Financial Planner Jobs in the United States
Kohan Retail Investment Group LLC
Great Neck, NY
Job entails working w/ & reqs exp incl: Financial modeling using Excel (VBA), debt structuring, & waterfall mechanics; Power BI for KPI dashboards & portfolio analytics; Acquisition underwriting models (IRR, equity multiple, DCR, yield on cost) & granular cash flow models w/ CAM, abatements, & breakpoints; Market rent, sales comps, lease-roll analysis, & re-tenanting pro-formas; Using Property Management Software (Yardi & AppFolio) & QuickBooks; Preparing financial models, investment memos, & presentations for lenders & investors. Manager – Financial Planner & Analyst (Master’s w/ 3 yrs exp or Bach w/ 5 yrs exp; Major: Finance, Economics, Real Estate or equiv.)
Jobot
$100000 - $125000
Lynn, 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.
Fidelity Investments
$58000 - $75000
San Clemente, 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.
Agropur
$67800 - $84800
Lake Norden, 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.
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.
J.A. Watts, Incorporated
$125000 - $155000
Chicago, IL
Create and oversee project budgets, manage project forecasts, schedules and expenses; anticipate potential changes to budget, schedule, and expenses and provide guidance and analysis of changes. The Senior Planner will oversee all aspects of assigned projects or programs, including design development, implementation, stakeholder coordination, cost control, and quality assurance.
City of Greenville
$78374.4 - $99923.2
Greenville, NC
Under general supervision, this position provides technical and administrative support for the Greenville Urban Area Metropolitan Planning Organization and performs professional transportation planning and other related work as required. After successful completion of the six-month probationary period, a hybrid schedule of office and telework hours may be available depending on the operational needs of the Engineering Department.
Fidelity Investments
$60000 - $75000
Lakeville, 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.
Fidelity Investments
South Salem, NY
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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Fidelity Investments
Houston, TX
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. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity Investments
Stamford, CT
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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Fidelity Investments
$60000 - $75000
Roberts, WI
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
$60000 - $75000
Laurel, 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.
Iconma
Austin, TX
Inventory Control – Analyzes usage data and stock levels to order parts to satisfy service levels; maintains inventory levels per plan and expedites shortages; may forecast spare parts needs. Responsibilities:Employees may specialize in planning activities involving production control, inventory control, process control, or shop floor control / Material Resources Planning (MRP) integrity.
WSFS Bank
Wilmington, DE
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Other administrative tasks include coordinating with Wealth Director, Investment Advisors, and Investment Associates on preparation and mailing, or emailing, of client correspondence, including required disclosures, Investment Policy Statements and account opening paperwork.
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.
Northwestern Mutual
$86030 - $159770
Milwaukee, WI
In support of Strategic Planning Strategies’ subscribers and their high-net-worth clients, the Wealth Planning Associate Analyst, will be a dedicated resource and member of the client-facing Sophisticated Planning Strategies team. Acting in a support capacity, the role entails collaborating with other financial professionals (i.e. CFP®, Attorney, CPA) within the SPS team on opportunities to solve for the complex needs of our advisor’s clients.
BMO Financial
$102000 - $190000
Denver, CO
Application Deadline: 03/26/2026Address: 1125 17th Street, Suite 1050Job Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
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.
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.
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.
BMO Financial
$102000 - $190000
Winnetka, IL
Application Deadline: 03/26/2026Address: 520 Green Bay RoadJob Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
BMO Financial
$102000 - $190000
Minneapolis, MN
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Application Deadline: 02/26/2026Address: 50 S 6th StreetJob Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
BMO Financial
$102000 - $190000
Minneapolis, MN
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Application Deadline: 02/26/2026Address: 50 S 6th StreetJob Family Group: Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
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.
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.
Cherokee Federal
Stilwell, OK
Knowledge of database software, order processing systems, word processing software, design software, Internet software, inventory software, and manufacturing software, with strong spreadsheet (Microsoft EXCEL) experience with formulas is required. Associate degree from a two-year college or technical school; or two years (60 credit hours) from a four-year college or university; or three years related experience; or equivalent combination of education and experience.
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.
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.
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.
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.
Porter + Guide Wealth Management
Allentown, 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.
New York Life - Northern California
$62500 - $259000
Roseville, CA
This is a career opportunity for self-motivated professionals who value purpose, growth, and the ability to build long-term client relationships while helping people navigate important financial decisions such as retirement planning, education funding, and wealth management. New York Life provides a comprehensive training and development program that includes mentorship, marketing support, and proven systems to help you build your personal brand and grow a client base organically.
New York Life - San Diego
San Diego, CA
Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment and insurance plan options that successfully meet their individual financial needs. Through New York Life, Eagle Strategies, and NY LIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals.
The Piedmont Group
$70000 - $150000
Nashville, TN
At The Piedmont Group, we partner with experienced advisors who already know how to build and manage successful practices—but want a stronger platform to support their next stage of growth. We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience.
New York Life - Uniondale
$85000 - $150000
Uniondale, NY
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Baystate Financial
$80000 - $100000
Boston, MA
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
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.
Providence Health and Services
$26.46 - $40.48
Seattle, WA
Coursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Jobot
$80000 - $85000
Encino, CA
This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons. 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
$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.
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
$200000 - $300000
Stamford, CT
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.
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
$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
$110000 - $130000
Middletown, CT
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.
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
$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.