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Cfp Salary Jobs in Riverside, CA (NOW HIRING)

Leah Yosef International, Inc.

Wealth Advisor

Irvine, CA · On-site

$300K/yr

... to the base salary (not required) * Clear and well-trodden path toward being granted equity within 2-3 years. W2, 401k match, excellent benefits. Requirements * CFP, CPA, CFA or JD * 5+ years ...

Aprio

Tax Manager, Private Client

Irvine, CA · On-site +1

$98K - $164K/yr

CFP certification or willingness to obtain CFP preferred * Bachelor's degree in Accounting, Finance ... As such, an actual salary may fall closer to one or the other end of the range, and in certain ...

RK Partners

Financial Planner--Irvine, California

Irvine, CA · On-site

$81K - $109K/yr

CFP ® designation (or actively working toward obtaining the CFP designation*). * Must be obtained ... Competitive salary plus bonus potential. * Benefit package includes health (medical, dental, and ...

US Bank

PWM Private Wealth Advisor

Ontario, CA

... CFA or CFP is preferred If there's anything we can do to accommodate a disability during any ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

US Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA

$149K - $175K/yr

... CFA or CFP is preferred If there's anything we can do to accommodate a disability during any ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

U.S. Bank

PWM Private Wealth Advisor

Ontario, CA · On-site

... CFA or CFP is preferred If there's anything we can do to accommodate a disability during any ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

U.S. Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA · On-site

$149K - $175K/yr

... CFA or CFP is preferred If there's anything we can do to accommodate a disability during any ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

City National Bank

Preferred Banking RM

Irvine, CA · On-site

$78K - $126K/yr

CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities licenses preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $78,970 - $126,140 per year.

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All JobsCfp Salary JobsCfp Salary Jobs in Riverside, CA

Cfp Salary information

See Riverside, CA salary details

$63.6K

$106.3K

$147.1K

How much do cfp salary jobs pay per year?

As of Sep 1, 2026, the average yearly pay for cfp salary in Riverside, CA is $106,350.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,800.00 and $119,500.00 per year, depending on experience, location, and employer.

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 Riverside, CA?

For Cfp Salary jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Cfp Salary jobs in Riverside, CA look for?

The top searched job categories for Cfp Salary jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Cfp Salary jobs?

Cities near Riverside, CA with the most Cfp Salary job openings:

Cfp Salary jobs near you
Infographic showing various Cfp Salary job openings in Riverside, CA as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $106,350 per year, or $51.1 per hour.

Financial Planner--Irvine, California

Irvine, CA

RK Partners
See more jobs at RK Partnersexternal

$81K - $109K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Financial Planning Strategist
(*this role is also availble in Seattle, WA)

Looking to join one of the fastest growing RIAs that's passionate about serving our clients with industry leading financial planning? In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients.

What You'll Do:

  • Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients.
  • You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases.
  • Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
  • Each Financial Planning Strategist is responsible for completing hundreds of new client cases each year. This will require strong attention to detail, the ability to stay organized, and leverage technology to maximize efficiency when managing workflow.

Why You'll Love This Role:

  • Impact - You'll see the direct results of your work as families gain financial peace of mind.
  • Growth - Clear career paths, mentorship, and training to help you advance within the company.
  • Variety - Every client story is unique, so no two days are ever the same.
  • Culture - We're collaborative, fun, and passionate about doing the right thing-for our clients and for the company.

What We're Looking For:

  • Bachelor's degree in business, finance, or related field. Advanced certifications are a plus.
  • CFP designation (or actively working toward obtaining the CFP designation*). *Must be obtained within 18 months from being hired into the position
  • 5+ years' experience in financial services (minimum of 2 years required) or equivalent experience in a client-facing role involving strategic analysis and proposals.
  • Comprehensive knowledge of financial planning, tax strategies, investments, and risk management.

Who You Are:

  • Detail-oriented and driven by excellence.
  • A strong communicator who can simplify complex concepts.
  • Collaborative, adaptable, and always eager to learn.
  • Able to balance multiple projects and deadlines with ease.

What They Offer:

Our client invests in people the same way we invest in our clients-thoughtfully and for the long term. You'll enjoy:

  • Competitive salary plus bonus potential.
  • Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.
  • CFP continuing education and tuition reimbursement.
  • Career development programs and leadership training.


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