CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
Quick apply
CFP, CFA, or equivalent credential required. Preferred Qualifications: * Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch ...
Associate Wealth Advisor
Tampa, FL · On-site
CFP, CFP, CFA * Securities portfolio manager * Bachelor's degree in Finance or related field required * Acquired, currently pursuing or willing to pursue the CFP designation * Prior sales, client ...
Quick apply
Associate Wealth Advisor
Tampa, FL · On-site
CFP, CFP, CFA * Securities portfolio manager * Bachelor's degree in Finance or related field required * Acquired, currently pursuing or willing to pursue the CFP designation * Prior sales, client ...
Senior Wealth Advisor
Sarasota, FL · On-site
$90 - $150/hr
CFP, CFA, or other professional designations preferred. * Bachelor's degree in Finance, Business, Economics or related field preferred. * Key attributes of the successful candidate include excellent ...
Senior Wealth Advisor
Sarasota, FL · On-site
$90 - $150/hr
CFP, CFA, or other professional designations preferred. * Bachelor's degree in Finance, Business, Economics or related field preferred. * Key attributes of the successful candidate include excellent ...
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicableto strategic referral partnerships
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicableto strategic referral partnerships
Completion of advanced degree or certification CFP, CFA, MBA, or JD required. * 5 - 8+ years of experience in wealth management or financial advisory required with demonstrated client engagement ...
Completion of advanced degree or certification CFP, CFA, MBA, or JD required. * 5 - 8+ years of experience in wealth management or financial advisory required with demonstrated client engagement ...
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicable to strategic referral partnerships
Posted today
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicable to strategic referral partnerships
Posted today
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicableto strategic referral partnerships
OR holds a CFP, CFA, CPA, or qualifies as a securities portfolio manager * Meet and maintain compliance with all ongoing participation requirements applicableto strategic referral partnerships
Completion of advanced degree or certification CFP, CFA, MBA, or JD required. * 5 - 8+ years of experience in wealth management or financial advisory required with demonstrated client engagement ...
Completion of advanced degree or certification CFP, CFA, MBA, or JD required. * 5 - 8+ years of experience in wealth management or financial advisory required with demonstrated client engagement ...
PWM Partner Portfolio Manager
Palm Beach, FL · On-site
$98K - $115K/yr
Pursuit of professional credentials (CFP, CFA, etc.) a plus Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the ...
PWM Partner Portfolio Manager
Palm Beach, FL · On-site
$98K - $115K/yr
Pursuit of professional credentials (CFP, CFA, etc.) a plus Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the ...
U.S. Private Bank - Private Banker - Vice President
Orlando, FL · On-site
$90 - $130/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
U.S. Private Bank - Private Banker - Vice President
Orlando, FL · On-site
$90 - $130/hr
Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills * MBA, JD, CFA, or CFP preferred * Proactive, takes initiative, and ...
PWM Partner Portfolio Manager
Palm Beach, FL · Hybrid
$98K - $115K/yr
Pursuit of professional credentials (CFP, CFA, etc.) a plus Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the ...
PWM Partner Portfolio Manager
Palm Beach, FL · Hybrid
$98K - $115K/yr
Pursuit of professional credentials (CFP, CFA, etc.) a plus Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the ...
Financial Planner
Santa Rosa Beach, FL · On-site
$68K - $92K/yr
Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of employment, under the CFP Board's Accelerated Path option.** * Foundational knowledge in key ...
Financial Planner
Santa Rosa Beach, FL · On-site
$68K - $92K/yr
Applicants who already hold the CPA or CFA designation, may complete the CFP during their first year of employment, under the CFP Board's Accelerated Path option.** * Foundational knowledge in key ...
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Quick apply
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Quick apply
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Private Wealth Advisor
Sarasota, FL · On-site
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Quick apply
Private Wealth Advisor
Sarasota, FL · On-site
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Quick apply
CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Senior Portfolio Manager
Naples, FL · On-site
$100 - $150/hr
Appropriate credentials such as CPA, CFP and/or CFA designation. * Graduate degree such as MBA or JD preferred. Skills * Advisory Client Investments * Management * Customer and Client Focus
Senior Portfolio Manager
Naples, FL · On-site
$100 - $150/hr
Appropriate credentials such as CPA, CFP and/or CFA designation. * Graduate degree such as MBA or JD preferred. Skills * Advisory Client Investments * Management * Customer and Client Focus
Wealth Investment Associate
$29.39 - $48.99/hr
Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...
Wealth Investment Associate
$29.39 - $48.99/hr
Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...
Wealth Investment Associate
$29.39 - $48.99/hr
Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...
Wealth Investment Associate
$29.39 - $48.99/hr
Bachelor's degree in Finance, Accounting, Economics, or related field Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification M&T Bank is committed to ...
CIMA, CFP, CPWA, BFA or CFA are preferred * Bachelor's Degree * FINRA Series 6 or 7 licensed, 65 preferred. * Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as ...
CIMA, CFP, CPWA, BFA or CFA are preferred * Bachelor's Degree * FINRA Series 6 or 7 licensed, 65 preferred. * Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as ...
Cfp Cfa information
What is the difference between Cfp Cfa vs Financial Analyst?
| Aspect | Cfp Cfa |
|---|---|
| Required Certifications | Cfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications |
| Work Environment | Financial planning, investment management, and portfolio analysis |
| Employer & Industry Usage | Financial advisory firms, investment firms, banks, and wealth management companies |
| Common Search & Comparison | People 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 are popular job titles related to Cfp Cfa jobs in Florida? For Cfp Cfa jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Cfp Cfa jobs in Florida look for? The top searched job categories for Cfp Cfa jobs in Florida are:
What cities in Florida are hiring for Cfp Cfa jobs? Cities in Florida with the most Cfp Cfa job openings:
Full-time
Retirement
Posted 15 days ago
Job description
Job Title: Personal Financial Advisor (Private Wealth)
Job Type: Contractor - US ONLY
Location: Remote
Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Key Responsibilities:
- Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
- Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
- Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
- Communicate complex financial concepts in a client-centric, easily understandable way.
- Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
- Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
- Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.
Required Skills and Qualifications:
- 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
- Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
- Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
- Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
- Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
- Exceptional judgment and decision-making capability in high-impact client scenarios.
- CFP, CFA, or equivalent credential required.
Preferred Qualifications:
- Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
- Exposure to AI-assisted financial planning tools or processes (helpful but not required).
- Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.
Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.