develop new service offerings while maintaining strong client relationships.
Top Skills: AdvisysEmoneyHolistiplanMicrosoft TeamsMonday.ComMoney Guide ProOffice SuitePlanner CsSocial Security AnalyzerTamaracZilculatorZoom
15 Days AgoSaved
In-Office
85016, Phoenix, AZ, USA
85K-120K Annually
Senior level
85K-120K Annually
Senior level
Fintech
Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve planning tools and service offerings, and present recommendations to clients while ensuring accurate documentation and regulatory awareness.
Top Skills: AdvisysEmoneyHolistiplanMS OfficeMicrosoft TeamsMonday.ComMoneyguideproPlanner CsSocial Security AnalyzerTamaracZilculatorZoom
15 Days AgoSaved
Hybrid
92612, Irvine, CA, USA
85K-120K Annually
Senior level
85K-120K Annually
Senior level
Fintech
Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, and present recommendations to clients while maintaining strong client relationships.
Top Skills: AdvisysEmoneyHolistiplanMicrosoft TeamsMonday.ComMoney Guide ProOffice SuitePlanner CsSocial Security AnalyzerTamaracZilculatorZoom
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