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Kaplan, Inc.

Adjunct Faculty, CFP Education

$3.0K/wk

Job Title Adjunct Faculty, CFP Education Instructors are responsible for all aspects of CFP© ... Industry and teaching experience #LI-Remote The salary rate for this position is approximately $3K ...

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How much do cfp salaries jobs pay per year?

As of Jul 4, 2026, the average yearly pay for cfp salaries 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 highest paying job for a CFP?

The highest paying roles for Certified Financial Planners (CFPs) typically include senior financial advisor, wealth manager, or financial director, often earning six-figure salaries. These positions usually require extensive experience, strong client management skills, and advanced financial planning expertise. Salaries can vary based on location, firm size, and individual performance.

Do CFPs make good money?

Certified Financial Planners (CFPs) typically earn a median annual salary of around $70,000 to $90,000, with experienced professionals and those working in high-demand areas earning higher. Their income can increase with additional certifications, client base, and years of experience, and they often work in financial advisory firms or independently. Compensation may also include commissions or bonuses based on client assets and performance.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher compensation through commissions, bonuses, and advanced certifications like the CFP credential.

What is the highest salary for a CFP?

The highest salaries for Certified Financial Planners (CFPs) can exceed $200,000 annually, especially for those with extensive experience, a strong client base, or in high-cost-of-living areas. Top earners often hold senior positions, own their firms, or specialize in niche financial planning services.
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Cfp Salaries jobs near you
Infographic showing various Cfp Salaries job openings in the United States as of June 2026, with employment types broken down into 78% Full Time, 16% Part Time, and 6% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.

Senior Investment Advisor, CFP

Sanctuary Wealth Group LLC

Portland, OR • Hybrid

$100K - $150K/yr

Other

Medical, Retirement, PTO

Posted 15 days ago

Job description

Description

Senior Investment Advisor, CFP

Location: Portland, OR (Downtown Office)
Schedule: Full-Time | Exempt | Hybrid Flexibility (In-office Monday-Thursday, Remote Fridays)

Reports To: Practice Leader

Firm: Deschutes Investment Consulting LLC 


About Deschutes Investment Consulting - Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and Bend, Oregon, the firm has experienced significant growth in recent years and currently manages approximately $2.5 billion in client assets.


Deschutes operates as a collaborative, team-oriented environment where advisors are supported by experienced service and planning professionals. As a fee-only fiduciary firm, advisors are not compensated through product sales or commissions - allowing the team to remain fully aligned with clients' best interests.


The firm values collaboration, professional development, community involvement, and long-term relationship building both internally and with clients.


Position Overview - Deschutes is seeking an experienced and relationship-driven Senior Investment Advisor, CFP to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm's advisory platform.


The ideal candidate brings strong experience working with high-net-worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance.


This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.


Responsibilities

Wealth Management & Client Advisory

  • Serve as the primary advisor for an assigned group of wealth management and financial planning clients 
  • Build and deepen client relationships through exceptional service and strategic financial guidance 
  • Collaborate with senior financial planning professionals on complex planning engagements 
  • Support business development efforts through referrals, professional relationships, and personal networks 
  • Promote the firm's full suite of advisory and planning services to prospective and existing clients 

Client Experience & Team Collaboration

  • Partner with the wealth management team to ensure a seamless onboarding experience for new clients 
  • Work collaboratively across the organization to support client needs and overall team success 
  • Provide support to other members of the Deschutes team as needed 
  • Contribute ideas and participate actively in a highly collaborative office culture 

Technology & Systems

  • Maintain proficiency and stay current with key systems and platforms including: 
    • Charles Schwab 
    • eMoney 
    • Orion 
    • Wealthbox 
    • Microsoft Office Suite 

Professional Development

  • Maintain required continuing education standards for CFP and licensing requirements 
  • Participate in occasional company-sponsored conferences, training, and educational events, including some overnight travel


Requirements

What We're Looking For

Required Qualifications

  • Bachelor's degree required 
  • Minimum 7+ years of experience as an Investment Advisor or in a comparable advisory role 
  • Active Series 65 license 
  • CFP designation required 
  • Experience working with high-net-worth clients, executives, and business owners 
  • Proficiency with Microsoft Office and financial planning software such as eMoney (or similar platforms) 

Preferred Qualifications

  • Strong integrity and commitment to acting in clients' best interests 
  • Excellent communication, organization, and follow-through skills 
  • Self-motivated with the ability to work both independently and collaboratively 
  • Professional demeanor with strong discretion, confidentiality, and diplomacy 
  • Relationship-oriented mindset with a passion for client service and long-term partnership building


Compensation & Benefits

Compensation Range: $100,000 - $150,000+ first-year compensation, depending on experience, with significant upside tied to revenue growth and firm success.


Benefits Include

  • Health insurance 
  • 401(k) retirement plan 
  • Competitive base salary 
  • Performance-based bonus opportunities tied to individual and team success 
  • Continuing education and professional development support 
  • Two weeks paid vacation plus additional paid holidays 
  • Additional PTO opportunities may be approved 
  • Hybrid work flexibility with remote Fridays


Apply