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Cfp Jobs in California (NOW HIRING)

Zionsbank Corp

Wealth Planner

Irvine, CA · On-site

$139K - $150K/yr

CFP, CPA, JD, MBA preferred. A combination of education and experience may meet requirements. Advanced knowledge of financial analysis, tax, estate planning and wealth transfer planning practices and ...

Burton Enright Welch

Advisor

Walnut Creek, CA · On-site

Candidates should have the CFP designation. II. RESPONSIBILITIES Work with Senior and Lead Advisors to support financial planning and investment management for clients. Act as the primary point of ...

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See California salary details

$60.2K

$100.6K

$139.2K

How much do cfp jobs pay per year?

As of Aug 10, 2026, the average yearly pay for cfp in California is $100,605.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,900.00 and $113,000.00 per year, depending on experience, location, and employer.

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 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 banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

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 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 jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop 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 typically requires strong communication skills and knowledge of financial tools and regulations.

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.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in California? The most popular types of Cfp jobs in California are:
What are popular job titles related to Cfp jobs in California? For Cfp jobs in California, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in California look for? The top searched job categories for Cfp jobs in California are:
What cities in California are hiring for Cfp jobs? Cities in California with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $100,605 per year, or $48.4 per hour.

Wealth Planner

Zionsbank Corp

Irvine, CA • On-site

$139K - $150K/yr

Full-time

Posted 4 days ago

Job description

Perform a wide range of planning, education and analysis duties for both existing and prospective clients.

Responsibilities include: retirement modeling, risk management/insurance analysis, educational modeling, estate plan document and tax situation reviews, plan preparations, and providing investment recommendations that align with client goals. Responsible for on-going relationship building with clients and accountable for client satisfaction and retention. Other duties as assigned.

Requires a Bachelor's and 6 years financial planning experience, legal, tax or other directly related experience. CFP, CPA, JD, MBA preferred. A combination of education and experience may meet requirements. Advanced knowledge of financial analysis, tax, estate planning and wealth transfer planning practices and techniques.

Salary range for this position is $139,000-$150,000

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