Financial Planner

Financial Planner Finance Jobs

29 jobs found

1mo ago

Financial Advisor

Boutique Recruiting Fort Myers, FL

Fort Myers, FL

1mo ago Closed

$65k - $80k/yr Full time Advisor Advisors Advisory Services

This position is no longer accepting applications (closed Aug 31, 2026).

Job Description

This on site Financial Advisor role in Fort Myers, FL offers a collaborative, growth-oriented environment with strong support to help you succeed. Expect warm, prequalified prospects, personalized financial strategies, and a smooth path from first meeting to lasting client relationships. Our team handles marketing, scheduling, planning and processing, so you can focus on advisory conversations. The position carries a compensation range of USD 65,000 to 80,000 per year, with monthly commissions and clear potential for high earnings. Relocation support may be available, and advancement opportunities exist as the firm expands into new markets.

Benefits

Medical insurance starts on day one with five plan options
$300 monthly employer contribution toward an advisor's medical premium
Employee-paid dental and vision coverage
401(k) with employer match up to 4% after eligibility is met
15 days of combined PTO after 90 days
PTO increases to 20 days after three years and 25 days after five years
Paid holidays including your birthday, Christmas Eve, Christmas Day, Thanksgiving and the day after Thanksgiving
Paid company closure during Christmas week for advisors who meet performance goals
Monthly commission payments
Additional performance contests and incentive opportunities
High earning potential, with established advisors commonly earning $300,000+
No cold calling, purchased leads or self generated marketing required
Warm appointments scheduled directly on the advisor's calendar
Dedicated planning, scheduling and processing support
Potential relocation assistance of $5,000 to $10,000
Opportunity to earn dedicated service advisor and processing support as the book grows
Advancement potential into Lead Advisor roles as the firm expands into new markets

Responsibilities

Conduct five to six new client meetings weekly with warm, prequalified prospects
Guide clients through a two to three meeting onboarding process
Review financial plans prepared by the planning team before presenting recommendations
Assess each client’s goals, retirement needs, risk tolerance and investment priorities
Present solutions across managed assets, stocks, bonds, ETFs, annuities, insurance and other planning strategies
Build credibility with pre retirees and retirees, managing an average relationship value around $1 million
Convert qualified prospects into clients with a target close rate of 30%
Deliver a polished, confident and educational client experience
Collaborate with schedulers, client service associates, processors and planning professionals for smooth onboarding
Maintain accurate client and opportunity data in firm systems
Follow the firm’s advisory, sales and client service processes
Transition established clients to service advisors for ongoing annual reviews as the book grows
Consistently meet performance goals and key performance indicators

Requirements

2–3+ years of experience as a Financial Advisor
Proven track record of closing new client business
Active Series 65 license
Strong consultative sales and relationship-building skills
Confidence presenting complex financial strategies clearly and persuasively
Ability to command a room while staying humble and coachable
Self-motivated, competitive and results-oriented mindset
Intellectual curiosity and genuine interest in learning the firm’s processes
Ability to accept feedback, adjust quickly and execute consistently
On-site availability in Fort Myers for the full-time role
Occasional evening client appointments may be required
Degree not required if relevant experience supports the role

Technologies

Wealthbox
Nitrogen/Riskalyze
eMoney
Schwab custodial platform

Preferred Qualifications

Active insurance license
CFP designation
Experience with Wealthbox, Nitrogen/Riskalyze, eMoney or Schwab’s custodial platform
Background with an independent advisory firm, wealth management organization or insurance-based financial services company
Former collegiate athlete or military experience

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1mo ago

Financial Planner 3+ Years Experience

Babb Financial Group Flagstaff, AZ

Flagstaff, AZ

1mo ago Closed

$100k - $150k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 18, 2026).

Job Description

Based in Flagstaff, AZ, Babb Financial Group seeks a Financial Planner with 3+ years of advisory experience to join onsite in a collaborative, team-focused environment. This full-time role offers a competitive $100,000 to $150,000 per year and a benefits program designed to support growth, stability, and client outcomes.

Benefits

401(k)
401(k) matching
Life insurance
Paid time off
Professional development assistance
Relocation assistance
Retirement plan
Open PTO and Friday afternoons free when work is complete
Annual CFP® fees and approved CE expenses covered
Disability insurance

Responsibilities

Manage and deepen relationships with an existing client base
Support onboarding of new clients into our process
Collaborate with the team to deliver comprehensive financial planning and coordinated tax strategies
Provide guidance on financial planning and investment management topics
Partner with outside professionals such as CPAs and attorneys when needed
Ensure follow-through so clients experience clarity, organization, and peace of mind

Requirements

CFP® certification preferred; other designations/license (JD, CFA, CPA) valuable
Licenses: Series 65 and Life/Health Insurance
3+ years of advisory experience
Outgoing, personable, strong communicator, detail-conscious, and team-oriented
Growth-oriented, collaborative mindset, eager to advance
Education: Bachelor's degree

About Us

Since 1981, Babb Financial Group has guided individuals, families, and business owners through life’s financial complexities. We prioritize relationships over transactions and aim to help clients reach peace of mind by solving hard problems with a dependable, collaborative team.

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1mo ago

Financial Solutions Advisor

Bank of America Diamond Bar, CA

Diamond Bar, CA

1mo ago Closed

$70k - $80k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 15, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor to deliver comprehensive financial planning and advisory services to clients, developing tailored plans and recommending brokerage products while triaging leads and referrals to meet client goals and regulatory requirements under the SAFE Act. This onsite role is based in Diamond Bar, California, with a salary range of $70,000 to $80,000 per year.

Responsibilities

Collaborate with clients to define short and long term financial objectives by constructing a tailored plan that incorporates brokerage products such as stocks, bonds, mutual funds, annuities, and managed banking solutions.
Recommend banking and investment strategies aligned with the client's goals and needs.
Assess client requests and route to appropriate internal service teams based on client needs and asset thresholds.
Incorporate risk mitigation into daily activities to protect client interests.
Identify and engage prospective clients through referrals or existing financial center clientele.
Provide coaching and feedback to referral partners based on client needs and proposed product services.

Requirements

Licensing: current Series 7 and 66; or 63 and 65 in place of 66. If the 66 is not held but 63 or 65 is, an offer may be extended with the condition of passing the missing series within 60 days.
Minimum of one year in the investments industry, including training and deep knowledge of investment products and services.
At least one year of experience in the financial services sector and/or a sales environment with performance against goals.
Strong goal setting and the ability to achieve targets.
Ability to build and maintain solid client relationships.
Collaborative team player who works effectively with others to achieve results.
Effective and confident communication, comfortable engaging with all clients.
Ability to manage goals, navigate complexity, prioritize tasks, and operate in a fast-paced environment.
Curiosity, adaptability, and a client-focused mindset to identify the right solutions for clients.
Strong time management and capacity planning capabilities.
Thorough approach to regulatory due diligence in daily activities and long-term client strategies.
Education: High School Diploma / GED / Secondary School or equivalent.

Benefits

Affordable, competitive and flexible benefits.

Schedule

Monday through Friday with open availability required, plus occasional Saturdays.

Shift

First shift (United States).

Hours per Week

40 hours per week.

DESIRED QUALIFICATIONS

Strong computer skills and ability to multitask in a demanding environment.
At least three years of experience in the financial services industry and/or a sales environment with a track record of meeting or exceeding goals.
Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are preferred.
Insurance licenses are advantageous.

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1mo ago

Financial Planner

NYL - Melville Melville, NY

Melville, NY

1mo ago Closed

$100k - $100k/yr Full time Advisor Analytical Skills Client Advisor

This position is no longer accepting applications (closed Aug 15, 2026).

Job Description

The entry level financial planner role at NYL - Melville invites you to begin a career in wealth management, working directly with clients to shape their financial futures from an onsite office in Melville, New York. This position emphasizes clear communication, strong numerical and analytical skills, and a coachable mindset as you grow within a leading financial services organization.

Responsibilities

Provide strategic recommendations on products, plans, and investments along with financial guidance to help clients reach their monetary goals.
Collect and evaluate each client’s financial information to determine financial status, cash flow, expectations, goals, retirement plans, and other wealth-management factors.
Consider life stage, career circumstances, and evolving financial needs when crafting tailored financial plans.
Maintain a coachable, organized approach as a collaborative team member, actively pursuing training and development opportunities.
Identify and pursue new clients to serve as a trusted advisor for significant financial decisions.

Requirements

Solid understanding of financial products, the financial services industry, and the responsibilities of personal financial advisors or financial planners.
A bachelor’s degree in finance, business administration, or a related analytical field.
Proven ability to network and prospect for new clients.
Residence in or near Long Island, Brooklyn, or Queens.

Technologies

Microsoft Office
Excel
CRM systems
Financial planning software
Google Suite

About the Company

We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “Wor

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1mo ago

Senior Financial Planner

EP Wealth Advisors, LLC Remote 🌍 Remote

Remote

1mo ago Closed

$90k - $120k/yr Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Aug 15, 2026).

Job Description

EP Wealth Advisors, LLC offers a remote Senior Financial Planner role designed for the Pacific Time Zone, with a competitive base salary range of $90,000 to $120,000 per year. The position supports a flexible work schedule and a comprehensive benefits package that prioritizes health, financial wellbeing, and ongoing professional development. You will nurture client relationships, guide planning processes, and contribute to expanding the firm’s wealth management offerings from a collaborative, growth-minded environment.

As a key member of the team, you will work closely with advisors on clients with assets under management of 2 million dollars or more, and consult with the Financial Planning Manager for higher asset levels and more complex plans. The role emphasizes mentorship, knowledge sharing, and contributions to improving systems and client outcomes across a remote, time-zone aligned workflow.

Responsibilities

Collaborate with advisors on clients with assets under management of $2 million or more.
Consult with the Financial Planning Manager for clients with $5 million or more and more complex financial plans.
Lead the creation of detailed, customized financial plans covering tax, retirement, estate, investments, and related areas.
Review client data, present plans to clients, and assist in preparing action plans based on recommendations.
Assist in implementing financial strategies and tracking progress.
Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings.
Ensure all deliverables are accurate and timely.
Collaborate with other team members and departments to improve systems, workflows, and processes that enhance client satisfaction and service excellence.
Mentor Financial Planning Associates and Financial Planning Interns in planning processes and firm culture, under the Financial Planning Manager.
Organize and maintain client documents, ensuring proper upload to systems and databases.
Maintain and troubleshoot connections for client personal financial websites.
Collaborate on mergers and acquisitions efforts, including staff training and integration.
Continuously research financial trends, optimization opportunities, and market changes to keep offerings competitive.
Participate in ongoing professional development, from onboarding to department training and continuing education opportunities.
Pursue additional financial planning designations or certifications aligned with career goals and firm needs.
Stay informed on legislative changes and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency.
Lead or participate in developing new service offerings tailored to the regional client base.
Lead client seminars and local events to build relationships and provide education.
Support meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement action plans and ensure strong client satisfaction.

Requirements

Certification: Certified Financial Planner designation.
Experience: 3-7 years in financial services or a related field, focused on financial planning.
Technical Skills: Proficiency with financial planning software and ability to learn new systems; familiarity with Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com.
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication, with the ability to present complex strategies clearly.
Interpersonal Skills: Proven ability to collaborate within a team and build relationships.
Independent Worker: Capable of managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Meticulous in financial planning processes and documentation.
Problem-Solving: Able to address challenges promptly to maintain client satisfaction and workflow.
Education: Bachelor's degree required.

Technologies

Zoom
Microsoft Teams
Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
Zilculator
Holistiplan
Planner CS
Monday.com

Benefits

11 Paid Holidays
3 Weeks (PTO)
Paid Volunteer Time
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

Compensation

Base range: USD 90,000 - 120,000 per year

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1mo ago

Financial Advisor

Thrivent Waldorf, MD

Waldorf, MD

1mo ago Closed

Full time Advisor Client Advisor Client Relations

This position is no longer accepting applications (closed Aug 11, 2026).

Job Description

Thrivent invites you to build a faith-aligned financial advisory career from our Waldorf, Maryland onsite office. This role includes comprehensive training and licensing support, with a compensation structure that blends base commissions, bonuses and incentives. If you aim to guide clients toward financial clarity while serving a community, this is a path that blends purpose with professional growth.

Benefits

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, along with recurring revenue streams and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunities for professional growth as you build your business.
Well-being programs to help you manage physical, emotional and financial health.
Gift matching to double contributions to eligible nonprofit and volunteer programs that support your efforts to make a difference.
Membership programs that connect you with clients and help Christians engage and impact their communities.

Responsibilities

Develop a faith-aligned financial practice that guides Christians toward financial clarity and empowers lives of service and faith.
Provide personal, actionable guidance and connect clients to Thrivent products and programs.
Foster genuine, long-term relationships across generations based on trust and understanding, serving clients in your chosen community.
Schedule client appointments by leveraging your network and Thrivent’s reputation, delivering effective financial workshops and marketing your practice.
Maintain a flexible schedule to support work‑life balance.
Join a collaborative culture where colleagues are invested in your success and willing to help you grow.
Receive support from specialists across business development, marketing, technology, engagement and experienced advisors as you build your business.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Location: Waldorf, MD onsite.

Desired Characteristics

Self-disciplined, independent and driven to succeed.
Motivated by helping others achieve their goals.
A natural coach or guide with strong interpersonal skills.
Committed to a generous, service-oriented approach rather than just selling products.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with assets under management/advisement.

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1mo ago

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate

Goldman Sachs New York, NY

New York, NY

1mo ago Closed

$80k - $160k/yr Full time Advisor Asset Management Client Relations

This position is no longer accepting applications (closed Aug 10, 2026).

Job Description

Financial Planner/Associate role within Goldman Sachs' Asset & Wealth Management, Private Wealth Management, Partner Office Planning, delivering tax planning, cash flow analysis, estate planning and wealth-transfer services for high-net-worth clients, in coordination with investment experts.

Responsibilities

Execute tax planning, projection and review (US and foreign) for high-net-worth families.
Collaborate with clients and external experts to gather information required for filings, quarterly and as required.
Prepare extension estimates.
Prepare tax equalization computations.
Conduct cash flow analysis.
Prepare net worth statements.
Create estate flowcharts, wills, and execute wealth transfer processes.
Coordinate philanthropic giving.
Work closely with investment experts to deliver best in class client service.

Requirements

Bachelor's degree required.
3-5 years of experience in financial planning and/or personal income tax or accounting.
CFPs, CPAs and CFAs strongly preferred.
Working knowledge in financial planning, taxation and client service is a bonus.
Exceptional, polished communication skills (written and verbal), including client communication.
Ownership mindset and proactivity.
Proven track record of team orientation.
Enthusiastic, positive, solution oriented.
SIE, Series 6, Series 7 and Series 66 required (completed within first 3 months of employment).