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Cfp Cfa Jobs (NOW HIRING)

Regions Financial Corporation

$138K - $214K/yr

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build ...

HHM CPAs

Wealth Advisor

Chattanooga, TN

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 ...

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$101.9K

$141K

How much do cfp cfa jobs pay per year?

As of Jul 14, 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.

Is CFP and CFA a good combination?

The CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) designations are both highly regarded in the finance industry and can complement each other well for financial planning and investment management roles. Holding both certifications can expand career opportunities, demonstrate a broad skill set, and increase credibility with clients and employers. However, pursuing both requires significant time and effort, as each has distinct requirements and focus areas.

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 the salary of a CFA vs CFP?

The salary of a Chartered Financial Analyst (CFA) typically ranges from $60,000 to over $200,000 annually, depending on experience, location, and employer, with CFAs often working in investment management or research. Certified Financial Planners (CFPs) usually earn between $50,000 and $120,000 per year, with higher salaries for those with extensive experience or in senior advisory roles. Both certifications can lead to higher earning potential in finance and advisory services.

Can financial advisors make $500,000 a year?

Financial advisors, including those with CFP and CFA certifications, can potentially earn $500,000 or more annually, especially with extensive experience, a high-net-worth client base, and a strong reputation. However, such earnings are typically achieved by top performers in the industry, often through commissions, fees, or managing large portfolios. Income levels vary widely based on location, firm size, and individual performance.

What jobs can you get with a CFA vs. a CFP?

A CFA (Chartered Financial Analyst) typically qualifies individuals for roles such as investment analyst, portfolio manager, or research analyst, focusing on investment management and financial analysis. A CFP (Certified Financial Planner) prepares professionals for careers as financial planners, wealth managers, or financial advisors, emphasizing personal financial planning and client consultation. Both certifications open distinct career paths within finance, with CFA often linked to investment firms and CFP to personal finance services.

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.
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Cfp Cfa jobs near you
Infographic showing various Cfp Cfa job openings in the United States as of July 2026, with employment types broken down into 2% Internship, 84% Full Time, 7% Part Time, 6% Temporary, and 1% Contract. Highlights an 81% Physical, 9% Hybrid, and 10% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Senior Financial Advisor

MassMutual - NJ/NYC

Warren, NJ • On-site

$75K - $300K/yr

Full-time

Retirement

Re-posted 15 days ago

Job description

Job Description
About the Company
MassMutual NJNYC is a financial planning firm with offices across the Tri State. We specialize in helping clients achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.
About the Role
This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual NJNYC. As an Advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. This is a fully Hybrid role with opportunity for remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.
#LI-MMNJNY1
This opportunity is also applicable for someone who wants to pursue a management path and wants to help other junior advisors build their book of business.
Responsibilities
  • Expertise in Financial Planning, Wealth Management, and Retirement Planning
  • Strong background in Investments and Finance
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to build and maintain client relationships with effective client acquisition outreach
  • Knowledge of financial regulations and industry trends
  • Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus
  • Bachelor's degree or higher

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