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Cfp Jobs in Virginia (NOW HIRING)

WealthCrossing

Associate Advisor

Richmond, VA

Bachelor's Degree from an accredited college or university (Accounting or Finance majors preferred). * CPA or CFP candidate or interest in pursuing CFP designation. * 2+ years of experience working ...

WealthCrossing

Associate Advisor

Richmond, VA

Bachelor's Degree from an accredited college or university (Accounting or Finance majors preferred). * CPA or CFP candidate or interest in pursuing CFP designation. * 2+ years of experience working ...

Magellan Health Services

$58K - $93K/yr

Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, PFC, Joint Base Langley ...

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Cfp information

See Virginia salary details

$60.5K

$101.1K

$139.8K

How much do cfp jobs pay per year?

As of Jul 31, 2026, the average yearly pay for cfp in Virginia is $101,065.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,300.00 and $113,500.00 per year, depending on experience, location, and employer.

What Is the Job of a CFP Professional?

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.

How much money can a CFP make?

Certified Financial Planners (CFPs) typically earn a median annual salary of around $89,000, with experienced professionals earning over $150,000. Salaries vary based on location, experience, and the size of the firm, and CFPs often work in financial planning, investment advising, or wealth management roles that require passing the CFP certification exam and maintaining ongoing education.

Which pays more, CFP or CPA?

Generally, Certified Public Accountants (CPAs) tend to have higher average salaries than Certified Financial Planners (CFPs), especially in accounting, auditing, and tax roles. However, salary differences can vary based on experience, location, and industry, with CFPS often earning more in financial planning and advisory positions. Both certifications can lead to lucrative careers, but CPAs typically command higher pay in traditional accounting roles.

How do Certified Financial Planners (CFPs) typically 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 are CFPs?

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 are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

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 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 certifications like the CFP. High earnings are more common among top-performing advisors in large firms or with high-net-worth clients.

What jobs does a CFP get you?

A Certified Financial Planner (CFP) typically works as a financial advisor, helping clients with investment planning, retirement, estate planning, and risk management. CFPs often work in financial services firms, banks, or independently, and must pass the CFP exam and meet experience requirements to provide comprehensive financial advice.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Virginia? The most popular types of Cfp jobs in Virginia are:
What are popular job titles related to Cfp jobs in Virginia? For Cfp jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Cfp jobs in Virginia look for? The top searched job categories for Cfp jobs in Virginia are:
What cities in Virginia are hiring for Cfp jobs? Cities in Virginia with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Virginia as of July 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $101,065 per year, or $48.6 per hour.

Associate Advisor

WealthCrossing

Richmond, VA

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

Title: Associate Advisor

Why work for our firm?

WealthCrossing is a wealth management firm that takes pride in fostering a collaborative, client centered environment. Our team is made up of passionate professionals who are dedicated to simplifying our clients' financial lives and helping them move confidently toward their goals.

Our culture is built on teamwork, accountability, commitment, mutual respect, and excellence in client service. We provide training, mentorship, and continuous learning opportunities to help our team members grow, contribute, and thrive in their careers.

WealthCrossing was named one of Financial Planning's Best RIAs to Work For in 2025, a recognition that reflects the team, culture, and development environment we are intentionally building.

Job Summary

The Associate Advisor is a full time position that provides technical and relationship management support to the Advisors. This role is designed for individuals who already have experience with financial planning fundamentals and are continuing to refine their technical expertise while developing stronger client relationship and presentation skills. Responsibilities include data gathering and analysis, financial and cash flow modeling, scenario building, presentation creation, responding to client questions and requests, and participating in client meetings.

Working closely with the firm's Advisors, the Associate Advisor will continue to deepen their knowledge of comprehensive financial planning, tax planning, investments, and wealth management strategies. This role also focuses on developing confidence in leading portions of client meetings, communicating planning recommendations, identifying planning opportunities, and building long term client relationships.

Duties and Responsibilities

The Associate Advisor will focus on the following areas:

  • Data Management and Client Coordination: Gather, organize, and maintain client data while proactively identifying missing information, planning opportunities, and follow up items. Communicate directly with clients regarding data requests and basic planning needs.
  • Financial Planning and Analysis: Prepare detailed client financial plans, including cash flow, retirement, tax, and scenario analysis with minimal supervision. Review planning outputs for accuracy and identify key planning observations and recommendations for discussion with Advisors.
  • Deliverable Preparation and Planning Support:  Prepare and review client deliverables such as tax projections, performance reports, education funding analysis, Social Security analysis, charitable planning strategies, and other financial planning schedules while developing a deeper understanding of their impact on client recommendations.
  • Client Meeting Preparation and Participation: Prepare client meeting agendas, presentations, and deliverables for Advisor review. Participate in client meetings, present portions of planning discussions, document action items, and assist in follow up communication and implementation.
  • Relationship Management Development: Begin developing ongoing client relationship management skills through direct interaction with clients, responsiveness to client requests, and proactive communication alongside Advisors.
  • New Client Onboarding and Investment Integration: Collaborate with Advisors and Operations to ensure seamless onboarding of new client relationships, including transfer of securities, basis reconciliation, account setup, and initial investment implementation according to customized portfolio strategies.

Qualifications

The ideal candidate for the Associate Advisor position will have the following qualifications:

  • Bachelor's Degree from an accredited college or university (Accounting or Finance majors preferred).
  • CPA or CFP candidate or interest in pursuing CFP designation.
  • 2+ years of experience working with clients in a comprehensive financial planning environment; RIA experience preferred.
  • Foundational understanding of financial planning concepts, including cash flow planning, retirement planning, tax planning, investments, and estate planning.
  • Ability to prepare and interpret financial planning analysis with increasing independence and accuracy.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook, along with financial planning and CRM software.
  • Detail-oriented, organized, and able to managed multiple priorities and deadlines effectively.
  • Strong written and verbal communication skills and ability to interact professionally with clients.
  • Self-starter who takes initiative and demonstrates strong problem solving skills.
  • Team player, collaborative, and able to work effectively with others.
  • Desire and ability to work successfully in a collaborative, fast paced small company environment.

What we Offer

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health, dental, vision, and 401(k) plans.
  • Generous PTO and paid holidays.
  • Professional development opportunities, including continuing education and industry certifications.
  • A supportive and collaborative work environment that values teamwork and client-focused service.

Location

Our office is located downtown Richmond:
1001 Haxall Point, Suite 705, Richmond, VA, 23219

If you are a thoughtful, growth minded professional who enjoys learning, supporting others, and being part of a collaborative team, we encourage you to apply to join WealthCrossing. Together, we help clients make confident financial decisions by delivering excellent service and building meaningful, long-term relationships.

Apply