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Certified Financial Planner Jobs (NOW HIRING)

W3Global Inc.

Certified Financial Planner

Boston, MA · On-site

$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

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 14, 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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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, 84% Full Time, 13% 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

Integrated Financial Concepts

Red Bank, NJ • On-site

$250K/yr

Full-time

Posted 2 days ago

New

Job description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation:

$95,000 - $250,000 commission based


Responsibilities:
  • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
  • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations

Qualifications:
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
  • A Bachelor’s degree in business administration, finance, or a related field is required
  • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.