CFP, CFA, CPA, JD, or MBA preferred * Experience working with high-net-worth or family office clients is a plus Employment Type: FULL_TIME
CFP, CFA, CPA, JD, or MBA preferred * Experience working with high-net-worth or family office clients is a plus Employment Type: FULL_TIME
CFP, CFA, CPA, JD, or MBA preferred * Experience working with high-net-worth or family office clients is a plus
Quick apply
CFP, CFA, CPA, JD, or MBA preferred * Experience working with high-net-worth or family office clients is a plus
CFP, CFA, CPA, JD, or MBA preferred * Experience working with high-net-worth or family office clients is a plus
CFP, CFA, CPA, JD, or MBA preferred * Experience working with high-net-worth or family office clients is a plus
Field Agent
Columbia, MO · On-site
CFP, CLU, CFA, or CPA professional designations
Field Agent
Columbia, MO · On-site
CFP, CLU, CFA, or CPA professional designations
Field Agent
Perryville, MO · On-site
CFP, CLU, CFA, or CPA professional designations
Field Agent
Perryville, MO · On-site
CFP, CLU, CFA, or CPA professional designations
Financial Advisor
Saint Charles, MO · On-site
... CFP designation preferred.
Financial Advisor
Saint Charles, MO · On-site
... CFP designation preferred.
Field Agent
Kirksville, MO · On-site
CFP, CLU, CFA, or CPA professional designations
Field Agent
Kirksville, MO · On-site
CFP, CLU, CFA, or CPA professional designations
Financial Advisor
Saint Charles, MO · On-site
$90 - $130/hr
... CFP designation preferred. #J-18808-Ljbffr
New
Financial Advisor
Saint Charles, MO · On-site
$90 - $130/hr
... CFP designation preferred. #J-18808-Ljbffr
New
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 ®
New
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 ®
New
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 ®
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 ®
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 ®
New
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 ®
New
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
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 ®
New
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 ®
New
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 ®
New
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 ®
New
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 ®
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 ®
Cfp information
See Missouri salary details
$57.2K - $64K
4% of jobs
$64K - $70.9K
5% of jobs
$70.9K - $77.7K
11% of jobs
$81.3K is the 25th percentile. Wages below this are outliers.
$77.7K - $84.5K
9% of jobs
$84.5K - $91.3K
14% of jobs
The median wage is $94.5K / yr.
$91.3K - $98.1K
15% of jobs
$104K is the 75th percentile. Wages above this are outliers.
$98.1K - $105K
20% of jobs
$105K - $111.8K
12% of jobs
$111.8K - $118.6K
4% of jobs
$118.6K - $125.4K
2% of jobs
$125.4K - $132.3K
4% of jobs
$57.2K
$95.6K
$132.3K
How much do cfp jobs pay per year?
As of Sep 3, 2026, the average yearly pay for cfp in Missouri is $95,620.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,600.00 and $107,400.00 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 banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investments, taxes, estate planning, and insurance.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Missouri?
The most popular types of Cfp jobs in Missouri are:
What are popular job titles related to Cfp jobs in Missouri?
For Cfp jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Missouri look for?
The top searched job categories for Cfp jobs in Missouri are:
What cities in Missouri are hiring for Cfp jobs?
Cities in Missouri with the most Cfp job openings:
Job description
About Matter Family Office
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. We deliver integrated services across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.
About the Role
Matter Family Office is seeking an Associate - Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.
Key Responsibilities
Client Service & Relationship Support
- Support day-to-day client service activities and respond to client inquiries
- Coordinate with Directors and Partners to execute client work plans
- Maintain strong relationships with client families through consistent communication and follow-up
Financial Planning & Wealth Coordination
- Prepare financial plans, projections, and periodic client updates
- Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
- Assist in coordinating planning efforts across multiple service areas
- Monitor accounts and cash positions to support client objectives
Team Collaboration & Leadership
- Delegate and review work from junior team members
- Provide mentorship and support to developing team members
- Contribute to firm initiatives, projects, and process improvements
Qualifications
- 4+ years of experience in financial services with client-facing responsibilities
- Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
- Strong understanding of investments, estate planning, insurance, and cash flow management
- Proven ability to collaborate across teams and manage multiple priorities
- Bachelor's degree (BA/BS) with strong academic performance
- CFP, CFA, CPA, JD, or MBA preferred
- Experience working with high-net-worth or family office clients is a plus
About Matter Family Office
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Saint Louis, MO, US
Year founded
1990