Financial Planner Jobs
Financial Planner jobs are open across wealth management firms, banks, insurance companies, and independent advisory practices, from entry-level associate to senior and director roles, with specializations in retirement planning, tax strategy, and investment management. Find a role that fits below and apply directly.
Find Financial Planner JobsOverview
Showing 5 of 125+ Financial Planner jobs
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
See All 125+ Financial Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Planner JobsFinancial Planner Job Market
Who's Hiring
- Wealthbridge Financial11
- Edelman Financial Engines6
- KeyBank5
- Northwestern Mutual5
- The AmeriFlex5T
Top Industries Hiring
- Insurance
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in financial planner jobs.
- CFP designation or active progress toward CFP certification
- Experience building comprehensive financial plans for individual clients
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- FINRA Series 65 or Series 66 license for investment advisory roles
- Bachelor's degree in finance, economics, accounting, or a related field
- Strong client communication skills for delivering recommendations to diverse audiences
Tips for Your Financial Planner Job Search
Lead your resume with planning outcomes
Financial planner hiring managers want to see client results, not just duties. Quantify the size of portfolios you managed, client retention you maintained, or financial plans you delivered. Generic phrases like 'provided financial advice' get skipped over.
List certifications prominently and accurately
Your CFP, ChFC, or Series licenses belong near the top of your resume, not buried in a skills section. Hiring managers screen for these before reading anything else, so make yours impossible to miss and spell them out exactly as credentialed.
Target openings by client segment
Financial planner roles differ sharply by client type: mass-market, high-net-worth, institutional, or small business. Read each posting carefully and tailor your application materials to the specific client segment, using the same language the employer uses in the job description.
Apply early to roles that fit
Migrate Mate lists financial planner openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a case-style interview round
Many firms include a scenario round where you build or critique a sample financial plan. Practice walking through a client profile out loud, covering goals, risk tolerance, asset allocation, and tax considerations, so you can explain your reasoning clearly under interview conditions.
Negotiate comp structure, not just base salary
Financial planner offers often include AUM-based bonuses, trail commissions, or book-of-business splits. Before accepting, ask how the variable component is calculated and when it vests, so you can compare offers that look similar on base salary alone.
Financial Planner Jobs: Frequently Asked Questions
Which companies are hiring the most financial planners?
The most active employers for financial planners right now are Wealthbridge Financial, Edelman Financial Engines, and KeyBank, and the most openings are in California, Texas, and Missouri, based on current listings on Migrate Mate as of November 2026. Demand tends to be strongest at large wealth management firms, regional banks, and independent registered investment advisors.
How many financial planner jobs are remote?
About 65% of financial planner openings are fully remote or hybrid as of November 2026, with availability varying significantly by firm type and seniority. Fee-only advisory roles and financial planning associate positions tend to offer the most remote flexibility, while roles that require active client prospecting are more likely to be on-site.
How do you become a financial planner?
Start by earning a bachelor's degree in finance, economics, or accounting, then complete a CFP Board-registered education program. Accumulate the required hours of relevant professional experience, pass the CFP exam, and satisfy the ethics requirement. Many planners also obtain FINRA licenses early in their careers to broaden the types of advice and products they can offer clients.
Can you get hired as a financial planner with little experience?
Yes, many firms hire entry-level financial planners into associate or paraplanner roles specifically designed to build experience under supervision. Focus on completing your CFP education coursework, obtaining relevant licenses like the Series 65, and applying to positions that mention training programs or mentorship. Internships at advisory firms while still in school are one of the most direct paths into a first role.
What does the financial planner interview process look like?
Most financial planner interviews involve an initial screening call with a recruiter or office manager, followed by one or two rounds with the hiring advisor or team lead. Expect competency questions about how you approach financial plan construction, client communication, and handling objections. Some firms add a practical exercise where you review a sample client profile and present your planning recommendations before a final offer.
Where can I find and apply to financial planner jobs?
You can find and apply to financial planner jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience, certifications, and preferred client segment, then apply directly to each one that fits.
See All 125+ Financial Planner Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Planner Jobs