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Certified Financial Planner Jobs (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/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 ...

Staffingine LLC

Financial Planner- Lead

Buffalo Grove, IL · On-site

$77K - $104K/yr

Financial Planner - Lead Job Location: Buffalo Grove, IL Job Type: Full Time * Serve as the main ... CERTIFIED FINANCIAL PLANNER™ preferred * CFP is a designation requirement to be obtained within 2 ...

Larson Financial Holdings, LLC

Financial Planner

Houston, TX · On-site

$68K - $92K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a ...

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a ...

Range

Senior Financial Planner

New York, NY · On-site

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 ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

About the Role As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial ...

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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 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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What states have the most Certified Financial Planner jobs? States with the most job openings for Certified Financial Planner jobs include:
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What are popular job titles related to Certified Financial Planner jobs? For Certified Financial Planner jobs, the most frequently searched job titles are:
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

Range

Mclean, VA • On-site

$76K - $103K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together.
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • 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
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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