Find the Best Financial Planner Jobs

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Check out a sample of the 81 Financial Planner jobs posted on Upwork

Estate Planning gift tax exemption

Hourly ‐ Posted 15 days ago
Less than 30 hrs/week
Hours needed
More than 6 months
Duration
Intermediate
Experience level

Looking for estate planner for sizeable estate. Must have experience with irrevokable trusts, gift tax exemptions, etc.

Financial PlannerAdministrative SupportMicrosoft WordMicrosoft Excel
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Project Manager and Solution Architect

Fixed-price ‐ Posted 14 days ago
$800
Fixed-price
Intermediate
Experience level

We are seeking a Project Manager/Delivery Manager and a Solution Architect to lead our project. The Project Manager will oversee projec…

Financial PlannerJiraProject Management
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30+ hrs/week
Hours needed
More than 6 months
Duration
Expert
Experience level

E-Commerce Operations & Marketplace Growth Manager | Amazon + Shopify We operate several consumer-product brands across Amazon, Shopif…

Financial PlannerFinancial AnalysisData AnalysisShopifyAmazon Seller CentralAmazon
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Direct Mutual Fund Creation

Hourly ‐ Posted 13 days ago
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Intermediate
Experience level

I need assistance in creating a direct mutual fund. The task involves setting up the fund structure and ensuring compliance with financ…

Financial PlannerContent Writing
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Brilliant engaging digital designs

Fixed-price ‐ Posted 12 days ago
$400
Fixed-price
Entry
Experience level

# Freelance Design Brief – "Joining the Financial Dots" ## About me I'm a financial planner based in West Norfolk, UK. I don't want…

Financial PlannerInternet MarketingInfographicLogo DesignInstagram
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$200
Fixed-price
Intermediate
Experience level

READ THIS JOB POST CAREFULLY BEFORE YOU APPLY!!! Faceless Women’s Self-Investment Brand | 30-Day Soft Launch I am seeking a creativ…

Financial PlannerInternet MarketingInstagram
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Facebook Community Growth & Content Strategist

Fixed-price ‐ Posted 14 days ago
$200
Fixed-price
Intermediate
Experience level

Faceless Women’s Self-Investment Brand | 30-Day Soft Launch I am seeking a creative, action-oriented Facebook Growth strategist and co…

Financial PlannerContent WritingFacebook
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$250
Fixed-price
Expert
Experience level

I am building a premium digital product store on Etsy called PlanYourLifeWell. We produce top-tier Google Sheets and Excel financial, b…

Financial PlannerGoogle Apps ScriptMicrosoft ExcelGoogle Sheets
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30+ hrs/week
Hours needed
More than 6 months
Duration
Intermediate
Experience level

Money Up Time Down is a marketing and content agency. We help expertise-driven firms in property, finance, and professional services (b…

Financial PlannerLead Generation
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Online Banking Subject Matter Expert Needed

Hourly ‐ Posted 11 days ago
Less than 30 hrs/week
Hours needed
Less than 1 month
Duration
Expert
Experience level

We're looking for a banking professional, certified financial planner, consumer banking expert, or other qualified financial specialist…

Financial PlannerContent WritingFinancial Writing
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