Financial Planning Specialist Jobs
Financial Planning Specialist jobs are open across banking, insurance, wealth management, and financial services firms, at every level from entry-level analyst to senior specialist, with common specializations in retirement planning, tax strategy, and investment advising. See the openings below and apply to the ones that match your experience.
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Showing 5 of 911+ Financial Planning Specialist jobs
About Baptist Health
Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital.
Job Description
The Financial Analyst III provides financial and analytical support for managed care contracting and provider network activities. This role performs contract modeling, reimbursement and quantitative analysis, and financial reporting to evaluate the impact of payer agreements and support contract negotiations.
The Financial Analyst II works closely with Managed Care, Finance, and other business partners to analyze contract performance, identify financial trends and opportunities, and provide data-driven insights to support decision-making. This position may also assist with provider relations, reimbursement analysis, and special financial projects.
Key Responsibilities
- Perform financial modeling and quantitative analysis of managed care contracts.
- Support payer contract negotiations and evaluate proposed reimbursement terms.
- Analyze financial and contract performance and identify trends or variances.
- Prepare financial reports and other analyses for leadership.
- Support network provider relations and managed care initiatives.
- Collaborate with Finance, Accounting, and operational teams on financial projects.
Requirements
- Bachelor’s degree required.
- 5+ years of finance experience required.
- Accounting experience preferred.
- Financial reporting experience preferred.
- Managed care contracting experience preferred.
- Strong analytical, financial modeling, Excel, and communication skills.
Primary Location:
Downtown - 841 Building 841 Prudential dr Jacksonville, FL 32207 United States of AmericaAbout Baptist Health
Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital.
Job Description
The Financial Analyst III provides financial and analytical support for managed care contracting and provider network activities. This role performs contract modeling, reimbursement and quantitative analysis, and financial reporting to evaluate the impact of payer agreements and support contract negotiations.
The Financial Analyst II works closely with Managed Care, Finance, and other business partners to analyze contract performance, identify financial trends and opportunities, and provide data-driven insights to support decision-making. This position may also assist with provider relations, reimbursement analysis, and special financial projects.
Key Responsibilities
- Perform financial modeling and quantitative analysis of managed care contracts.
- Support payer contract negotiations and evaluate proposed reimbursement terms.
- Analyze financial and contract performance and identify trends or variances.
- Prepare financial reports and other analyses for leadership.
- Support network provider relations and managed care initiatives.
- Collaborate with Finance, Accounting, and operational teams on financial projects.
Requirements
- Bachelor’s degree required.
- 5+ years of finance experience required.
- Accounting experience preferred.
- Financial reporting experience preferred.
- Managed care contracting experience preferred.
- Strong analytical, financial modeling, Excel, and communication skills.
Primary Location:
Downtown - 841 Building 841 Prudential dr Jacksonville, FL 32207 United States of AmericaFinancial Planning Specialist Jobs by Experience Level
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Find JobsFinancial Planning Specialist Job Market
Who's Hiring
- Riveron12
- Edelman Financial Engines12
- CVS Health9
- Capital One8
- Kestra Financial8
Top Industries Hiring
- Investment & Asset Management16
- Insurance10
- Banking & Financial Services9
- Healthcare & Medical Services6
- Education4
What Employers Look For
The qualifications that appear most often in financial planning specialist jobs.
- CFP designation or active progress toward certification
- Experience with financial planning software such as MoneyGuidePro or eMoney
- Series 65, Series 66, or Series 7 securities license
- Bachelor's degree in finance, accounting, economics, or a related field
- Demonstrated experience building comprehensive financial plans for clients
- Strong knowledge of retirement accounts, tax planning strategies, and investment vehicles
Tips for Your Financial Planning Specialist Job Search
Tailor your resume to planning tools
Hiring managers for financial planning specialist roles scan for specific software like MoneyGuidePro, eMoney, or NaviPlan. Name the platforms you've used and the planning tasks you completed in them, not just generic finance skills.
Lead with your certifications upfront
CFP, ChFC, and Series 65 or 66 licenses carry real weight in applicant review. Put active credentials in a dedicated section near the top of your resume so reviewers don't have to hunt for them before moving on.
Target openings that match your client base
Financial planning specialist roles differ significantly by client type: high-net-worth individuals, mass-market retail clients, or corporate employees. Filter for openings that match the client segment you've worked with to avoid getting screened out early.
Apply early to roles that fit
Migrate Mate lists financial planning specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare case-based answers for interviews
Interviewers for financial planning roles frequently ask you to walk through a real client scenario, including how you built a plan, handled objections, and adjusted for life changes. Prepare two or three concrete examples with specific outcomes before your first round.
Negotiate total compensation, not just base
Offers for financial planning specialists often include production bonuses, AUM-based incentives, or trails on managed assets. Understand how the variable component is calculated before accepting, and ask for the payout structure in writing.
Financial Planning Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most financial planning specialists?
Riveron, Edelman Financial Engines, and CVS Health are hiring the most financial planning specialists right now, with openings concentrated in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at wealth management firms, regional banks, and insurance carriers expanding their planning practices.
How many financial planning specialist jobs are remote?
About 69% of financial planning specialist openings are fully remote or hybrid as of November 2026, with the highest remote share in roles focused on digital financial planning platforms and employer-sponsored benefits advising. Roles that require in-person client relationship management tend to be fully on-site.
How do you become a financial planning specialist?
Start with a bachelor's degree in finance, accounting, or economics, then obtain a securities license such as the Series 65 or Series 66 to legally provide investment advice. Build client-facing experience at a bank, brokerage, or insurance firm, then pursue the CFP designation by completing the required coursework, passing the exam, and logging the necessary hours of professional experience.
Can you get a financial planning specialist job with little experience?
Entry-level financial planning specialist roles do exist, particularly at large banks, insurance companies, and financial planning firms that run structured training programs. Employers hiring candidates with limited experience typically require a relevant degree, an active or in-progress securities license, and demonstrated client service skills from internships, banking, or insurance roles.
What does the financial planning specialist interview process look like?
Most employers run two to three rounds, starting with a recruiter screen focused on licensing and software experience, followed by a hiring manager interview that includes scenario-based questions about building financial plans or handling client objections. Final rounds often involve a case study or a presentation of a sample financial plan to a panel of advisors or managers.
Where can I find and apply to financial planning specialist jobs?
You can find and apply to financial planning specialist jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience, credentials, and preferred location, then apply directly to each opening that fits.
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