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Cfp Apprenticeship Jobs (NOW HIRING)

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

Ideal designations (can be worked on post hire) are CLU, ChFC, CFP * Excellent time-management ... training, and apprenticeship. Fortivus Wealth Group makes hiring decisions based solely on ...

LPL Financial

VPII UHNW Strategist

San Diego, CA

$129K - $166K/yr

This person will create a playbook and operate an apprenticeship model for future team members ... CFP, JD/LLM, CFA, CEPA, CEP, CPWA or like- kind credentials * Bachelors degree * 20+ years ...

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Cfp Apprenticeship information

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$11

$21

$35

How much do cfp apprenticeship jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for cfp apprenticeship in the United States is $21.11, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $26.92 per hour, depending on experience, location, and employer.

What is a CFP Apprenticeship job?

A CFP Apprenticeship job is a structured training program that helps aspiring financial planners gain hands-on experience while working toward their Certified Financial Planner (CFP) certification. Apprentices typically work under the guidance of experienced professionals, learning key financial planning skills such as investment management, tax strategies, retirement planning, and risk assessment. The program combines practical work experience with coursework necessary for CFP certification. This apprenticeship provides a pathway to meet the CFP Board's experience requirement and helps individuals develop the skills needed for a successful financial planning career.

How to get a CFP apprenticeship?

To obtain a CFP apprenticeship, candidates typically need to complete the required education in financial planning, gain relevant work experience, and pass the CFP certification exam. Some programs offer structured apprenticeships or mentorship opportunities to help develop practical skills in financial advising. Meeting the experience and education requirements is essential before applying for the certification.

What are the key skills and qualifications needed to thrive in the Cfp Apprenticeship position, and why are they important?

To excel as a CFP Apprentice, you typically need a bachelor's degree in finance or a related field, strong analytical skills, and a keen interest in personal financial planning. Familiarity with financial planning software, investment platforms, and the pursuit or possession of the CFP (Certified Financial Planner) certification are often necessary. Excellent communication, organizational abilities, and attention to detail help apprentices build trust with clients and work effectively within a team. These skills ensure accurate financial analysis, compliance with regulations, and a successful transition to becoming a full-fledged financial planner.

What kinds of tasks and responsibilities can I expect during a CFP apprenticeship?

As a CFP apprentice, your daily activities may include assisting senior advisors with research, preparing financial plans, compiling client reports, and participating in client meetings. You’ll gain hands-on experience working with financial planning software, analyzing clients’ investment portfolios, and supporting the development of comprehensive retirement, tax, and estate strategies. Apprentices often rotate through different areas, learning from experienced planners and taking on progressively more complex tasks. This structured training helps you build practical expertise and prepares you for advancement toward full CFP certification and client-facing advisory roles.

Is CFP harder than CPA?

The CFP (Certified Financial Planner) and CPA (Certified Public Accountant) certifications have different focuses; the CPA generally requires passing four exams covering accounting, auditing, and taxation, and often involves more technical knowledge, while the CFP emphasizes financial planning, investment, and estate planning skills. Many find the CPA exams more challenging due to their depth in accounting principles, but the difficulty varies based on individual background and experience. Both require significant study and professional experience to obtain.

How much does a CFP apprentice make?

A CFP apprentice typically earns between $30,000 and $50,000 annually, depending on location, experience, and employer. Apprenticeship programs often include training in financial planning, and compensation may increase as skills and certifications progress.

Can financial advisors make $500,000 a year?

Financial advisors, including those in the CFP apprenticeship pathway, can potentially earn $500,000 annually, especially with extensive experience, a high-net-worth client base, and advanced certifications. However, such earnings are typically achieved by top performers in the industry and are not common for all advisors. Income varies based on factors like location, firm size, and individual performance.
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Cfp Apprenticeship jobs near you
Infographic showing various Cfp Apprenticeship job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Hybrid job distribution, with an average salary of $43,919 per year, or $21.1 per hour.

Financial Planner Apprentice (Advisor Apprenticeship Program)

SWMG

Fort Worth, TX • On-site

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

Job description

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Paraplanner Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program begins with hands-on paraplanning responsibilities and provides structured training, mentorship, and exposure to advanced planning strategies.
About Strittmatter
Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Job Details
Full time position with expected 40 plus hours per week in the Fort Worth office
Salary range of $60,000 to $75,000 plus bonus
Dress code is business professional
Hours are Monday through Thursday 8:00 AM to 5:00 PM and Friday 8:00 AM to 4:00 PM
Benefits include Medical, Dental, Vision, Disability, Life Insurance, and 401k with match
Job Duties and Responsibilities
Prepare financial plans and recommendations for financial planning clients
Participate in the investment research process and serve as a member of the Investment Committee team
Prepare for client meetings and reviews, including reports, proposals, and financial illustrations
Take detailed notes during new client meetings
Utilize financial planning software to input client data, develop scenarios, and generate reports
Complete client assumptions, asset recommendations, and formal plan recommendation documents
Maintain strong working relationships with clients by assisting with requests and ensuring account actions are completed
Maintain accurate client records, CRM database entries, and compliance files
Request insurance quotes as needed
Coordinate with internal team members, custodians, and insurance companies
Track weekly performance results and submit reports to management
Create and update operational processes and procedures on a weekly basis
Perform additional assignments as needed
Job Requirements
Bachelor's degree in Financial Planning or related field required
Advanced proficiency in Microsoft 365 including Word, Excel, Outlook, and Teams, as well as Adobe Acrobat
Exceptional attention to detail with the ability to work independently and collaborate effectively within a team environment
Professional written and verbal communication skills suitable for client facing interactions
High level of organization, reliability, and accountability
Strong client service orientation with a commitment to responsiveness and follow through
Demonstrated ability to manage multiple priorities without sacrificing accuracy or quality
Consistent ability to meet deadlines in a fast paced, performance driven environment
Process oriented and results driven mindset with a focus on continuous improvement
Minimum of three professional references required
*Candidates are required to obtain their CFP certification within six months of employment with Strittmatter. The cost of the CFP examination may be reimbursed, subject to applicable terms and conditions, which will be discussed further during the recruitment process.
Why Strittmatter
Long term career focused company with growth opportunities
Competitive compensation with performance based bonuses
Comprehensive benefits package including medical, dental, vision, disability, and life insurance
401k with company match to support your financial future
A professional, collaborative, and growth oriented work environment

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