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Certified Financial Planner Jobs (NOW HIRING)

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 ...

Arcadia Financial

Financial Planner

Manchester, NH · Hybrid

$75K - $85K/yr

Certified Financial Planner (CFP) or similar certification preferred but not required. * Series 65 certification required. * 2-5+ years of experience in financial advising, wealth management, or a ...

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Certified Financial Planner information

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How much do certified financial planner jobs pay per year?

As of Aug 12, 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

W3Global Inc.

Boston, MA

$125K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

About the job

Company Description

Client is a forward-thinking financial services firm committed to empowering individuals and families to achieve their financial goals. As trusted advisors, the firm provides personalized financial planning services, helping clients navigate investments, retirement planning, and wealth management with confidence. Now a leading national financial planning firm, client-centric approach, focusing on innovative strategies and measurable outcomes. Dedicated to fostering financial wellness, the firm prides itself on values of integrity, expertise, and service excellence.

Role Description

This is an on-site, full-time Certified Financial Planner role based in Boston, MA. 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. . The role requires maintaining long-term client relationships built on trust and professionalism.

Key Strengths

  1. Relationship Builder

  2. Adaptable & Quick Thinking

  3. Persuasive Communicator

  4. Collaborative Mindset

Required Skills & Competencies:

  • Bachelor's Degree or equivalent experience and expertise

  • Certified Financial Planner Designation

  • Strong understanding of the financial planning process

  • Ability to work independently while contributing to team success

  • Excellent communication, writing, and research skills

  • Highly organized with the ability to manage multiple projects and deadlines

Preferred Qualifications:

  • Familiarity with eMoney Advisor software is a plus

  • Expertise in Financial Planning and Personal Financial Planning, ideally 3+ years

  • Certification as a Certified Financial Planner (CFP) with in-depth financial knowledge

  • Strong understanding of Finance concepts and the ability to analyze and assess financial data

  • Exceptional communication and interpersonal skills to build and maintain client relationships

  • Bachelor's degree in Finance, Accounting, or a related field; advanced certifications or degrees preferred

  • Proficiency in financial planning software and tools

Benefits:

  • 401(k) matching

  • Health insurance, Dental, Vision

  • Paid time off

  • Parental leave

  • Professional development assistance

  • Gym access

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs