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 82 Financial Planner jobs posted on Upwork

FP and A Expert Needed

Hourly ‐ Posted 16 days ago
Less than 30 hrs/week
Hours needed
More than 6 months
Duration
Intermediate
Experience level

We are seeking a Financial Planning and Analysis expert proficient in Excel to assist with various projects on an ongoing hourly basis.…

Financial PlannerMicrosoft ExcelFinancial ModelingFinancial Analysis
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Less than 30 hrs/week
Hours needed
Less than 1 month
Duration
Expert
Experience level

Overview I am seeking an experienced healthcare revenue cycle consultant who has extensive, real-world experience with both eClinicalW…

Financial PlannerAdministrative SupportHealthcare ManagementMedical Billing & Coding
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Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Expert
Experience level

# Social Media Manager Needed for Multi-Platform Brand Growth (Instagram, Facebook & TikTok) ## About Us We are building a fast-growi…

Financial PlannerFacebookInstagram
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Trade Investment Strategy Advisor

Hourly ‐ Posted 14 days ago
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Intermediate
Experience level

We are seeking an experienced advisor to help develop and refine our trade investment strategies. The ideal candidate will have a stron…

Financial PlannerFinancial AccountingMicrosoft ExcelFinancial Analysis
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Documentary Style Finance Video Editor

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

I'm a Certified Financial Planner (CFP®) in South Africa building a content brand for business owners, executives, and high-net-worth p…

Financial PlannerVideo ProductionAdobe Premiere Pro
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Financial Planning Assistant

Hourly ‐ Posted 16 days ago
Less than 30 hrs/week
Hours needed
1 to 3 months
Duration
Intermediate
Experience level

I am helping a friend who is a financial planner to find an assistant that can work on an hourly basis inputting information into his F…

Financial PlannerFinancial AccountingFinancial AnalysisMicrosoft Excel
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$1,000
Fixed-price
Expert
Experience level

We are seeking an expert Adobe InDesign editorial designer to professionally redesign and standardize an existing 108-page financial pl…

Financial PlannerAdobe InDesignPrint DesignPublication Design
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Autonomous AI Agent for Business Development

Fixed-price ‐ Posted 14 days ago
$50
Fixed-price
Intermediate
Experience level

Overview I need a developer to build an autonomous agentic workflow that researches businesses within a given category and fills out a…

Financial PlannerLead GenerationSalesArtificial Intelligence
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Excel Financial Asset Tracker Project

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

I am looking for an experienced Microsoft Excel professional to create a clean, professional-looking, single-sheet financial asset trac…

Financial PlannerFinancial Planning JobsData EntryForecastingFinancial ModelingMicrosoft Excel
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$15
Fixed-price
Expert
Experience level

We are looking for an experienced, professional website copywriter to rewrite and edit content for a financial planner's website. The…

Financial PlannerSearch Engine Optimization
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