Financial planning positions in the United States present opportunities across various locations and specializations. Job seekers can discover roles in wealth management, retirement planning, and investment advisory. The demand for qualified financial professionals is constant, with roles in both independent firms and larger corporations.
Professionals with expertise in areas like estate planning, tax strategy, and risk management are highly sought after. Roles range from entry-level analyst positions to senior advisor roles and management opportunities, offering career progression. This industry provides work for those with CFP certifications or similar credentials.
Strong analytical and communication abilities are important for success in financial planning jobs. Job options may include positions at financial institutions, private wealth firms, and financial tech companies. The US market for financial professionals continues to grow due to economic changes and individual investment needs.
Professionals with expertise in areas like estate planning, tax strategy, and risk management are highly sought after. Roles range from entry-level analyst positions to senior advisor roles and management opportunities, offering career progression. This industry provides work for those with CFP certifications or similar credentials.
Strong analytical and communication abilities are important for success in financial planning jobs. Job options may include positions at financial institutions, private wealth firms, and financial tech companies. The US market for financial professionals continues to grow due to economic changes and individual investment needs.
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What People Ask
| What does a typical day look like for someone in financial planning? |
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A typical day involves analyzing clients' financial situations, creating tailored plans, and monitoring investment performance. It often includes client meetings, market research, and continuous learning about financial products. Daily tasks might also involve using financial planning software and preparing reports.
| What qualifications or certifications are helpful for a career in financial planning? |
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Helpful qualifications include a bachelor's degree in finance, economics, or a related field. Certifications like Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) are very valuable. Many professionals also gain experience through internships or entry-level positions.
| What is the typical salary range for financial planning roles? |
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The salary range for financial planning positions varies with experience and location. Entry-level roles may start around $50,000 per year, while experienced professionals can earn well over $150,000. Bonuses and commissions can also influence overall compensation.
| What kind of career progression can someone expect in financial planning? |
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Career progression in financial planning may move from analyst to senior planner, and then to management or advisory roles. Some might specialize in niche areas like retirement planning or estate planning. Many establish their own independent financial advisory practices.
| Who are the top employers for financial planning in the US? |
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Top employers in the US for financial planning include large investment firms such as Fidelity and Vanguard, and banks like JP Morgan Chase. Also many independent financial advisory firms are good options.
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222 Financial Planning jobs in the United States
0
Financial Planning Assistant
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Fort Smith, Arkansas
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Future State Careers
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Posted 1 day ago
1
Director, Financial Planning
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55400, Minnesota
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Wolters Kluwer
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04/20/2025
2
Financial Planning & Analysis
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22107 McLean, Virginia
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ZipRecruiter
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04/17/2025
3
Director Financial Planning & Analysis
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92189 San Diego Country Estates, California
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Honeywell UOP Training
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04/19/2025
4
SVP, Financial Planning & Analysis
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91222 Glendale, California
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Humana
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04/19/2025
5
VP, Financial Planning & Analysis
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06925 Stamford, Connecticut
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Patriot Bank, N.A.
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04/18/2025
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6
Financial Planning & Analysis Lead
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02150 Chelsea, Massachusetts
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THE INSTITUTE OF CANCER RESEARCH
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04/17/2025
7
Director Financial Planning & Analysis
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92189 San Diego Country Estates, California
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Cascade Architectural & Engineering Supplies
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04/17/2025
8
Director, Financial Planning & Analysis
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95199, California
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Outset Medical
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04/17/2025
9
Director, Financial Planning & Analysis
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94409 San Mateo, California
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ZipRecruiter
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04/17/2025
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