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Cfp Jobs in Dallas, OR (NOW HIRING)

Maps Credit Union

Financial Advisor

Salem, OR · On-site

CFP designation preferred but not required. Schedule & Work Environment: * Typical schedule: Monday-Friday during standard business hours. * Position is based in either Salem or Oregon City, Oregon ...

Maps Credit Union

Financial Advisor

Salem, OR · On-site

CFP designation preferred but not required. Schedule & Work Environment: * Typical schedule: Monday-Friday during standard business hours. * Position is based in either Salem or Oregon City, Oregon ...

KeyBank

Private Client Advisor

Salem, OR · On-site

Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) * In the event you do not hold the required ...

Keybank

Private Client Advisor

Salem, OR · On-site

Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) * In the event you do not hold the required ...

Wealth Enhancement Group

Financial Advisor

Salem, OR

$100K - $130K/yr

Advanced designation required (CFP, CPA, MBA, etc.) * Series 65 (RIA Only) * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

Advanced designation required (CFP, CPA, MBA, etc.) * Series 65 (RIA Only) * 4+ years of experience within the wealth management industry * Ability to source and convert prospects to clients and ...

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All JobsCfp JobsCfp Jobs in Dallas, OR

Cfp information

See Dallas, OR salary details

$61.1K

$102.1K

$141.3K

How much do cfp jobs pay per year?

As of Aug 8, 2026, the average yearly pay for cfp in Dallas, OR is $102,122.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,200.00 and $114,700.00 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.
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Cfp jobs near you
Infographic showing various Cfp job openings in Dallas, OR 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 $102,122 per year, or $49.1 per hour.

Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Albany, OR

KeyBank

Albany, OR • On-site

$23/hr

Full-time

Posted 4 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

Job description

Location:
128 Third Avenue SW, Albany Oregon
Program Duration: MAY 26, 2027 - AUGUST 6, 2027
Key Investment Services
Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent customer base. We help customers plan for retirement, educate their families, save on taxes, and pass wealth from one generation to the next.
The Key Investment Services Internship is a structured 10.5-week experience designed to provide meaningful exposure to the wealth management industry. Interns will engage in impactful work, receive ongoing feedback and coaching, and participate in dynamic events and discussions that foster professional growth and interest in a long-term career at Key.
Essential Functions
  • Partner with a KIS Private Client Advisor to gain hands-on experience.
  • Participate in client discovery and financial planning activities including data entry and analysis.
  • Observe client meetings and assist with basic administrative tasks.
  • Develop client relationships and interpersonal communication skills.
  • Digitize client files and verify client email information.
  • Manage Salesforce book and assist in planning client events.
  • Engage in Key Corp Enterprise learning labs and networking events.
  • Collaborate on a Capstone Group Project addressing real-world industry topics.
  • Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
  • Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Pursuing a four-year or graduate-level degree by May 2029 with focused coursework in finance, accounting, economics, and/or data science. Participation in the Certified Financial Planner (CFP) program and completion of the CFP exam prior to graduation is preferred.

Work Experience
  • Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA.

Certifications/Licenses
  • Certified Financial Planner (CFP) certification is preferred for candidates pursuing a career as a Financial Advisor.

Skills
  • Analytical Skills: Ability to analyze financial data and client information to support planning and decision-making.
  • Problem Solving: Capability to identify issues and develop effective solutions in a financial services context.
  • Communication: Strong verbal and written communication skills for client interaction and team collaboration.
  • Presentation Skills: Ability to create and deliver presentations using tools like PowerPoint.
  • Technical Proficiency: Proficiency in Microsoft Excel and PowerPoint for data analysis and reporting.
  • Client Relationship: Skill in building and maintaining relationships with clients to support financial wellness.
  • Interpersonal Communication: Effective communication with clients and team members to foster collaboration.

Physical Demands
  • General Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving/Travel
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

KeyBank's Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
COMPENSATION AND BENEFITS
Compensation and Benefits
This position is eligible to earn an hourly rate of $23 per hour. Compensation also includes a $2,000.00 Summer Internship Sign-on Bonus.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 10/17/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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