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Cfp Jobs in Alabama (NOW HIRING)

Northwestern Mutual

  • Medical

  • Life

With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®

Northwestern Mutual

  • Medical

  • Life

With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. • Proficient in use of CRM system (i.e., Salesforce). • Strong ...

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Proficient in use of CRM system (i.e., Salesforce)

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$71K - $95K/yr

Relevant industry designation, CPA preferred, CFP, and/or CFA. Systems & Technology • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. • Proficient in use of CRM system (i.e ...

Busey

$20 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service. * Minimum of 6 hours of annual continuing education in courses related to ...

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Showing results 21-40

All JobsCfp JobsCfp Jobs in Alabama

Cfp information

See Alabama salary details

$55.3K

$92.4K

$127.8K

How much do cfp jobs pay per year?

As of Aug 17, 2026, the average yearly pay for cfp in Alabama is $92,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,900.00 and $103,800.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

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

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.
More about Cfp jobs

What are the most commonly searched types of Cfp jobs in Alabama?

The most popular types of Cfp jobs in Alabama are:

What are popular job titles related to Cfp jobs in Alabama?

For Cfp jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Cfp jobs in Alabama look for?

The top searched job categories for Cfp jobs in Alabama are:

What cities in Alabama are hiring for Cfp jobs?

Cities in Alabama with the most Cfp job openings:

Cfp jobs near you
Infographic showing various Cfp job openings in Alabama as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $92,397 per year, or $44.4 per hour.

Wealth Management Private Banker

United Community Bank

Huntsville, AL

Full-time

Re-posted 15 days ago

Job description

Overview

Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.

What You'll Do
  • Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
  • Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
  • Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
  • Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
  • Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
  • Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
  • Compliance: Ensure adherence to all compliance training and regulatory requirements.
Requirements For Success
  • 5+ years in private banking and/or wealth management.
  • Strong understanding of wealth management and planning concepts.
  • Expertise in consumer and commercial credit structuring and lending practices.
  • Proven track record in business development and client acquisition.

  • Bachelor's Degree.

Preferred Professional Designations:

  • CFP, CFA, CPA, and/or JD.
  • Life and Health Insurance.
Conditions of Employment
  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status

  • Exempt

 Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay RangeUSD $0.00 - USD $0.00 /Yr.Employment Type: FULL_TIME

Apply