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Cfp Jobs in Delaware (NOW HIRING)

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

... CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification Physical Requirements: M&T Bank is committed to fair ...

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Cfp information

See Delaware salary details

$61.1K

$102K

$141.1K

How much do cfp jobs pay per year?

As of Aug 6, 2026, the average yearly pay for cfp in Delaware is $102,027.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,100.00 and $114,600.00 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 Delaware? The most popular types of Cfp jobs in Delaware are:
What are popular job titles related to Cfp jobs in Delaware? For Cfp jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Delaware look for? The top searched job categories for Cfp jobs in Delaware are:
What cities in Delaware are hiring for Cfp jobs? Cities in Delaware with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Delaware as of August 2026, with employment types broken down into 100% Full Time. Highlights an 81% In-person, and 19% Remote job distribution, with an average salary of $102,027 per year, or $49.1 per hour.

Lead Financial Advisor

Leah Yosef International, Inc.

Wilmington, DE • On-site

Other

Re-posted 20 days ago

Job description

Lead Financial Advisor

Inherit 100m+ AUM

Wilmington, DE

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner in an ensemble fee-based practice.

  •  Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
  • Initial responsibility for approximately $100M and room to grow from there
  • Opportunity to make an impact of the Firm through retention and growth of client base
  • Collegial office environment that thrives on collaboration and communication
  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path
  •  Opportunity to grow into a Senior Advisor role leading your own team, with a genuine path to partnership


Requirements

  •  5+ years of experience as the lead advisor
  • Advanced industry leading designations such as CFP, CPA, EA or JD
  •  Series 65
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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