Find the Best Financial Planner Jobs

Professionals on Upwork rate clients
Rating is 4.9 out of 5.
4.9/5
On average from 2M+ reviews

Check out a sample of the 66 Financial Planner jobs posted on Upwork

Junior Financial Planner

Hourly ‐ Posted 14 days ago
30+ hrs/week
Hours needed
More than 6 months
Duration
Intermediate
Experience level

Junior Financial Planner (Remote) About Us Kingsley Wealth Partners is a growing wealth management firm seeking a Junior Financial Pla…

Financial PlannerFinancial ModelingFinancial Planning JobsFinancial Analysis
See more
30+ hrs/week
Hours needed
More than 6 months
Duration
Expert
Experience level

Kingsley Wealth Partners is a newly registered RIA based in Arizona, built on a 100,000+ person investor database, an active lead pipel…

Financial PlannerFinancial ModelingFinancial Analysis
See more
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Intermediate
Experience level

Job Overview: We are looking for an experienced finance professional to analyze our existing financial data and build a clear, structu…

Financial PlannerCash Flow AnalysisMicrosoft ExcelFinancial AnalysisFinancial Planning JobsFinancial ModelingForecasting
See more
30+ hrs/week
Hours needed
More than 6 months
Duration
Expert
Experience level

PLEASE READ THIS FIRST — only apply if you meet ALL of the following This is a senior role. We will ignore generic, templated, or copy…

Financial PlannerOrder ManagementLogistics ManagementInventory Management
See more
30+ hrs/week
Hours needed
More than 6 months
Duration
Intermediate
Experience level

We are looking for a sharp Lead Generation VA with proven wholesale real estate cold-calling experience. Main focus: build motivated se…

Financial PlannerCold CallingLead GenerationMarket ResearchData Entry
See more

Personal Finance Accountability Partner

Hourly ‐ Posted 13 days ago
Less than 30 hrs/week
Hours needed
More than 6 months
Duration
Intermediate
Experience level

Seeking a personal finance accountability partner to meet monthly for one hour. Responsibilities include reviewing personal finance tas…

Financial PlannerFinancial AnalysisMicrosoft ExcelFinancial Accounting
See more

B2B LinkedIn & Email Outreach Support 🔍

Fixed-price ‐ Posted 12 days ago
$250
Fixed-price
Entry
Experience level

I'm the founder of a small Melbourne-based business that sends premium, personalised thank you cards and gifts across Australia. Think…

Financial PlannerCustomer ServiceCommunicationsB2B MarketingLead Generation
See more

Financial advisor

Fixed-price ‐ Posted 12 days ago
$5
Fixed-price
Entry
Experience level

Hi, I am a communications and brand strategist. I am launching a headshot photography pop up for creatives and freelancers. So, I w…

Financial PlannerFinancial Planning Jobs
See more

Excel Dashboard Expert for Etsy Budget Planner

Fixed-price ‐ Posted 11 days ago
$75
Fixed-price
Intermediate
Experience level

Excel Dashboard Expert Needed to Create Etsy Budget Planner Template I'm looking for an Excel specialist to create an original budget…

Financial PlannerData AnalysisMicrosoft Excel
See more

Video Editor for Social Media

Hourly ‐ Posted 10 days ago
Hours to be determined
Hours needed
More than 6 months
Duration
Intermediate
Experience level

I need someone to edit my videos and make them more appealing and attractive to post on Facebook and Instagram. I am a new Financial Pl…

Financial PlannerVideo Production
See more

Your next job starts right here

Set up a free profile to showcase your skills, experience and desired pay rate to clients. You choose the payment method that's best for you to easily get paid for your work.

Find work
Upwork Payment Protection
Gives you security and peace of mind
See how it works