ZipRecruiter

Log In

1

Cfp Cfa Jobs (NOW HIRING)

Weekday AI

Financial Advisor - CFA or CFP

Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote In this position, you will leverage your expertise to assist in training the next generation of AI systems. Your ...

New

Coastal Wealth

Financial Advisor - Miami, FL

Miami, FL · Remote

$75K - $125K/yr

Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus. * Prior experience in customer service or sales is advantageous. * Familiarity with financial planning software and tools.

ECG Resources

Senior Financial Advisor

Morristown, NJ · On-site

Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred. If you are a seasoned financial advisor looking for an opportunity to grow your practice in a supportive environment, we ...

Choreo

Director, Wealth Advisor

Austin, TX

$20.75 - $27.75/hr

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

next page

Showing results 1-20

People also search for

All JobsCfp Cfa Jobs

Cfp Cfa information

See salary details

$61K

$101.9K

$141K

How much do cfp cfa jobs pay per year?

As of Jun 7, 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 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.

What are CFP and CFA professionals?

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, and why are they important?

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.
More about Cfp Cfa jobs
What cities are hiring for Cfp Cfa jobs? Cities with the most Cfp Cfa job openings:
What states have the most Cfp Cfa jobs? States with the most job openings for Cfp Cfa jobs include:
What job categories do people searching Cfp Cfa jobs look for? The top searched job categories for Cfp Cfa jobs are:
Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in the United States as of May 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Temporary. Highlights an 73% Physical, 9% Hybrid, and 18% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.
Private Wealth Advisor (CFP / CFA Preferred)

Private Wealth Advisor (CFP / CFA Preferred)

Mariner Finance

Chinatown, NY • On-site

Full-time

Posted 5 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning
Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required
Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities
#LI-MK1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
EOE M/F/D/V

What Mariner Finance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply