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Cfp Jobs in Decatur, GA (NOW HIRING)

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred. * Minimum ...

Fulcro Insurance

Financial Advisor

Atlanta, GA · On-site

Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...

People Talent Acquisition

Financial Advisor

Atlanta, GA · On-site

Advanced degrees or professional certifications (e.g., CFP, CFA, PFS) are a plus. * Active Series 7 and Series 66 licenses (required). * Minimum of 5 years of proven experience in investment advising ...

Oxford Financial GRP

Wealth Planner

Atlanta, GA · On-site

Bachelor's degree and an advanced degree in relevant field or professional designation (such as CFP, CPA, CPWA), required. * 3+ years of experience in wealth, estate, or tax planning; experience with ...

United Community Bank

Wealth Strategist

Atlanta, GA · On-site

$115K - $149K/yr

Certified Financial Planner (CFP) designation required. * Preferred: JD or CPA credentials. * Skills & Competencies * Deep understanding of financial markets, estate and tax planning, and retirement ...

United Community Bank

Wealth Strategist

Atlanta, GA · On-site

$115K - $149K/yr

Certified Financial Planner (CFP) designation required. * Preferred: JD or CPA credentials. * Skills & Competencies * Deep understanding of financial markets, estate and tax planning, and retirement ...

United Community Bank

Wealth Strategist

Atlanta, GA

$115K - $149K/yr

Certified Financial Planner (CFP) designation required. * Preferred: JD or CPA credentials. * Skills & Competencies * Deep understanding of financial markets, estate and tax planning, and retirement ...

Sourced.

VP, Advisor Solutions

Atlanta, GA · On-site

$150K - $175K/yr

CFP or ChFC (Bonus). * Consulting Skills: Demonstrated ability to serve as a strategic business consultant with strong business acumen. * Specialization: Prior experience in practice management or ...

Oxford Financial Group, Ltd.

Wealth Strategist

Atlanta, GA · On-site

$116K - $151K/yr

Bachelor's degree and an advanced degree in relevant field or professional designation (such as JD, LLM, CPA, EA, AEP, CFP), required. * 7+ years of experience in wealth, estate, or tax planning ...

Sourced.

Be Seen First

Financial Advisor

Atlanta, GA · On-site

$70K - $100K/yr

CFP, ChFC, or similar professional designation, or a clear plan and progress toward one. (Preferred) * Familiarity with financial planning and CRM software tools. * Bachelor's degree in finance ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · On-site

$135K - $160K/yr

CFP Designation or J.D. * Experience delivering educational content and presenting to diverse audiences * Demonstrated ability to influence and collaborate across organizational levels * Strong ...

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All JobsCfp JobsCfp Jobs in Decatur, GA

Cfp information

See Decatur, GA salary details

$59.6K

$99.5K

$137.7K

How much do cfp jobs pay per year?

As of Jul 14, 2026, the average yearly pay for cfp in Decatur, GA is $99,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $111,800.00 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.
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Cfp jobs near you
Experienced Financial Planner

Experienced Financial Planner

American Heritage Financial

Kennesaw, GA • On-site

$60K - $200K/yr

Full-time

Posted 7 days ago

Job description

Experienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new offices and augment our existing offices.At AHF, we are seeking self-motivated, driven individuals with a passion for making a positive impact on people’s lives.As a Financial Advisor/Planner you will have the freedom to work with individual as well as business clients by providing a vast array of financial solutions.We have built a significant support structure to keep our advisors meeting with clients and prospects by taking a lot of the drudgery off the advisors’ plates. We have an in-house sales desk available to you that research products and design financial plans/solutions for you to present to clients, with Sales Directors who can deliver these solutions with you.Qualifications:A college degree highly preferred, but not required.Life & Health Insurance License required.SIE or 6, 66, 65, or 7 security licenses preferred.Entrepreneurial spirit required.AHF provides:Facilities and local office support provided at no cost to representatives.Full benefits package (6% matching 401(k), health, dental, vision, and disability).Technology package (client management system (CRM), planning tools, and marketing).Annualized compensation and daily commissions.Renewals and day one vesting with lifetime vesting after 5 years of service.Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP ®, etc.)Extensive in-person and online professional training to take your business to the next level (be it product, process, practice structure, or case design).To be successful, we expect you to be:Highly self-motivated and self-disciplined with an ability to work effectively.Outgoing with the ability to develop relationships (i.e., “People Person”)Fearless with a positive attitude and willingness to be accountable for sales results.Organized, detail-oriented, and demonstrating excellent time-management skills.A life-long learner.A good communicator-with excellent listening skills and ability to explain complex information in a simple and concise manner.