ZipRecruiter

Log In

1

Cfp Cfa Jobs (NOW HIRING)

HHM CPAs

Wealth Advisor

Chattanooga, TN · On-site

While CFP, CFA or CPA designations are not mandated, the knowledge base and skillset developed through these programs outline the fundamentals for success as a lead advisor. Understanding Estate ...

previous pagenext page

Showing results 21-40

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 Aug 10, 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 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.
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 August 2026, with employment types broken down into 91% Full Time, 7% Part Time, 1% Temporary, and 1% Contract. Highlights an 77% Physical, 11% Hybrid, and 12% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Associate Client Service

Matter Family Office

Saint Louis, MO • On-site

Other

Re-posted 15 days ago

Job description

About Matter Family Office

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. We deliver integrated services across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.

About the Role

Matter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.

Key Responsibilities

Client Service & Relationship Support

  • Support day-to-day client service activities and respond to client inquiries
  • Coordinate with Directors and Partners to execute client work plans
  • Maintain strong relationships with client families through consistent communication and follow-up

Financial Planning & Wealth Coordination

  • Prepare financial plans, projections, and periodic client updates
  • Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
  • Assist in coordinating planning efforts across multiple service areas
  • Monitor accounts and cash positions to support client objectives

Team Collaboration & Leadership

  • Delegate and review work from junior team members
  • Provide mentorship and support to developing team members
  • Contribute to firm initiatives, projects, and process improvements

Qualifications

  • 4+ years of experience in financial services with client-facing responsibilities
  • Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
  • Strong understanding of investments, estate planning, insurance, and cash flow management
  • Proven ability to collaborate across teams and manage multiple priorities
  • Bachelor's degree (BA/BS) with strong academic performance
  • CFP, CFA, CPA, JD, or MBA preferred
  • Experience working with high-net-worth or family office clients is a plus

Apply