ZipRecruiter

Log In

1

Cfp Salary Jobs in Puerto Rico (NOW HIRING)

All JobsCfp Salary JobsCfp Salary Jobs in Puerto Rico

Cfp Salary information

What is the average salary of a Certified Financial Planner (CFP)?

The average salary for a Certified Financial Planner (CFP) in the United States typically ranges from $67,000 to $120,000 per year, depending on experience, location, and the type of employer. Entry-level CFPs may earn around $50,000 to $65,000 annually, while those with several years of experience or who manage large client portfolios can earn upwards of $150,000, including bonuses and commissions. Factors such as geographic location, firm size, and additional certifications can also impact a CFP's earning potential.

What are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, typically supported by a bachelor's degree and the CFP certification. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is crucial. Strong interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly set top performers apart. These skills ensure clients receive sound, personalized advice and build lasting trust in a highly regulated and competitive field.

What are the typical career progression opportunities for a Certified Financial Planner (CFP)?

As a Certified Financial Planner (CFP), you can start your career as an associate or junior planner, supporting senior advisors and gaining hands-on experience. With a few years of experience and demonstrated client management skills, you may advance to lead planner or senior advisor roles, where you manage your own client portfolio and provide comprehensive financial planning. Many CFPs also pursue opportunities to become partners in their firms, start their own practices, or move into specialized areas such as wealth management, estate planning, or executive leadership. Career advancement is often driven by a combination of technical expertise, client relationship skills, and professional networking.

What is the difference between Cfp Salary vs Financial Advisor Salary?

AspectCfp SalaryFinancial Advisor Salary
Required CredentialsCertified Financial Planner (CFP) certificationVaries; often includes licensing and certifications like Series 7, 66
Work EnvironmentFinancial planning firms, independent practice, or corporateBanking institutions, brokerage firms, independent advisors
Industry UsagePrimarily in financial planning and wealth management

The salary of a Cfp typically reflects specialized financial planning expertise, often higher due to certification requirements. Financial Advisors may have a broader range of roles and certifications, which can influence their salary. Both roles are integral to financial services, but Cfp professionals usually command higher compensation due to their specialized credentials and focus on comprehensive financial planning.

Are certified financial planners in high demand?

Certified Financial Planners (CFPs) are in high demand due to increasing consumer interest in financial planning and retirement strategies. The profession is expected to grow faster than average, with strong job prospects for those with certification, experience, and expertise in financial advising and planning tools.

Does a certified financial planner make good money?

Certified Financial Planners (CFPs) typically earn a median annual salary ranging from $60,000 to $100,000, depending on experience, location, and client base. Many CFPs also earn commissions or fees for financial planning services, which can increase their overall income. Success in this role often depends on strong interpersonal skills, certifications, and the ability to build a client portfolio.

What jobs can I get with a certified financial planner license?

A Certified Financial Planner (CFP) license qualifies individuals for roles such as financial advisor, wealth manager, or financial planner, where they provide investment, retirement, and estate planning services. CFPs often work in financial firms, banks, or independently, utilizing their certification to demonstrate expertise and adhere to industry standards.

What are popular job titles related to Cfp Salary jobs in Puerto Rico?

For Cfp Salary jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Cfp Salary jobs in Puerto Rico look for?

The top searched job categories for Cfp Salary jobs in Puerto Rico are:

Cfp Salary jobs near you
Infographic showing various Cfp Salary job openings in Puerto Rico as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 2% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Personal Financial Counselor, PFC-Puerto Rico

Magellan Health, Inc.

Juana Diaz, PR • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 16 days ago

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title
Personal Financial Counselor, PFC-Puerto Rico
Grade
24
Work Experience - Required
Financial Counseling
Work Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
License and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440
Salary Maximum:
$93,500
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Apply