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Cfp Year Jobs (NOW HIRING)

State of Michigan

Psychologist 9-P11 CFP

Saline, MI · On-site

$33.95 - $58.04/hr

Permanent Full Time Job Number: 3920-26-CFP-042-FILL Department: Health and Human Services ... Psychologist 10 One year of professional experience providing psychological treatment equivalent to ...

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Financial Advisor, CFP Professional Department: Financial Advisory Employment Type: Full Time ... Principal & CEO Compensation: $85,000 - $100,000 / year Description We are seeking an experienced ...

State of Michigan

Psychologist 9-P11 CFP

Saline, MI · On-site

$33.95 - $58.04/hr

Dates of employment should include month and year and hours per week. Attach a cover letter. If ... Explanation of interest in the Psychologist position at the CFP Reason the candidate would be a ...

RKL a dynamic

Wealth Analyst - CFP

Chambersburg, PA · On-site

$55K - $65K/yr

The Wealth Analyst role consists of a two-year development program with primary responsibility in ... FINRA Series 65; or CFA; or CFP * 1+ year experience working in investment, data, or business ...

RKL

Wealth Analyst - CFP

Chambersburg, PA · On-site

$55K - $65K/yr

The Wealth Analyst role consists of a two-year development program with primary responsibility in ... FINRA Series 65; or CFA; or CFP * 1+ year experience working in investment, data, or business ...

RKL a dynamic

Wealth Analyst - CFP

Mechanicsburg, PA · On-site

$55K - $65K/yr

The Wealth Analyst role consists of a two-year development program with primary responsibility in ... FINRA Series 65; or CFA; or CFP * 1+ year experience working in investment, data, or business ...

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All JobsCfp Year Jobs

Cfp Year information

See salary details

$61K

$101.9K

$141K

How much do cfp year jobs pay per year?

As of Aug 11, 2026, the average yearly pay for cfp year 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 difference between Cfp Year vs Financial Planner?

AspectCfp YearFinancial Planner
CredentialsRequires CFP certification renewal each yearMay hold CFP or other financial certifications, but renewal is not annual
Work EnvironmentTypically involves annual compliance and continuing educationAdvises clients on financial planning, often with ongoing client relationships
Industry UsageUsed to denote the year of CFP certification renewalRefers to a professional providing financial planning services
Search IntentLooking for CFP certification updates or renewal infoSeeking financial planning services or professionals

The Cfp Year specifically refers to the annual renewal period for Certified Financial Planners, emphasizing certification compliance. In contrast, a Financial Planner is a professional offering comprehensive financial advice, which may or may not involve CFP certification. Understanding this difference helps clients find the right professional or renewal information based on their needs.

What jobs can I get with a certified financial planner year certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These positions involve providing financial advice, investment planning, and estate planning services to clients, often requiring strong communication skills and knowledge of financial tools and regulations.
More about Cfp Year jobs
What cities are hiring for Cfp Year jobs? Cities with the most Cfp Year job openings:
What states have the most Cfp Year jobs? States with the most job openings for Cfp Year jobs include:
What job categories do people searching Cfp Year jobs look for? The top searched job categories for Cfp Year jobs are:
Cfp Year jobs near you
Infographic showing various Cfp Year job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% 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

Full-time

Medical, Retirement, PTO

Re-posted 22 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