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Certified Financial Planner Cfp Jobs in Renton, WA

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Range

Financial Planner

Bellevue, WA · On-site

$85 - $120/hr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

53 Stations

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

... CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA ... tax planning and building tax projections for clients Significant experience in delivering ...

53 Stations

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

... CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA ... tax planning and building tax projections for clients Significant experience in delivering ...

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

53 Stations

Senior Financial Planner

Bellevue, WA · On-site

$130 - $180/hr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

RK Partners

Financial Planner--Irvine, California

Seattle, WA · On-site

$86K - $116K/yr

Financial Planning Strategist (*this role is also availble in Seattle, WA) Looking to join one of ... Advanced certifications are a plus. * CFP designation (or actively working toward obtaining the CFP ...

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All JobsCertified Financial Planner Cfp JobsCertified Financial Planner Cfp Jobs in Renton, WA

Certified Financial Planner Cfp information

See Renton, WA salary details

$68.6K

$114.7K

$158.6K

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

As of Sep 4, 2026, the average yearly pay for certified financial planner cfp in Renton, WA is $114,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $97,900.00 and $128,800.00 per year, depending on experience, location, and employer.

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.

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.

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.

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.

Does a Certified Financial Planner (CFP) make good money?

Certified Financial Planners (CFPs) typically earn a median annual salary ranging from $70,000 to $100,000, with experienced professionals and those managing larger client portfolios earning higher incomes. Compensation often includes commissions, fees, or a combination, and the role requires strong interpersonal skills and industry certifications. Earnings can vary based on location, experience, and client base.

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 or independently. The certification demonstrates expertise in financial planning, investment strategies, and ethical standards, which are essential for client trust and regulatory compliance.

What are popular job titles related to Certified Financial Planner Cfp jobs in Renton, WA?

For Certified Financial Planner Cfp jobs in Renton, WA, the most frequently searched job titles are:

What job categories do people searching Certified Financial Planner Cfp jobs in Renton, WA look for?

The top searched job categories for Certified Financial Planner Cfp jobs in Renton, WA are:

What cities near Renton, WA are hiring for Certified Financial Planner Cfp jobs?

Cities near Renton, WA with the most Certified Financial Planner Cfp job openings:

Certified Financial Planner Cfp jobs near you
Infographic showing various Certified Financial Planner Cfp job openings in Renton, WA as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 5% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $114,664 per year, or $55.1 per hour.

Senior Associate Financial Planner - CFP & Series 7

Talent Search PRO

Bellevue, WA

$75K - $83K/yr

Full-time

Posted 17 days ago

Job description

Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA

High net worth clients do not just need someone to manage their money. They need someone who understands their life, anticipates their needs and gives advice that holds up when markets get uncomfortable.

This role is for the financial planner who is ready to work at that level.

A wealth advisory firm in Bellevue, Washington is looking for a Senior Associate Financial Planner to work directly with high net worth clients, support portfolio management and grow into an independent client relationship manager.

What you get:

  • $75,000 to $83,000 a year
  • A path to independent client relationship management
  • Direct exposure to the Investment Committee and Chief Investment Officer
  • A seat at the table on portfolio strategy, fund research and trading decisions
  • A firm that gives you real responsibility and the autonomy to grow into it

What you will be doing:

  • Assisting in preparing for and conducting client meetings including data gathering, agendas and Investment Policy Statements
  • Delivering financial planning advice to high net worth clients
  • Developing and managing ongoing client relationships independently
  • Assisting with trading, rebalancing, tax loss harvesting and account management
  • Conducting fund research under the guidance of the Chief Investment Officer
  • Supporting the Investment Committee including portfolio reviews and facilitating dialogue
  • Coordinating planning implementation with outside professionals as needed

What you need to bring:

  • Series 7 and Series 66 FINRA registration or recognized equivalents
  • CFP designation or other industry credentials
  • Bachelor's degree
  • Strong financial and analytical skills
  • Self starter with strong attention to detail and ability to work independently
  • Experience managing high net worth client relationships preferred