Top 10873 Financial planner Jobs

Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Charlotte, NC
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Certified Financial Planner
Imperium Wealth Management —San Antonio, TX
- $125,000 - $300,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Plano, TX
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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Financial Advisor - AI Trainer
DataAnnotation —Seattle, WA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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Entry Level Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
Quick Apply
(Remote) Financial Representative
ZF Consultants, INC —Remote
- $65,083 - $78,385 a year
- Part-time
- Remote
- Background check
- CPA
- Math
- Work from home
- Opportunities for advancement
Quick Apply
Personal Financial Planner
Valor Family Financial —Remote
- $70,000 a year
- Remote
- Computer literacy
- Basic math
- Finance
Quick Apply
Financial Planner and Advisor (CFP)
Hippocratic Financial Advisors —Remote
- Full-time
- Remote
- Mid-level
- Financial services
- Health insurance
- Flextime
Financial Planner
WealthBridge Financial Group —Leawood, KS
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Manager
Imperial Asset Management, LLC —Remote
- $100,000 - $250,000 a year
- Part-time
- Remote
- Mid-level
- Residential
- US work authorization
Quick Apply
Associate Financial Advisor (Remote)
Dew Wealth Management —Remote
- $65,000 - $80,000 a year
- Email
- Remote
- Research
- Mid-level
- Finance
- Health savings account
- Health insurance
Investment Advisor Representative
Fiduciary Capital Management LLC —Remote
- $50,000 - $500,000 a year
- Contract
- Remote
- Mid-level
- High school diploma or GED
Quick Apply
Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
13d
Partner
Leoforce —New York, NY
- $250,000 - $500,000 a year
- CPA
- Analysis skills
- Accounting
- Paid holidays
- Dental insurance
Quick Apply
Sr Financial Planner
Wealth Enhancement Group —Remote
- $115,000 - $157,200 a year
- Full-time
- Remote
- 7 years
- CPA
- Research
- Profit sharing
- Paid parental leave
Associate Financial Planner
Edelman Financial Engines, LLC —Remote
- Remote
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Independent Financial Advisor
Cambridge Financial Network —Remote
- $70,000 - $120,000 a year
- Remote
- Mid-level
- Continuous improvement
- Financial services
Quick Apply
Alternative Investment Representative (OWN)
StartEngine —Remote
- Full-time
- Mid-level
- Presentation skills
- US work authorization
- Paid parental leave
- Health insurance
Financial Advisor
Boldin —Remote
- $28 an hour
- Remote
- 5 years
- Writing skills
- Financial services
Quick Apply
Financial Services Consultant
Intrepid Financial Consulting —Remote
- $69,365 - $87,321 a year
- Part-time
- Remote
- Sales
- Mid-level
- Finance
Quick Apply

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Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Charlotte, NC

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Job Details

$100,000 - $145,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Series 66
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Financial concepts
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry

Full Job Description

Charlotte, NC

Requisition ID 2026-123325 Category Financial Planning Position type Regular Pay range USD $100,000.00 - $145,000.00 / Year Application deadline 2026-07-18

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

Additional Requirements

Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

Preferred Qualifications

CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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What you have

Required Qualifications

Additional Requirements

Preferred Qualifications

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment