ZipRecruiter

Log In

1

Cfp Cfa Jobs (NOW HIRING)

Mercor

Estate Planning Expert - AI Trainer

Dallas, TX · On-site +1

$80 - $120/hr

CFP , CFA , CPA , JD , or similar credential. * Experience in multi-family office or RIA environments. * Exposure to cross-border wealth transfer strategies. * Prior experience mentoring, reviewing ...

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 ...

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.

Wealth Transfer Specialist - Estate Planning

Mercor

New York, NY • On-site, Remote

$80 - $120/hr

Full-time

Posted 10 days ago

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Wealth Transfer Specialist
Type: Contract
Compensation: $80–$120/hour
Location: Remote

Role Responsibilities

  • Review and annotate AI-generated outputs related to estate and wealth transfer strategies.
  • Evaluate model reasoning on trusts, gifting strategies, and tax-efficient structuring.
  • Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios.
  • Validate planning approaches for liquidity events, succession, and family governance.
  • Label and structure case-based planning data for AI training.
  • Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations.
  • Collaborate with research teams to improve model accuracy in financial planning workflows.

Qualifications

Must-Have

  • 5+ years of experience in wealth management, private banking, estate planning, or trust advisory.
  • Strong expertise in estate, gift, and transfer tax planning.
  • Direct experience working with HNW or UHNW families.
  • Familiarity with trust structures (GRATs, SLATs, dynasty trusts, ILITs, etc.).
  • Strong written communication skills and ability to provide structured analytical feedback.
  • Comfort reviewing technical financial and legal documentation.

Preferred

  • CFP, CFA, CPA, JD, or similar credential.
  • Experience in multi-family office or RIA environments.
  • Exposure to cross-border wealth transfer strategies.
  • Prior experience mentoring, reviewing planning strategies, or training junior advisors.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.