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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Showing 5 of 305+ Financial Planning jobs
FP& A Analyst - H2 Health
Retained Executive Search conducted by RB Partners
The Opportunity
H2 Health is a rapidly scaling, private equity–backed outpatient rehabilitation platform delivering physical therapy and allied health services across the United States. With approximately 300 clinic locations and ~$250M in revenue, the organization is in a critical phase of platform maturation—continuing to grow through acquisitions while strengthening enterprise-level financial rigor and scalability. As the company continues to mature, H2 Health is seeking an FP&A Analyst to join its growing Finance organization. Reporting directly to FP&A Leadership, this individual will play a critical role in budgeting, forecasting, operational reporting, financial modeling, and business decision support. This is an outstanding opportunity for a highly analytical finance professional who enjoys working with data, building models, and partnering with business leaders in a fast-paced, growth-oriented environment. The successful candidate will have the opportunity to work closely with senior finance leadership while helping drive financial visibility and performance across the enterprise.
Role Overview
The FP&A Analyst will serve as a key member of the Finance team, supporting financial planning, forecasting, reporting, and strategic analysis across the organization. This individual will be responsible for transforming large amounts of operational and financial data into meaningful business insights that help leadership make informed decisions. Success in this role requires strong financial modeling skills, advanced Excel capabilities, intellectual curiosity, and a willingness to operate in a highly collaborative and entrepreneurial environment. The ideal candidate enjoys solving problems, digging into data, building analytical frameworks, and translating numbers into actionable business decisions.
Key Responsibilities
Financial Planning & Forecasting:
- Support annual budgeting, quarterly forecasting, and long-range planning activities
- Develop and maintain financial models used to support operational and strategic decision-making
- Analyze financial and operational performance, identifying trends, risks, and opportunities
- Prepare monthly variance analyses and communicate key findings to leadership
- Support executive, board, and lender reporting initiatives
Operational Analysis:
- Analyze performance across a multi-site healthcare services organization
- Build models and reporting tools that improve visibility into key operating and financial metrics
- Partner with operational leaders to understand business drivers and provide actionable recommendations
- Evaluate clinic-level, divisional, same-store, acquisition, and de novo performance trends to support profitability and growth initiatives
- Monitor and analyze key healthcare performance indicators, including visits, productivity, revenue per visit, labor efficiency, and profitability
Data Analytics & Reporting:
- Extract, organize, validate, and analyze large datasets from multiple systems and sources, including Sage Intacct, Raintree, and business intelligence platforms
- Develop reporting frameworks and analytical tools that improve decision-making
- Perform ad hoc analyses to support growth initiatives, acquisitions, operational improvements, and executive decision-making
- Continuously improve reporting accuracy, efficiency, automation, and data governance
Technology & Process Improvement:
- Leverage financial systems, reporting tools, and emerging technologies to improve workflow efficiency
- Utilize AI-powered tools and large language models such as Claude, ChatGPT, and similar technologies to enhance productivity, analysis, and reporting capabilities
- Identify opportunities to automate manual reporting and analytical processes
Cross-Functional Partnership:
- Collaborate closely with Accounting, Operations, Revenue Cycle, and Executive Leadership teams
- Support strategic initiatives and special projects across the business
- Serve as a trusted analytical resource for business leaders throughout the organization
Candidate Profile
Required Experience & Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- 3–5+ years of experience in FP&A, Corporate Finance, Business Analytics, Accounting, or related analytical roles
- Advanced Microsoft Excel skills, including financial modeling, forecasting, scenario analysis, and large dataset management
- Strong analytical, quantitative, and problem-solving capabilities
- Demonstrated ability to organize, manipulate, and interpret complex datasets
- Strong communication skills with the ability to explain financial concepts to non-financial stakeholders
- Self-starter with the ability to work independently in a fast-paced, growth-oriented environment
Preferred Experience
- Healthcare services industry experience
- Multi-site business experience
- Private equity-backed company experience
- Sage Intacct experience is a plus
- Experience with business intelligence and reporting tools
- Familiarity with AI-enabled workflow and productivity tools
Preferred Attributes
- Highly analytical and naturally curious
- Comfortable working with imperfect data and building meaningful insights
- A proactive problem solver who enjoys digging into the details
- Adaptable, resourceful, and comfortable in a growth-oriented environment
- Excited to leverage technology and AI to improve productivity and decision-making
Location & Travel Expectations
- Preference for candidates located in the Dallas-Fort Worth metro area
- Open to remote candidates throughout the United States
- Periodic travel to Jacksonville, Florida may be required to support team collaboration, planning activities, and key business initiatives
Compensation
- Competitive base salary
- Comprehensive benefits package
- Long-term growth opportunity within a private equity-backed healthcare platform
Why This Role - Excellent opportunity for an ambitious finance professional who wants:
- Direct exposure to executive and finance leadership
- Meaningful impact within a rapidly growing healthcare platform
- The ability to influence business decisions through analytics and financial insight
- Exposure to private equity-backed growth, acquisitions, and operational transformation
- A collaborative, entrepreneurial environment that embraces technology and innovation
This search is being conducted by RB Partners Executive Search. All inquiries and candidate submissions will be handled with strict confidentiality.
FP& A Analyst - H2 Health
Retained Executive Search conducted by RB Partners
The Opportunity
H2 Health is a rapidly scaling, private equity–backed outpatient rehabilitation platform delivering physical therapy and allied health services across the United States. With approximately 300 clinic locations and ~$250M in revenue, the organization is in a critical phase of platform maturation—continuing to grow through acquisitions while strengthening enterprise-level financial rigor and scalability. As the company continues to mature, H2 Health is seeking an FP&A Analyst to join its growing Finance organization. Reporting directly to FP&A Leadership, this individual will play a critical role in budgeting, forecasting, operational reporting, financial modeling, and business decision support. This is an outstanding opportunity for a highly analytical finance professional who enjoys working with data, building models, and partnering with business leaders in a fast-paced, growth-oriented environment. The successful candidate will have the opportunity to work closely with senior finance leadership while helping drive financial visibility and performance across the enterprise.
Role Overview
The FP&A Analyst will serve as a key member of the Finance team, supporting financial planning, forecasting, reporting, and strategic analysis across the organization. This individual will be responsible for transforming large amounts of operational and financial data into meaningful business insights that help leadership make informed decisions. Success in this role requires strong financial modeling skills, advanced Excel capabilities, intellectual curiosity, and a willingness to operate in a highly collaborative and entrepreneurial environment. The ideal candidate enjoys solving problems, digging into data, building analytical frameworks, and translating numbers into actionable business decisions.
Key Responsibilities
Financial Planning & Forecasting:
- Support annual budgeting, quarterly forecasting, and long-range planning activities
- Develop and maintain financial models used to support operational and strategic decision-making
- Analyze financial and operational performance, identifying trends, risks, and opportunities
- Prepare monthly variance analyses and communicate key findings to leadership
- Support executive, board, and lender reporting initiatives
Operational Analysis:
- Analyze performance across a multi-site healthcare services organization
- Build models and reporting tools that improve visibility into key operating and financial metrics
- Partner with operational leaders to understand business drivers and provide actionable recommendations
- Evaluate clinic-level, divisional, same-store, acquisition, and de novo performance trends to support profitability and growth initiatives
- Monitor and analyze key healthcare performance indicators, including visits, productivity, revenue per visit, labor efficiency, and profitability
Data Analytics & Reporting:
- Extract, organize, validate, and analyze large datasets from multiple systems and sources, including Sage Intacct, Raintree, and business intelligence platforms
- Develop reporting frameworks and analytical tools that improve decision-making
- Perform ad hoc analyses to support growth initiatives, acquisitions, operational improvements, and executive decision-making
- Continuously improve reporting accuracy, efficiency, automation, and data governance
Technology & Process Improvement:
- Leverage financial systems, reporting tools, and emerging technologies to improve workflow efficiency
- Utilize AI-powered tools and large language models such as Claude, ChatGPT, and similar technologies to enhance productivity, analysis, and reporting capabilities
- Identify opportunities to automate manual reporting and analytical processes
Cross-Functional Partnership:
- Collaborate closely with Accounting, Operations, Revenue Cycle, and Executive Leadership teams
- Support strategic initiatives and special projects across the business
- Serve as a trusted analytical resource for business leaders throughout the organization
Candidate Profile
Required Experience & Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- 3–5+ years of experience in FP&A, Corporate Finance, Business Analytics, Accounting, or related analytical roles
- Advanced Microsoft Excel skills, including financial modeling, forecasting, scenario analysis, and large dataset management
- Strong analytical, quantitative, and problem-solving capabilities
- Demonstrated ability to organize, manipulate, and interpret complex datasets
- Strong communication skills with the ability to explain financial concepts to non-financial stakeholders
- Self-starter with the ability to work independently in a fast-paced, growth-oriented environment
Preferred Experience
- Healthcare services industry experience
- Multi-site business experience
- Private equity-backed company experience
- Sage Intacct experience is a plus
- Experience with business intelligence and reporting tools
- Familiarity with AI-enabled workflow and productivity tools
Preferred Attributes
- Highly analytical and naturally curious
- Comfortable working with imperfect data and building meaningful insights
- A proactive problem solver who enjoys digging into the details
- Adaptable, resourceful, and comfortable in a growth-oriented environment
- Excited to leverage technology and AI to improve productivity and decision-making
Location & Travel Expectations
- Preference for candidates located in the Dallas-Fort Worth metro area
- Open to remote candidates throughout the United States
- Periodic travel to Jacksonville, Florida may be required to support team collaboration, planning activities, and key business initiatives
Compensation
- Competitive base salary
- Comprehensive benefits package
- Long-term growth opportunity within a private equity-backed healthcare platform
Why This Role - Excellent opportunity for an ambitious finance professional who wants:
- Direct exposure to executive and finance leadership
- Meaningful impact within a rapidly growing healthcare platform
- The ability to influence business decisions through analytics and financial insight
- Exposure to private equity-backed growth, acquisitions, and operational transformation
- A collaborative, entrepreneurial environment that embraces technology and innovation
This search is being conducted by RB Partners Executive Search. All inquiries and candidate submissions will be handled with strict confidentiality.
See All 305+ Financial Planning Jobs
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Find Financial Planning JobsFinancial Planning Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Riveron26
- KBR11
- Kestra Financial9
- Creative Planning8
- Ralph Lauren8
Top Industries Hiring
- Investment & Asset Management37
- Technology & Software32
- Consulting & Professional Services29
- Banking & Financial Services20
- Manufacturing19
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 Riveron, KBR, and Kestra Financial, with the largest share of openings in Texas, California, and New York, based on current listings on Migrate Mate as of June 2026. Demand is concentrated at large RIAs, national wirehouses, and insurance-affiliated planning firms.
How many financial planning jobs are remote?
About 26% of financial planning openings are fully remote or hybrid as of June 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.
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Jump back to the full list of openings and apply to any financial planning role that fits.
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