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Cfp Starting Jobs (NOW HIRING)

Vanguard Group

Financial Advisor

Dallas, TX · On-site

Here are a few reasons why you should consider starting your career with us: • Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills ...

Vanguard Group, Inc.

Financial Advisor

Dallas, TX · On-site

Here are a few reasons why you should consider starting your career with us: • Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills ...

Vanguard

Financial Advisor

Dallas, TX

Here are a few reasons why you should consider starting your career with us: • Comprehensive Training: Our corporate CFP program and extensive training opportunities will equip you with the skills ...

City National Bank

Financial Advisor

San Francisco, CA · On-site

$95K/yr

CFP designation highly preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $95,000 per year. This role is eligible for bonuses and/or commissions. Benefits and Perks At City National ...

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Cfp Starting information

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$61K

$101.9K

$141K

How much do cfp starting jobs pay per year?

As of Jun 9, 2026, the average yearly pay for cfp starting 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 are some common challenges new Certified Financial Planners (CFPs) face in their first year, and how can they overcome them?

Newly certified CFPs often encounter challenges like building a client base, establishing credibility, and adapting to the fast-paced environment of financial planning. Networking, seeking mentorship from experienced advisors, and continuous professional development can help overcome these hurdles. Additionally, effective communication and staying updated with industry regulations are essential for gaining client trust and delivering quality advice.

What is the difference between Cfp Starting vs Financial Advisor?

AspectCfp StartingFinancial Advisor
Required CredentialsCertified Financial Planner (CFP) certification, possibly with some experienceVaries; may include licenses like Series 7, Series 66, or certifications like CFP
Work EnvironmentFinancial planning firms, banks, or independent practicesFinancial institutions, advisory firms, or independent
Employer & Industry UsageCommonly used in financial planning and wealth managementWidely used across financial services and advisory roles
Search & Comparison IntentPeople comparing entry-level financial planning rolesIndividuals exploring financial advisory careers

The main difference between Cfp Starting and Financial Advisor roles lies in certification and experience. Cfp Starting typically refers to entry-level professionals with CFP certification beginning their careers, while Financial Advisor is a broader term that can include various levels of experience and credentials. Both roles operate in similar environments and serve clients in financial planning and wealth management.

What is a CFP and how do I start a career as one?

A CFP, or Certified Financial Planner, is a professional who helps individuals and businesses manage their finances, including investments, retirement, insurance, and estate planning. To start a career as a CFP, you typically need a bachelor's degree, complete coursework through a CFP Board-registered program, pass the CFP exam, gain relevant work experience, and adhere to ethical standards. After becoming certified, ongoing education is required to maintain the credential. The CFP certification is recognized as a mark of excellence in the field of financial planning.

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

To thrive as a Certified Financial Planner (CFP), you need strong analytical skills, financial planning knowledge, and a bachelor's degree along with CFP certification. Proficiency in financial planning software, risk assessment tools, and compliance systems is typically expected. Exceptional interpersonal skills, ethical judgment, and clear communication help build trust and effectively guide clients through financial decisions. These competencies ensure you can develop sound financial strategies, maintain client relationships, and adhere to industry regulations.
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Cfp Starting jobs near you
Lead Advisor - New Market - Ft. Lauderdale

Lead Advisor - New Market - Ft. Lauderdale

Brighton Jones

Fort Lauderdale, FL • On-site

$150K - $350K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Ready to make a meaningful impact?
 
At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive "Best Places to Work" awards including Inc.com's 2025 list, as well as national honors for community impact.
 
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. 
 
Do you have a passion for helping others? Are you naturally curious, comfortable working in a team-based environment and committed to exceeding client expectations? If so, we should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP and a passion for helping clients. We're currently looking to expand to Ft. Lauderdale.
  
Here's where you come in: as part of our mission to help clients, colleagues, and the global community live a richer life, we're ready to extend our reach to new markets. We want you to embody our culture, serving clients and leveraging our centralized client experience, marketing, business development and operations teams.  
 
Take our Values in Action Self-Assessment to see how our values align! 
Your Role:
  • Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their "Life Plan"
  • Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management, and General Planning
  • Communicates our unique value proposition to prospective clients and works to establish Brighton Jones as their trusted financial advisor 
  • Proactively develops and expands relationships within the community
  • Cultivates and develops deep relationships with custodial retail branches in collaboration with the national team
  • Creates opportunities and represents Brighton Jones at public speaking events including community events, industry events, etc.
  • Leads a local service team with deep collaboration to ensure client retention and satisfaction is high with a relentless focus on remarkable service.
 
What Will Set You Apart:
  • Candidates must have a four-year degree
  • Required professional designation: CFP, CPA, CFA, or JD. Candidates who do not hold the CFP designation but hold the CPA, CFA, or JD must obtain the Series 65 (or equivalent) within 120 days of employment.
  • 6+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis 
  • Unquestioned commitment to integrity in personal and professional activities
  • Highly motivated with ability to function well in a fast-paced environment
  • Self-starter by nature
  • Excellent organizational, leadership, communication and presentation skills
  • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
  • This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Compensation:
  • Pay: $150K - $350K+ (base salary + variable compensation based on revenue growth)
  • Profit share: Additional opportunities for discretionary year-end profit sharing
  • Equity: Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest
 
Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members
 
Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
 
Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend
 
Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups
 
Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. 
 
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
 
Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
 
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
 
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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