3,851 Financial Planner jobs in the United States

About Us

At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

What You'll Do

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

What We're Looking For

Qualifications

• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• CFP designation is a plus
• Bachelor's degree or equivalent work experience
• Familiarity with the insurance and financial services industry
• Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

• Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
• Strong written and verbal communication skills with high attention to detail
• Proficiency in Microsoft Office and Outlook
• Professionalism in appearance, attitude, and work ethic
• Adaptable, proactive, and comfortable working in a dynamic environment
• Strong organizational skills with the ability to prioritize and follow through
• Commitment to maintaining confidentiality and upholding regulatory standards

Why Join Larson Financial Group?

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

• Profit Sharing Bonus Program
• 401(k) with Employer Match (up to 4%)
• Comprehensive Medical, Dental, and Vision Insurance
• Company-paid Long-term Disability, Life Insurance, and EAP
• Voluntary Short-term Disability and Supplemental Insurance
• Generous PTO (112 hours after 90 days) + 12 Paid Holidays
• Training, Development, and Educational Opportunities
• Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.

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This role will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 years. Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists.

As a Financial Planner, you will:

• Interact with Financial Advisors to provide ongoing research and assistance for existing clientele.
• Create and develop Baird Wealth Plan drafts and various financial analyses.
• Provide education to Financial Advisors in a group setting and to individuals as needed.
• Perform special projects and assignments as required.
• Complete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams.

• Strong work-life balance is promoted.
• Team of associates passionate about achieving great results for clients that give back to the communities where we live and work.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
• A strong, stable employee-owned firm recognized as a great place to work since 2004.

• Bachelor's degree in related field, or degree in unrelated field and relevant work experience.
• Strong computational, mathematical and analytical skills.
• Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire.
• Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE. Training and resources to be provided and paid for by Baird.
• Close attention to detail.
• Great organizational skills.
• Someone who is very team-oriented.
• Personal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plus.
• Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, and new business development.

Job Description

Were looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many find complex and confusing, such as preparing for retirement and saving for college. In this role, you will have the opportunity to see the positive impact of your work for years to come.

(Applicants must reside within 50 miles of Sacramento, Roseville, or Elk Grove. Applicants outside this range will not be considered.)

Compensation: $68,500 - $189,000

Responsibilities:

• Serve as a collaborative team player willing to further development through continued training opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each persons individual financial status, income, financial goals, and other factors contributing to wealth management
• Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs
• Identify and secure new clients to serve as a trusted advisor for financial decisions

We will provide Training/Development, Digital Tools, Personal Mentorship, and a Training Pay Structure.

You will also have the power to determine your own income with our commission-based compensation.

Qualifications:

• Strong communication, relationship-building, and math skills to establish excellent customer service
• Up-to-date FINRA Series 7 & 63/66 licenses are a bonus
• Bachelors degree in business administration, finance, or related field required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related tools
• Understanding of the role of a financial advisor or consultant, with interest in the financial industry and products

About the Company

New York Life is a Fortune 100 company with over 175 years of experience helping Americans protect their families and achieve financial goals. As a mutual company, we are accountable only to our policyholders, focusing on the long-term success of our clients.

Job Description

Salary:

Financial Planners help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.

Our Financial Planners receive in-depth training, ongoing mentorship, and partner with industry experts to best serve our clients from a collaborative, holistic approach to building lasting relationships with our clients. Products that support personalized financial planning include (but not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more.

This career offers you:

• Stipends for training and licensing to help you get started.
• The ability to positively impact someone else's life.
• Personalized mentoring, coaching, and award-winning training programs.
• Backing by Northwestern Mutual, an industry leader with a proven track record of success.

Can you see yourself helping others reach their financial goals?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if youd be a good fit? See how many of the characteristics below match up to you:

• You know how to connect with people, building personal, trusted relationships.
• Financial planning is interesting to you.
• Youre a driven person whos committed to succeeding.
• Youre ready to earn more for your hard work.
• You enjoy helping people make more informed, confident decisions.
• You're ready to live the life you want, both personally and professionally.

Comprehensive benefits package:

• Comprehensive medical, dental, and vision insurance
• Two funded pension plans
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Adoption assistance
• Reimbursement for licensing and ongoing education

We want people with different backgrounds and work experience , including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.

Recent Awards and Accolades:

-FORTUNE 97

-Unsurpassed Financial Strength with total company assets of $290 billion.

-96% of policy owners stay year after year.

-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.

-$61 billion client assets held or managed by Northwestern Mutual.

-The largest direct provider of life insurance in the US.

-4.6+ million total clients.

-Industry leader in total dividend payout with over 6 billion.

Equal Employment Opportunity Policy:

Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Job Description

Purpose:

As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform. The Wealth Advisor leads the investment management portion of the relationship and is accountable for business development and new-client onboarding. The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience. The Financial Planner also works closely with the Wealth Manager as the primary support. This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination and oversight of planning implementation directly with the client and serving as the client’s main point of contact for ongoing services. Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services. This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings. The primary measurement of success for the Financial Planner is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication.

Job Responsibilities:

• Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience.
• Meets with assigned clients a minimum of twice per year to foster and build long-term, trusting relationships through the Credent Experience.
  • Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes.
  • Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs. These plans are then stress tested and shared with the client.
• Serve as the client’s main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations.
• Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation.
• Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients.
• Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members.
• Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.
• Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.

Equipment Used:

• Standard office equipment
• Web conferencing software
• Cloud-based storage software
• Finance Planning Software
• CRM Software
• Microsoft Office Suite

Hours/Travel:

• Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends.
• Meetings and events may require work outside normal office hours and outside of the office.

Knowledge, Skills, and Abilities:

• Progressive analytical knowledge, client service, and interpersonal skills.
• Excellent verbal, written, and presentation communication skills.
• General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.).
• Adaptable, detail-orientated, and creative problem-solving.
• Ability to multitask, learn, and think beyond the current process.
• Proficient in Microsoft Office suite.
• Knowledge of different business and finance software.

Education:

• Bachelor's degree required preferrable in Finance or Business Administration
• CFP Preferred

Experience:

• 1+ years in Finance, Banking, Tax, accounting firms, or customer service-related field.

Series 65:

• Series 65 or equivalent achieved within 30–45 days after hire.

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.

To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.

Essential Job Functions for the Senior Financial Planner I will include:

• Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.
• This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.
• Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
• Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Dispense financial planning advice in both supervised and unsupervised environments.
• Deliver financial planning support that results in increased referrals and high client retention.
• Ensuring adherence to company standards of client care, meetings, referrals and retention.
• Co- present financial planning concepts and analysis with advisors.
• Mentor, coach, and review output of other members of the Financial Planning Group.
• Assist with creating and implementing procedures to improve efficiency and enhance client experiences.

Required Knowledge, Skills and Abilities:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
• Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning
• Client facing experience with at least 6 years relevant experience preferred
• Excellent verbal, written, analytical and organizational skills
• Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work independently without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 20% required

Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Job Description

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation:

$123,000 at plan earnings

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• A required Bachelor’s degree in business administration, finance, or similarly related field
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Valid FINRA Series 7 & 63/66 preferred but not required

New York Life Insurance Company is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Summary/Objective

Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation of the clients financial plan, which include management of both internal and external workflows.

Essential Functions

1. In conjunction with the Data Input Specialist, prepare and update all consult files for each clients annual meeting
2. Assist the Financial Planner with planning opportunities for the client
3. Assist the Financial Planner and client on implementation items from consult or as needed throughout the year
4. Promptly respond to client questions through email and phone calls
5. Review of annual income tax returns and complete year-end tax projections

Responsibilities & Duties

1. Financial analysis and tax planning for each business unit that the client owns
2. Participation with the Financial Planner during annual client meetings
3. Reconciliation of each clients current investment asset allocation
4. Retirement plan analysis and optimization based on annual objectives of each client
5. Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
6. Assist with the Data Input Specialists training and onboarding needs on an as-needed basis
7. Review the Data Input Specialists work for accuracy

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education & Experience

• A Bachelors degree or higher in Accounting, Tax, or Finance required
• A CPA/CPA Candidate (Certified Public Accountant), CFP/CFP Candidate (Certified Financial Planner), or CFA/CFA Candidate (Certified Financial Analyst) required
• 2+ years of experience in public accounting or its equivalent preferred
• Strong communication, interpersonal and organizational skills
• Proficiency in Microsoft Office with an emphasis in MS Excel

Travel

No travel is required.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type & Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m., although additional hours may be required in order to complete work timely and accurately. Some flexibility in hours is allowed based on managements approval. Regular in-office presence may be required for the first 6 months or until proficiency in the role is demonstrated. Once training is completed, this is a hybrid role that allows for remote flexibility with an in-office presence at least 3 days per week (typically Monday, Thursday, and Friday) or as business need dictates.

Job Compensation & Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited to the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $60,000 - Maximum: $110,000

Benefits

• Competitive Salary
• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm-Paid Holidays, Including an Extended Winter Break
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

• INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
• Top Workplaces - Financial Services (2024)
• Top Workplaces - Culture Excellence (2024)
• Accounting Today - Top Firm by AUM (2024)
• USA Today - Top Workplaces (2024, 2025)
• Accounting Today - Top 100 Firms (2022, 2023)
• Forbes America's Best Tax & Accounting Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
• Dallas Morning News - Top Workplace (2022, 2023)
• Accounting Today - Beyond Top 100: Firms to Watch (2020)
• Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
• Dallas Business Journal - Top Accounting Firms (2018)