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Average Salary Cfp Jobs (NOW HIRING)

Ascensus

Investment Analyst

Newton, MA · On-site

$60 - $120/hr

... CFA/CIMA/CFP) a plus. * Minimum of 5 years of experience in the financial services industry ... Compensation & Benefits National average salary range: $60,000-$120,000 base pay, exclusive of ...

Ascensus

Investment Analyst

Boston, MA · On-site

$60 - $120/hr

... CIMA/CFP) a plus. * A minimum of 5 years of experience in the financial services industry ... National average salary range for this role is $60‑$120K in base pay, exclusive of any bonuses ...

Ascensus

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

... CIMA/CFP) a plus. * A minimum of 5 years of experience in the financial services industry ... average salary range for this role $60-$120K in base pay, exclusive of any bonuses and benefits.

Ascensus

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

... CIMA/CFP) a plus. * A minimum of 5 years of experience in the financial services industry ... average salary range for this role $60-$120K in base pay, exclusive of any bonuses and benefits.

ASCENSUS

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

... CIMA/CFP) a plus. * A minimum of 5 years of experience in the financial services industry ... average salary range for this role $60-$120K in base pay, exclusive of any bonuses and benefits.

ASCENSUS

Investment Analyst

Boston, MA · On-site

$60 - $120K/hr

... CIMA/CFP) a plus. * A minimum of 5 years of experience in the financial services industry ... average salary range for this role $60-$120K in base pay, exclusive of any bonuses and benefits.

Ascensus, LLC.

Investment Analyst

Newton, MA · On-site

$60 - $120K/hr

... CIMA/CFP) a plus. * A minimum of 5 years of experience in the financial services industry ... average salary range for this role $60-$120K in base pay, exclusive of any bonuses and benefits.

Boutique Recruiting

Financial Advisor

Fort Myers, FL · On-site

$65K - $80K/yr

Financial Advisor Salary Range: $65,000-$80,000 DOE, plus commission and revenue-sharing potential ... Build credibility with pre-retirees and retirees, with an average client relationship of ...

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Average Salary Cfp information

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$61K

$101.9K

$141K

How much do average salary cfp jobs pay per year?

As of Aug 23, 2026, the average yearly pay for average salary cfp in the United States is $101,940.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $114,500.00 per year, depending on experience, location, and employer.

What is the difference between Average Salary Cfp vs Financial Advisor?

AspectAverage Salary CfpFinancial Advisor
Required CredentialsCertified Financial Planner (CFP) certificationVaries; often includes certifications like CFP, but not mandatory
Work EnvironmentFinancial planning firms, independent practice, or corporate settingsBanking, investment firms, or independent practice
Industry UsagePrimarily in financial planning and wealth managementBroader financial services including investment advice and banking

The average salary of a CFP is typically higher due to specialized certification and focus on comprehensive financial planning. While both roles involve advising clients on finances, CFPs often have more rigorous credentials, which can influence earning potential.

How much should I be making as a Certified Financial Planner?

The average salary for a Certified Financial Planner (CFP) in the United States typically ranges from $70,000 to $120,000 annually, depending on experience, location, and client base. Many CFPs also earn commissions or bonuses, and ongoing certification maintenance can influence earning potential.
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Average Salary Cfp jobs near you
Infographic showing various Average Salary Cfp job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Investment Analyst

Ascensus

Newton, MA • On-site

$60 - $120/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Ascensus rating

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

45th of 151 rated financial services

Job description

Position Summary

The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to assigned line of business(es) as it relates to (i) interpretation and distribution of investment data; (ii) reporting to the Investment Committee; and (iii) providing analytic support to the Committee. The analyst will participate as a non‑voting contributor to the Committee. The role takes a leadership role in preparation of the Committee agenda, creating the analytical content and assuring that action items, as requested by the Committee members, are addressed and completed in a timely fashion. The analyst also monitors performance and completeness of investment managers in offerings in support of the investment committee.

Key Responsibilities
  • Perform monthly fund performance grid creation and quarterly scorecard analysis.
  • Coordinate and drive due diligence reviews on investment managers in the various offerings.
  • Understand fund attribution, strategy changes and any management changes for offerings.
  • Perform benchmark analysis and style analysis on plans to ensure optimal diversification in portfolios.
  • Monitor industry fee levels, including fee levels on underlying funds and eligibility for breakpoint pricing.
  • Ensure compliance with all Investment Policy Statement requirements.
  • Ensure that investment manager is providing appropriate rationale for fund inclusion and any potential changes.
  • Take an active role in departmental projects, including process improvements, designing policies and procedures, and implementing new analysis capabilities.
  • Assist with other tasks and projects as assigned.
  • Responsible for protecting, securing, and properly handling all confidential data held by Ascensus.
Core Values

At Ascensus we are guided by our core values: People Matter, Quality First, and Integrity Always. These values inspire us to prioritize a respectful environment for those we serve and for one another, and they should be visible in our day‑to‑day actions.

Qualifications
  • Bachelor’s degree required; advanced degrees (MSF or MBA) a plus; progress toward a professional designation (CFA/CIMA/CFP) a plus.
  • Minimum of 5 years of experience in the financial services industry, preferably in an analytical role in retail or institutional investment management.
  • Investment Advisor Representative (Series65/66) or expectation of completion within six months of hire.
  • Experience with analysis and support of 3(38) offerings preferred.
  • Excellent communication skills; role will evolve into chairing an investment committee, speaking with clients, and managing internal projects.
  • Ability to work independently, meet shifting deadlines, and thrive with minimal supervision.
  • Easily adaptable and advanced proficiency with Excel, PowerPoint, and Word.
  • Solid understanding of portfolio performance analysis, calculations, and ability to articulate investment information.
  • Strong work ethic within a flexible working environment.
  • Results‑oriented with the ability to move quickly to meet client needs.
Compensation & Benefits

National average salary range: $60,000–$120,000 base pay, exclusive of bonuses and benefits. Benefits include 401(k) match, medical, dental, vision, paid time off, and additional reward programs.

Equal Opportunity Employer

We are an Equal Opportunity Employer.

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