Financial Planner Jobs in the United States

Morin Associates, LLC

$58000 - $75000

Groton, CT

We are seeking a Financial Services Assistant who will work directly with a Certified Financial Planner and transition into a licensed advisor over time. The right candidate will receive hands-on training in financial planning, insurance, and retirement strategies.

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.

One Capital Management, LLC

$100000 - $130000

Hidden Valley, CA

Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.

Vaco LLC

$150000 - $200000

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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

FIRST SERVICE CREDIT UNION

Houston, TX

What You’ll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG’s leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP® designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392 Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

Fidelity Investments

$60000 - $75000

Bethesda, MD

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.

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

$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.

Jobot

$70000 - $95000

Irvine, CA

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 critical to ensuring efficient workflows across research, product development, and production while maximizing utilization of resources and meeting internal and external delivery commitments.

Hampton Roads Transit

Norfolk, VA

A working understanding of PCs including the Internet, e-mail, ArcGIS Pro, Microsoft Office(including Word, PowerPoint, and Excel).Software applications:Internet, E-mail, HASTUS, GFI Network, Transit Master and Microsoft Office/Word, Excel, ArcGIS Pro,Safety Responsibility:Perform all job duties and responsibilities in a safe manner to protect oneself, fellow employees, and the public from injury or harm. Training and/or Education:Graduation from an accredited college or university with a bachelor’s degree in planning, Transportation, Urban Studies, Engineering, or a related field (Appropriate experience may be substituted for the above areas); previous work experience in Transportation or Urban Planning required; must successfully demonstrate analytical, quantitative, and verbal (oral and written) skills.

Music & Arts

$60000 - $65000

Frederick, MD

Data Reporting and Insights: Prepare and share actionable insights through regular and ad hoc reports, including: Ad Hoc Analysis: Provide data-driven support for strategic and tactical decision-making as needed. We strive to create lifelong musicians and make a difference in the world by enabling musicians and non-musicians alike to experience the almost indescribable happiness that comes from playing an instrument.

Agropur

$69500 - $86900

Watertown, 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. Essential Duties and Responsibilities: Use CMMS software to schedule operations and maintenance work activities in a manner that ensures project resources are efficiently allocated to support applicable phases of operations.

System One

Pittsburgh, PA

The Associate Planner is responsible for developing and maintaining sales and margin plans that tie to financial targets for their assigned categories or departments (across mainline, factory and direct channels) in order to maximize sales and profitability. This Associate Merch Planner will partner with the Merchandise Planning team to plan all components (retail, cost, units, margin, etc.) for specific categories/departments pertaining to class or item level in order to maximize sales and profitability.

Vantive

$80000 - $120000

Deerfield, IL

MPs critically examine and mitigate supply exceptions and lead communications between the commercial team, customer support, Quality, Regulatory Affairs, Network Planners, Demand Planners, and fulfillment teams regarding gaps between inventory and customer demand. Order management includes monitoring inbound POs, and work with Supply (Network) Planner, global logistics and transportation, shipping site, global carriers and foreign trade to find resolution to short term supply issues.

Midland States Bank

$87800 - $117000

Tarrytown, NY

The Trust Officer is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.

Mindlance

$32 - $34

St. Louis, MO

Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE"). • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.

Atrium

$30 - $34

New York, NY

The company operates in a fast-paced, data-driven environment and partners with leading retail accounts across multiple channels, and is looking for a Freestyle Associate Planner. The Freestyle Associate Planner will support the Merchandise Planning team by delivering key insights, reporting, and analysis to help drive sales performance and inventory efficiency.

Golden State Foods

Burleson, TX

In the event of a crisis (e.g., equipment failure, recall support, emergency shutdown), supports maintenance response activities as outlined in site emergency and crisis management procedures. Golden State Foods is a distinguished leader in the foodservice industry, offering an extensive array of products and services to a diverse clientele.

Golden Reserve LLC

$150000 - $175000

Detroit, MI

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 our nation-wide radio and television show ( ), dinner workshops, university classes, best-selling book, digital marketing and world-class client services.

Axelon Services Corporation

Oakland, CA

Strong interpersonal skills are also essential to effectively interact with all teams, areas and levels of business affecting the material planning process. Interacts with program management, construction, and business finance organizations regularly to socialize supply plans and related assumptions.

St. Luke's University Health Network

Allentown, PA

The planner collaborates closely with both the Network Strategy team and leadership and staff across the organization to support the establishment of long-term vision and identify opportunities to enhance patient care, improve patient experience, strengthen community engagement, and maintain our position as the region’s low-cost, high-quality healthcare provider. Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care.

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.

Fidelity Investments

$70000 - $105000

Rockville, MD

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.

Axelon Services Corporation

East Hanover, NJ

Perform advanced root-cause analysis for supply chain performance deviations, identifying systemic gaps and their drivers, translating findings into actionable insights, and collaborating cross-functionally to drive resolution and implement solutions. Drive continuous improvement of reporting and analytical capabilities by designing and creating new reports and dashboards, evaluating the ongoing usefulness of existing reports, managing enhancements, and ensuring data integrity.

Axelon Services Corporation

Oakbrook Terrace, IL

Analyze schedule and cost trends and provide forecasts to project teams. Lead the team of Project Cost Control analysts on larger projects.

Jobot

$100000 - $140000

Westborough, MA

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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

Fidelity Investments

$59000 - $74000

Bethesda, MD

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.

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

$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.

The Piedmont Group

$70000 - $125000

Birmingham, AL

As a Financial Advisor, you will partner with individuals, families, and business owners to create personalized financial strategies while building and managing your own client base in a supportive, team-oriented environment. If you’re ready to build a rewarding career, grow professionally, and make a meaningful impact on clients’ financial futures, we encourage you to apply today and learn more about opportunities with The Piedmont Group.

The Piedmont Group

$70000 - $150000

Dunwoody, GA

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Maximize your success with a culture built around ultra-competitive planning, investment solutions and protection, collaboration with top financial professionals, genuine inclusion, and a wide range of support.

Thoroughbred Advisors - National Life Group

White Plains, NY

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. 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.

New York Life - Uniondale

$85000 - $150000

Uniondale, NY

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Qualifications:Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

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.

Peterborough Players

Peterborough, NH

Reporting to the Managing Director and working closely with the Artistic Director, Marketing, and the Board of Trustees, this position will focus on three core priorities: leading a capital campaign, establishing a robust planned giving program, and significantly increasing contributed revenue from our subscriber and donor base. This is an entrepreneurial role for someone who loves building relationships, can work independently while collaborating effectively with staff and board leadership, and is energized by the opportunity to make a meaningful impact at an established arts organization poised for growth.

Civista Bank

Gahanna, OH

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. 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.

Vantive

$136000 - $180000

Deerfield, IL

This role drives end‑to‑end supply planning excellence across network planning, site supply planning, and procurement planning, ensuring robust supply plans, strong service levels, and optimized inventory performance. Operating in a fast‑moving transformation environment, this role plays a key part in elevating SIOP effectiveness by driving supply planning maturity, supporting global cadence and analytics, and enabling effective supply-demand balancing.

Department of Ecology

$67992 - $91464

Lacey, WA

FSU provides budget and financial management services, cost recovery coordination, contracts and interagency agreement management, Voluntary Cleanup Program operations (VCP), Remedial Action Grant (RAG) Program administration, cleanup grants for affordable housing, planning grants, and engineering services to TCP staff statewide enabling the program to successfully execute its mission to clean up contaminated sites and protect human health and the environment. Ecology employees may be eligible for the following: Medical/Dental/Vision for employee & dependent(s), Public Employees Retirement System (PERS), Vacation, Sick, and other Leave, 11 Paid Holidays per year, Public Service Loan Forgiveness, Tuition Waiver, Long Term Disability & Life Insurance, Deferred Compensation Programs, Dependent Care Assistance Program (DCAP), Flexible Spending Arrangement (FSA), Employee Assistance Program, Commute Trip Reduction Incentives, Combined Fund Drive, SmartHealth *Click here for more information.

Viva USA Inc.

Cambridge, MA

Maintains up-to-date knowledge of full breadth of client services and resources to deliver relevant and targeted information about client to diverse populations including students, employers, alumni, and other stakeholders. Participates in a range of office-wide events including open houses, professional development workshops, intra- and inter-department, and college-wide meetings.

PEAK Technical Staffing

Corning, NY

The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.

BlackStar

Buffalo Grove, Illinois

This is primarily a client-facing, non-sales Financial Advisor role focused on holistic financial planning, retirement planning, and ongoing client service within a collaborative team structure. With approximately $350M AUM and 700+ families served, we are growing and seeking an experienced Financial Planner to join our team as a Lead Planner / Service Advisor.

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.

Campbell & Company, Wealth Advisors, and Certified Public Accountants

Spring Hill, Florida

Our team is led by experienced professionals, including Jackie Campbell, an Investment Adviser Representative with both CFP® certification and CPA license, ensuring we always act in our client's best interests. As a full-service financial services and CPA firm, we blend a rich history with a forward-thinking approach to guide our clients through their financial journeys.

Haws Financial Planning

Sierra Vista, AZ

Advanced Strategy: Design and implement holistic retirement income plans, including tax-efficient distribution strategies (Roth conversions), Social Security optimization, and legacy planning. Virtual Client Delivery: Lead high-impact, virtual planning meetings, guiding clients through complex retirement transitions with clarity and confidence.

Apex Systems, Inc.

Everett, WA

In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

Globalchannelmanagement

Buffalo Grove, Illinois

Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients. Lead Financial Planner duties: Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

BECU

Tukwila, WA

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. Proactive Member Service and Advocacy: Demonstrate a commitment to delivering exceptional member service, conducting regular reviews, and effectively addressing client challenges within the ambit of BECU Investment Services objectives.

BECU

Tukwila, WA

Business Development and Client Referrals: Engage in targeted business development activities assigned by management, and when needed, refer prospective clients to BECU Investment Services Advisor for comprehensive support. WHAT YOU'LL DO: Partnering for Success: Work collaboratively with Financial Advisor(s) in your assigned area to develop and execute investment strategies for referred members and clients from NFC branches.