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Cfp Year Jobs (NOW HIRING)

Fidelis Financial Strategies

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Paraplanner

Cookeville, TN · On-site

$40K - $70K/yr

Series 65, Series 6 or SIE or S7/ Life and Health License/ Active Certified Financial Planner (CFP ... SIMPLE IRA with 3% match after 1 year employment * Vacation and Holidays: Paid time off for ...

RK Partners

Financial Planner | Austin, TX

Chicago, IL · Hybrid

$78K - $105K/yr

... 1 year of experience in a client facing role Progress toward the CFP certification. (Firm will pay for it to be completed) In-depth knowledge of financial planning software (e.g., eMoney ...

CivicMinds, Inc.

Financial Advisor

San Francisco, CA · On-site

Candidates must have a four-year degree and the CFP designation * 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth ...

Crafted Staff

0161 - Investment Advisor

Palm Springs, FL · On-site

$130K/yr

... year restriction) Preferred Qualifications * Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or ...

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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 Jul 23, 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.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, those reaching this level typically have extensive experience, strong client bases, and often hold advanced certifications like the CFA or CFP. High earnings are more common among top-tier advisors working with high-net-worth clients or in specialized areas of financial planning.

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 does a CFP make a year?

A Certified Financial Planner (CFP) typically earns an average annual salary of around $89,000, though this can vary based on experience, location, and employer. Entry-level CFPs may earn less, while those with more experience or in senior roles can earn over $120,000 annually. Many CFPs also earn bonuses and commissions based on client assets and performance.

What jobs can I get with a CFP certification?

A CFP certification qualifies individuals for roles such as financial planner, wealth manager, financial advisor, and estate planner. These professionals develop comprehensive financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and may require ongoing education to maintain licensure.

What jobs make $1,000,000 a year?

High-earning financial advisors with the Certified Financial Planner (CFP) designation can reach or exceed $1,000,000 annually through commissions, assets under management, and bonuses. Other roles such as top executives, hedge fund managers, and successful entrepreneurs also achieve this level of income, often requiring extensive experience, advanced skills, and significant responsibility.
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 July 2026, with employment types broken down into 13% Locum Tenens, 14% Internship, 66% Full Time, 4% Part Time, and 3% Summer. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $101,940 per year, or $49 per hour.
Paraplanner

Paraplanner

Fidelis Financial Strategies

Cookeville, TN • On-site

$40K - $70K/yr

Full-time

Retirement, PTO

Posted 10 days ago

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Job description

Hiring a Paraplanner

We are seeking a Full-Time Paraplanner to join our team at Fidelis Financial Strategies.

This role delivers technical analysis and comprehensive financial plan construction.


Position Details

  • Employment Type: Full-Time
  • Work Location: In-office
  • Base Salary: $40,000 – $70,000 (Based on experience)
  • Target Bonuses: Eligible for quarterly performance bonuses


Core Responsibilities

  • Construct financial plans: Input asset, liability, and tax data into planning software.
  • Run scenario modeling: Simulate retirement readiness, cash flow, and estate strategies.
  • Draft planning summaries: Write concise, compliant strategy documents for client presentations.
  • Conduct investment research: Analyze portfolio allocations, fee structures, and historical performance.
  • Manage compliance workflows: Prepare necessary regulatory paperwork and audit trails for advisors.
  • Execute trading tasks: Process portfolio rebalancing and trade execution under advisor direction.
  • Client communication: Facilitate all indirect contacts – monthly emails and letters
  • Prepare annual client updates:  Organize, create and update client plans and tasks, in preparation for and as result of client meetings.
  • Coordinate New Client On-Boarding:   Set the direction for all actions and steps to smoothly and efficiently onboard new clients.


Required Qualifications

  • Preferred Experience level: 2 years of financial planning or industry experience.
  • Preferred education: Financial Management or related bachelor’s degree
  • Optional credentials:  Series 65, Series 6 or SIE or S7/ Life and Health License/  Active Certified Financial Planner (CFP) designation or passing score on the CFP exam preferred.
  • Preferred Software expertise: eMoney, Zephyr, Word, Excel, Orion, Holistiplan.
  • Relationship Management systems: Experience managing tasks within Wealthbox, or similar.
  • Communication skills: Ability to explain complex tax and investment concepts clearly in written format.


Benefits & Growth

  • Healthcare coverage: Health Savings Account contribution to employees that have personal health insurance policies
  • Retirement planning: SIMPLE IRA with 3% match after 1 year employment
  • Vacation and Holidays:  Paid time off for vacations, holidays, and sick time off after 90 days
  • Tuition reimbursement: Paid professional development, CE credits, and conference attendance.
  • Career path: Direct advancement track to Staff Advisor.