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Certified Financial Planner Cfp Jobs (NOW HIRING)

W3Global Inc.

Certified Financial Planner

Boston, MA · On-site

$125K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

TIAA

Financial Planner - Central Advice Group

Dallas, TX · On-site

$74K - $90K/yr

  • Medical

  • Life

  • Retirement

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire Physical Requirements * Physical Requirements: Sedentary Work Career Level 6IC NOTE: * Certified ...

TIAA

Financial Planner - Central Advice Group

Charlotte, NC · On-site

$74K - $90K/yr

  • Medical

  • Life

  • Retirement

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire Physical Requirements * Physical Requirements: Sedentary Work Career Level 6IC NOTE: * Certified ...

TIAA

Financial Planner - Central Advice Group

Dallas, TX · On-site

$74K - $90K/yr

  • Medical

  • Life

  • Retirement

Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards required Upon Hire Physical Requirements * Physical Requirements: Sedentary Work Career Level 6IC NOTE: * Certified ...

LearnLux

OR · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Role LearnLux is hiring a Certified Financial Planner to join a fast-growing team that ... An active CFP designation with at least 5 years of experience after achieving the designation

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$101.9K

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How much do certified financial planner cfp jobs pay per year?

As of Aug 13, 2026, the average yearly pay for certified financial planner 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 jobs can I get with a Certified Financial Planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms, banks, or independent practices. The certification demonstrates expertise in financial planning, investment strategies, tax, retirement, and estate planning.

What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

To thrive as a Certified Financial Planner (CFP), you need expertise in financial planning, investment strategies, tax planning, and retirement planning, typically demonstrated by earning the CFP certification after meeting education and experience requirements. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is crucial. Strong interpersonal skills, ethical judgment, and clear communication help build lasting client relationships and foster trust. These competencies are vital to delivering sound financial advice, ensuring regulatory compliance, and maintaining high levels of client satisfaction.

Is being a certified financial planner (CFP) a good career?

A Certified Financial Planner (CFP) is a professional who provides financial planning and investment advice, often working with clients to develop personalized financial strategies. The career offers opportunities for high earning potential, client interaction, and the use of financial planning tools, but it requires passing the CFP certification exam, ongoing education, and strong interpersonal skills. Job stability and growth depend on market demand and individual performance.

What are some common challenges Certified Financial Planners (CFPs) face when building and maintaining client relationships?

Certified Financial Planners often encounter challenges such as establishing trust with new clients, clearly communicating complex financial concepts, and managing diverse client expectations. Maintaining ongoing relationships requires proactive communication, regular updates on financial progress, and adapting strategies as clients' goals or life circumstances change. Successful CFPs invest time in understanding each client's unique situation and prioritize transparency to foster long-term loyalty.

Does a Certified Financial Planner make good money?

Certified Financial Planners (CFPs) typically earn a median annual salary ranging from $70,000 to $120,000, depending on experience, location, and client base. Many CFPs also earn commissions or fees for financial planning services, which can increase their overall income. Success in this role often depends on strong interpersonal skills, certifications, and the ability to build a client portfolio.

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

AspectCertified Financial Planner CfpFinancial Advisor
CertificationsRequires CFP certification, including education, exam, experience, and ethicsNo specific certification required, but many hold licenses or certifications like Series 7, 66
Work EnvironmentWorks with clients on comprehensive financial planning, including retirement, estate, taxesProvides investment advice, portfolio management, and financial planning services
Employer & IndustryOften employed by financial planning firms, banks, or independent practicesWorks in banks, brokerage firms, or independent advisory firms

The main difference is that a Certified Financial Planner (CFP) has met rigorous certification standards and provides comprehensive financial planning, while a Financial Advisor may have various certifications or licenses and offers a broader range of financial services. CFPs are recognized for their fiduciary duty and holistic approach to client financial health.

What is a Certified Financial Planner (CFP)?

A Certified Financial Planner (CFP) is a professional who has met rigorous education, examination, experience, and ethical requirements established by the CFP Board. CFPs help individuals and businesses with comprehensive financial planning, which includes retirement, investing, tax planning, estate planning, and insurance. They must uphold fiduciary standards, meaning they are obligated to act in their clients' best interests. To maintain their certification, CFPs must complete continuing education and adhere to a strict code of ethics.
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Certified Financial Planner Cfp jobs near you
Infographic showing various Certified Financial Planner Cfp 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 (CFP)

Ivy Way Placements

Shelton, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description


Is the Entrepreneurial Path Right For You?
The allure of entrepreneurship is powerful: the freedom to be your own boss, uncapped earning potential, and the thrill of building something from the ground up. In the financial advisory world, this often translates to building your own practice, shaping your client relationships, and designing your ideal professional life. We champion the entrepreneurial spirit within our advisors, offering a framework where you can run your own business with robust support.
But while the dream is compelling, the reality of entrepreneurship isn't for everyone. It demands a unique blend of traits, a high tolerance for risk, and an unwavering commitment that can differ from a traditional employment path. Before diving headfirst, it's crucial to honestly assess if the entrepreneurial journey truly aligns with you.
The Reality Check: Is It Truly for You?
Pros of Entrepreneurship (When It's a Good Fit)
  • Flexibility (and Responsibility): You set your own hours, which can mean more time for personal pursuits or family. However, this flexibility comes with the responsibility of ensuring work gets done, often meaning longer, irregular hours, especially in the early stages.
  • Direct Impact on Income: Your efforts directly translate to your earnings. If you're a self-starter and highly motivated, this can be incredibly rewarding.
  • Personalized Client Relationships: You have the freedom to build client relationships based on your unique style and values, fostering deeper connections.
  • Learning and Development: You'll constantly acquire new skills - from marketing and sales to operations and leadership.
  • Building Equity: Over time, you're building a valuable asset - your own practice or book of business - that has long-term value.

Cons of Entrepreneurship (When It Might Not Be for You):
  • Financial Instability (Initially): Income can be inconsistent, especially in the beginning. There's no guaranteed paycheck, which can be a source of stress for some.
  • No "Off" Switch: The lines between work and personal life can blur. As the owner, the responsibility for your business's success rests squarely on your shoulders 24/7.
  • Multitasking Demands: Beyond advising clients, you're also the marketer, administrator, IT support, and sales lead. This requires juggling many different hats and skills.
  • High Risk and Responsibility: The buck stops with you. Business decisions, market fluctuations, and client outcomes are your ultimate responsibility.
  • Isolation: While you build client relationships, the day-to-day entrepreneurial journey can sometimes feel solitary without direct colleagues or a manager.

Unpacking Key Questions
To help you determine if you have the entrepreneurial DNA, ask yourself:
  • Are you comfortable with uncertainty?
  • Are you self-disciplined and self-motivated?
  • How do you handle rejection and setbacks?
  • Do you enjoy continuous learning and wearing many hats?
  • What's your risk tolerance?

Position Summary: As a Financial Advisor with our client's firm, you will play a critical role in shaping clients' financial futures through comprehensive planning, investment management, and financial guidance. In this client-focused role, you will have the opportunity to help individuals, families, and business owners define and achieve their financial goals. You'll work alongside a skilled team of advisors and specialists, ensuring clients receive well-rounded, strategic advice to secure their financial independence and peace of mind.
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
• Our extensive training program, Advisor Pro.
• Personal coaching from proven winners
• Customized marketing support to help you acquire clients and build your brand
• Access to a broad range of products to meet client needs
• Tools to manage your practice and support the sales process
Key Responsibilities:
  • Conduct thorough financial assessments to develop personalized financial strategies aligned with clients' goals and risk tolerance.
  • Provide tailored financial guidance in areas such as investment management, retirement planning, tax strategies, and estate planning.
  • Review and adjust client portfolios as needed, maintaining an ongoing commitment to help clients stay on track toward their goals.
  • Cultivate long-term client relationships, offering education and proactive communication to foster trust and transparency.
  • Collaborate with a network of specialists, including tax advisors and estate planners, to deliver a comprehensive service experience.
  • Stay up to date on industry trends and regulatory changes to offer clients informed, forward-thinking advice.
  • Ensure compliance with all firm policies and financial regulations.

Requirements
  • Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state-of-the-art Advisor Pro Training program.
  • Developing and maintaining long-term relationships with clients.
  • Providing financial solutions for clients through fact gathering and needs analyses.
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.

Qualifications
  • Strong interpersonal, organizational and communication skills.
  • Self-starter who is goal oriented
  • Team player with a hearty work ethic
  • BA, BS, and/or Graduate Degree or equivalent work experience

Benefits
  • Competitive Salary with Performance-Based Bonus: Recognizing and rewarding your impact in guiding clients.
  • Work-Life Balance: Flexible work schedule, including hybrid options.
  • Comprehensive Health Insurance: Including medical, dental, and vision coverage.
  • 401(k) with Company Match: Supporting your financial future with a retirement plan match.
  • Continuing Education Support: Tuition reimbursement for certifications, conferences, and professional development.
  • Pre-Established Client Base: Access to a strong client portfolio, eliminating the need for prospecting.
  • Professional Development Pathways: Career growth opportunities through mentorship and leadership programs.
  • Generous PTO: Paid time off to recharge and maintain well-being.
  • Collaborative Culture: Work within a team-oriented, client-focused environment committed to shared success.

If you are a Financial Advisor passionate about helping clients achieve financial clarity and security, Ivy Way Placements invites you to apply for this rewarding position with our client. This is an exceptional opportunity to advance your career within a supportive, client-centered firm. For the fastest consideration, please email S.Isaksen@ivywayplacements.com.

Apply