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Cfp Year Jobs (NOW HIRING)

Jobtailor

Wealth Advisory Manager

Southlake, TX · On-site

$90 - $120/hr

CFP preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm. * Other credentials a plus. * 4-year college degree with a preferred emphasis in ...

RK Partners

Financial Planner--Irvine, California

Seattle, WA · On-site

$86K - $116K/yr

... each year. This will require strong attention to detail, the ability to stay organized, and ... CFP designation (or actively working toward obtaining the CFP designation*). * Must be obtained ...

RK Partners

Financial Planner--Irvine, California

Chicago, IL · On-site

$78K - $105K/yr

... each year. This will require strong attention to detail, the ability to stay organized, and ... CFP designation (or actively working toward obtaining the CFP designation*). * Must be obtained ...

RK Partners

Financial Planner--Irvine, California

Irvine, CA · On-site

$81K - $109K/yr

... each year. This will require strong attention to detail, the ability to stay organized, and ... CFP designation (or actively working toward obtaining the CFP designation*). * Must be obtained ...

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Cfp Year information

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$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.

Wealth Advisory Manager

Jobtailor

Southlake, TX • On-site

$90 - $120/hr

Other

Posted 5 days ago

Job description

Responsibilities
  • Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy.
  • Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing.
  • Prepare customized proposals for clients and prospective clients.
  • Assist in the development of complex and highly customized financial portfolios.
  • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations.
  • Partner with Advisor to develop asset allocations to meet clients’ risk profile and time horizon.
  • Monitor and follow up with all action items from client meetings.
  • Calendar and confirm client meetings for Wealth Advisors.
  • Maintain knowledge of key financial, investment and risk management concepts.
  • Co‑manage and provide leadership within the team.
Requirements
  • 3-5 years in client-facing advisory roles.
  • Concentrations in wealth management, financial, estate planning, and/or tax related work.
  • CFP preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm.
  • Other credentials a plus.
  • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field.
  • Strong knowledge of finance and capital markets required.
  • Technical proficiency in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis.
  • Demonstrated experience working with MoneyGuide Pro or eMoney, Orion and Salesforce (similar systems).
  • Expert in Microsoft Excel and PowerPoint.
  • Passion for financial planning and growth.
  • Strong ability to multi-task, manage various client requests and effectively prioritize.
  • Unquestioned commitment to integrity in personal and professional activities.
  • Strong verbal and written communication skills.
  • Demonstrated ability to work effectively in a team environment with the ability to take initiative and work independently while proactively keeping stakeholders in the loop.
  • Confidence to work directly with leaders and high-net worth clients.
Certifications & Qualifications
  • CFP
  • CFP education
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