# Financial Planning

Skill · Finance and Accounting

Canonical page: https://career.thegoodapps.co/skills/financial-planning

Financial planning is the process of setting and achieving personal or organizational financial goals through budgeting, saving, investing, tax planning, and risk management. Certified Financial Planners (CFPs) help individuals plan for retirement, education, and estate needs, while corporate finance teams plan capital allocation and growth strategies. It typically involves assessing current finances, projecting future needs, and creating actionable strategies.

## Financial Planning in the job market

- Open roles: 22
- Employers hiring: 18
- Last checked: September 13, 2026

## Asked for alongside Financial Planning

Measured from the 22 open roles that name Financial Planning, not from a curated list.

- [Microsoft Excel](https://career.thegoodapps.co/skills/microsoft-excel) — 5 roles (22.7%)
- [Budgeting](https://career.thegoodapps.co/skills/budgeting) — 4 roles (18.2%)
- [Data Analysis](https://career.thegoodapps.co/skills/data-analysis) — 4 roles (18.2%)
- [Forecasting](https://career.thegoodapps.co/skills/forecasting) — 4 roles (18.2%)
- [Financial Analysis](https://career.thegoodapps.co/skills/financial-analysis) — 3 roles (13.6%)

## Roles that use Financial Planning

- [Financial Analyst](https://career.thegoodapps.co/occupations/financial-analyst) — 3
- [Account Executive](https://career.thegoodapps.co/occupations/account-executive) — 2
- [Financial Manager](https://career.thegoodapps.co/occupations/financial-manager) — 2
- [Product Manager](https://career.thegoodapps.co/occupations/product-manager) — 2
- [Chief Financial Officer](https://career.thegoodapps.co/occupations/chief-financial-officer) — 1
- [Marketing Director](https://career.thegoodapps.co/occupations/marketing-director) — 1

## Employers hiring for Financial Planning

- [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — 2 open roles
- [Comcast](https://career.thegoodapps.co/organizations/comcast) — 2 open roles
- [Intuit](https://career.thegoodapps.co/organizations/intuit) — 2 open roles
- [Workday](https://career.thegoodapps.co/organizations/workday) — 2 open roles
- [AeroVironment](https://career.thegoodapps.co/organizations/aerovironment) — 1 open role
- [Beckman Coulter](https://career.thegoodapps.co/organizations/beckman-coulter) — 1 open role

Related skills: [Retirement Planning](https://career.thegoodapps.co/skills/retirement-planning), [Wealth Management](https://career.thegoodapps.co/skills/wealth-management), [Tax Planning](https://career.thegoodapps.co/skills/tax-planning), [Estate Planning](https://career.thegoodapps.co/skills/estate-planning), [Budgeting](https://career.thegoodapps.co/skills/budgeting), [Investment Management](https://career.thegoodapps.co/skills/investment-management), [Cost Management](https://career.thegoodapps.co/skills/cost-management), [Debt Management](https://career.thegoodapps.co/skills/debt-management), [Mutual Fund](https://career.thegoodapps.co/skills/mutual-fund), [Asset Management](https://career.thegoodapps.co/skills/asset-management), [Business Budgeting](https://career.thegoodapps.co/skills/business-budgeting), [Income Tax](https://career.thegoodapps.co/skills/income-tax)

## Open roles requiring Financial Planning (22)

- [Financial Advisor - Peoria Region](https://career.thegoodapps.co/jobs/64fcf98a-8a20-4629-a481-26cf055c3d1d/financial-advisor-peoria-region-at-citizens-equity-first-credit-union) at [Citizens Equity First Credit Union](https://career.thegoodapps.co/organizations/citizens-equity-first-credit-union) — Full-time, Peoria, IL, $58,656
- [Senior Director Global Marketing](https://career.thegoodapps.co/jobs/c99e5ae7-e5f6-4a14-aa92-47859d98ace0/senior-director-global-marketing-at-beckman-coulter) at [Beckman Coulter](https://career.thegoodapps.co/organizations/beckman-coulter) — Full-time, Waltham, MA, $230,000 – $280,000
- [CMC Asset Lead, Nephrology](https://career.thegoodapps.co/jobs/eac45576-dafa-4d20-9144-cf8a32739f1c/cmc-asset-lead-nephrology-at-biogen) at [Biogen](https://career.thegoodapps.co/organizations/biogen) — Full-time, $204,000 – $281,000
- [Director, Business Operations](https://career.thegoodapps.co/jobs/426d3517-9c35-4d1d-8f1c-d3c1d07a55d8/director-business-operations-at-aerovironment) at [AeroVironment](https://career.thegoodapps.co/organizations/aerovironment) — Full-time, Albuquerque, NM, $148,000 – $237,000
- [Sr. PLM, Performance Running Footwear](https://career.thegoodapps.co/jobs/80770dc1-3be3-48bc-9e11-3106a192acb9/sr-plm-performance-running-footwear-at-under-armour) at [Under Armour](https://career.thegoodapps.co/organizations/under-armour) — Full-time, Baltimore, MD, $140,000 – $180,000
- [Executive Director, Neuroscience Global Commercial Strategy](https://career.thegoodapps.co/jobs/e93b9c97-9cc2-400a-bba8-b2ade86bc9a4/executive-director-neuroscience-global-commercial-strategy-at-bristol-myers) at [Bristol Myers Squibb](https://career.thegoodapps.co/organizations/bristol-myers-squibb) — Full-time, Princeton, NJ, $239,080 – $289,708
- [Majors Account Executive - Healthcare](https://career.thegoodapps.co/jobs/8c66c641-69a8-46ea-90fb-4e58f9a2e8c5/majors-account-executive-healthcare-at-workday) at [Workday](https://career.thegoodapps.co/organizations/workday) — Full-time, $131,200 – $196,800
- [Senior Manager, Finance Business Partner, FX Division](https://career.thegoodapps.co/jobs/cbd9886f-ddc2-4d9b-a777-eb76afd9c938/senior-manager-finance-business-partner-fx-division-at-lseg) at [LSEG](https://career.thegoodapps.co/organizations/lseg)
- [Finance Manager, Global FP&A](https://career.thegoodapps.co/jobs/3b3da4b1-74ad-4b6f-85ed-f6eade1e2e84/finance-manager-global-fp-a-at-the-home-depot) at [The Home Depot](https://career.thegoodapps.co/organizations/the-home-depot) — Atlanta, GA
- [Wealth Relationship Manager - Hanford](https://career.thegoodapps.co/jobs/f5fc12b1-9fc7-46bb-b713-a2f7bb285d51/wealth-relationship-manager-hanford-at-citigroup) at [Citigroup](https://career.thegoodapps.co/organizations/citigroup) — Full-time, Hanford, CA, $78,080 – $117,120

All 22 open roles: https://career.thegoodapps.co/jobs?skills=29fcc94e-5a58-48e8-b6b0-cf4c0a042e4f