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Cfp Jobs in Decatur, GA (NOW HIRING)

MIO Partners

Investment Advisory Analyst

Atlanta, GA · On-site

CFA, CAIA, or CFP designation is a plus; interest in obtaining these qualifications is envisioned to grow in this role * Completion of the Series 65 exam will be required in the intermediate term ...

W3Global Inc.

Financial Planner

Alpharetta, GA · On-site

$100K - $150K/yr

Certifications: CPA required with either PFS or CFP designation; PFS preferred * Technical: Proficiency in Microsoft Excel * Analytical: Strong problem-solving ability across tax, cash-flow, and ...

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 ...

Oxford Financial GRP

Senior 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. * 7+ years of experience in wealth, estate, or tax planning; experience with ...

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 ...

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

$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

Trust Officer

Atlanta, GA · On-site

$84K - $139K/yr

Advanced certifications such as JD, CTFA, or CFP. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position with flexibility ...

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 ...

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Cfp information

See Decatur, GA salary details

$59.6K

$99.5K

$137.7K

How much do cfp jobs pay per year?

As of Jun 19, 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.

Which pays more, CFP or CPA?

Generally, Certified Financial Planners (CFPs) tend to have higher average salaries than Certified Public Accountants (CPAs), especially in financial planning, investment advising, and wealth management roles. However, CPA salaries can be higher in accounting, auditing, and tax specialties, depending on experience and location. Both certifications can lead to lucrative careers, but salary differences depend on industry, role, and geographic factors.

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 job makes $10,000 a month without a degree?

High-paying sales roles, such as real estate brokers or insurance agents, can earn $10,000 or more monthly through commissions and performance. Skilled trades like commercial plumbing or electrical work, especially with experience and certifications, can also reach this income level without a college degree.

Can financial advisors make $500,000 a year?

Financial advisors, including CFPs, can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and specialization in high-net-worth individuals. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors. Income levels vary widely based on location, firm size, and individual performance.

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.

What jobs does a CFP get you?

A Certified Financial Planner (CFP) can work as a financial advisor, helping clients with investment planning, retirement, estate planning, and risk management. CFPs often work in financial planning firms, banks, or independently, using their certification to demonstrate expertise and credibility in financial services.
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Cfp jobs near you
Experienced Financial Planner

Experienced Financial Planner

American Heritage Financial

Marietta, GA • On-site

$60K - $200K/yr

Full-time

Posted 13 days ago

Be an early applicant

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.