Financial Planner Jobs in the United States

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.

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.

Edward Jones Investments

Grand Rapids, MI

The Edward Jones Generations® team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. • Act as an advanced subject matter expert in Financial Planning, Discovery, and a broad range of other areas of client specific emphasis, understand broad market opportunities and how they translate to strategic initiatives within various business areas to identify, create, and develop the most advanced client focused business building ideas to meet the most complex needs.

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.

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.

Fidelity Investments

$60000 - $75000

Washington, DC

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.

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.

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.

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.

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.

Colony Capital

Anywhere, NY

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The ideal candidate will have a strong understanding of complex finances such as investments, security planning, estate planning, tax planning, employee benefits planning and insurance planning.

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.

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.

Golden Reserve LLC

$150000 - $175000

Cincinnati, 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 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.

Fidelity Investments

$70000 - $105000

Silver Spring, 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.

Fidelity Investments

$59000 - $74000

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.

Charles Schwab

Torrance, CA

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.

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.

Bok Financial

Woodlands, TX

You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and ­­1-2 years of directly related experience in ­­­­­­­­­­­­­securities sales or 7-8 years of equivalent combination of education and experience.

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.

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.

Civista Bank

Dublin, 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.

bdo consulting

Phoenix, AZ

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.

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

$112000 - $150000

West Palm Beach, FL

A Tax 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. 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.

bdo consulting

Phoenix, AZ

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.

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.

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.

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.

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.

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.

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.

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.

Satori Digital

Columbia, MD

Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies. Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning.

Lamb Weston

Prosser, WA

You'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together. * Create special reports on demand for management, i.e. equipment, cost centers, outstanding work orders, purchase order status reports etc.