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Cfp Jobs in Decatur, GA (NOW HIRING)

United Community Bank

Wealth Strategist

Atlanta, GA

$115.40K - $149.20K/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

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 · On-site

$115.40K - $149.20K/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

$115.40K - $149.20K/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

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

United Community Bank

Trust Officer

Atlanta, GA · On-site

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 ...

Oxford Financial Group, Ltd.

Wealth Strategist

Atlanta, GA · On-site

$116.80K - $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 ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · Hybrid

$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 ...

Osaic

Sr. Financial Planning Strategist

Atlanta, GA · Hybrid

$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 ...

Mercer Advisors

Financial Planner (Atlanta, GA)

Atlanta, GA · Hybrid

$73.10K - $98.10K/yr

Completion of CFP coursework. * A minimum of one year of financial industry-related experience preferred. * Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce ...

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$59.6K

$99.5K

$137.7K

How much do cfp jobs pay per year?

As of May 30, 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.

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 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.
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Cfp jobs near you
Wealth Strategist

Wealth Strategist

United Community Bank

Atlanta, GA

$115.40K - $149.20K/yr

Full-time

Posted 27 days ago

Job description

Overview

We're looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you'll develop personalized, comprehensive financial plans for high-net-worth (HNW) clients, helping them achieve their long-term financial goals. You'll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship reviews.

What You'll Do
  • Lead discovery meetings to understand clients' financial goals, values, and priorities.
  • Conduct in-depth financial assessments, including income, assets, liabilities, and risk tolerance.
  • Create and present tailored wealth plans covering investment, retirement, estate, tax, risk management, and business succession strategies.
  • Partner with legal, tax, and other professionals to deliver holistic financial advice.
  • Maintain accurate records of client information and planning activities.
  • Ensure compliance with all relevant laws, regulations, and internal standards.
  • Collaborate with internal teams to enhance the overall client experience.
  • Build and maintain a network of internal and external sources to drive new business.
  • Stay current on financial planning trends, tax law changes, and regulatory updates.
  • Represent the bank in community events to build visibility and attract new prospects.
  • Support business growth by acquiring new assets from existing and prospective clients.
  • Perform other duties as needed.
Requirements For Success
  • Experience & Education
    • 5+ years of financial planning experience.
    • Bachelor's degree in a business-related field or equivalent experience.
    • Certified Financial Planner (CFP) designation required.
    • Preferred: JD or CPA credentials.
  • Skills & Competencies
    • Deep understanding of financial markets, estate and tax planning, and retirement strategies.
    • Strong analytical and communication skills-both written and verbal.
    • Ability to work independently and collaboratively across teams.
    • Professional presence and interpersonal skills to build trust with clients.
    • Experience with financial planning software and tools.
  • Bonus Skills
    • Advanced degrees or certifications (JD, CPA).
    • Specialized training in financial planning or wealth management.
Conditions of Employment
  • Must be able to pass a criminal background & credit check
  • This is a full-time, non-remote position

FLSA Status:

  • Exempt

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Pay RangeUSD $0.00 - USD $0.00 /Yr.Employment Type: FULL_TIME

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