Financial Planning Jobs
Financial planning jobs are open across banking, insurance, wealth management, and fintech, from entry-level associate to senior advisor and director, with specializations in retirement planning, tax strategy, and investment management. Find a role that fits from the openings below and apply directly.
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Financial Planning Analyst (FP& A) - SG&A Analysis
We need someone with 3 – 5 years of experience and who has a good understanding of general accounting as well.
Salary: $86K - $105k/Annum + Benefits
Candidates must live 30 to 45 minutes commute
Hybrid Onsite in Montvale, NJ (4 days a week, remote Friday’s)
Job Summary
The Financial Planning Analyst – SG&A will have the opportunity to gain broad experience and engage with cost center owners. This individual will assist with operational planning, forecasting, and monthly Accounting close processes, drive unbiased financial reporting, provide analytical support by gathering and evaluating information, utilizing various data resources, and recommending actions to achieve financial goals.
Responsibilities
- Provide financial support to various SG&A functional groups
- Assist with preparing the annual operating cost center plans, with transition to the rolling forecast, and collaborate with senior management for relevant input
- Assist with preparing financial analysis monthly, determining key budget variances, make recommendations, and identify potential risks/opportunities
- Facilitate monthly financial review meetings with senior management to review actual results compared to plan and projected spending for the rolling forecast period
- Support accounting close by preparing accruals, reclasses, prepayments, and related amortization, ensuring alignment of fixed assets, and preparing year-over-year comparative SG&A analysis
- Review and track approved project spending and seek proper accounting treatment for capital versus operating expenditure impact, ensuring alignment of spend
- Prepare ad-hoc analysis upon request
- Review contracts/SOW's for financial implications, including terms and conditions
- Ensure accounting and corporate-wide guidelines and policies are met
- Assist the Planning Team with ad-hoc projects and provide support where needed
Qualifications
- Bachelor's degree required, preferably in Accounting or Finance.
- Preferred 2+ years of relevant experience in Accounting, and financial and business analysis, including budgeting and forecasting
- Must be analytical and inquisitive with strong business acumen, problem-solving skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals
- Competency in Excel and experience using other Microsoft Office applications, such as Word, PowerPoint, etc., and the ability to quickly master new applications and systems
- Organizational, interpersonal, and communication (written/oral) skills, with the ability to develop effective business partner relationships
- Ability to work in a team-based continuous improvement environment
- Knowledge of SAP, EPM, SAC, and Business Objects preferred
- Minimal travel on an as-needed basis
Competencies:
- Strong customer focus dedicated to meeting expectations and requirements of internal and external customers
- Seen as a team player who encourages collaboration and quickly gains the trust and support of peers. Finds common ground and solves problems for the benefit of all
- Manage multiple tasks and projects with the ability to prioritize and respond quickly to customer requests based on shifting priorities
- Analyze, investigate, and resolve issues related to daily work by applying knowledge of policies, procedures, and internal processes
- Ability to drive for results to complete goals successfully
- Align and operate within the company's core ethics and values
Financial Planning Analyst (FP& A) - SG&A Analysis
We need someone with 3 – 5 years of experience and who has a good understanding of general accounting as well.
Salary: $86K - $105k/Annum + Benefits
Candidates must live 30 to 45 minutes commute
Hybrid Onsite in Montvale, NJ (4 days a week, remote Friday’s)
Job Summary
The Financial Planning Analyst – SG&A will have the opportunity to gain broad experience and engage with cost center owners. This individual will assist with operational planning, forecasting, and monthly Accounting close processes, drive unbiased financial reporting, provide analytical support by gathering and evaluating information, utilizing various data resources, and recommending actions to achieve financial goals.
Responsibilities
- Provide financial support to various SG&A functional groups
- Assist with preparing the annual operating cost center plans, with transition to the rolling forecast, and collaborate with senior management for relevant input
- Assist with preparing financial analysis monthly, determining key budget variances, make recommendations, and identify potential risks/opportunities
- Facilitate monthly financial review meetings with senior management to review actual results compared to plan and projected spending for the rolling forecast period
- Support accounting close by preparing accruals, reclasses, prepayments, and related amortization, ensuring alignment of fixed assets, and preparing year-over-year comparative SG&A analysis
- Review and track approved project spending and seek proper accounting treatment for capital versus operating expenditure impact, ensuring alignment of spend
- Prepare ad-hoc analysis upon request
- Review contracts/SOW's for financial implications, including terms and conditions
- Ensure accounting and corporate-wide guidelines and policies are met
- Assist the Planning Team with ad-hoc projects and provide support where needed
Qualifications
- Bachelor's degree required, preferably in Accounting or Finance.
- Preferred 2+ years of relevant experience in Accounting, and financial and business analysis, including budgeting and forecasting
- Must be analytical and inquisitive with strong business acumen, problem-solving skills, financial modeling, keen attention to detail, accuracy, and ability to manage multiple tasks and meet deadlines and goals
- Competency in Excel and experience using other Microsoft Office applications, such as Word, PowerPoint, etc., and the ability to quickly master new applications and systems
- Organizational, interpersonal, and communication (written/oral) skills, with the ability to develop effective business partner relationships
- Ability to work in a team-based continuous improvement environment
- Knowledge of SAP, EPM, SAC, and Business Objects preferred
- Minimal travel on an as-needed basis
Competencies:
- Strong customer focus dedicated to meeting expectations and requirements of internal and external customers
- Seen as a team player who encourages collaboration and quickly gains the trust and support of peers. Finds common ground and solves problems for the benefit of all
- Manage multiple tasks and projects with the ability to prioritize and respond quickly to customer requests based on shifting priorities
- Analyze, investigate, and resolve issues related to daily work by applying knowledge of policies, procedures, and internal processes
- Ability to drive for results to complete goals successfully
- Align and operate within the company's core ethics and values
Financial Planning Jobs by Experience Level
Top Cities Hiring Financial Plannings
Explore financial planning openings in the cities hiring most right now.
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Find Financial Planning JobsFinancial Planning Job Market
Who's Hiring
- CVS Health35
- Riveron19
- Kaiser Permanente11
- Edelman Financial Engines9
- Capital One7
Top Industries Hiring
- Insurance30
- Healthcare & Medical Services20
- Education18
- Manufacturing17
- Investment & Asset Management17
What Employers Look For
The qualifications that appear most often in financial planning jobs.
- CFP certification or active progress toward completing CFP requirements
- Series 65 or Series 7 license depending on firm type and service model
- Experience building comprehensive financial plans using planning software such as eMoney or MoneyGuidePro
- Strong client-facing communication skills with experience managing ongoing advisory relationships
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Familiarity with portfolio analysis tools and custodian platforms such as Schwab, Fidelity, or Pershing
Tips for Your Financial Planning Job Search
Tailor your resume to each firm type
A wirehouse, RIA, and insurance firm each prioritize different experience. Highlight AUM managed and client retention for RIAs, product sales metrics for insurance roles, and holistic planning case studies for fee-only firms. Generic resumes get filtered out fast.
List your licenses prominently
Series 65, Series 7, CFP, and ChFC designations belong near your name at the top, not buried in a skills section. Recruiters scan for these before reading anything else, so put them where they're impossible to miss.
Apply early to roles that fit
Migrate Mate lists financial planning openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target niche planning specializations strategically
If your experience leans toward estate planning, executive compensation, or small-business owner planning, filter for roles in those verticals. Specialists who match a firm's client base command stronger offers than generalists applying broadly.
Prepare case studies before every interview
Interviewers at planning firms routinely ask you to walk through a client scenario from discovery to recommendation. Have two or three de-identified cases ready that show your planning process, not just the outcome, covering different client life stages.
Negotiate the full compensation package
Base, payout grid, trailing commissions, and technology stipends all vary widely across financial planning roles. Understand which revenue you'd own versus what belongs to the firm before accepting, and ask specifically about the grid tier you'd start on.
Financial Planning Jobs: Frequently Asked Questions
Which companies are hiring the most financial plannings?
The companies hiring the most financial plannings right now include CVS Health, Riveron, and Kaiser Permanente, with the largest share of openings in Texas, California, and New York, based on current listings on Migrate Mate as of August 2026. Demand is concentrated at large RIAs, national wirehouses, and insurance-affiliated planning firms.
How many financial planning jobs are remote?
About 56% of financial planning openings are fully remote or hybrid as of August 2026, with availability varying significantly by firm model. Fee-only RIAs and fintech-backed planning platforms tend to offer the most remote flexibility, while wirehouse and bank-affiliated roles more often require in-office presence for client meetings.
How do you become a financial planning?
Start with a bachelor's degree in finance, economics, or accounting, then pursue the CFP designation by completing the required coursework, passing the CFP exam, and accumulating the supervised experience hours. Most entry-level planners begin as associate advisors or paraplanning roles to build planning skills under senior practitioners before managing their own client relationships.
How do you get hired as a financial planner with little experience?
Target paraplanner, associate advisor, and financial planning analyst roles, which are structured for candidates early in their careers. Firms hiring for these positions prioritize your CFP progress, proficiency with planning software like eMoney or MoneyGuidePro, and the ability to build plans under supervision. Internships at RIAs or bank wealth management divisions also convert to full-time roles regularly.
What does the financial planning interview process look like?
Most financial planning interviews include an initial phone or video screen focused on licenses and career goals, followed by a technical round where you walk through a sample financial plan or respond to a client scenario. Final rounds often involve a meeting with senior advisors or a practice owner, where cultural fit and your approach to client relationships carry as much weight as technical skills.
Where can I find and apply to financial planning jobs?
You can find and apply to financial planning jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience, specialization, and location, then apply directly to each position that fits.
See All 843+ Financial Planning Jobs
Find roles that match your experience and apply in just a few clicks.
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