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Cfp Jobs in Washington (NOW HIRING)

Socket.dev

Sr. Account Manager

Washington, DC · On-site

$110 - $130/hr

Collaborates with CFP Board staff to develop research, collateral and programs that help increase awareness, preference, and CFP ® professional growth among firms * Promotes to have CFP Board ...

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Curi Capital

Wealth Advisor

Washington, DC

Certified Financial Planner (CFP) designation - required * Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving ...

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How much do cfp jobs pay per year?

As of Aug 20, 2026, the average yearly pay for cfp in Washington is $115,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,500.00 and $129,700.00 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.
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Cfp jobs near you
Infographic showing various Cfp job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 84% In-person, 3% Hybrid, and 13% Remote job distribution, with an average salary of $115,456 per year, or $55.5 per hour.

Technical Applications Analyst

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING

Washington, DC • On-site

$69 - $75/hr

Full-time

Posted 28 days ago

Job description

The Technical Applications Analyst serves as a technical subject matter expert supporting the enterprise AMS, NetForum. This focus includes support for NetForum AMS, related integrations, authentication services, Workato iPaas and other downstream SaaS platforms. This position requires strong technical skills including SQL development, scripting, troubleshooting, API integrations and reporting, along with the ability to support business users, testing activities and cross-system issue resolution. This role directly supports resolving business applications tickets and provides suggestions to support continuous improvements of business-critical systems and related data flows. Experience with NetForum, Workato or other Integration Platform as a Service (iPaaS) solutions and enterpirse SaaS applications is highly desirable.

This will be a temporary, 6-month assignment that will work 100% remotely. It is not benefits eligible.

Essential Functions:

  • Provides day-to-day support for business applications, including investigation, troubleshooting, resolution, and escalation of application support tickets and production issues.
  • Analyzes, troubleshoots, and resolves application, integration, authentication, and data issues across multiple platforms, vendors, and environments.
  • Supports, maintains, and troubleshoots integrations between NetForum and other internal and external systems utilizing Workato, APIs, web services, and other modern integration technologies and protocols.
  • Develops and maintains SQL queries, database scripts, stored procedures, reports, and other technical solutions to support project deliverables and other operational, analytical, and troubleshooting needs.
  • Supports and troubleshoots authentication solutions using Auth0 Single Sign-On (SSO).
  • Partners with business users to understand requirements, identify root causes of issues, and recommend technical solutions and process improvements.
  • Collaborates with internal teams and third-party vendors to investigate incidents and software bugs, coordinate issue resolution, and recommend system enhancements.
  • Assists with the development of test plans, test cases, and testing strategies for enhancements, upgrades, and integrations.
  • Supports unit testing, system testing, integration testing, and User Acceptance Testing (UAT) activities for NetForum and related business applications, across multiple projects.
  • Validates system enhancements and defect fixes to ensure solutions meet business requirements and do not negatively impact existing functionality.
  • Supports application configuration, deployment, release management, and post-production validation activities for AMS.
  • Assists in maintaining technical documentation including system configurations, integration specifications, support procedures, data mappings, and troubleshooting guides.
  • Provides technical guidance and support to business users regarding application functionality, reporting, data issues, and system capabilities.
  • Supports change management processes and ensures adherence to organizational standards, security requirements, and best practices.
  • Performs minor configuration of AMS and assists staff in changes to and testing of AMS configuration.
Background/Skills/Abilities Preferred:
  • BA/BS required. Major in Information Technology, Computer Science, Information Systems, mathematics, statistics, accounting, or other degree emphasizing business analysis, technology or quantitative problem-solving preferred
  • Minimum 5 years’ experience with Microsoft SQL Server writing SQL queries, stored procedures, and other scripts for analysis, reporting, troubleshooting and data validation
  • Experience supporting or troubleshooting APIs or other integration technologies (Workato preferred)
  • Experience with Association Management System (AMS) (netFORUM preferred) and/or Customer Relationship Management (CRM) (Salesforce preferred)
  • Familiarity with application integrations, enterprise architecture concepts, and data flows across interconnected business systems.
  • Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and options
  • Ability to manage multiple priorities, adapt to changing business needs and meet deadlines in a fast-paced environment
  • Ability to work independently and collaboratively with cross-functional teams
  • Excellent interpersonal and communication skills (both verbal and written)
  • Ability to work overtime when needed.

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $69 to $75 hourly. This position is not benefits eligible.