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 835+ Financial Planning jobs
Description
Salary Range:
Salary commensurate with experience and qualifications
About SMU
SMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.
SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.
SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence.
Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact.
SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry.
About the Department:
The Office of Finance and Planning (OFP) supports the University's mission by safeguarding assets, maintaining fiscal integrity, and encouraging the rational and effective allocation of the University’s financial resources
About the Position:
This role is an on-campus, in-person position.
The Unit Financial Planning Officer (FPO) provides high-level financial, administrative, and strategic planning support to the unit executive leader to position the Unit meet key performance metrics and strategic goals.
The role analyzes complex data sets and helps the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and optimally contributes to University’s overall strategic plan. Provides oversight of financial planning, resource allocation, business operations, and budget forecasting for the unit and its underlying departments.
The position also works with the University Planning team to develop advanced business and financial models, data analyses, and process improvements in support of unit’s goals and growth.
The FPO provides leadership to the unit and department staff related to the college business functions.
Job level and compensation will be determined based on the selected candidate’s experience and qualifications.
Essential Functions:
Work with complex data sets, analytics tools, and visualization software to analyze data and help the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and key performance metrics. This includes leading the unit to understand the revenue and cost margins of each department, program, course, and activity, and identifying opportunities for strategic optimization of resources.
Work closely with the Unit executive leader and provides oversight to the departments on financial planning, resource allocation, grants and contracts, business operations, enrollment management, endowments and gifts, scholarships, waivers, GTA / GRA appointments, salary, and benefit allocations, compliance reporting, ranking surveys, budget forecasting, and data needs.
Develop advanced business and financial models for enrollment and revenue projections, evaluate academic programs and new revenue-generating opportunities, models research productivity, workforce planning, faculty hiring, infrastructure assessments, and space needs, and strategically plans for rapidly evolving opportunities and challenges for the unit and its departments.
Work with databases and create new reports as needed.
Understand the financial condition of the unit and its departments, as well as the university, and formulate financially sustainable strategies and contingencies for the unit.
Continuously assesses and monitors financial performance and forecasts budget to actuals.
Represent the unit in business and financial meetings and on University committees.
Serve as a liaison between the unit and the Strategic Financial Planning department of the Office of Finance & Planning and that keeps that office informed of challenges and opportunities.
Collaborate with the directors of the unit team to strengthen and improve business processes within the units, incorporating and sharing university best practices.
Communicates and provides consultative training and guidance to the department chairs and business and administrative staff to ensure they understand the finances of the department and use consistent and effective business practices within the college.
Perform other duties as assigned.
Qualifications
Education and Experience:
Bachelor’s degree required. Master’s degree preferred. Degree in in Accounting, Finance, Business Administration, IT, or a business-related field with emphasis placed on accounting or finance education backgrounds.
A minimum of five years of progressive experience in Financial Planning & Analysis roles, preferably with some experience in a higher education setting.
Financial consultative experience to either client principals or executive leadership within an organization preferred. Experience analyzing complex data sets and creating graphs and visual formats that allow the unit executive leader and administrators to quickly understand the analysis desired. Experience creating financial models, using databases and AI, and in creating informative reports and dashboards to inform decision-making is a plus.
Knowledge, Skills and Abilities:
Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and serve as a trusted advisor to senior leadership on financial, operational, and strategic matters. Must also demonstrate strong written communication skills. Skill in presenting complex financial and operational information into actionable recommendations for executive leadership and influence decision-making to positive outcomes is essential.
Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have the ability to align resource planning and financial strategies with institutional and unit priorities. The ability to identify opportunities for growth, efficiency, and optimization of resources is essential.
Candidate must have strong organizational, planning and time-management skills. A keen attention to detail and accuracy is essential.
Candidate must have skill in developing dashboards, reports, and executive-level presentations that simplify complex information required. Must also have an intermediate to advanced level with Microsoft Excel. Data analysis and integrity skills and ability to conjoin data from multiple systems is essential.
Experience with ERP systems, FP&A systems and reporting tools strongly preferred. Power BI, Tableau, or similar analytics and visualization platforms desired.
Physical and Environmental Demands:
- Sit for long periods of time
Deadline to Apply:
The position is open until filled.
EEO Statement
SMU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression.
Benefits:
SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.
SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.
The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.
Primary Location
: USA-TX-DallasJob
: Finance and AccountingOrganization
: Controller's OfficeSchedule
: RegularShift
: StaffEmployee Status
: Individual ContributorJob Type
: Full-timeJob Level
: Day JobTravel
: NoJob Posting
: Sep 17, 2026, 2:04:23 PMDescription
Salary Range:
Salary commensurate with experience and qualifications
About SMU
SMU’s more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University’s small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.
SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.
SMU is data driven, and its powerful supercomputing ecosystem – paired with entrepreneurial drive – creates an unrivaled environment for the University to deliver research excellence.
Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU’s relationship with Dallas – the dynamic center of one of the nation’s fastest-growing regions – offers unique learning, research, social and career opportunities that provide a launch pad for global impact.
SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry.
About the Department:
The Office of Finance and Planning (OFP) supports the University's mission by safeguarding assets, maintaining fiscal integrity, and encouraging the rational and effective allocation of the University’s financial resources
About the Position:
This role is an on-campus, in-person position.
The Unit Financial Planning Officer (FPO) provides high-level financial, administrative, and strategic planning support to the unit executive leader to position the Unit meet key performance metrics and strategic goals.
The role analyzes complex data sets and helps the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and optimally contributes to University’s overall strategic plan. Provides oversight of financial planning, resource allocation, business operations, and budget forecasting for the unit and its underlying departments.
The position also works with the University Planning team to develop advanced business and financial models, data analyses, and process improvements in support of unit’s goals and growth.
The FPO provides leadership to the unit and department staff related to the college business functions.
Job level and compensation will be determined based on the selected candidate’s experience and qualifications.
Essential Functions:
Work with complex data sets, analytics tools, and visualization software to analyze data and help the executive leader to understand the data and make data-informed decisions that align with the unit’s strategic plan and key performance metrics. This includes leading the unit to understand the revenue and cost margins of each department, program, course, and activity, and identifying opportunities for strategic optimization of resources.
Work closely with the Unit executive leader and provides oversight to the departments on financial planning, resource allocation, grants and contracts, business operations, enrollment management, endowments and gifts, scholarships, waivers, GTA / GRA appointments, salary, and benefit allocations, compliance reporting, ranking surveys, budget forecasting, and data needs.
Develop advanced business and financial models for enrollment and revenue projections, evaluate academic programs and new revenue-generating opportunities, models research productivity, workforce planning, faculty hiring, infrastructure assessments, and space needs, and strategically plans for rapidly evolving opportunities and challenges for the unit and its departments.
Work with databases and create new reports as needed.
Understand the financial condition of the unit and its departments, as well as the university, and formulate financially sustainable strategies and contingencies for the unit.
Continuously assesses and monitors financial performance and forecasts budget to actuals.
Represent the unit in business and financial meetings and on University committees.
Serve as a liaison between the unit and the Strategic Financial Planning department of the Office of Finance & Planning and that keeps that office informed of challenges and opportunities.
Collaborate with the directors of the unit team to strengthen and improve business processes within the units, incorporating and sharing university best practices.
Communicates and provides consultative training and guidance to the department chairs and business and administrative staff to ensure they understand the finances of the department and use consistent and effective business practices within the college.
Perform other duties as assigned.
Qualifications
Education and Experience:
Bachelor’s degree required. Master’s degree preferred. Degree in in Accounting, Finance, Business Administration, IT, or a business-related field with emphasis placed on accounting or finance education backgrounds.
A minimum of five years of progressive experience in Financial Planning & Analysis roles, preferably with some experience in a higher education setting.
Financial consultative experience to either client principals or executive leadership within an organization preferred. Experience analyzing complex data sets and creating graphs and visual formats that allow the unit executive leader and administrators to quickly understand the analysis desired. Experience creating financial models, using databases and AI, and in creating informative reports and dashboards to inform decision-making is a plus.
Knowledge, Skills and Abilities:
Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and serve as a trusted advisor to senior leadership on financial, operational, and strategic matters. Must also demonstrate strong written communication skills. Skill in presenting complex financial and operational information into actionable recommendations for executive leadership and influence decision-making to positive outcomes is essential.
Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have the ability to align resource planning and financial strategies with institutional and unit priorities. The ability to identify opportunities for growth, efficiency, and optimization of resources is essential.
Candidate must have strong organizational, planning and time-management skills. A keen attention to detail and accuracy is essential.
Candidate must have skill in developing dashboards, reports, and executive-level presentations that simplify complex information required. Must also have an intermediate to advanced level with Microsoft Excel. Data analysis and integrity skills and ability to conjoin data from multiple systems is essential.
Experience with ERP systems, FP&A systems and reporting tools strongly preferred. Power BI, Tableau, or similar analytics and visualization platforms desired.
Physical and Environmental Demands:
- Sit for long periods of time
Deadline to Apply:
The position is open until filled.
EEO Statement
SMU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression.
Benefits:
SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.
SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.
The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.
Primary Location
: USA-TX-DallasJob
: Finance and AccountingOrganization
: Controller's OfficeSchedule
: RegularShift
: StaffEmployee Status
: Individual ContributorJob Type
: Full-timeJob Level
: Day JobTravel
: NoJob Posting
: Sep 17, 2026, 2:04:23 PMFinancial 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 roles that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Job Market
Who's Hiring
- Mariner Wealth Advisors24
- Deloitte12
- Kaiser Permanente12
- Riveron9
- Fehr Graham7
Top Industries Hiring
- Healthcare & Medical Services16
- Investment & Asset Management11
- Consulting & Professional Services11
- Education8
- Staffing & Recruiting7
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 Mariner Wealth Advisors, Deloitte, and Kaiser Permanente, with the largest share of openings in Texas, California, and New York, based on current listings on Migrate Mate as of September 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 September 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 835+ Financial Planning Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Planning Jobs