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Cfp Cfa Jobs (NOW HIRING)

People Talent Acquisition

Financial Advisor

Atlanta, GA · On-site

Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...

Fulcro Insurance

Financial Advisor

Atlanta, GA · On-site

Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...

The Wealth Alliance

Financial Advisor

Melville, NY

$80K - $150K/yr

CFP, CFA, CPA, or similar professional designation strongly preferred. * Solid background in financial sales or a related advisory field. * Deep knowledge of estate planning, tax strategy, and wills ...

RKL

Senior Portfolio Manager

Lancaster, PA · On-site

$140K - $160K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

RKL

Portfolio Manager

Lancaster, PA · On-site

$100K - $120K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

RKL a dynamic

Portfolio Manager

Lancaster, PA

$100K - $120K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

RKL a dynamic

Senior Portfolio Manager

Lancaster, PA

$140K - $160K/yr

CFA, CFP, or CAIA certifications a plus * Experience using CRM tools * Excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) * Previous experience in financial planning ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

CFP, CFA, CPA preferred. * Existing Louisville network is strongly preferred. * Experience scaling a market. * Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

CFP, CFA, CPA preferred. * Existing Austin network is strongly preferred. * Experience scaling a market. * Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

CFP, CFA, CPA preferred. * Existing Austin network is strongly preferred. * Experience scaling a market. * Strong HNW client experience. Employee Benefits At Choreo, we provide a holistic, total ...

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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.
Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)

Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (DCIO)

T Rowe Price

Baltimore, MD • Remote

Other

Re-posted 27 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Southwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COI's to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.

Responsibilities

  • Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
  • Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
  • Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
  • As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
  • As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 10+ years of external wholesaling experience in Pacific Southwest territory
  • DCIO and/or Retirement Plan Sales a must.
  • FINRA Series 7 and Series 63

Preferred:

  • CIMA
  • MBA
  • CFP
  • CFA
  • Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
  • Advanced sales, service, and relationship management skills
  • Advanced verbal and written communication skills
  • Outstanding presentation/public speaking skills
  • Self-directed and willing to travel (50%)
  • Thorough knowledge of the investment process and TRP products
  • Comprehensive network of DC Specialist Advisor relationships

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

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