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Cfp Cfa Jobs in Delaware (NOW HIRING)

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...

Cfp Cfa information

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 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 cities in Delaware are hiring for Cfp Cfa jobs?

Cities in Delaware with the most Cfp Cfa job openings:

Infographic showing various Cfp Cfa job openings in Delaware as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, 1% Temporary, and 1% Contract. Highlights an 81% Physical, 9% Hybrid, and 10% Remote job distribution.

Regional Sales Director

SROA PROPERTY MANAGEMENT, LLC

Wilmington, DE

Full-time

Re-posted 14 days ago


Job description

Become the newest member of our exciting team at SROA Capital as we redefine self-storage!

At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row.

SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.

The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand.

Duties and Responsibilities

  • Develop and execute a territory sales strategy.
  • Manage relationships with financial advisors and other licensed professionals.
  • Advance the sales process by coordinating meetings, presentations, conference calls, and client seminars.
  • Respond to ad hoc requests for information and perform investment analysis as needed.
  • Communicate the firm's investment strategies and maintain a strong understanding of market trends.
  • Maintain accurate advisor records and daily sales activity within the company's CRM system.
  • Other duties and projects that support the department’s goals

Qualifications

  • Ability to maintain an extensive travel schedule within the U.S.
  • Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred.
  • Series 7 and 63 licenses required; Series 24 preferred.
  • Minimum of 6 years of experience in the financial services industry.
  • Strong knowledge of the alternative investments landscape.
  • Excellent communication and presentation skills.
  • High integrity, strong work ethic, and a results-driven mindset.
  • Client-focused approach with the ability to develop trusted advisor relationships.
  • Strong listening and interpersonal skills.
  • Entrepreneurial mindset with a passion for driving growth and continuous improvement.
  • Proficiency in Microsoft Office 365.
  • Experience with DealCloud CRM is a plus.

SROA Offers:

  • Competitive pay with bonus potential
  • UKG Wallet – on-demand pay option
  • 100% paid medical coverage options for employee-only
  • Dental and vision plans for optimal care
  • Eight (8) paid holidays
  • Generous Paid Time Off (PTO), increasing with years of service
  • Paid Maternity and Parental Leave for growing families
  • 401(k) with substantial employer match and 100% immediate vesting
  • Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
  • GAP Insurance for added financial protection
  • Employer-paid Life Insurance and Short-Term Disability coverage
  • Long-Term Disability (LTD) coverage for added peace of mind
  • Pet insurance – because your pets are family too
  • Storage Discounts to help you declutter and organize
  • Access to Voluntary Benefits for personalized coverage
  • Learning and development opportunities to maximize your potential and excel in your career
  • A great culture that values collaboration, innovation, and inclusivity

SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.