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Certified Financial Planner Jobs (NOW HIRING)

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 ...

Arcadia Financial

Financial Planner

Manchester, NH · On-site

$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 ...

Arcadia Financial Group

Financial Planner

Manchester, NH · On-site

$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 ...

TIAA

Financial Planner - Central Advice Group

Dallas, TX · On-site

$74K - $90K/yr

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

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

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 professionals.

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

Certified Financial Planner ® (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

Financial Planner

Ridgeland, MS

$66K - $88K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

$65K - $87K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

Financial Planner

Mobile, AL

$75K - $101K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

Financial Planner

Ridgeland, MS · On-site

$66K - $88K/yr

Certified Financial Planner ® (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Trustmark Bank

Financial Planner

Santa Rosa Beach, FL

$68K - $92K/yr

Certified Financial Planner (CFP) or Certified Wealth Strategist (CWS) designation. * **Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of ...

Range

Financial Planner

New York, NY · On-site

$83K - $111K/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

$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 ...

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All JobsCertified Financial Planner Jobs

Certified Financial Planner information

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How much do certified financial planner jobs pay per year?

As of Aug 7, 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, 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.

Financial Planner

Briaud Financial Advisors

College Station, TX • On-site

$80K - $110K/yr

Other

Life, Retirement

Re-posted 21 days ago

Job description

Description

We are seeking a Financial Planner to contribute to the development and delivery of comprehensive financial plans while continuing to deepen their planning expertise and client relationship skills.


This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.


This is a role for someone who is intellectually curious, passionate about financial planning, and committed to continuous growth. You enjoy solving complex financial challenges, developing thoughtful recommendations, and helping clients make progress toward their goals. You understand that exceptional planning requires both technical expertise and practical experience, and you are motivated to continually develop both.


You will contribute to the planning process, build meaningful client relationships, and continue developing the expertise necessary to become a trusted advisor.


In this role you will:

  • Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.
  • Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.
  • Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.
  • Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.


If you have the following, we want to talk to you:

  •  You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.
  • You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.
  • You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.
  • You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.
  • You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.
  • You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.
  • You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.


Requirements

Required Qualifications:

  • CERTIFIED FINANCIAL PLANNER designation or Equivalent (CFA, CPA, JD)
  • 2 years of experience working with your CFP in the financial planning industry.
  • Experience within an RIA or fiduciary advisory environment strongly preferred

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours - We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education - paid professional dues, conference attendance, and training


Working Conditions:

  • Position type - Full-time
  • Work schedule - 40 hours / week, Monday - Friday 8AM - 5PM
  • Work location - Onsite: Bryan/College Station, Texas
  • Work environment - Business Professional Office

Apply