Financial Planner Jobs in the United States

Larson Financial Group, LLC

St. Louis, MO

Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.

Briaud Financial Advisors

$115000 - $130000

College Station, TX

Engage in Deep Financial Discussion & Analysis: Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities and addressing general client financial needs. We love what we do and are seeking a Senior Financial Planner who shares this passion and enthusiasm to join our team in delivering exceptional financial planning services to our clients.

ameriprise

Vienna, VA

Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.

Intrua Financial, LLC

Houston, TX

This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Larson Wealth Partners, LLC

Indianapolis, IN

This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

New York Life - Uniondale

$85000 - $150000

Uniondale, NY

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

Jobot

$125000 - $175000

Westborough, MA

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Stone Press FG

Winston-Salem, NC

The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.

New York Life - Washington DC - Virginia- Maryland

Bethesda, MD

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Agropur

$67800 - $84800

Estelline, SD

The Maintenance/Electrical Planner will focus on developing a comprehensive library of detailed job plans for maintenance tasks and maintaining accurate records of equipment specifications and parts inventories to ensure the efficient execution of maintenance activities. Develop operations and maintenance work packages and instructions to support work activities, including pre-planning, material staging requisitioning/expediting, labor estimating, and all other field support as required.

Fidelity Investments

$58000 - $75000

Placentia, CA

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New York Life

$80000 - $130000

Melville, NY

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Fidelity Investments

$60000 - $75000

Cottage Grove, MN

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Golden Reserve LLC

$200000 - $225000

Columbus, OH

Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost. Golden Reserve lead generation is driven by its nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), seminar workshops, digital and world-class client services.

Jobot

$115000 - $131500

The Bronx, NY

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a key member of the business development and marketing team, the Hospice Care Planner develops and maintains positive relationships with physicians, social workers, case managers and discharge planners within the medical center.

New York Life - Washington DC - Virginia- Maryland

Bethesda, MD

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

GTT

Oakland, CA

The planner partners closely with program management, construction, finance, and operations teams to ensure supply plans align with business objectives and respond effectively to shortages, emergencies, and changing demand. Pay Rate: $50–56/hourRole OverviewThe Senior Logistical Planner is responsible for overseeing complex supply planning and inventory management activities across multiple material categories.

Vaco LLC

$250000 - $300000

New York, NY

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Key Responsibilities:Strategic Advisory: Serve as the lead advisor for a sophisticated client base, guiding them through complex financial landscapes, risk tolerance assessments, and long-term planning.

EDI Specialists, Inc.

Laurel, MD

As a member of the Planning & Scheduling section, you will work closely with Project Managers, Control Account Managers (CAMs), Financial Managers, Sub-Contractors, and Sponsors to support a variety of Planning/Scheduling duties. Are highly skilled in MS Project, Excel, Word, PowerPoint, and miscellaneous Planning/Scheduling tools (for Project, SSI Tools, KIDASA Milestone Professional, Acumen Fuse, Primavera, etc.).

Vaco LLC

$80000 - $85000

Waukesha, WI

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Vaco LLC

$200000 - $300000

New York, NY

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Key ResponsibilitiesStrategic Advisory: Serve as the primary architect for complex client relationships, guiding high-net-worth and institutional principals through liquidity planning, cash flow management, and long-term wealth objectives.

Colony Capital

$200000 - $220000

Boston, MA

The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services.

Colony Capital

$123000 - $143000

Atlanta, GA

Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Jobot

$160000 - $240000

Detroit, MI

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

Mice Groups

$35 - $45

San Mateo, CA

Support shipments for new products by coordinating engineering owned material to appropriate shipping locations (SAF/ZSA/Wafers) Manage Project Services Fremont Mailbox Manage reservations for material staged in inventory locations Establish and maintain strong relationships between Program/Product Management, Engineering, Production Control, and Supply Chain Ad hoc reporting as needed by Product Group Participate in cross-functional teams and communicate delivery issues related to the build schedule. Ability to read and interpret multi-level product BOMs Self-starter; able to work and collaborate with team members Strong written and oral communication skills Able to write clear email directions for inventory movement between warehouses, production floor, or engineer's desk Demonstrated problem solving and critical thinking skills Knowledge of SAP transactions such as MD04, MB51, LS24, ME27, MB21, MB22, MB23.

Charles Schwab

Charlottesville, VA

You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

Porter + Guide Wealth Management

Lansdale, PA

The dedicated team of financial advisors utilizes an intentional, purposeful, and proactive process to create financial plans and investment management strategies to help guide clients toward the future they’ve always envisioned. Porter + Guide Wealth Management, Harleysville, PA, is a trusted financial advisory firm dedicated to helping individuals and businesses achieve long-term financial success.

Pitisci & Associates

Punta Gorda, FL

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

Jobot

$120000 - $200000

Westborough, MA

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

The Piedmont Group

$70000 - $150000

Dunwoody, GA

Our industry-leading program is designed to help experienced Financial Advisors expand their impact, enhance client service, and accelerate practice growth. We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience.

Thoroughbred Advisors - National Life Group

Latham, NY

We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals.

Baystate Financial

$80000 - $100000

Burlington, VT

Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country. We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England.

Civista Bank

Dayton, OH

Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community's financial needs.

Vaco LLC

$150000 - $160000

San Diego, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. • Own financial setup and ongoing maintenance of projects within a project accounting system such as NetSuite SuiteProject, including WBS alignment, labor planning, vendor setup, revenue planning, and cash milestone tracking.

Jobot

$85000 - $110000

BLOOMINGTON, MN

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Ideally a hybrid role but strong appetite for FULLY REMOTE -Seeking a Senior Auditor to join our Growing firm, exceptional work/life balance, benefits, etc.

Jobot

$115000 - $135000

BLOOMINGTON, MN

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is responsible for preparing and reviewing complex fiduciary, estate, gift, and high-net-worth individual tax returns while providing proactive planning and advisory services.

PEAK Technical Staffing

Los Angeles, CA

Projects must be managed and administered in compliance with company policies and procedures, adhering to core values like client focus, integrity, passion for building, quality, safety, service, and technology-driven operations. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/

Jobot

$200000 - $300000

Naples, FL

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.

Jobot

$200000 - $250000

Sioux Falls, SD

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Rare Chief Executive Officer Role with stable Trust Organization, working very talent leadership and trust and wealth management executives.

bdo consulting

$146000 - $200000

Ridgeland, MS

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Jobot

$110000 - $200000

Newark, NJ

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Jobot

$130000 - $160000

Sioux Falls, SD

With offices in Sioux Falls, SD and Bloomington, MN, we provide unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living wills. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Jobot

$120000 - $160000

BLOOMINGTON, MN

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Responsibilities include but are not limited to: · Review and sign federal, state, and local individual income tax returns prepared by staff, ensuring accuracy and compliance with applicable laws.

Greenspring Village by Erickson Senior Living

$110000

Springfield, VA

Manages occupancy development of Continuing Care; actively markets the continuum of care by networking in the community with residents, families, discharge planners, social service workers, local business organizations, and other referral sources. Directs and evaluates all operations and staff functions, i.e., nursing, dining services, continuing care admissions, building maintenance services, housekeeping, laundry, administration, resident services, and therapeutic recreation.

Colony Capital

$70000 - $90000

Los Angeles, CA

Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services.

bdo consulting

$215000 - $270000

Denver, CO

A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.

bdo consulting

$136000 - $165000

Seattle, WA

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

Colony Capital

$110000 - $130000

Anywhere, NY

Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicants skill set.

Colony Capital

$70000 - $90000

Los Angeles, CA

Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services.

University of Utah

$125000 - $150000

Salt Lake City, UT

Professional Credibility - Demonstrate the highest level of ethical behavior and integrity, nurture professional relationships with peers at similar colleges and universities as well as with national and regional organizations like the National Association of College and University Business Officers (NACUBO). ▪ Annual IRS Form 990-T - Work closely with staff and various financial staff throughout the university to gather the required unrelated business income activities financial information to report on the annual Form 990-T.