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Certified Financial Planner Jobs (NOW HIRING)

Boutique Recruiting

Certified Financial Planner

Austin, TX · On-site

$80K - $115K/yr

Certified Financial Planner This role offers an opportunity for a Certified Financial Planner to engage deeply with clients, providing comprehensive financial planning services. The position requires ...

W3Global Inc.

Certified Financial Planner

Boston, MA

$125K - $130K/yr

The Certified Financial Planner will work closely with clients to assess their financial needs and goals, provide personalized financial plans, and advise on investment and retirement strategies.

LearnLux

OR · On-site

The Role LearnLux is hiring a Certified Financial Planner to join a fast-growing team that's redefining what financial wellness looks like at work. You'll bring deep equity compensation expertise to ...

LearnLux

Certified Financial Planner

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ ...

SFB

Certified Financial Planner/Consultant

Reading, MA · On-site

Provides comprehensive financial planning advice to both banking and non-banking clients in such a ... CERTIFICATES, LICENSES, REGISTRATIONS CFP required. Appropriate securities licenses (Series 7, 65 ...

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Certified Financial Planner information

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$61K

$101.9K

$141K

How much do certified financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for certified financial planner 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 are some typical challenges a certified financial planner faces when building and maintaining client relationships?

Certified Financial Planners often encounter challenges such as building trust with new clients, managing diverse financial goals, and communicating complex financial concepts in an understandable way. Additionally, they must stay updated on changing regulations and market conditions to provide relevant advice. Maintaining strong, ongoing relationships requires regular check-ins, proactive planning for life changes, and being responsive to clients’ evolving needs, all of which are essential for client retention and satisfaction.

Is a Certified Financial Planner a good career?

A Certified Financial Planner (CFP) is a respected profession in financial planning, offering opportunities to advise clients on investments, estate planning, and retirement. It requires passing a comprehensive exam, gaining relevant experience, and maintaining certification through continuing education. The career can be financially rewarding and offers a stable job outlook, especially for those with strong interpersonal and analytical skills.

What is a certified financial planner?

A Certified Financial Planner (CFP) is a professional who has met rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. CFPs help individuals and businesses develop comprehensive financial plans, including investment, retirement, tax, estate, and insurance planning. They are held to a fiduciary standard, meaning they are obligated to act in their clients' best interests. Earning the CFP designation demonstrates expertise and a commitment to ongoing professional development.

What is the difference between Certified Financial Planner vs Financial Advisor?

AspectCertified Financial PlannerFinancial Advisor
CertificationsCFP certification requiredNo specific certification required
Work EnvironmentFinancial planning firms, independent practiceBanks, investment firms, independent
Services ProvidedComprehensive financial planning, estate, retirementInvestment advice, asset management, financial products
RegulationRegulated by CFP Board, fiduciary dutyVaries; often regulated but not always fiduciary

While both Certified Financial Planners and Financial Advisors assist clients with financial goals, CFPs have specialized certification and adhere to fiduciary standards, offering comprehensive planning. Financial Advisors may provide similar services but without the mandatory certification or fiduciary obligation.

What does a certified financial planner do?

A certified financial planner (CFP) recommends different short- and long-term investment opportunities to a client based on their current income, budgetary constraints, future earnings potential, retirement plans, financial goals, and numerous other factors. As a CFP, you take the information from the client and analyze it to determine which types of investment strategies can help them achieve their goal. These strategies may include investing in property, a retirement plan, purchasing stocks, or investing in mutual funds. You then give advice to your client and recommend other finance experts who can help carry out the advice.

What jobs can you get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, and estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investment strategies, and ethical standards, which are essential for client trust and regulatory compliance.

What skills and qualifications are needed to thrive as a certified financial planner?

To thrive as a Certified Financial Planner, you need expertise in financial planning, investment strategies, and tax regulations, supported by a bachelor's degree and CFP certification. Familiarity with financial planning software, portfolio management tools, and CRM systems is commonly required. Strong interpersonal skills, ethical judgment, and clear communication help build client trust and tailor financial advice. These skills are crucial for delivering effective financial solutions and maintaining long-term client relationships in a highly regulated industry.
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Who are the top companies hiring for Certified Financial Planner jobs? The top employers for Certified Financial Planner jobs are:
What states have the most Certified Financial Planner jobs? States with the most job openings for Certified Financial Planner jobs include:
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What are popular job titles related to Certified Financial Planner jobs? For Certified Financial Planner jobs, the most frequently searched job titles are:
Certified Financial Planner jobs near you
Infographic showing various Certified Financial Planner job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Certified Financial Planner

Boutique Recruiting

Austin, TX • On-site

$80K - $115K/yr

Full-time

Medical, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Position Title: Certified Financial Planner
This role offers an opportunity for a Certified Financial Planner to engage deeply with clients, providing comprehensive financial planning services. The position requires a commitment to high standards of client service within a fee-only registered investment advisory environment. Candidates should be prepared to navigate complex financial scenarios, ensuring that client needs are met with precision and care. The ideal candidate will thrive in a client-facing role that demands both technical expertise and interpersonal skills. This is a chance to make a meaningful impact on clients' financial futures while working within a supportive and growth-oriented team environment.
Salary Range: $80,000 - $115,000 / Year DOE
Certified Financial Planner Responsibilities:
  • Deliver deep, holistic financial planning, including estate, tax, and special needs considerations
  • Meet firm and client service standards of a fee-only registered investment advisory
  • Contribute to business development, potentially earning a percentage of first-year fees for new clients
  • Assist with new account paperwork and wire transfers to understand operational processes
  • Conduct tax and retirement projections
  • Participate in client meetings, taking notes and potentially presenting portions of discussions
  • Communicate effectively with a diverse client base, utilizing video conferencing and in-person meetings as needed
  • Research and analyze financial data to support planning efforts
  • Oversee the execution of financial plans
  • Collaborate with advisors on complex questions and issues
  • Engage in continuous learning and professional development to enhance planning skills

Certified Financial Planner Requirements:
  • Active CFP designation is required for all advisor roles
  • Experience in a registered investment advisory or comparable deep-planning environment is preferred
  • Proven leadership experience managing advisors or teams is preferred
  • Willingness to work onsite in College Station is required
  • Comfort with deep, holistic planning across tax, estate, and multi-generational considerations is required
  • 2-5 years of financial planning experience is required
  • BA degree is required
  • Additional credentials such as CFA, CPA, or JD are preferred
  • Experience at a firm of similar size is preferred

Benefits:
  • Employees are compensated semi-monthly
  • 401(k) matching program with a dollar-for-dollar match up to 5%
  • Health insurance options through BCBS Texas with various plans available
  • PTO accrual of 120 hours per year, with additional office closures on select holidays
  • Access to NAPFA Group Benefits for additional insurance options

If you are a Certified Financial Planner looking to take the next step in your career, apply now! #LI-KJ1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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