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Cfp Cfa Jobs (NOW HIRING)

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Financial Advisor (CFA or CFP)

Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote We are seeking experienced Financial Advisors (CFA or CFP) to contribute their expertise to the development of next ...

Jobtailor

Retirement Consultant

Irvine, CA · On-site

$120 - $170/hr

CPFA, AIF, QKA, CFP, and/or CFA preferred * Broad background in retirement products and general investment matters * Strong written and verbal communication skills * Strong quantitative and ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · Hybrid

$141K - $204K/yr

Qualifications Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management ...

Choreo

Director, Wealth Advisor

Boston, MA · On-site

$22.75 - $30.50/hr

CFP, CFA, CPA preferred. * Existing Boston network is strongly preferred. * Experience scaling a market. * Strong HNW client experience.

Choreo

Director, Wealth Advisor

Austin, TX · On-site

$20.75 - $27.75/hr

CFP, CFA, CPA preferred. * Existing Austin network is strongly preferred. * Experience scaling a market. * Strong HNW client experience.

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Cfp Cfa information

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$61K

$101.9K

$141K

How much do cfp cfa jobs pay per year?

As of Aug 30, 2026, the average yearly pay for cfp cfa 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 is a CFP or CFA?

CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.

What are the key skills and qualifications needed to thrive as a CFP or CFA?

To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.

How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?

CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.

What is the difference between Cfp Cfa vs Financial Analyst?

AspectCfp Cfa
Required CertificationsCfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications
Work EnvironmentFinancial planning, investment management, and portfolio analysis
Employer & Industry UsageFinancial advisory firms, investment firms, banks, and wealth management companies
Common Search & ComparisonPeople often compare Cfp Cfa roles to understand financial planning vs investment analysis

While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.

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What states have the most Cfp Cfa jobs?

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What job categories do people searching Cfp Cfa jobs look for?

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Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 78% Physical, 11% Hybrid, and 11% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Wealth Advisor I

Greenfield Banking Company

Greenfield, IN

Full-time

Re-posted yesterday

Job description

Summary

We are seeking a client-focused Wealth Advisor who is experienced in delivering investment advisory services. The ideal candidate is a CFP/CFA professional (or working toward the designation) with a passion for building long-term client relationships and delivering comprehensive financial advice.

Key Responsibilities

  • Cultivate prospective client leads.
  • Serve as the primary advisor for an assigned group of client relationships.
  • Manage and support client accounts by conducting financial reviews, assessing goals and risk tolerance, developing recommendations, and assisting with investment and financial planning strategies.
  • Build trusted, long-term relationships through proactive outreach and exceptional service.
  • Collaborate with support staff and other advisors to ensure a seamless client experience.

Qualifications

  • CFP/CFA certification in good standing.
  • Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
  • A minimum of 2 years of experience independently leading client relationships within a financial planning or wealth management firm.
  • Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
  • Excellent verbal and written communication skills.
  • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice.

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